Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

$404 Million
Q3 2025

Seven Springs Wealth Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $404 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $77.9M, Nu Holdings Ltd. with a value of $74.6M, Cigna Corp with a value of $35.8M, Ishares Tr Ibonds Dec 2029 Ter with a value of $22.9M, and Ishares Tr Ibonds Dec 2032 Ter with a value of $22.4M.

Examining the 13F form we can see an increase of $8.86M in the current position value, from $395M to 404M.

Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $404 Million

ETFs: $251 Million

Financial Services: $76.5 Million

Healthcare: $37.9 Million

Technology: $10.9 Million

Communication Services: $10.8 Million

Consumer Cyclical: $7.17 Million

Utilities: $4.46 Million

Industrials: $2.74 Million

Other: $2.75 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DGRO Ishares Core Dividend Growth E ETFs	$0	$77.9 Million 19.28% of portfolio	1,143,955	Q3 2025 Added 5.33%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$22.9 Million 5.67% of portfolio	975,122	Q3 2025 Added 13.97%
IBDX Ishares Tr Ibonds Dec 2032 Ter ETFs	$0	$22.4 Million 5.55% of portfolio	874,546	Q3 2025 New
FNDF Schwab Fundamental Intl Large ETFs	$0	$19.7 Million 4.88% of portfolio	459,242	Q3 2025 Added 4.08%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$15.8 Million 3.91% of portfolio	436,600	Q3 2025 Added 10.29%
FNDA Schwab Fundamental U S Small C ETFs	$0	$14.1 Million 3.49% of portfolio	452,746	Q3 2025 Added 6.88%
IGV Ishares Expanded Tech Software ETFs	$0	$10.3 Million 2.56% of portfolio	89,836	Q3 2025 Added 11.7%
AVDV American Centy ETF Tr Avantis ETFs	$0	$10.3 Million 2.56% of portfolio	116,056	Q3 2025 Added 4.18%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$8.13 Million 2.01% of portfolio	49,420	Q3 2025 Added 22.4%

VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$7.74 Million 1.91% of portfolio	142,767	Q3 2025 Reduced 0.5%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$7.58 Million 1.88% of portfolio	177,038	Q3 2025 Reduced 1.85%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.46 Million 1.35% of portfolio	8,158	Q3 2025 Reduced 0.67%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.06 Million 1.25% of portfolio	27,761	Q2 2025 Reduced 0.31%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$4.1 Million 1.01% of portfolio	90,005	Q3 2025 Reduced 0.77%
XLK Technology Sector Spdr ETFs	$0	$2.68 Million 0.66% of portfolio	9,512	Q1 2022 Reduced 0.84%
DFIV Dimensional ETF Tr ETFs	$0	$1.74 Million 0.43% of portfolio	37,652	Q3 2025 Added 5.74%
VB Vanguard Small Cap ETF ETFs	$0	$1.61 Million 0.4% of portfolio	6,334	Q1 2025 Added 2.64%
DFAE Dimensional ETF Tr ETFs	$0	$1.56 Million 0.38% of portfolio	49,340	Q3 2025 Reduced 0.2%

VTI Vanguard Total Stock Market Et ETFs	$0	$1.26 Million 0.31% of portfolio	3,845	Q1 2025 Added 4.6%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.15 Million 0.28% of portfolio	8,192	Q4 2019 New
VGSH Vanguard ETFs	$0	$1.08 Million 0.27% of portfolio	18,337	Q3 2025 Reduced 44.65%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$889,000 0.22% of portfolio	30,012	Q4 2024 Added 200.0%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$720,000 0.18% of portfolio	11,485	Q3 2025 Reduced 6.01%
IEFA Ishares Tr ETFs	$0	$690,000 0.17% of portfolio	7,914	Q3 2025 Reduced 32.53%
XLF Financial Sector Spdr ETFs	$0	$552,000 0.14% of portfolio	10,262	Q4 2023 Reduced 1.75%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$560,000 0.14% of portfolio	7,850	Q3 2020 Reduced 9.25%
XLC Select Sector Spdr Tr Communic ETFs	$0	$451,000 0.11% of portfolio	3,813	Q4 2023 Reduced 1.95%
XLV Select Sector Spdr Fund Health ETFs	$0	$425,000 0.11% of portfolio	3,057	Q4 2023 Reduced 1.7%
VV Vanguard Large Cap ETF ETFs	$0	$431,000 0.11% of portfolio	1,400	Q4 2019 New
XLI Industrial Sector Spdr ETFs	$0	$435,000 0.11% of portfolio	2,826	Q1 2023 Reduced 1.77%
XLY Select Sector Spdr Consumer Di ETFs	$0	$409,000 0.1% of portfolio	1,708	Q1 2023 Reduced 10.81%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$410,000 0.1% of portfolio	5,091	Q3 2025 New
FNDX Schwab Fundamental U S Large C ETFs	$0	$362,000 0.09% of portfolio	13,790	Q1 2025 New
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$313,000 0.08% of portfolio	3,600	Q4 2022 New
VT Vanguard Total World Stk Index ETFs	$0	$275,000 0.07% of portfolio	2,000	Q4 2023 New
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$264,000 0.07% of portfolio	657	Q2 2024 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$277,000 0.07% of portfolio	10,542	Q2 2025 New
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$251,000 0.06% of portfolio	9,988	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$242,000 0.06% of portfolio	1,665	Q3 2024 New
CFA Victory Portfolios Ii Shs Us 5 ETFs	$0	$207,000 0.05% of portfolio	2,277	Q2 2025 New

Summary

Portfolio
No. of Stocks 83
Current Value $404 Million
Prior Value $395 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 24 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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Seven Springs Wealth Group, LLC Portfolio Holdings