Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seven Springs Wealth Group, LLC (CIK 1803898) reported $432.5M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($80.3M, 18.56%), ISTB ($65.7M, 15.20%), CI ($33.1M, 7.66%), IBDU ($27.1M, 6.26%), IBDX ($26.8M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $80.3M | 18.56% | 1.1M | Added |
| 2 | ISTB | ISHARES TR | $65.7M | 15.20% | 1.4M | New |
| 3 | CI | THE CIGNA GROUP | $33.1M | 7.66% | 124,246 | Hold |
| 4 | IBDU | ISHARES TR | $27.1M | 6.26% | 1.2M | Added |
| 5 | IBDX | ISHARES TR | $26.8M | 6.20% | 1.1M | Added |
| 6 | FNDF | SCHWAB STRATEGIC TR | $24.8M | 5.72% | 505,861 | Added |
| 7 | FNDE | SCHWAB STRATEGIC TR | $21.6M | 4.99% | 563,534 | Added |
| 8 | FNDA | SCHWAB STRATEGIC TR | $18.5M | 4.29% | 571,702 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $11.9M | 2.75% | 119,206 | Added |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | $11.7M | 2.72% | 157,178 | New |
| 11 | IUSG | ISHARES TR | $10.3M | 2.37% | 66,118 | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $8.0M | 1.86% | 175,926 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $7.7M | 1.78% | 142,539 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $6.2M | 1.43% | 21,470 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 1.37% | 27,575 | Trimmed |
| 16 | IVV | ISHARES TR | $5.3M | 1.23% | 8,125 | Trimmed |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $5.2M | 1.20% | 103,614 | Added |
| 18 | DUK | DUKE ENERGY CORP NEW | $5.1M | 1.19% | 39,200 | Added |
| 19 | AMZN | AMAZON COM INC | $4.3M | 1.00% | 20,754 | Trimmed |
| 20 | BAC-PL | BANK AMERICA CORP | $4.0M | 0.93% | 3,378 | Added |
| 21 | WFC/PRL | WELLS FARGO & CO | $3.9M | 0.89% | 3,349 | Added |
| 22 | SCHC | SCHWAB STRATEGIC TR | $3.8M | 0.87% | 80,306 | Trimmed |
| 23 | AAPL | APPLE INC | $3.5M | 0.82% | 13,986 | Trimmed |
| 24 | XLK | SELECT SECTOR SPDR TR | $2.5M | 0.58% | 19,024 | Hold |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $2.0M | 0.46% | 37,585 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31