Seven Springs Wealth Group, LLC
82 holdingsFiling period: 2026-03-31Current AUM: $463.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.14M | $80.3M | $89.2M | 19.27% | +7.6K | 2026-03-31 |
| 2 | ISTB | ISHARES TR | 1.36M | $65.7M | $65.1M | 14.07% | -- | 2026-03-31 |
| 3 | CI | THE CIGNA GROUP | 124.2K | $33.1M | $34.7M | 7.49% | -- | 2026-03-31 |
| 4 | IBDU | ISHARES TR | 1.16M | $27.1M | $26.9M | 5.80% | +15.1K | 2026-03-31 |
| 5 | IBDX | ISHARES TR | 1.06M | $26.8M | $26.4M | 5.70% | +31.6K | 2026-03-31 |
| 6 | FNDF | SCHWAB STRATEGIC TR | 505.9K | $24.8M | $27.3M | 5.90% | +49.7K | 2026-03-31 |
| 7 | FNDE | SCHWAB STRATEGIC TR | 563.5K | $21.6M | $23.3M | 5.02% | +109.8K | 2026-03-31 |
| 8 | FNDA | SCHWAB STRATEGIC TR | 571.7K | $18.5M | $21.2M | 4.59% | +101.7K | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 119.2K | $11.9M | $12.5M | 2.69% | +4.8K | 2026-03-31 |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | 157.2K | $11.7M | $11.3M | 2.44% | -- | 2026-03-31 |
| 11 | IUSG | ISHARES TR | 66.1K | $10.3M | $12.2M | 2.64% | +9.0K | 2026-03-31 |
| 12 | SPDW | SPDR INDEX SHS FDS | 175.9K | $8.0M | $8.8M | 1.90% | -575 | 2026-03-31 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | 142.5K | $7.7M | $8.4M | 1.81% | -228 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 21.5K | $6.2M | $7.6M | 1.65% | -611 | 2026-03-31 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | 27.6K | $5.9M | $6.6M | 1.42% | -72 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 8.1K | $5.3M | $6.1M | 1.32% | -10 | 2026-03-31 |
| 17 | VZ | VERIZON COMMUNICATIONS INC | 103.6K | $5.2M | $4.8M | 1.05% | +4.9K | 2026-03-31 |
| 18 | DUK | DUKE ENERGY CORP NEW | 39.2K | $5.1M | $4.9M | 1.06% | +1.9K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 20.8K | $4.3M | $5.6M | 1.22% | -543 | 2026-03-31 |
| 20 | BAC | BANK AMERICA CORP | 3.4K | $4.0M | $5.1M | 1.10% | +195 | 2026-03-31 |
| 21 | WFC | WELLS FARGO & CO | 3.3K | $3.9M | $4.2M | 0.91% | +193 | 2026-03-31 |
| 22 | SCHC | SCHWAB STRATEGIC TR | 80.3K | $3.8M | $3.9M | 0.84% | -9,615 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 14.0K | $3.5M | $4.3M | 0.93% | -25 | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 19.0K | $2.5M | $3.3M | 0.72% | -- | 2026-03-31 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | 37.6K | $2.0M | $2.2M | 0.46% | -- | 2026-03-31 |
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