Seven Springs Wealth Group, LLC
CIK 1803898
13F filing for Q2 2026・No. 4,130
- Holdings
- US$458.09M
- Quarter change
- +US$25.61M
- Entries
- 85
- Net bought (estimate)
- +US$272.67K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 2
- Cut 26
- Added 27
- Corporate actions 0
- Unchanged 26
Largest holdings
85 stocks worth US$458.09M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE DIV GRWTH | Added | 1,183,767 | US$89.72M | 19.59% |
| ISHARES TRCORE 1 5 YR USD | Cut | 1,144,207 | US$55.21M | 12.05% |
| CITHE CIGNA GROUPCOM | Unchanged | 124,246 | US$34.25M | 7.48% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 529,390 | US$27.93M | 6.10% |
| ISHARES TRIBONDS DEC 29 | Cut | 1,161,935 | US$26.91M | 5.87% |
| ISHARES TRIBONDS DEC 2032 | Added | 1,064,868 | US$26.82M | 5.86% |
| SCHWAB STRATEGIC TRFUND EM EQUI ETF | Added | 601,701 | US$23.88M | 5.21% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US S | Added | 598,617 | US$22.78M | 4.97% |
| ISHARES TRCORE S&P US GWT | Added | 72,304 | US$13.6M | 2.97% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 125,353 | US$12.92M | 2.82% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.