Seven Springs Wealth Group
Seven Springs Wealth Group reported 85 stocks worth $458M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are DGRO (19.6%), ISTB (12.1%) and CI (7.5%). Compared with Q1 2026, the fund opened new positions in AIS, CRWD and MU, added to DGRO, FNDF and IBDX, trimmed ISTB, IBDU and VCLT and sold out of VGSH and ACN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRO Ishares TR | $89.7M | 19.6% | 1.2M | +40K (+4%) | 8 of 8 | |
| 2 |  ISTB Ishares TR | $55.2M | 12.1% | 1.1M | −212K (−16%) | 2 of 8 | |
| 3 |  CI The Cigna Group | $34.3M | 7.5% | 124K | No change | 8 of 8 | |
| 4 |  FNDF Schwab Fundamental International Equity ETF | $27.9M | 6.1% | 529K | +24K (+5%) | 8 of 8 | |
| 5 |  IBDU Ishares TR | $26.9M | 5.9% | 1.2M | −2,683 (−0%) | 8 of 8 | |
| 6 |  IBDX Ishares TR | $26.8M | 5.9% | 1.1M | +3,318 (+0%) | 4 of 8 | |
| 7 |  FNDE Schwab Strategic TR | $23.9M | 5.2% | 602K | +38K (+7%) | 8 of 8 | |
| 8 |  FNDA Schwab Fundamental U.s. Small Company ETF | $22.8M | 5.0% | 599K | +27K (+5%) | 8 of 8 | |
| 9 |  IUSG Ishares TR | $13.6M | 3.0% | 72K | +6,186 (+9%) | 8 of 8 | |
| 10 |  AVDV Avantis International Small Cap Value ETF | $12.9M | 2.8% | 125K | +6,147 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seven Springs Wealth Group 13F FAQ
What does Seven Springs Wealth Group own?
Seven Springs Wealth Group reported 85 stocks worth $458M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are DGRO (19.6%), ISTB (12.1%) and CI (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Seven Springs Wealth Group buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 29 added to, 26 trimmed and 2 sold out. New positions include AIS, CRWD and MU. It sold all of VGSH and ACN.
When will Seven Springs Wealth Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Seven Springs Wealth Group's portfolio worth?
The Q2 2026 filing reports $458M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.