Institutional Fund
Seven Springs Wealth Group, LLC
Brentwood, TNCIK 18038985 filings on record
Portfolio Value
$432.49M
Q1 2026
Holdings
81
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+23.6%
from $350.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr18.6%
- Ishares Tr15.2%
- The Cigna Group7.7%
- Ishares Tr6.3%
- Ishares Tr6.2%
- Schwab Strategic Tr5.7%
- Other40.4%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.14M | $80.26M | 18.6% | +7.6K | Added |
| 2 | Ishares Tr | 1.36M | $65.73M | 15.2% | +1.36M | New |
| 3 | The Cigna Group | 124.2K | $33.14M | 7.7% | 0 | Held |
| 4 | Ishares Tr | 1.16M | $27.09M | 6.3% | +15.1K | Added |
| 5 | Ishares Tr | 1.06M | $26.83M | 6.2% | +31.6K | Added |
| 6 | Schwab Strategic Tr | 505.9K | $24.75M | 5.7% | +49.7K | Added |
| 7 | Schwab Strategic Tr | 563.5K | $21.56M | 5.0% | +109.8K | Added |
| 8 | Schwab Strategic Tr | 571.7K | $18.54M | 4.3% | +101.7K | Added |
| 9 | American Centy ETF Tr | 119.2K | $11.90M | 2.8% | +4.8K | Added |
| 10 | Vanguard Scottsdale Fds | 157.2K | $11.74M | 2.7% | +157.2K | New |
71 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio