Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC reported 85 positions worth $458.1M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: DGRO (19.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRO | SH | $89.7M | 19.59% | 1,183,767 | — | — | |
| ▸ 2 | ISTB | SH | $55.2M | 12.05% | 1,144,207 | — | — | |
| ▸ 3 | CI | SH | $34.3M | 7.48% | 124,246 | — | — | |
| ▸ 4 | FNDF | SH | $27.9M | 6.10% | 529,390 | — | — | |
| ▸ 5 | IBDU | SH | $26.9M | 5.87% | 1,161,935 | — | — | |
| ▸ 6 | IBDX | SH | $26.8M | 5.86% | 1,064,868 | — | — | |
| ▸ 7 | FNDE | SH | $23.9M | 5.21% | 601,701 | — | — | |
| ▸ 8 | FNDA | SH | $22.8M | 4.97% | 598,617 | — | — | |
| ▸ 9 | IUSG | SH | $13.6M | 2.97% | 72,304 | — | — | |
| ▸ 10 | AVDV | SH | $12.9M | 2.82% | 125,353 | — | — |
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Frequently Asked Questions
What stocks does Seven Springs Wealth Group, LLC hold as of Q2 2026?
Seven Springs Wealth Group, LLC reported 85 positions worth $458.1M in its Q2 2026 13F filing. Largest positions: DGRO (19.6%), ISTB (12.1%), CI (7.5%), FNDF (6.1%) and IBDU (5.9%).
What did Seven Springs Wealth Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Seven Springs Wealth Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.