Seven Springs Wealth Group, LLC ETF holdings
Brentwood, TN
Reported $366.7M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$366.7M
ETFs held
40
Change from prior quarter
+5.4%
With price moves
ETFs as a share of its 13F
80.0%
of $458.1M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRO | iShares Core Dividend Growth ETF | $89.7M | 1,183,767 | +40,102 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $55.2M | 1,144,207 | −212,159 shares |
| FNDF | Schwab Fundamental International Equity ETF | $27.9M | 529,390 | +23,529 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $26.9M | 1,161,935 | −2,683 shares |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $26.8M | 1,064,868 | +3,318 shares |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | $23.9M | 601,701 | +38,167 shares |
| FNDA | Schwab Fundamental U.S. Small Company ETF | $22.8M | 598,617 | +26,915 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $13.6M | 72,304 | +6,186 shares |
| AVDV | Avantis International Small Cap Value ETF | $12.9M | 125,353 | +6,147 shares |
| VCLT | Vanguard Long-Term Corporate Bond ETF | $11.5M | 152,727 | −4,451 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803898. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Seven Springs Wealth Group, LLC own?
Seven Springs Wealth Group, LLC reported 40 ETF positions worth $366.7M in its Form 13F for June 30, 2026. The largest was DGRO, at $89.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.