Seven Springs Wealth Group, LLC - Portfolio overview

Seven Springs Wealth Group, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. DGRO - ISHARES TR, 15.45%
2. NU - NU HLDGS LTD, 14.35%
3. ISTB - ISHARES TR, 12.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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