Seven Springs Wealth Group, LLC
โขCIK: 1803898โขFiling: Q4 2025
**Seven Springs Wealth Group, LLC** manages $350M across a diversified portfolio of 83 positions. The strategy exhibits a notable tilt toward dividend growth and sector-specific opportunities, evidenced by the top holdings. Key allocations include DGRO at $78.9M, followed by CI at $34.2M, and significant exposure to the iShares Russell 2000 Growth ETF (IBDU) and iShares Russell 2000 Index ETF (IBDX), each at $26.9M and $26.3M, respectively. This concentration suggests a focus on established dividend payers and broad market growth indices.
Total AUM
$350.0M
QoQ Performance
-15.3%
Positions
56
Top 10 Concentration
70.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO
CI
IBDU
IBDX
FNDF
DGRO22.5%
CI9.8%
IBDU7.7%
IBDX7.5%
FNDF5.9%
FNDE4.7%
FNDA4.2%
AVDV3.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other77.9%
Healthcare10.1%
Technology4.7%
Consumer2.1%
ETF1.7%
Utilities1.2%
Financial1.1%
Industrial0.5%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ23 increased
โ25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022