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
Other77.4%
Healthcare10.1%
Technology4.7%
Consumer2.1%
ETF1.7%
Financial1.7%
Utilities1.2%
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 2023