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SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $458M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
+7.24%
1 Year Est. Return
+17.27%
3 Year Est. Return
+59.17%
5 Year Est. Return
+68.19%
10 Year Est. Return
–
AUM
$458M
AUM Growth
+$25.6M
Cap. Flow
-$207K
Cap. Flow %
-0.05%
Top 10 Hldgs %
72.92%
Holding
87
New
6
Increased
27
Reduced
26
Closed
2

Top Buys

Rank Stock Value
1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.96M
2
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.54M
3
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.24M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.12M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$960K

Top Sells

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$10.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$440K
3
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$334K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$274K
5
ACN icon
Accenture
ACN
+$249K

Sector Composition

Rank Sector Weight
1 Miscellaneous 81.96%
2 Healthcare 7.94%
3 Communication Services 2.91%
4 Technology 2.2%
5 Consumer Discretionary 1.48%

No holdings matched the selected filter criteria.

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CIM
Coleford Investment Management Toronto, Ontario, Canada $459M AUM 23.79% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return
RFN
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SSC
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VIM
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Seven Springs Wealth Group's Q2 2026 Portfolio in Review

As of Q2 2026, Seven Springs Wealth Group held 87 positions worth $458M, up 5.9% from $432M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Seven Springs Wealth Group's Q2 2026 filing shows 6 new, 27 increased, 26 reduced and 2 closed positions. Its largest new stake was VistaShares Artificial Intelligence Supercycle ETF: 6,311 shares worth $538K. The largest sale was iShares Core 1-5 Year USD Bond ETF, an estimated $10.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, down from 82% a quarter earlier, followed by Healthcare and Communication Services.

  • Seven Springs Wealth Group's largest Q2 2026 buy was VistaShares Artificial Intelligence Supercycle ETF: 6,311 shares worth $538K.
  • Seven Springs Wealth Group added most to iShares Core Dividend Growth ETF in Q2 2026, an estimated $2.96M increase.
  • Seven Springs Wealth Group's biggest Q2 2026 reduction was iShares Core 1-5 Year USD Bond ETF, cutting an estimated $10.2M.
  • Seven Springs Wealth Group fully exited Vanguard Short-Term Treasury ETF in Q2 2026, selling an estimated $274K.
  • Seven Springs Wealth Group's ten largest holdings make up 73% of its $458M portfolio in Q2 2026.
  • Seven Springs Wealth Group opened 6 new positions and closed 2 in Q2 2026.
  • Seven Springs Wealth Group's portfolio value rose 5.9% quarter-over-quarter to $458M.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.