Seven Springs Wealth Group, LLC
Annual return '25
+22.3%
SPY '25
+17.7%
Alpha
+4.6ptsvs SPY
Invested
$432.5M
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRO
ISHARES TR
Q1 2026: Sold 90.1% (1.14M → 112.2k shares)
18.6%
02
$ISTB
ISHARES TR
Held since at least Q1 2024
15.2%
03
$CI
THE CIGNA GROUP
Q1 2026: Exited (was 124.2k shares)
7.7%
04
$IBDU
ISHARES TR
Q1 2026: Exited (was 1.15M shares)
6.3%
05
$IBDX
ISHARES TR
Q1 2026: Exited (was 1.03M shares)
6.2%
06
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Sold 46.8% (456.1k → 242.8k shares)
5.7%
07
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 453.7k shares)
5.0%
08
$FNDA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 470.0k shares)
4.3%
09
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 114.4k shares)
2.8%
10
$VCLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.