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Livermore
Livermore
ZHEN

Seven Springs Wealth Group, LLC

SEC CIK
0001803898
Latest filing
Aug 4, 2026

The latest 13F from Seven Springs Wealth Group, LLC covers Q2 2026 (filed Aug 4, 2026): 85 long positions worth $458.1M. The top 10 holdings make up 72.9% of the portfolio, and the largest is iShares Core Dividend Growth ETF at 19.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$1.90M
Added
27
Est. +$10.8M
Reduced
26
Est. −$11.9M
Sold out
2
Est. −$523.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core Dividend Growth ETF46434V621
    19.6%$89.7M
  2. iShares Tr46432F859
    12.1%$55.2M
  3. CICigna Group
    7.5%$34.3MHistory
  4. Schwab Fundamental International Equity ETF808524755
    6.1%$27.9M
  5. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    5.9%$26.9M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core Dividend Growth ETF46434V621
    +$3.04MAdded
  2. Schwab Fundamental Emerging Markets Equity ETF808524730
    +$1.51MAdded
  3. Schwab Fundamental International Equity ETF808524755
    +$1.24MAdded
  4. iShares Core S&P U.S. Growth ETF464287671
    +$1.16MAdded
  5. Schwab Fundamental U.S. Small Company ETF808524763
    +$1.02MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core Dividend Growth ETF46434V621
    +1.03 pp18.6% → 19.6%
  2. Schwab Fundamental U.S. Small Company ETF808524763
    +0.69 pp4.3% → 5.0%
  3. iShares Core S&P U.S. Growth ETF464287671
    +0.60 pp2.4% → 3.0%
  4. Schwab Fundamental International Equity ETF808524755
    +0.37 pp5.7% → 6.1%
  5. Schwab Fundamental Emerging Markets Equity ETF808524730
    +0.23 pp5.0% → 5.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46432F859
    −$10.2MReduced
  2. GOOGLAlphabet Inc.
    −$436.3KReducedHistory
  3. Vanguard Scottsdale FDS92206C813
    −$334.9KReduced
  4. Vanguard Scottsdale FDS92206C102
    −$274.5KSold out
  5. ACNAccenture plc
    −$248.7KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46432F859
    −3.15 pp15.2% → 12.1%
  2. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    −0.39 pp6.3% → 5.9%
  3. Vanguard Scottsdale FDS92206C813
    −0.21 pp2.7% → 2.5%
  4. Vanguard Scottsdale FDS92206C102
    −0.06 pp0.1% → 0.0%
  5. BPREBluerock Private Real Estate Fund
    −0.06 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$458.1M
+$25.6M (+5.9%) vs. prior quarter
Positions
85
+4 vs. prior quarter
Top 10 concentration
72.9%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
15.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $458.1M (Q2 2026)

Q1 2021: $212.2MQ2 2021: $231.0MQ3 2021: $204.1MQ4 2021: $218.9MQ1 2022: $210.9MQ2 2022: $199.5MQ3 2022: $184.0MQ4 2022: $207.1MQ1 2023: $202.4MQ2 2023: $210.7MQ3 2023: $208.6MQ4 2023: $221.9MQ1 2024: $260.4MQ2 2024: $255.7MQ3 2024: $275.2MQ4 2024: $268.6MQ1 2025: $280.5MQ2 2025: $403.9MQ3 2025: $413.4MQ4 2025: $350.0MQ1 2026: $432.5MQ2 2026: $458.1M
Q1 2021Q2 2026
13F filings of Seven Springs Wealth Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 202685$458.1MiShares Core Dividend Growth ETFiShares TrCIvs. Q1 2026SEC
Q1 2026May 14, 202681$432.5MiShares Core Dividend Growth ETFiShares TrCIvs. Q4 2025SEC
Q4 2025Feb 10, 202683$350.0MiShares Core Dividend Growth ETFCIiShares Ibonds Dec 2029 Term Corporate ETFvs. Q3 2025SEC
Q3 2025Nov 12, 202583$413.4MiShares Core Dividend Growth ETFNUCIvs. Q2 2025SEC
Q2 2025Aug 13, 202584$403.9MNUiShares Core Dividend Growth ETFCIvs. Q1 2025SEC
Q1 2025May 15, 202581$280.5MiShares Core Dividend Growth ETFCIiShares Ibonds Dec 2029 Term Corporate ETFvs. Q4 2024SEC
Q4 2024Feb 14, 202577$268.6MiShares Core Dividend Growth ETFCIiShares Ibonds Dec 2029 Term Corporate ETFvs. Q3 2024SEC
Q3 2024Nov 14, 202471$275.2MiShares Core Dividend Growth ETFCIiShares Ibonds Dec 2029 Term Corporate ETFvs. Q2 2024SEC
Q2 2024Jul 30, 202462$255.7MiShares Core Dividend Growth ETFCIiShares Ibonds Dec 2029 Term Corporate ETFvs. Q1 2024SEC
Q1 2024May 7, 202462$260.4MiShares Core Dividend Growth ETFCISchwab Fundamental International Equity ETFvs. Q4 2023SEC
Q4 2023Feb 7, 202460$221.9MiShares Core Dividend Growth ETFCISchwab Fundamental International Equity ETFvs. Q3 2023SEC
Q3 2023Nov 8, 202356$208.6MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q2 2023SEC
Q2 2023Jul 31, 202363$210.7MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q1 2023SEC
Q1 2023May 9, 202360$202.4MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q4 2022SEC
Q4 2022Feb 8, 202357$207.1MCIiShares Core Dividend Growth ETFVanguard Ftse Emerging Markets ETFvs. Q3 2022SEC
Q3 2022Oct 21, 202257$184.0MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q2 2022SEC
Q2 2022Jul 27, 202264$199.5MCIiShares Core Dividend Growth ETFVanguard Ftse Emerging Markets ETFvs. Q1 2022SEC
Q1 2022May 9, 202265$210.9MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q4 2021SEC
Q4 2021Feb 4, 202264$218.9MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q3 2021SEC
Q3 2021Oct 21, 202175$204.1MiShares Core Dividend Growth ETFCIVanguard Ftse Emerging Markets ETFvs. Q2 2021SEC
Q2 2021Jul 27, 202178$231.0MCIiShares Core Dividend Growth ETFiShares Trvs. Q1 2021SEC
Q1 2021May 7, 2021131$212.2MCIiShares Core Dividend Growth ETFiShares Tr–SEC