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Jeremy Hutzel

Seven Springs Wealth Group, Llc

Assets Managed
$432.486M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
23.56%(2Q avg: 4.12%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Springs Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Seven Springs Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 432.486M in assets, with a quarterly growth rate of 23.56% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Jeremy Hutzel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.67%
18.56%
$80.262M
1.144M shares@ $70.18 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
New Position
15.2%
$65.729M
1.356M shares@ $48.46 avg price
CI
The Cigna Group
Recent Activity
7.67%
$33.143M
124,246 shares@ $266.76 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 1.32%
6.27%
$27.089M
1.165M shares@ $23.27 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Increased 3.08%
6.21%
$26.825M
1.062M shares@ $25.28 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 10.91%
5.73%
$24.752M
505,861 shares@ $48.93 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Increased 24.21%
4.99%
$21.561M
563,534 shares@ $38.27 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 21.65%
4.29%
$18.54M
571,702 shares@ $32.44 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 4.24%
2.76%
$11.904M
119,206 shares@ $99.87 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
New Position
2.72%
$11.744M
157,178 shares@ $74.72 avg price

1-10 of 81