Seven Springs Wealth Group, LLC

CIK 0001803898 • 6 13F filings • May 15, 2025 – Aug 4, 2026

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Filer information

Filed by: Seven Springs Wealth Group, LLC, President/CCO/Managing Member
Address: 340 SEVEN SPRINGS WAY, SUITE 710, BRENTWOOD, TN, 37027
Phone: 615-370-1253
AUM: $350.0M

AUM over time

$458.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $350.0M82 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$422K	0.1%Prev: 0.1%	2,633 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$615K	0.2%Prev: 0.1%	2,292 SH	Increased
ALPHABET INC	CAP STK CL A	$6.9M	2.0%Prev: 1.4%	22,081 SH	Increased-1,220 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.2%	4,139 SH	Increased
AMAZON COM INC	COM	$4.9M	1.4%Prev: 1.2%	21,297 SH	Decreased-1,143 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$10.7M	3.1%Prev: 2.5%	114,368 SH	Increased-1,688 SH
APPLE INC	COM	$3.8M	1.1%Prev: 1.0%	14,011 SH	Decreased-1,440 SH
BANK AMERICA CORP	7.25%CNV PFD L	$4.0M	1.1%Prev: 0.9%	3,183 SH	Increased+136 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.4%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	0.1%Prev: 0.1%	955 SH	Decreased
BLUEROCK PVT REAL ESTATE FD	COM	$562K	0.2%	37,490 SH	New
CLOUDFLARE INC	CL A COM	$368K	0.1%Prev: 0.3%	1,869 SH	Decreased-4,367 SH
COCA COLA CO	COM	$434K	0.1%Prev: 0.1%	6,212 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$232K	0.1%Prev: 0.1%	495 SH	Decreased
CUMMINS INC	COM	$690K	0.2%Prev: 0.1%	1,351 SH	Increased-16 SH
DELL TECHNOLOGIES INC	CL C	$361K	0.1%Prev: 0.1%	2,868 SH	Decreased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.6M	0.4%Prev: 0.4%	47,810 SH	Increased-1,530 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.9M	0.5%Prev: 0.4%	37,585 SH	Increased-67 SH
DUKE ENERGY CORP NEW	COM NEW	$4.4M	1.2%Prev: 1.1%	37,274 SH	Decreased+1,248 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$455K	0.1%Prev: 0.1%	27,563 SH	Decreased
EXXON MOBIL CORP	COM	$519K	0.1%Prev: 0.1%	4,310 SH	Increased+6 SH
FASTENAL CO	COM	$482K	0.1%Prev: 0.1%	12,000 SH	Decreased
FTAI AVIATION LTD	SHS	$207K	0.1%	1,051 SH	New
GE AEROSPACE	COM NEW	$612K	0.2%Prev: 0.1%	1,987 SH	Increased
GE VERNOVA INC	COM	$214K	0.1%Prev: 0.1%	327 SH	Decreased-174 SH
GILEAD SCIENCES INC	COM	$347K	0.1%Prev: 0.1%	2,827 SH	Increased
GLOBAL X FDS	GLB X MLP ENRG I	$660K	0.2%Prev: 0.2%	10,907 SH	Decreased-578 SH
HCA HEALTHCARE INC	COM	$880K	0.3%Prev: 0.2%	1,884 SH	Increased-60 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.4%	3,791 SH	Decreased+3 SH
ISHARES TR	CORE DIV GRWTH	$78.9M	22.5%Prev: 18.8%	1,136,083 SH	Increased-7,872 SH
ISHARES TR	CORE MSCI EAFE	$708K	0.2%Prev: 0.2%	7,914 SH	Increased
ISHARES TR	CORE S&P TTL STK	$248K	0.1%Prev: 0.1%	1,665 SH	Increased
ISHARES TR	CORE S&P US GWT	$9.6M	2.7%Prev: 2.0%	57,114 SH	Increased+7,694 SH
ISHARES TR	CORE S&P500 ETF	$5.6M	1.6%Prev: 1.3%	8,135 SH	Increased-23 SH
ISHARES TR	EXPANDED TECH	$9.8M	2.8%Prev: 2.5%	93,075 SH	Decreased+3,239 SH
ISHARES TR	IBONDS DEC 2032	$26.3M	7.5%Prev: 5.4%	1,029,915 SH	Increased+155,369 SH
ISHARES TR	IBONDS DEC 29	$26.9M	7.7%Prev: 5.5%	1,149,546 SH	Increased+174,424 SH
JOHNSON & JOHNSON	COM	$863K	0.2%Prev: 0.2%	4,168 SH	Decreased-657 SH
LAM RESEARCH CORP	COM NEW	$240K	0.1%	1,400 SH	New
LINDE PLC	SHS	$301K	0.1%Prev: 0.1%	707 SH	Decreased
MCDONALDS CORP	COM	$225K	0.1%Prev: 0.1%	735 SH	Increased
MICROSOFT CORP	COM	$1.6M	0.4%Prev: 0.4%	3,231 SH	Decreased+7 SH
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.3%	6,525 SH	Decreased-1,083 SH
ORACLE CORP	COM	$394K	0.1%Prev: 0.2%	2,019 SH	Decreased-216 SH
PALANTIR TECHNOLOGIES INC	CL A	$205K	0.1%Prev: 0.1%	1,151 SH	Decreased
PEPSICO INC	COM	$706K	0.2%Prev: 0.2%	4,921 SH	Increased+5 SH
QUALCOMM INC	COM	$291K	0.1%Prev: 0.1%	1,700 SH	Increased
SALESFORCE INC	COM	$238K	0.1%Prev: 0.1%	899 SH	Increased+5 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$16.4M	4.7%Prev: 3.8%	453,711 SH	Increased+17,111 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$20.6M	5.9%Prev: 4.8%	456,135 SH	Increased-3,107 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$375K	0.1%Prev: 0.1%	13,790 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$14.8M	4.2%Prev: 3.4%	469,967 SH	Increased+17,221 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$4.1M	1.2%Prev: 1.0%	89,921 SH	Decreased-84 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$284K	0.1%Prev: 0.1%	10,542 SH	Increased
SCHWAB STRATEGIC TR	US MID-CAP ETF	$878K	0.3%Prev: 0.2%	29,211 SH	Decreased-801 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$474K	0.1%	4,027 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$428K	0.1%	3,580 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$559K	0.2%	10,206 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$492K	0.1%	3,177 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$447K	0.1%	2,884 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.7M	0.8%	19,024 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.8M	2.2%Prev: 1.8%	176,501 SH	Increased-537 SH
SPDR S&P 500 ETF TR	TR UNIT	$239K	0.1%	350 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.6M	0.4%	13,283 SH	New
TESLA INC	COM	$542K	0.2%Prev: 0.1%	1,205 SH	Increased+112 SH
THE CIGNA GROUP	COM	$34.2M	9.8%Prev: 8.7%	124,246 SH	Decreased-32 SH
UNION PAC CORP	COM	$554K	0.2%Prev: 0.1%	2,397 SH	Decreased+2 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$441K	0.1%Prev: 0.1%	1,400 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$222K	0.1%	354 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	0.5%Prev: 0.4%	6,334 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.4%Prev: 0.3%	3,758 SH	Decreased-87 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$589K	0.2%Prev: 0.1%	8,013 SH	Increased+163 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.7M	2.2%Prev: 1.9%	142,767 SH	Decreased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$282K	0.1%Prev: 0.1%	2,000 SH	Increased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$372K	0.1%Prev: 0.3%	6,334 SH	Decreased-12,003 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.1M	1.7%Prev: 1.4%	27,647 SH	Increased-114 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$271K	0.1%Prev: 0.1%	657 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$4.0M	1.1%Prev: 1.0%	98,744 SH	Decreased+4,586 SH
VICTORY PORTFOLIOS II	VCSHS US 500 VOL	$207K	0.1%Prev: 0.1%	2,277 SH	Increased
WALMART INC	COM	$276K	0.1%Prev: 0.1%	2,474 SH	Increased
WELLS FARGO CO NEW	PERP PFD CNV A	$3.8M	1.1%Prev: 0.9%	3,156 SH	Increased+140 SH
WISDOMTREE TR	US LARGECAP DIVD	$317K	0.1%Prev: 0.1%	3,600 SH	Increased

Sold (vs prior filing)

ISHARES TR — $252K
NU HLDGS LTD — $74.6M
PHILIP MORRIS INTL INC — $232K
SELECT SECTOR SPDR TR — $451K
SELECT SECTOR SPDR TR — $553K
SELECT SECTOR SPDR TR — $436K
SELECT SECTOR SPDR TR — $409K
SELECT SECTOR SPDR TR — $425K
SELECT SECTOR SPDR TR — $2.7M
SILA REALTY TRUST INC — $216K
SPDR SERIES TRUST — $411K
SPDR SERIES TRUST — $1.1M
WILLIAMS COS INC — $207K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000566	$350.0M	View
Nov 12, 2025	Q3 2025	13F-HR	0001172661-25-004701	$413.4M	View
Aug 4, 2026	Q2 2026