Seven Springs Wealth Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$432.5M
Q ending 2026-03-31
Prior quarter
$350.0M
Q ending 2025-12-31
Change
+23.6% QoQ · +54.2% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | DGRO | Shares | $80.3M | 1.1M |
| Ishares Tr | ISTB | Shares | $65.7M | 1.4M |
| The Cigna Group | CI | Shares | $33.1M | 124K |
| Ishares Tr | IBDU | Shares | $27.1M | 1.2M |
| Ishares Tr | IBDX | Shares | $26.8M | 1.1M |
| Schwab Strategic Tr | FNDF | Shares | $24.8M | 506K |
| Schwab Strategic Tr | FNDE | Shares | $21.6M | 564K |
| Schwab Strategic Tr | FNDA | Shares | $18.5M | 572K |
| American Centy Etf Tr | AVDV | Shares | $11.9M | 119K |
| Vanguard Scottsdale Fds | VCLT | Shares | $11.7M | 157K |
| Ishares Tr | IUSG | Shares | $10.3M | 66K |
| Spdr Index Shs Fds | SPDW | Shares | $8.0M | 176K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.7M | 143K |
| Alphabet Inc | GOOGL | Shares | $6.2M | 21K |
| Vanguard Specialized Funds | VIG | Shares | $5.9M | 28K |
| Ishares Tr | IVV | Shares | $5.3M | 8K |
| Verizon Communications Inc | VZ | Shares | $5.2M | 104K |
| Duke Energy Corp New | DUK | Shares | $5.1M | 39K |
| Amazon Com Inc | AMZN | Shares | $4.3M | 21K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $4.0M | 3K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $3.9M | 3K |
| Schwab Strategic Tr | SCHC | Shares | $3.8M | 80K |
| Apple Inc | AAPL | Shares | $3.5M | 14K |
| Select Sector Spdr Tr | XLK | Shares | $2.5M | 19K |
| Dimensional Etf Trust | DFIV | Shares | $2.0M | 38K |
| Vanguard Index Fds | VB | Shares | $1.6M | 6K |
| Dimensional Etf Trust | DFAE | Shares | $1.6M | 48K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Global X Fds | MLPX | Shares | $1.3M | 18K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Vanguard Index Fds | VTI | Shares | $1.2M | 4K |
| Spdr Series Trust | SDY | Shares | $1.2M | 8K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.0M | 4K |
| Schwab Strategic Tr | SCHM | Shares | $904K | 29K |
| Hca Healthcare Inc | HCA | Shares | $868K | 2K |
| Pepsico Inc | PEP | Shares | $764K | 5K |
| Exxon Mobil Corp | XOM | Shares | $731K | 4K |
| Cummins Inc | CMI | Shares | $727K | 1K |
| Ishares Tr | IEFA | Shares | $708K | 8K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $619K | 37K |
| Vanguard Intl Equity Index F | VEU | Shares | $602K | 8K |
| Union Pac Corp | UNP | Shares | $582K | 2K |
| Fastenal Co | FAST | Shares | $557K | 12K |
| Ge Aerospace | GE | Shares | $549K | 2K |
| Energy Transfer L P | ET | Shares | $532K | 28K |
| Select Sector Spdr Tr | XLF | Shares | $504K | 10K |
| Dell Technologies Inc | DELL | Shares | $471K | 3K |
| Select Sector Spdr Tr | XLI | Shares | $467K | 3K |
| Tesla Inc | TSLA | Shares | $448K | 1K |
| Coca Cola Co | KO | Shares | $447K | 6K |
| Select Sector Spdr Tr | XLC | Shares | $446K | 4K |
| Vanguard Index Fds | VV | Shares | $418K | 1K |
| Fs Specialty Lending Fd | FSSL | Shares | $410K | 33K |
| Spdr Series Trust | SPTM | Shares | $402K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $400K | 835 |
| Gilead Sciences Inc | GILD | Shares | $394K | 3K |
| Select Sector Spdr Tr | XLY | Shares | $390K | 4K |
| Cloudflare Inc | NET | Shares | $386K | 2K |
| 3M Co | MMM | Shares | $382K | 3K |
| Linde Plc | Shares | $351K | 707 | |
| Wisdomtree Tr | DLN | Shares | $322K | 4K |
| Walmart Inc | WMT | Shares | $307K | 2K |
| Lam Research Corp | LRCX | Shares | $299K | 1K |
| Oracle Corp | ORCL | Shares | $297K | 2K |
| Ge Vernova Inc | GEV | Shares | $285K | 327 |
| Vanguard Intl Equity Index F | VT | Shares | $277K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $274K | 5K |
| Select Sector Spdr Tr | XLV | Shares | $273K | 2K |
| Ftai Aviation Ltd | Shares | $257K | 1K | |
| Accenture Plc Ireland | Shares | $249K | 1K | |
| Vanguard World Fd | MGK | Shares | $241K | 657 |
| Ishares Tr | ITOT | Shares | $239K | 2K |
| Mcdonalds Corp | MCD | Shares | $228K | 735 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $228K | 350 |
| Qualcomm Inc | QCOM | Shares | $219K | 2K |
| Victory Portfolios Ii | CFA | Shares | $208K | 2K |
| Ishares Tr | HDV | Shares | $204K | 2K |
| Welltower Inc | WELL | Shares | $202K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.