Seven Springs Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Seven Springs Wealth Group, LLC held in its portfolio 82 assets valued at $350,045,080 (i.e. $350.05M).
The most valuable assets in the portfolio included: ISHARES TR ($78.87M), THE CIGNA GROUP ($34.20M), and ISHARES TR ($26.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 82 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Seven Springs Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1136083 | 78866889 | CORE DIV GRWTH |
| THE CIGNA GROUP | 124246 | 34196227 | COM |
| ISHARES TR | 1149546 | 26905119 | IBONDS DEC 29 |
| ISHARES TR | 1029915 | 26293717 | IBONDS DEC 2032 |
| SCHWAB STRATEGIC TR | 456135 | 20621878 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 453711 | 16360804 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 469967 | 14808652 | FUNDAMENTAL US S |
| AMERICAN CENTY ETF TR | 114368 | 10747157 | INTL SMCP VLU |
| ISHARES TR | 93075 | 9837097 | EXPANDED TECH |
| ISHARES TR | 57114 | 9591690 | CORE S&P US GWT |
| SPDR INDEX SHS FDS | 176501 | 7838389 | PORTFOLIO DEVLPD |
| VANGUARD INTL EQUITY INDEX F | 142767 | 7675160 | FTSE EMR MKT ETF |
| ALPHABET INC | 22081 | 6911362 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 27647 | 6076217 | DIV APP ETF |
| ISHARES TR | 8135 | 5572201 | CORE S&P500 ETF |
| AMAZON COM INC | 21297 | 4915774 | COM |
| DUKE ENERGY CORP NEW | 37274 | 4368827 | COM NEW |
| SCHWAB STRATEGIC TR | 89921 | 4094102 | INTL SCEQT ETF |
| VERIZON COMMUNICATIONS INC | 98744 | 4021843 | COM |
| BANK AMERICA CORP | 3183 | 3985116 | 7.25%CNV PFD L |
| WELLS FARGO CO NEW | 3156 | 3825072 | PERP PFD CNV A |
| APPLE INC | 14011 | 3808901 | COM |
| SELECT SECTOR SPDR TR | 19024 | 2738885 | STATE STREET TEC |
| DIMENSIONAL ETF TRUST | 37585 | 1875492 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 6334 | 1633927 | SMALL CP ETF |
| MICROSOFT CORP | 3231 | 1562476 | COM |
| SPDR SERIES TRUST | 13283 | 1560007 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 47810 | 1557172 | EMGR CRE EQT MNG |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| HOME DEPOT INC | 3791 | 1304378 | COM |
| ALPHABET INC | 4139 | 1298734 | CAP STK CL C |
| VANGUARD INDEX FDS | 3758 | 1260029 | TOTAL STK MKT |
| NVIDIA CORPORATION | 6525 | 1216913 | COM |
| HCA HEALTHCARE INC | 1884 | 879564 | COM |
| SCHWAB STRATEGIC TR | 29211 | 878375 | US MID-CAP ETF |
| JOHNSON & JOHNSON | 4168 | 862568 | COM |
| ISHARES TR | 7914 | 707951 | CORE MSCI EAFE |
| PEPSICO INC | 4921 | 706262 | COM |
| CUMMINS INC | 1351 | 689618 | COM |
| GLOBAL X FDS | 10907 | 660201 | GLB X MLP ENRG I |
| ACCENTURE PLC IRELAND | 2292 | 614944 | SHS CLASS A |
| GE AEROSPACE | 1987 | 612135 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 8013 | 589418 | ALLWRLD EX US |
| BLUEROCK PVT REAL ESTATE FD | 37490 | 562350 | COM |
| SELECT SECTOR SPDR TR | 10206 | 558983 | STATE STREET FIN |
| UNION PAC CORP | 2397 | 554477 | COM |
| TESLA INC | 1205 | 541913 | COM |
| EXXON MOBIL CORP | 4310 | 518665 | COM |
| SELECT SECTOR SPDR TR | 3177 | 491723 | STATE STREET HEA |
| FASTENAL CO | 12000 | 481560 | COM |
| BERKSHIRE HATHAWAY INC DEL | 955 | 480031 | CL B NEW |
| SELECT SECTOR SPDR TR | 4027 | 474021 | STATE STREET COM |
| ENERGY TRANSFER L P | 27563 | 454514 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 2884 | 447405 | STATE STREET IND |
| VANGUARD INDEX FDS | 1400 | 440720 | LARGE CAP ETF |
| COCA COLA CO | 6212 | 434281 | COM |
| SELECT SECTOR SPDR TR | 3580 | 427535 | STATE STREET CON |
| 3M CO | 2633 | 421543 | COM |
| ORACLE CORP | 2019 | 393523 | COM |
| SCHWAB STRATEGIC TR | 13790 | 375219 | FUNDAMENTAL US L |
| VANGUARD SCOTTSDALE FDS | 6334 | 372018 | SHORT TERM TREAS |
| CLOUDFLARE INC | 1869 | 368473 | CL A COM |
| DELL TECHNOLOGIES INC | 2868 | 361024 | CL C |
| GILEAD SCIENCES INC | 2827 | 346986 | COM |
| WISDOMTREE TR | 3600 | 317088 | US LARGECAP DIVD |
| LINDE PLC | 707 | 301458 | SHS |
| QUALCOMM INC | 1700 | 290785 | COM |
| SCHWAB STRATEGIC TR | 10542 | 283690 | US LRG CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 2000 | 282120 | TT WRLD ST ETF |
| WALMART INC | 2474 | 275628 | COM |
| VANGUARD WORLD FD | 657 | 271190 | MEGA GRWTH IND |
| ISHARES TR | 1665 | 247528 | CORE S&P TTL STK |
| LAM RESEARCH CORP | 1400 | 239652 | COM NEW |
| SPDR S&P 500 ETF TR | 350 | 238672 | TR UNIT |
| SALESFORCE INC | 899 | 238154 | COM |
| CROWDSTRIKE HLDGS INC | 495 | 232036 | CL A |
| MCDONALDS CORP | 735 | 224638 | COM |
| VANGUARD INDEX FDS | 354 | 222209 | S&P 500 ETF SHS |
| GE VERNOVA INC | 327 | 213717 | COM |
| VICTORY PORTFOLIOS II | 2277 | 207229 | VCSHS US 500 VOL |
| FTAI AVIATION LTD | 1051 | 206889 | SHS |
| PALANTIR TECHNOLOGIES INC | 1151 | 204590 | CL A |
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