Seven Springs Wealth Group, LLC

Est. AUM

$432.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE DIV GRWTH	$80.3M	1143665	18.56%	SOLE
2	ISHARES TR	CORE 1 5 YR USD	$65.7M	1356366	15.20%	SOLE
3	THE CIGNA GROUP	COM	$33.1M	124246	7.66%	SOLE
4	ISHARES TR	IBONDS DEC 29	$27.1M	1164618	6.26%	SOLE
5	ISHARES TR	IBONDS DEC 2032	$26.8M	1061550	6.20%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$24.8M	505861	5.72%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$21.6M	563534	4.99%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$18.5M	571702	4.29%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$11.9M	119206	2.75%	SOLE
10	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$11.7M	157178	2.72%	SOLE
11	ISHARES TR	CORE S&P US GWT	$10.3M	66118	2.37%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$8.0M	175926	1.86%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.7M	142539	1.78%	SOLE
14	ALPHABET INC	CAP STK CL A	$6.2M	21470	1.43%	SOLE
15	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	27575	1.37%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$5.3M	8125	1.23%	SOLE
17	VERIZON COMMUNICATIONS INC	COM	$5.2M	103614	1.20%	SOLE
18	DUKE ENERGY CORP NEW	COM NEW	$5.1M	39200	1.19%	SOLE
19	AMAZON COM INC	COM	$4.3M	20754	1.00%	SOLE
20	BANK AMERICA CORP	7.25%CNV PFD L	$4.0M	3378	0.93%	SOLE
21	WELLS FARGO & CO	PERP PFD CNV A	$3.9M	3349	0.89%	SOLE
22	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.8M	80306	0.87%	SOLE
23	APPLE INC	COM	$3.5M	13986	0.82%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.5M	19024	0.58%	SOLE
25	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.0M	37585	0.46%	SOLE
26	VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	6171	0.37%	SOLE
27	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.6M	47721	0.37%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.33%	SOLE
29	GLOBAL X FDS	GLB X MLP ENRG I	$1.3M	17623	0.30%	SOLE
30	HOME DEPOT INC	COM	$1.2M	3791	0.29%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3758	0.28%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	8192	0.28%	SOLE
33	MICROSOFT CORP	COM	$1.2M	3174	0.27%	SOLE
34	ALPHABET INC	CAP STK CL C	$1.1M	3999	0.27%	SOLE
35	NVIDIA CORPORATION	COM	$1.1M	6525	0.26%	SOLE
36	JOHNSON & JOHNSON	COM	$1.0M	4168	0.24%	SOLE
37	SCHWAB STRATEGIC TR	US MID-CAP ETF	$904K	29211	0.21%	SOLE
38	HCA HEALTHCARE INC	COM	$868K	1834	0.20%	SOLE
39	PEPSICO INC	COM	$764K	4921	0.18%	SOLE
40	EXXON MOBIL CORP	COM	$731K	4310	0.17%	SOLE
41	CUMMINS INC	COM	$727K	1351	0.17%	SOLE
42	ISHARES TR	CORE MSCI EAFE	$708K	7821	0.16%	SOLE
43	BLUEROCK PVT REAL ESTATE FD	COM	$619K	37238	0.14%	SOLE
44	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$602K	8013	0.14%	SOLE
45	UNION PAC CORP	COM	$582K	2397	0.13%	SOLE
46	FASTENAL CO	COM	$557K	12000	0.13%	SOLE
47	GE AEROSPACE	COM NEW	$549K	1936	0.13%	SOLE
48	ENERGY TRANSFER L P	COM UT LTD PTN	$532K	27563	0.12%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET FIN	$504K	10206	0.12%	SOLE
50	DELL TECHNOLOGIES INC	CL C	$471K	2868	0.11%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.