Seven Springs Wealth Group, LLC
13F Reported Value
ⓘ$432.5M
Holdings
81
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Seven Springs Wealth Group, LLC disclosed 81 positions worth $432.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $FSSL and a full exit from $CRM. The portfolio is most concentrated in Other (80.5% of disclosed assets). All figures are sourced directly from Seven Springs Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1803898.
AI Fund Analysis
Concentrating
$CI
$VZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$80.3M1,143,665 shISHARES TR
—Quality
$65.7M1,356,366 sh- 66.8#499
Quality
$33.1M124,246 sh ISHARES TR
—Quality
$27.1M1,164,618 shISHARES TR
—Quality
$26.8M1,061,550 shSCHWAB STRATEGIC TR
—Quality
$24.8M505,861 shSCHWAB STRATEGIC TR
—Quality
$21.6M563,534 shSCHWAB STRATEGIC TR
—Quality
$18.5M571,702 shAMERICAN CENTY ETF TR
—Quality
$11.9M119,206 shVANGUARD SCOTTSDALE FDS
—Quality
$11.7M157,178 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $80.3M | 1,143,665 |
| ISHARES TR | — | $65.7M | 1,356,366 |
| Cigna Group$CI | 66.8#499 | $33.1M | 124,246 |
| ISHARES TR | — | $27.1M | 1,164,618 |
| ISHARES TR | — | $26.8M | 1,061,550 |
| SCHWAB STRATEGIC TR | — | $24.8M | 505,861 |
| SCHWAB STRATEGIC TR | — | $21.6M | 563,534 |
| SCHWAB STRATEGIC TR | — | $18.5M | 571,702 |
| AMERICAN CENTY ETF TR | — | $11.9M | 119,206 |
| VANGUARD SCOTTSDALE FDS | — | $11.7M | 157,178 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Seven Springs Wealth Group, LLC's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Other
$348.4M
Healthcare
$35.8M
Technology
$15.4M
Financials
$10.1M
Consumer Discretionary
$6.7M
Communication Services
$5.2M
Utilities
$5.1M
Industrials
$2.8M
Full Holdings — Seven Springs Wealth Group, LLC (Q1 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $80.3M | 18.6% | +1% | — |
| 2 | — | ISHARES TR | $65.7M | 15.2% | +32% | — |
| 3 | $CI | Cigna Group | $33.1M | 7.7% | +0% | 66.8 |
| 4 | — | ISHARES TR | $27.1M | 6.3% | +1% | — |
| 5 | — | ISHARES TR | $26.8M | 6.2% | +3% | — |
| 6 | — | SCHWAB STRATEGIC TR | $24.8M | 5.7% | +11% | — |
| 7 | — | SCHWAB STRATEGIC TR | $21.6M | 5.0% | +24% | — |
| 8 | — | SCHWAB STRATEGIC TR | $18.5M | 4.3% | +22% | — |
| 9 | — | AMERICAN CENTY ETF TR | $11.9M | 2.8% | +4% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $11.7M | 2.7% | +2381% | — |
| 11 | — | ISHARES TR | $10.3M | 2.4% | +16% | — |
| 12 | — | SPDR INDEX SHS FDS | $8.0M | 1.9% | -0% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F | $7.7M | 1.8% | -0% | — |
| 14 |  $GOOG | Alphabet Inc. | $6.2M | 1.4% | -3% | 80.2 |
| 15 | — | VANGUARD SPECIALIZED FUNDS | $5.9M | 1.4% | -0% | — |
| 16 | — | ISHARES TR | $5.3M | 1.2% | -0% | — |
| 17 | $VZ | VERIZON COMMUNICATIONS INC | $5.2M | 1.2% | +5% | 71.6 |
| 18 |  $DUK | Duke Energy CORP | $5.1M | 1.2% | +5% | 64 |
| 19 |  $AMZN | AMAZON COM INC | $4.3M | 1.0% | -3% | 74.6 |
| 20 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.0M | 0.9% | +6% | 68.4 |
| 21 |  $WFC | WELLS FARGO & COMPANY/MN | $3.9M | 0.9% | +6% | — |
| 22 | — | SCHWAB STRATEGIC TR | $3.8M | 0.9% | -11% | — |
| 23 |  $AAPL | Apple Inc. | $3.5M | 0.8% | -0% | 76.1 |
| 24 | — | SELECT SECTOR SPDR TR | $2.5M | 0.6% | +0% | — |
| 25 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.5% | +0% | — |
| 26 | — | VANGUARD INDEX FDS | $1.6M | 0.4% | -3% | — |
| 27 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.4% | -0% | — |
| 28 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 29 | — | GLOBAL X FDS | $1.3M | 0.3% | +62% | — |
| 30 |  $HD | HOME DEPOT, INC. | $1.2M | 0.3% | +0% | 69.2 |
| 31 | — | VANGUARD INDEX FDS | $1.2M | 0.3% | +0% | — |
| 32 | — | SPDR SERIES TRUST | $1.2M | 0.3% | +0% | — |
| 33 |  $MSFT | MICROSOFT CORP | $1.2M | 0.3% | -2% | 83.7 |
| 34 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | -3% | 80.2 |
| 35 |  $NVDA | NVIDIA CORP | $1.1M | 0.3% | +0% | 90.2 |
| 36 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.2% | +0% | 72.8 |
| 37 | — | SCHWAB STRATEGIC TR | $904,373 | 0.2% | +0% | — |
| 38 |  $HCA | HCA Healthcare, Inc. | $867,922 | 0.2% | -3% | 70.5 |
| 39 |  $PEP | PEPSICO INC | $764,197 | 0.2% | +0% | 62.7 |
| 40 |  $XOM | EXXON MOBIL CORP | $731,242 | 0.2% | +0% | 61.8 |
| 41 |  $CMI | CUMMINS INC | $726,865 | 0.2% | +0% | 58.9 |
| 42 | — | ISHARES TR | $708,000 | 0.2% | -1% | — |
| 43 |  $BPRE | Bluerock Private Real Estate Fund | $618,523 | 0.1% | -1% | — |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $601,776 | 0.1% | +0% | — |
| 45 |  $UNP | UNION PACIFIC CORP | $581,566 | 0.1% | +0% | 74 |
| 46 |  $FAST | FASTENAL CO | $556,800 | 0.1% | +0% | 73.5 |
| 47 |  $GE | GENERAL ELECTRIC CO | $549,379 | 0.1% | -3% | 74.8 |
| 48 |  $ET | Energy Transfer LP | $531,966 | 0.1% | +0% | 64.5 |
| 49 | — | SELECT SECTOR SPDR TR | $503,870 | 0.1% | +0% | — |
| 50 |  $DELL | Dell Technologies Inc. | $470,725 | 0.1% | +0% | 76 |
| 51 | — | SELECT SECTOR SPDR TR | $466,504 | 0.1% | +0% | — |
| 52 |  $TSLA | Tesla, Inc. | $447,959 | 0.1% | +0% | 50.1 |
| 53 |  $KO | COCA COLA CO | $447,478 | 0.1% | -5% | 74 |
| 54 | — | SELECT SECTOR SPDR TR | $446,474 | 0.1% | +0% | — |
| 55 | — | VANGUARD INDEX FDS | $418,390 | 0.1% | +0% | — |
| 56 |  $FSSL | FS Specialty Lending Fund | $410,253 | 0.1% | NEW | — |
| 57 | — | SPDR SERIES TRUST | $402,494 | 0.1% | +0% | — |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $400,132 | 0.1% | -13% | 64.5 |
| 59 |  $GILD | GILEAD SCIENCES, INC. | $393,999 | 0.1% | +0% | 77.8 |
| 60 | — | SELECT SECTOR SPDR TR | $390,235 | 0.1% | +0% | — |
| 61 |  $NET | Cloudflare, Inc. | $385,649 | 0.1% | +0% | 52.6 |
| 62 |  $MMM | 3M CO | $382,391 | 0.1% | +0% | 60.7 |
| 63 |  $LIN | LINDE PLC | $350,502 | 0.1% | +0% | — |
| 64 |  $WT | WisdomTree, Inc. | $321,588 | 0.1% | +0% | 62.9 |
| 65 |  $WMT | Walmart Inc. | $307,469 | 0.1% | +0% | 63.2 |
| 66 |  $LRCX | LAM RESEARCH CORP | $299,124 | 0.1% | +0% | 82.4 |
| 67 |  $ORCL | ORACLE CORP | $297,015 | 0.1% | +0% | 67.2 |
| 68 |  $GEV | GE Vernova Inc. | $285,438 | 0.1% | +0% | 70.1 |
| 69 |  $DOV | DOVER Corp | $276,640 | 0.1% | +0% | 63.1 |
| 70 | — | VANGUARD SCOTTSDALE FDS | $274,490 | 0.1% | -26% | — |
| 71 | — | SELECT SECTOR SPDR TR | $273,427 | 0.1% | -41% | — |
| 72 |  $FTAI | FTAI Aviation Ltd. | $257,495 | 0.1% | +0% | — |
| 73 |  $ACN | Accenture plc | $248,656 | 0.1% | -45% | — |
| 74 | — | VANGUARD WORLD FD | $241,408 | 0.1% | +0% | — |
| 75 | — | ISHARES TR | $238,531 | 0.1% | +1% | — |
| 76 |  $MCD | MCDONALDS CORP | $228,431 | 0.1% | +0% | 73.9 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $227,619 | 0.1% | +0% | — |
| 78 |  $QCOM | QUALCOMM INC/DE | $218,926 | 0.1% | +0% | 81.9 |
| 79 | — | VICTORY PORTFOLIOS II | $208,298 | 0.1% | +0% | — |
| 80 | — | ISHARES TR | $203,580 | 0.1% | -100% | — |
| 81 |  $WELL | WELLTOWER INC. | $202,455 | 0.1% | NEW | 75.7 |
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