Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2025) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $403.92 million in total holdings as of June 30, 2025.Seven Springs Wealth Group, LLC owns shares of 84 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 27.71% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 81 new stocks and bought additional shares in 19 stocks.Seven Springs Wealth Group, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings NU $92,706,630iShares Core Dividend Growth ETF $69,444,903Cigna Group $41,083,821iShares iBonds Dec 2029 Term Corporate ETF $19,960,758iShares iBonds Dec 2027 Term Corporate ETF $19,614,355 Largest New Holdings this Quarter G6683N103 - NU $92,706,630 Holding18915M107 - Cloudflare $1,221,196 Holding36828A101 - GE VERNOVA INC $265,104 Holding808524201 - Schwab US Large-Cap ETF $257,651 Holding22788C105 - CrowdStrike $252,108 Holding Largest Purchases this Quarter NU 6,757,043 shares (about $92.71M)iShares Core Dividend Growth ETF 78,495 shares (about $5.02M)iShares iBonds Dec 2029 Term Corporate ETF 80,971 shares (about $1.89M)iShares iBonds Dec 2027 Term Corporate ETF 75,713 shares (about $1.84M)iShares Expanded Tech-Software Sector ETF 11,598 shares (about $1.27M) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 17,299 shares (about $1.02M)Cigna Group 962 shares (about $318.02K)Microsoft 123 shares (about $61.18K)Walmart 612 shares (about $59.84K)Berkshire Hathaway 84 shares (about $40.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Springs Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUNU$92,706,630$92,706,630 ▲New Holding6,757,04323.0%FinanceDGROiShares Core Dividend Growth ETF$69,444,903$5,018,969 ▲7.8%1,086,09517.2%ETFCICigna Group$41,083,821$318,018 ▼-0.8%124,27810.2%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$19,960,758$1,889,054 ▲10.5%855,5834.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$19,614,355$1,837,554 ▲10.3%808,1734.9%ETFFNDFSchwab Fundamental International Equity ETF$17,659,238$967,004 ▲5.8%441,2604.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$13,067,589$1,242,891 ▲10.5%395,8683.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$12,136,362$1,250,199 ▲11.5%423,6083.0%ETFAVDVAvantis International Small Cap Value ETF$8,832,027$573,353 ▲6.9%111,4032.2%ETFIGViShares Expanded Tech-Software Sector ETF$8,806,538$1,269,981 ▲16.9%80,4252.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,303,163$26,723 ▼-0.4%180,3701.8%ETFVWOVanguard FTSE Emerging Markets ETF$7,096,526$15,580 ▼-0.2%143,4801.8%ETFIUSGiShares Core S&P U.S. Growth ETF$6,072,747$844,352 ▲16.1%40,3771.5%ManufacturingVIGVanguard Dividend Appreciation ETF$5,681,806$17,397 ▼-0.3%27,7611.4%ETFIVViShares Core S&P 500 ETF$5,099,6460.0%8,2131.3%ETFAMZNAmazon.com$4,921,576$237,161 ▲5.1%22,4331.2%Retail/WholesaleGOOGLAlphabet$4,085,542$236,853 ▲6.2%23,1831.0%Computer and TechnologyDUKDuke Energy$4,073,832$271,636 ▲7.1%34,5241.0%UtilitiesSCHCSchwab International Small-Cap Equity ETF$3,862,912$2,981 ▼-0.1%90,7001.0%ETFVZVerizon Communications$3,771,803$289,520 ▲8.3%87,1690.9%Computer and TechnologyBANK AMERICA CORP$3,406,104$400,290 ▲13.3%2,8080.8%7.25%CNV PFD LWFC.PLWells Fargo & Co. Pfd. Series L$3,259,385$388,637 ▲13.5%2,7760.8%FinanceAAPLApple$3,161,367$32,211 ▼-1.0%15,4090.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,408,7240.0%9,5120.6%ETFVGSHVanguard Short-Term Treasury ETF$1,947,518$1,016,845 ▼-34.3%33,1320.5%ETFMSFTMicrosoft$1,603,547$61,178 ▼-3.7%3,2240.4%Computer and TechnologyDFIVDimensional International Value ETF$1,525,133$24,199 ▼-1.6%35,6090.4%ETFVBVanguard Small-Cap ETF$1,501,0970.0%6,3340.4%ETFBRK.ABerkshire Hathaway$1,457,6000.0%20.4%FinanceDFAEDimensional Emerging Core Equity Market ETF$1,431,317$5,414 ▼-0.4%49,4410.4%ETFHDHome Depot$1,388,714$6,232 ▼-0.4%3,7880.3%Retail/WholesaleNETCloudflare$1,221,196$1,221,196 ▲New Holding6,2360.3%Computer and TechnologyNVDANVIDIA$1,195,984$36,338 ▼-2.9%7,5700.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,168,6870.0%3,8450.3%ETFSDYSPDR S&P Dividend ETF$1,111,9000.0%8,1920.3%ETFIEFAiShares Core MSCI EAFE ETF$979,1040.0%11,7290.2%ETFSCHMSchwab U.S. Mid-Cap ETF$841,8370.0%30,0120.2%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$765,705$29,012 ▲3.9%12,2200.2%ETFXOMExxon Mobil$765,272$4,635 ▼-0.6%7,0990.2%EnergyHCAHCA Healthcare$744,7460.0%1,9440.2%MedicalGOOGAlphabet$739,265$5,677 ▼-0.8%4,1670.2%Computer and TechnologyJNJJohnson & Johnson$709,982$34,980 ▼-4.7%4,6480.2%MedicalACNAccenture$672,8010.0%2,2510.2%Computer and TechnologyAMERICAN HEALTHCARE REIT INC$671,387$14,512 ▼-2.1%18,2740.2%COM SHSPEPPepsiCo$622,701$26,408 ▼-4.1%4,7160.2%Consumer StaplesUNPUnion Pacific$551,0420.0%2,3950.1%TransportationGEGE Aerospace$541,358$38,871 ▼-6.7%2,1030.1%AerospaceXLFFinancial Select Sector SPDR Fund$537,4210.0%10,2620.1%ETFVEUVanguard FTSE All-World ex-US ETF$527,6770.0%7,8500.1%ETFFASTFastenal$504,000$252,000 ▲100.0%12,0000.1%Retail/WholesaleETEnergy Transfer$499,7170.0%27,5630.1%EnergyORCLOracle$488,638$21,863 ▼-4.3%2,2350.1%Computer and TechnologyCMICummins$442,4530.0%1,3510.1%Auto/Tires/TrucksKOCocaCola$439,499$2,123 ▼-0.5%6,2120.1%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$416,8920.0%2,8260.1%ETFXLCCommunication Services Select Sector SPDR Fund$413,8250.0%3,8130.1%ETFXLVHealth Care Select Sector SPDR Fund$412,0530.0%3,0570.1%ETFMMM3M$400,848$20,248 ▲5.3%2,6330.1%Multi-Sector ConglomeratesVVVanguard Large-Cap ETF$399,4200.0%1,4000.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$371,2000.0%1,7080.1%FinanceBRK.BBerkshire Hathaway$366,756$40,805 ▼-10.0%7550.1%FinanceDELLDell Technologies$349,4100.0%2,8500.1%Computer and TechnologyTSLATesla$347,202$6,036 ▼-1.7%1,0930.1%Auto/Tires/TrucksGILDGilead Sciences$343,294$29,495 ▼-7.9%3,0960.1%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$338,4010.0%13,7900.1%ETFLINDE PLC$331,7100.0%7070.1%SHSDLNWisdomTree U.S. LargeCap Dividend Fund$295,7040.0%3,6000.1%FinanceQCOMQUALCOMM$270,7420.0%1,7000.1%Computer and TechnologyGE VERNOVA INC$265,104$265,104 ▲New Holding5010.1%COMPMPhilip Morris International$260,8100.0%1,4320.1%Consumer StaplesSCHXSchwab US Large-Cap ETF$257,651$257,651 ▲New Holding10,5420.1%ETFVTVanguard Total World Stock ETF$257,0400.0%2,0000.1%ETFCRWDCrowdStrike$252,108$252,108 ▲New Holding4950.1%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$251,4980.0%9,9880.1%ETFCRMSalesforce$243,785$27,542 ▼-10.2%8940.1%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$240,5740.0%6570.1%ETFWMTWalmart$234,574$59,841 ▼-20.3%2,3990.1%Retail/WholesaleSOSouthern$227,1870.0%2,4740.1%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$224,8040.0%1,6650.1%ETFMCDMcDonald's$214,7450.0%7350.1%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$205,169$159 ▲0.1%2,5810.1%ETFWMBWilliams Companies$204,899$28,078 ▼-12.1%3,2620.1%EnergySILA REALTY TRUST INC$203,2310.0%8,5860.1%COMMON STOCKCFAVictoryShares US 500 Volatility Wtd ETF$200,285$200,285 ▲New Holding2,2770.0%ManufacturingIBMInternational Business Machines$0$370,752 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$213,238 ▼-100.0%00.0%FinanceCVXChevron$0$200,147 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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