Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2026) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $432.49 million in total holdings as of March 31, 2026.Seven Springs Wealth Group, LLC owns shares of 81 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.56% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 83 new stocks and bought additional shares in 15 stocks.Seven Springs Wealth Group, LLC sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $80,262,387iShares Core 1-5 Year USD Bond ETF $65,729,496Cigna Group $33,142,621iShares iBonds Dec 2029 Term Corporate ETF $27,089,019iShares iBonds Dec 2032 Term Corporate ETF $26,825,377 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $65,729,496 Holding92206C813 - Vanguard Long-Term Corporate Bond ETF $11,744,338 Holding644323107 - FS SPECIALTY LENDING FD $410,253 Holding46429B663 - iShares Core High Dividend ETF $203,580 Holding95040Q104 - Welltower $202,455 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 1,356,366 shares (about $65.73M)Vanguard Long-Term Corporate Bond ETF 157,178 shares (about $11.74M)Schwab Fundamental Emerging Markets Equity ETF 109,823 shares (about $4.20M)Schwab Fundamental U.S. Small Company ETF 101,735 shares (about $3.30M)Schwab Fundamental International Equity ETF 49,726 shares (about $2.43M) Largest Sales this Quarter Schwab International Small-Cap Equity ETF 9,615 shares (about $449.41K)Accenture 1,038 shares (about $205.83K)Health Care Select Sector SPDR Fund 1,312 shares (about $192.35K)Alphabet 611 shares (about $175.70K)Amazon.com 543 shares (about $113.09K) 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 PortfolioSectorDGROiShares Core Dividend Growth ETF$80,262,387$532,105 â–²0.7%1,143,66518.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$65,729,496$65,729,496 â–²New Holding1,356,36615.2%ManufacturingCICigna Group$33,142,6210.0%124,2467.7%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$27,089,019$350,575 â–²1.3%1,164,6186.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$26,825,377$799,417 â–²3.1%1,061,5506.2%ETFFNDFSchwab Fundamental International Equity ETF$24,751,761$2,433,091 â–²10.9%505,8615.7%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$21,560,826$4,201,831 â–²24.2%563,5345.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$18,540,306$3,299,268 â–²21.6%571,7024.3%ETFAVDVAvantis International Small Cap Value ETF$11,903,922$483,123 â–²4.2%119,2062.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$11,744,338$11,744,338 â–²New Holding157,1782.7%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$10,255,527$1,396,606 â–²15.8%66,1182.4%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$8,031,001$26,249 â–¼-0.3%175,9261.9%ETFVWOVanguard FTSE Emerging Markets ETF$7,704,239$12,323 â–¼-0.2%142,5391.8%ETFGOOGLAlphabet$6,173,923$175,699 â–¼-2.8%21,4701.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,930,239$15,484 â–¼-0.3%27,5751.4%ETFIVViShares Core S&P 500 ETF$5,307,536$6,532 â–¼-0.1%8,1251.2%ETFVZVerizon Communications$5,201,423$244,474 â–²4.9%103,6141.2%Computer and TechnologyDUKDuke Energy$5,132,783$252,187 â–²5.2%39,2001.2%UtilitiesAMZNAmazon.com$4,322,436$113,091 â–¼-2.5%20,7541.0%Retail/WholesaleBANK AMERICA CORP$4,025,090$232,354 â–²6.1%3,3780.9%7.25%CNV PFD LWFC.PLWells Fargo & Co. Pfd. Series L$3,868,095$222,915 â–²6.1%3,3490.9%FinanceSCHCSchwab International Small-Cap Equity ETF$3,753,502$449,405 â–¼-10.7%80,3060.9%ETFAAPLApple$3,549,486$6,345 â–¼-0.2%13,9860.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,528,2900.0%19,0240.6%ETFDFIVDimensional International Value ETF$1,983,7360.0%37,5850.5%ETFVBVanguard Small-Cap ETF$1,616,188$42,690 â–¼-2.6%6,1710.4%ETFDFAEDimensional Emerging Core Equity Market ETF$1,615,833$3,014 â–¼-0.2%47,7210.4%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.3%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$1,303,045$496,581 â–²61.6%17,6230.3%ETFHDHome Depot$1,246,7290.0%3,7910.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,205,6850.0%3,7580.3%ETFSDYSPDR S&P Dividend ETF$1,195,5400.0%8,1920.3%ETFMSFTMicrosoft$1,174,926$21,100 â–¼-1.8%3,1740.3%Computer and TechnologyGOOGAlphabet$1,147,076$40,158 â–¼-3.4%3,9990.3%Computer and TechnologyNVDANVIDIA$1,137,9600.0%6,5250.3%Computer and TechnologyJNJJohnson & Johnson$1,018,8480.0%4,1680.2%MedicalSCHMSchwab U.S. Mid-Cap ETF$904,3730.0%29,2110.2%ETFHCAHCA Healthcare$867,922$23,662 â–¼-2.7%1,8340.2%MedicalPEPPepsiCo$764,1970.0%4,9210.2%Consumer StaplesXOMExxonMobil$731,2420.0%4,3100.2%EnergyCMICummins$726,8650.0%1,3510.2%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$708,000$8,419 â–¼-1.2%7,8210.2%ETFBLUEROCK PVT REAL ESTATE FD$618,523$4,186 â–¼-0.7%37,2380.1%COMVEUVanguard FTSE All-World ex-US ETF$601,7760.0%8,0130.1%ETFUNPUnion Pacific$581,5660.0%2,3970.1%TransportationFASTFastenal$556,8000.0%12,0000.1%Retail/WholesaleGEGE Aerospace$549,379$14,472 â–¼-2.6%1,9360.1%AerospaceETEnergy Transfer$531,9660.0%27,5630.1%EnergyXLFFinancial Select Sector SPDR Fund$503,8700.0%10,2060.1%ETFDELLDell Technologies$470,7250.0%2,8680.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$466,5040.0%2,8840.1%ETFTSLATesla$447,9590.0%1,2050.1%Auto/Tires/TrucksKOCocaCola$447,478$24,944 â–¼-5.3%5,8840.1%Consumer StaplesXLCCommunication Services Select Sector SPDR Fund$446,4740.0%4,0270.1%ETFVVVanguard Large-Cap ETF$418,3900.0%1,4000.1%ETFFS SPECIALTY LENDING FD$410,253$410,253 â–²New Holding32,7940.1%COM SH BEN INTSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$402,4940.0%5,0910.1%ETFBRK.BBerkshire Hathaway$400,132$57,504 â–¼-12.6%8350.1%FinanceGILDGilead Sciences$393,9990.0%2,8270.1%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$390,235$109 â–²0.0%3,5810.1%FinanceNETCloudflare$385,6490.0%1,8690.1%Computer and TechnologyMMM3M$382,3910.0%2,6330.1%Multi-Sector ConglomeratesLINDE PLC$350,5020.0%7070.1%SHSDLNWisdomTree U.S. LargeCap Dividend Fund$321,5880.0%3,6000.1%FinanceWALMART INC$307,4690.0%2,4740.1%COMLAM RESEARCH CORP$299,1240.0%1,4000.1%COM NEWORCLOracle$297,0150.0%2,0190.1%Computer and TechnologyGE VERNOVA INC$285,4380.0%3270.1%COMVTVanguard Total World Stock ETF$276,6400.0%2,0000.1%ETFVGSHVanguard Short-Term Treasury ETF$274,490$96,297 â–¼-26.0%4,6890.1%ETFXLVHealth Care Select Sector SPDR Fund$273,427$192,352 â–¼-41.3%1,8650.1%ETFFTAI AVIATION LTD$257,4950.0%1,0510.1%SHSACNAccenture$248,656$205,825 â–¼-45.3%1,2540.1%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$241,4080.0%6570.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$238,531$1,424 â–²0.6%1,6750.1%ETFMCDMcDonald's$228,4310.0%7350.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$227,6190.0%3500.1%FinanceQCOMQualcomm$218,9260.0%1,7000.1%Computer and TechnologyCFAVictoryShares US 500 Volatility Wtd ETF$208,2980.0%2,2770.0%ManufacturingHDViShares Core High Dividend ETF$203,580$203,580 â–²New Holding1,5000.0%ETFWELLWelltower$202,455$202,455 â–²New Holding1,0240.0%FinanceIGViShares Expanded Tech-Software Sector ETF$0$9,837,097 â–¼-100.0%00.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$0$375,219 â–¼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$283,690 â–¼-100.0%00.0%ETFCRMSalesforce$0$238,154 â–¼-100.0%00.0%Computer and TechnologyCRWDCrowdStrike$0$232,036 â–¼-100.0%00.0%Computer and TechnologyVOOVanguard S&P 500 ETF$0$222,209 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$204,590 â–¼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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