Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2026) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $458.09 million in total holdings as of June 30, 2026.Seven Springs Wealth Group, LLC owns shares of 85 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 81 new stocks and bought additional shares in 29 stocks.Seven Springs Wealth Group, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $89,717,720iShares Core 1-5 Year USD Bond ETF $55,207,974Cigna Group $34,252,137Schwab Fundamental International Equity ETF $27,930,593iShares iBonds Dec 2029 Term Corporate ETF $26,910,410 Largest New Holdings this Quarter 45259A845 - TIDAL TRUST III $538,391 Holding22788C105 - CrowdStrike $377,754 Holding146280508 - SILA REALTY TRUST INC $289,665 Holding595112103 - Micron Technology $252,790 Holding46625H100 - JPMorgan Chase & Co. $233,714 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 40,102 shares (about $3.04M)Schwab Fundamental Emerging Markets Equity ETF 38,167 shares (about $1.51M)Schwab Fundamental International Equity ETF 23,529 shares (about $1.24M)iShares Core S&P U.S. Growth ETF 6,186 shares (about $1.16M)Schwab Fundamental U.S. Small Company ETF 26,915 shares (about $1.02M) Largest Sales this Quarter iShares Core 1-5 Year USD Bond ETF 212,159 shares (about $10.24M)Alphabet 1,221 shares (about $436.35K)Vanguard Long-Term Corporate Bond ETF 4,451 shares (about $334.94K)Amazon.com 906 shares (about $215.94K)BLUEROCK PVT REAL ESTATE FD 7,616 shares (about $99.08K) 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$89,717,720$3,039,331 â–²3.5%1,183,76719.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$55,207,974$10,236,669 â–¼-15.6%1,144,20712.1%ETFCICigna Group$34,252,1370.0%124,2467.5%HealthcareFNDFSchwab Fundamental International Equity ETF$27,930,593$1,241,389 â–²4.7%529,3906.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$26,910,410$62,138 â–¼-0.2%1,161,9355.9%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$26,824,018$83,580 â–²0.3%1,064,8685.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$23,875,507$1,514,467 â–²6.8%601,7015.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$22,783,346$1,024,384 â–²4.7%598,6175.0%ETFIUSGiShares Core S&P U.S. Growth ETF$13,599,709$1,163,529 â–²9.4%72,3043.0%ETFAVDVAvantis International Small Cap Value ETF$12,917,643$633,449 â–²5.2%125,3532.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$11,492,691$334,937 â–¼-2.8%152,7272.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,834,150$30,738 â–¼-0.3%175,3161.9%ETFVWOVanguard FTSE Emerging Markets ETF$8,485,179$22,981 â–¼-0.3%142,1541.9%ETFGOOGLAlphabet$7,236,393$436,349 â–¼-5.7%20,2491.6%Communication ServicesVIGVanguard Dividend Appreciation ETF$6,430,104$94,647 â–¼-1.5%27,1751.4%ETFIVViShares Core S&P 500 ETF$6,049,768$35,199 â–¼-0.6%8,0781.3%ETFDUKDuke Energy$5,382,981$421,008 â–²8.5%42,5261.2%UtilitiesAMZNAmazon.com$4,730,572$215,936 â–¼-4.4%19,8481.0%Consumer DiscretionaryVZVerizon Communications$4,684,159$297,142 â–²6.8%110,6321.0%Communication ServicesBANK OF AMER CORP$4,571,398$333,697 â–²7.9%3,6441.0%7.25%CNV PFD LWELLS FARGO & CO$4,197,596$322,803 â–²8.3%3,6280.9%PERP PFD CNV AAAPLApple$4,156,631$109,667 â–²2.7%14,3650.9%TechnologySCHCSchwab International Small-Cap Equity ETF$3,840,649$23,675 â–¼-0.6%79,8140.8%ETFXLKTechnology Select Sector SPDR Fund$3,624,4520.0%19,0240.8%ETFDFIVDimensional International Value ETF$2,030,3420.0%37,5850.4%ETFDFAEDimensional Emerging Core Equity Market ETF$1,901,772$17,089 â–¼-0.9%47,2960.4%ETFVBVanguard Small-Cap ETF$1,870,4140.0%6,1710.4%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$1,564,247$266,134 â–²20.5%21,2360.3%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.3%FinanceGOOGAlphabet$1,421,705$8,833 â–²0.6%4,0240.3%Communication ServicesVTIVanguard Total Stock Market ETF$1,415,866$25,164 â–²1.8%3,8260.3%ETFHDHome Depot$1,323,141$13,753 â–¼-1.0%3,7520.3%Consumer DiscretionaryNVDANVIDIA$1,302,986$2,601 â–¼-0.2%6,5120.3%TechnologySDYSPDR S&P Dividend ETF$1,277,095$30,436 â–²2.4%8,3920.3%ETFMSFTMicrosoft$1,208,212$24,246 â–²2.0%3,2390.3%TechnologyDELLDell Technologies$1,168,394$69,034 â–¼-5.6%2,7080.3%TechnologySCHMSchwab U.S. Mid-Cap ETF$1,077,0100.0%29,2110.2%ETFJNJJohnson & Johnson$1,047,626$10,921 â–¼-1.0%4,1250.2%HealthcareCMICummins$963,5470.0%1,3510.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$801,093$45,777 â–²6.1%8,2950.2%ETFGEGE Aerospace$723,5410.0%1,9360.2%IndustrialsHCAHCA Healthcare$715,0580.0%1,8340.2%HealthcarePEPPepsiCo$676,729$10,426 â–²1.6%4,9980.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$657,438$13,651 â–¼-2.0%7,8500.1%ETFUNPUnion Pacific$653,616$1,632 â–²0.3%2,4030.1%IndustrialsLAM RESEARCH CORP$606,6620.0%1,4000.1%COM NEWXOMExxonMobil$591,314$2,051 â–²0.3%4,3250.1%EnergyFASTFastenal$576,3600.0%12,0000.1%IndustrialsXLFFinancial Select Sector SPDR Fund$547,1440.0%10,2060.1%ETFTIDAL TRUST III$538,391$538,391 â–²New Holding6,3110.1%VIST ARTI IN ETFETEnergy Transfer$527,0050.0%27,5630.1%EnergyGE VERNOVA INC$525,162$140,983 â–²36.7%4470.1%COMXLIIndustrial Select Sector SPDR Fund$520,311$13,892 â–¼-2.6%2,8090.1%ETFTSLATesla$506,8230.0%1,2050.1%Consumer DiscretionaryVVVanguard Large-Cap ETF$481,4740.0%1,4000.1%ETFKOCocaCola$480,387$2,194 â–²0.5%5,9110.1%Consumer StaplesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$462,2120.0%5,0910.1%ETFBRK.BBerkshire Hathaway$452,853$35,027 â–²8.4%9050.1%FinanceMMM3M$426,3090.0%2,6330.1%IndustrialsNETCloudflare$420,165$38,264 â–¼-8.3%1,7130.1%TechnologyXLCCommunication Services Select Sector SPDR Fund$408,487$22,926 â–¼-5.3%3,8130.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$396,172$23,808 â–¼-5.7%3,3780.1%ETFBLUEROCK PVT REAL ESTATE FD$385,382$99,084 â–¼-20.5%29,6220.1%COMCRWDCrowdStrike$377,754$377,754 â–²New Holding4950.1%TechnologyLINDE PLC$369,485$2,595 â–²0.7%7120.1%SHSFS SPECIALTY LENDING FD$365,6530.0%32,7940.1%COM SH BEN INTDLNWisdomTree U.S. LargeCap Dividend Fund$346,7520.0%3,6000.1%ETFGILDGilead Sciences$336,570$20,593 â–¼-5.8%2,6640.1%HealthcareWALMART INC$333,664$53,459 â–²19.1%2,9460.1%COMQCOMQualcomm$314,1430.0%1,7000.1%TechnologyVTVanguard Total World Stock ETF$313,9000.0%2,0000.1%ETFSILA REALTY TRUST INC$289,665$289,665 â–²New Holding9,5410.1%COMMON STOCKMGKVanguard Mega Cap Growth ETF$288,784$231,027 â–²400.0%3,2850.1%ETFXLVHealth Care Select Sector SPDR Fund$276,862$19,039 â–¼-6.4%1,7450.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$273,464$1,642 â–¼-0.6%1,6650.1%ETFORCLOracle$265,402$30,482 â–¼-10.3%1,8110.1%TechnologySPYSPDR S&P 500 ETF Trust$261,3700.0%3500.1%ETFMUMicron Technology$252,790$252,790 â–²New Holding2190.1%TechnologyFTAI AVIATION LTD$238,066$46,261 â–¼-16.3%8800.1%SHSJPMJPMorgan Chase & Co.$233,714$233,714 â–²New Holding7140.1%FinanceWELLWelltower$232,4170.0%1,0240.1%Real EstateCFAVictoryShares US 500 Volatility Wtd ETF$224,9660.0%2,2770.0%ETFHDViShares Core High Dividend ETF$205,575$164,460 â–²400.0%7,5000.0%ETFPMPhilip Morris International$203,162$203,162 â–²New Holding1,1230.0%Consumer StaplesMCDMcDonald's$201,922$3,244 â–²1.6%7470.0%Consumer DiscretionaryVGSHVanguard Short-Term Treasury ETF$0$274,490 â–¼-100.0%00.0%ETFACNAccenture$0$248,656 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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