Seven Springs Wealth Group, Llc Portfolio Stock Holdings
Seven Springs Wealth Group, Llc disclosed 85 stock positions valued at approximately $458.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and THE CIGNA GROUP. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $458.1M
Holdings by Sector
Seven Springs Wealth Group, Llc Portfolio Holdings in Q2 2026
82 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | DGRO | Other | 19.59% | 1,183,767 | +40,102 | +3.51% | $89,717,720 |
| ISHARES TR | ISTB | Other | 12.05% | 1,144,207 | -212,159 | -15.64% | $55,207,974 |
| THE CIGNA GROUP | CI | Healthcare | 7.48% | 124,246 | - | - | $34,252,137 |
| SCHWAB STRATEGIC TR | FNDF | Other | 6.10% | 529,390 | +23,529 | +4.65% | $27,930,593 |
| ISHARES TR | IBDU | Other | 5.87% | 1,161,935 | -2,683 | -0.23% | $26,910,410 |
| ISHARES TR | IBDX | Other | 5.86% | 1,064,868 | +3,318 | +0.31% | $26,824,018 |
| SCHWAB STRATEGIC TR | FNDE | Other | 5.21% | 601,701 | +38,167 | +6.77% | $23,875,507 |
| SCHWAB STRATEGIC TR | FNDA | Other | 4.97% | 598,617 | +26,915 | +4.71% | $22,783,346 |
| ISHARES TR | IUSG | Other | 2.97% | 72,304 | +6,186 | +9.36% | $13,599,709 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.82% | 125,353 | +6,147 | +5.16% | $12,917,643 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 2.51% | 152,727 | -4,451 | -2.83% | $11,492,691 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.93% | 175,316 | -610 | -0.35% | $8,834,150 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.85% | 142,154 | -385 | -0.27% | $8,485,179 |
| ALPHABET INC | GOOGL | Communication Services | 1.58% | 20,249 | -1,221 | -5.69% | $7,236,393 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.40% | 27,175 | -400 | -1.45% | $6,430,104 |
| ISHARES TR | IVV | Other | 1.32% | 8,078 | -47 | -0.58% | $6,049,768 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.18% | 42,526 | +3,326 | +8.48% | $5,382,981 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 19,848 | -906 | -4.37% | $4,730,572 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.02% | 110,632 | +7,018 | +6.77% | $4,684,159 |
| BANK OF AMER CORP | BAC.PRN | Other | 1.00% | 3,644 | +266 | +7.87% | $4,571,398 |
| WELLS FARGO & CO | WFC-L | Other | 0.92% | 3,628 | +279 | +8.33% | $4,197,596 |
| APPLE INC | AAPL | Technology | 0.91% | 14,365 | +379 | +2.71% | $4,156,631 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.84% | 79,814 | -492 | -0.61% | $3,840,649 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.79% | 19,024 | - | - | $3,624,452 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.44% | 37,585 | - | - | $2,030,342 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.42% | 47,296 | -425 | -0.89% | $1,901,772 |
| VANGUARD INDEX FDS | VB | Other | 0.41% | 6,171 | - | - | $1,870,414 |
| GLOBAL X FDS | MLPX | Other | 0.34% | 21,236 | +3,613 | +20.50% | $1,564,247 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 2 | - | - | $1,497,700 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 4,024 | +25 | +0.63% | $1,421,705 |
| VANGUARD INDEX FDS | VTI | Other | 0.31% | 3,826 | +68 | +1.81% | $1,415,866 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 3,752 | -39 | -1.03% | $1,323,141 |
| NVIDIA CORPORATION | NVDA | Technology | 0.28% | 6,512 | -13 | -0.20% | $1,302,986 |
| SPDR SERIES TRUST | SDY | Other | 0.28% | 8,392 | +200 | +2.44% | $1,277,095 |
| MICROSOFT CORP | MSFT | Technology | 0.26% | 3,239 | +65 | +2.05% | $1,208,212 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.26% | 2,708 | -160 | -5.58% | $1,168,394 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.24% | 29,211 | - | - | $1,077,010 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 4,125 | -43 | -1.03% | $1,047,626 |
| CUMMINS INC | CMI | Industrials | 0.21% | 1,351 | - | - | $963,547 |
| ISHARES TR | IEFA | Other | 0.17% | 8,295 | +474 | +6.06% | $801,093 |
| GE AEROSPACE | GE | Industrials | 0.16% | 1,936 | - | - | $723,541 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.16% | 1,834 | - | - | $715,058 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 4,998 | +77 | +1.56% | $676,729 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.14% | 7,850 | -163 | -2.03% | $657,438 |
| UNION PAC CORP | UNP | Industrials | 0.14% | 2,403 | +6 | +0.25% | $653,616 |
| LAM RESEARCH CORP | LRCX | Other | 0.13% | 1,400 | - | - | $606,662 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 4,325 | +15 | +0.35% | $591,314 |
| FASTENAL CO | FAST | Industrials | 0.13% | 12,000 | - | - | $576,360 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.12% | 10,206 | - | - | $547,144 |
| ENERGY TRANSFER L P | ET | Energy | 0.12% | 27,563 | - | - | $527,005 |
| GE VERNOVA INC | GEV | Utilities | 0.11% | 447 | +120 | +36.70% | $525,162 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.11% | 2,809 | -75 | -2.60% | $520,311 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 1,205 | - | - | $506,823 |
| VANGUARD INDEX FDS | VV | Other | 0.11% | 1,400 | - | - | $481,474 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 5,911 | +27 | +0.46% | $480,387 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 5,091 | - | - | $462,212 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 905 | +70 | +8.38% | $452,853 |
| 3M CO | MMM | Industrials | 0.09% | 2,633 | - | - | $426,309 |
| CLOUDFLARE INC | NET | Technology | 0.09% | 1,713 | -156 | -8.35% | $420,165 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.09% | 3,813 | -214 | -5.31% | $408,487 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.09% | 3,378 | -203 | -5.67% | $396,172 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.08% | 495 | - | - | $377,754 |
| LINDE PLC | LIN | Other | 0.08% | 712 | +5 | +0.71% | $369,485 |
| WISDOMTREE TR | DLN | Other | 0.08% | 3,600 | - | - | $346,752 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.07% | 2,664 | -163 | -5.77% | $336,570 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 2,946 | +472 | +19.08% | $333,664 |
| QUALCOMM INC | QCOM | Technology | 0.07% | 1,700 | - | - | $314,143 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.07% | 2,000 | - | - | $313,900 |
| SILA REALTY TRUST INC | SILA | Real Estate | 0.06% | 9,541 | +9,541 | +100.00% | $289,665 |
| VANGUARD WORLD FD | MGK | Other | 0.06% | 3,285 | +2,628 | +400.00% | $288,784 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.06% | 1,745 | -120 | -6.43% | $276,862 |
| ISHARES TR | ITOT | Other | 0.06% | 1,665 | -10 | -0.60% | $273,464 |
| ORACLE CORP | ORCL | Technology | 0.06% | 1,811 | -208 | -10.30% | $265,402 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.06% | 350 | - | - | $261,370 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 219 | +219 | +100.00% | $252,790 |
| FTAI AVIATION LTD | FTAI | Other | 0.05% | 880 | -171 | -16.27% | $238,066 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 714 | +714 | +100.00% | $233,714 |
| WELLTOWER INC | WELL | Real Estate | 0.05% | 1,024 | - | - | $232,417 |
| VICTORY PORTFOLIOS II | CFA | Other | 0.05% | 2,277 | - | - | $224,966 |
| ISHARES TR | HDV | Other | 0.04% | 7,500 | +6,000 | +400.00% | $205,575 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.04% | 1,123 | +1,123 | +100.00% | $203,162 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.04% | 747 | +12 | +1.63% | $201,922 |