Seven Springs Wealth Group, Llc Portfolio Stock Holdings
Seven Springs Wealth Group, Llc disclosed 81 stock positions valued at approximately $432.5 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 March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $432.5M
Holdings by Sector
Seven Springs Wealth Group, Llc Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | DGRO | Other | 18.56% | 1,143,665 | +7,582 | +0.67% | $80,262,387 |
| ISHARES TR | ISTB | Other | 15.20% | 1,356,366 | +1,356,366 | +100.00% | $65,729,496 |
| THE CIGNA GROUP | CI | Healthcare | 7.66% | 124,246 | - | - | $33,142,621 |
| ISHARES TR | IBDU | Other | 6.26% | 1,164,618 | +15,072 | +1.31% | $27,089,019 |
| ISHARES TR | IBDX | Other | 6.20% | 1,061,550 | +31,635 | +3.07% | $26,825,377 |
| SCHWAB STRATEGIC TR | FNDF | Other | 5.72% | 505,861 | +49,726 | +10.90% | $24,751,761 |
| SCHWAB STRATEGIC TR | FNDE | Other | 4.99% | 563,534 | +109,823 | +24.21% | $21,560,826 |
| SCHWAB STRATEGIC TR | FNDA | Other | 4.29% | 571,702 | +101,735 | +21.65% | $18,540,306 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.75% | 119,206 | +4,838 | +4.23% | $11,903,922 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 2.72% | 157,178 | +157,178 | +100.00% | $11,744,338 |
| ISHARES TR | IUSG | Other | 2.37% | 66,118 | +9,004 | +15.76% | $10,255,527 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.86% | 175,926 | -575 | -0.33% | $8,031,001 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.78% | 142,539 | -228 | -0.16% | $7,704,239 |
| ALPHABET INC | GOOGL | Communication Services | 1.43% | 21,470 | -611 | -2.77% | $6,173,923 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.37% | 27,575 | -72 | -0.26% | $5,930,239 |
| ISHARES TR | IVV | Other | 1.23% | 8,125 | -10 | -0.12% | $5,307,536 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.20% | 103,614 | +4,870 | +4.93% | $5,201,423 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.19% | 39,200 | +1,926 | +5.17% | $5,132,783 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.00% | 20,754 | -543 | -2.55% | $4,322,436 |
| BANK AMERICA CORP | BAC.PRN | Other | 0.93% | 3,378 | +195 | +6.13% | $4,025,090 |
| WELLS FARGO & CO | WFC-L | Other | 0.89% | 3,349 | +193 | +6.12% | $3,868,095 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.87% | 80,306 | -9,615 | -10.69% | $3,753,502 |
| APPLE INC | AAPL | Technology | 0.82% | 13,986 | -25 | -0.18% | $3,549,486 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.58% | 19,024 | - | - | $2,528,290 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.46% | 37,585 | - | - | $1,983,736 |
| VANGUARD INDEX FDS | VB | Other | 0.37% | 6,171 | -163 | -2.57% | $1,616,188 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.37% | 47,721 | -89 | -0.19% | $1,615,833 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 2 | - | - | $1,436,280 |
| GLOBAL X FDS | MLPX | Other | 0.30% | 17,623 | +6,716 | +61.58% | $1,303,045 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 3,791 | - | - | $1,246,729 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 3,758 | - | - | $1,205,685 |
| SPDR SERIES TRUST | SDY | Other | 0.28% | 8,192 | - | - | $1,195,540 |
| MICROSOFT CORP | MSFT | Technology | 0.27% | 3,174 | -57 | -1.76% | $1,174,926 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 3,999 | -140 | -3.38% | $1,147,076 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 6,525 | - | - | $1,137,960 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 4,168 | - | - | $1,018,848 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.21% | 29,211 | - | - | $904,373 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.20% | 1,834 | -50 | -2.65% | $867,922 |
| PEPSICO INC | PEP | Consumer Defensive | 0.18% | 4,921 | - | - | $764,197 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 4,310 | - | - | $731,242 |
| CUMMINS INC | CMI | Industrials | 0.17% | 1,351 | - | - | $726,865 |
| ISHARES TR | IEFA | Other | 0.16% | 7,821 | -93 | -1.18% | $708,000 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.14% | 8,013 | - | - | $601,776 |
| UNION PAC CORP | UNP | Industrials | 0.13% | 2,397 | - | - | $581,566 |
| FASTENAL CO | FAST | Industrials | 0.13% | 12,000 | - | - | $556,800 |
| GE AEROSPACE | GE | Industrials | 0.13% | 1,936 | -51 | -2.57% | $549,379 |
| ENERGY TRANSFER L P | ET | Energy | 0.12% | 27,563 | - | - | $531,966 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.12% | 10,206 | - | - | $503,870 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.11% | 2,868 | - | - | $470,725 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.11% | 2,884 | - | - | $466,504 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 1,205 | - | - | $447,959 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 5,884 | -328 | -5.28% | $447,478 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.10% | 4,027 | - | - | $446,474 |
| VANGUARD INDEX FDS | VV | Other | 0.10% | 1,400 | - | - | $418,390 |
| SPDR SERIES TRUST | SPTM | Other | 0.09% | 5,091 | - | - | $402,494 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 835 | -120 | -12.57% | $400,132 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.09% | 2,827 | - | - | $393,999 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.09% | 3,581 | +1 | +0.03% | $390,235 |
| CLOUDFLARE INC | NET | Technology | 0.09% | 1,869 | - | - | $385,649 |
| 3M CO | MMM | Industrials | 0.09% | 2,633 | - | - | $382,391 |
| LINDE PLC | LIN | Other | 0.08% | 707 | - | - | $350,502 |
| WISDOMTREE TR | DLN | Other | 0.07% | 3,600 | - | - | $321,588 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 2,474 | - | - | $307,469 |
| LAM RESEARCH CORP | LRCX | Other | 0.07% | 1,400 | - | - | $299,124 |
| ORACLE CORP | ORCL | Technology | 0.07% | 2,019 | - | - | $297,015 |
| GE VERNOVA INC | GEV | Utilities | 0.07% | 327 | - | - | $285,438 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 2,000 | - | - | $276,640 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.06% | 4,689 | -1,645 | -25.97% | $274,490 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.06% | 1,865 | -1,312 | -41.30% | $273,427 |
| FTAI AVIATION LTD | FTAI | Other | 0.06% | 1,051 | - | - | $257,495 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.06% | 1,254 | -1,038 | -45.29% | $248,656 |
| VANGUARD WORLD FD | MGK | Other | 0.06% | 657 | - | - | $241,408 |
| ISHARES TR | ITOT | Other | 0.06% | 1,675 | +10 | +0.60% | $238,531 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 735 | - | - | $228,431 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.05% | 350 | - | - | $227,619 |
| QUALCOMM INC | QCOM | Technology | 0.05% | 1,700 | - | - | $218,926 |
| VICTORY PORTFOLIOS II | CFA | Other | 0.05% | 2,277 | - | - | $208,298 |
| ISHARES TR | HDV | Other | 0.05% | 1,500 | +1,500 | +100.00% | $203,580 |
| WELLTOWER INC | WELL | Real Estate | 0.05% | 1,024 | +1,024 | +100.00% | $202,455 |