Holders — by stockHoldings — by fund
Seven Springs Wealth Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803898
$458.1M
disclosed book value
85
positions
19.6%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DGROISHARES TR | 1.2M | $89.7M | 19.6% |
| 2 | ISTBISHARES TR | 1.1M | $55.2M | 12.1% |
| 3 | CITHE CIGNA GROUP | 124,246 | $34.3M | 7.5% |
| 4 | FNDFSCHWAB STRATEGIC TR | 529,390 | $27.9M | 6.1% |
| 5 | IBDUISHARES TR | 1.2M | $26.9M | 5.9% |
| 6 | IBDXISHARES TR | 1.1M | $26.8M | 5.9% |
| 7 | FNDESCHWAB STRATEGIC TR | 601,701 | $23.9M | 5.2% |
| 8 | FNDASCHWAB STRATEGIC TR | 598,617 | $22.8M | 5% |
| 9 | IUSGISHARES TR | 72,304 | $13.6M | 3% |
| 10 | AVDVAMERICAN CENTY ETF TR | 125,353 | $12.9M | 2.8% |
| 11 | VCLTVANGUARD SCOTTSDALE FDS | 152,727 | $11.5M | 2.5% |
| 12 | SPDWSPDR INDEX SHS FDS | 175,316 | $8.8M | 1.9% |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 142,154 | $8.5M | 1.9% |
| 14 | GOOGLALPHABET INC | 20,249 | $7.2M | 1.6% |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 27,175 | $6.4M | 1.4% |
| 16 | IVVISHARES TR | 8,078 | $6.0M | 1.3% |
| 17 | DUKDUKE ENERGY CORP NEW | 42,526 | $5.4M | 1.2% |
| 18 | AMZNAMAZON COM INC | 19,848 | $4.7M | 1% |
| 19 | VZVERIZON COMMUNICATIONS INC | 110,632 | $4.7M | 1% |
| 20 | BAC 7.25 PERP LBANK OF AMER CORP | 3,644 | $4.6M | 1% |
| 21 | WFC 7.5 PERP LWELLS FARGO & CO | 3,628 | $4.2M | 0.9% |
| 22 | AAPLAPPLE INC | 14,365 | $4.2M | 0.9% |
| 23 | SCHCSCHWAB STRATEGIC TR | 79,814 | $3.8M | 0.8% |
| 24 | XLKSELECT SECTOR SPDR TR | 19,024 | $3.6M | 0.8% |
| 25 | DFIVDIMENSIONAL ETF TRUST | 37,585 | $2.0M | 0.4% |
| 26 | DFAEDIMENSIONAL ETF TRUST | 47,296 | $1.9M | 0.4% |
| 27 | VBVANGUARD INDEX FDS | 6,171 | $1.9M | 0.4% |
| 28 | MLPXGLOBAL X FDS | 21,236 | $1.6M | 0.3% |
| 29 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.3% |
| 30 | GOOGALPHABET INC | 4,024 | $1.4M | 0.3% |
| 31 | VTIVANGUARD INDEX FDS | 3,826 | $1.4M | 0.3% |
| 32 | HDHOME DEPOT INC | 3,752 | $1.3M | 0.3% |
| 33 | NVDANVIDIA CORPORATION | 6,512 | $1.3M | 0.3% |
| 34 | SDYSPDR SERIES TRUST | 8,392 | $1.3M | 0.3% |
| 35 | MSFTMICROSOFT CORP | 3,239 | $1.2M | 0.3% |
| 36 | DELLDELL TECHNOLOGIES INC | 2,708 | $1.2M | 0.3% |
| 37 | SCHMSCHWAB STRATEGIC TR | 29,211 | $1.1M | 0.2% |
| 38 | JNJJOHNSON & JOHNSON | 4,125 | $1.0M | 0.2% |
| 39 | CMICUMMINS INC | 1,351 | $963,547 | 0.2% |
| 40 | IEFAISHARES TR | 8,295 | $801,093 | 0.2% |
| 41 | GEGE AEROSPACE | 1,936 | $723,541 | 0.2% |
| 42 | HCAHCA HEALTHCARE INC | 1,834 | $715,058 | 0.2% |
| 43 | PEPPEPSICO INC | 4,998 | $676,729 | 0.1% |
| 44 | VEUVANGUARD INTL EQUITY INDEX F | 7,850 | $657,438 | 0.1% |
| 45 | UNPUNION PAC CORP | 2,403 | $653,616 | 0.1% |
| 46 | LRCXLAM RESEARCH CORP | 1,400 | $606,662 | 0.1% |
| 47 | XOMEXXON MOBIL CORP | 4,325 | $591,314 | 0.1% |
| 48 | FASTFASTENAL CO | 12,000 | $576,360 | 0.1% |
| 49 | XLFSELECT SECTOR SPDR TR | 10,206 | $547,144 | 0.1% |
| 50 | AISTIDAL TRUST III | 6,311 | $538,391 | 0.1% |
| 51 | ETENERGY TRANSFER L P | 27,563 | $527,005 | 0.1% |
| 52 | GEVGE VERNOVA INC | 447 | $525,162 | 0.1% |
| 53 | XLISELECT SECTOR SPDR TR | 2,809 | $520,311 | 0.1% |
| 54 | TSLATESLA INC | 1,205 | $506,823 | 0.1% |
| 55 | VVVANGUARD INDEX FDS | 1,400 | $481,474 | 0.1% |
| 56 | KOCOCA COLA CO | 5,911 | $480,387 | 0.1% |
| 57 | SPTMSPDR SERIES TRUST | 5,091 | $462,212 | 0.1% |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 905 | $452,853 | 0.1% |
| 59 | MMM3M CO | 2,633 | $426,309 | 0.1% |
| 60 | NETCLOUDFLARE INC | 1,713 | $420,165 | 0.1% |
| 61 | XLCSELECT SECTOR SPDR TR | 3,813 | $408,487 | 0.1% |
| 62 | XLYSELECT SECTOR SPDR TR | 3,378 | $396,172 | 0.1% |
| 63 | BPREBLUEROCK PVT REAL ESTATE FD | 29,622 | $385,382 | 0.1% |
| 64 | CRWDCROWDSTRIKE HLDGS INC | 495 | $377,754 | 0.1% |
| 65 | LINLINDE PLC | 712 | $369,485 | 0.1% |
| 66 | FSSLFS SPECIALTY LENDING FD | 32,794 | $365,653 | 0.1% |
| 67 | DLNWISDOMTREE TR | 3,600 | $346,752 | 0.1% |
| 68 | GILDGILEAD SCIENCES INC | 2,664 | $336,570 | 0.1% |
| 69 | WMTWALMART INC | 2,946 | $333,664 | 0.1% |
| 70 | QCOMQUALCOMM INC | 1,700 | $314,143 | 0.1% |
| 71 | VTVANGUARD INTL EQUITY INDEX F | 2,000 | $313,900 | 0.1% |
| 72 | SILA REALTY TRUST INC | 9,541 | $289,665 | 0.1% |
| 73 | MGKVANGUARD WORLD FD | 3,285 | $288,784 | 0.1% |
| 74 | XLVSELECT SECTOR SPDR TR | 1,745 | $276,862 | 0.1% |
| 75 | ITOTISHARES TR | 1,665 | $273,464 | 0.1% |
| 76 | ORCLORACLE CORP | 1,811 | $265,402 | 0.1% |
| 77 | SPYSTATE STR SPDR S&P 500 ETF T | 350 | $261,370 | 0.1% |
| 78 | MUMICRON TECHNOLOGY INC | 219 | $252,790 | 0.1% |
| 79 | FTAIFTAI AVIATION LTD | 880 | $238,066 | 0.1% |
| 80 | JPMJPMORGAN CHASE & CO | 714 | $233,714 | 0.1% |
| 81 | WELLWELLTOWER INC | 1,024 | $232,417 | 0.1% |
| 82 | CFAVICTORY PORTFOLIOS II | 2,277 | $224,966 | 0% |
| 83 | HDVISHARES TR | 7,500 | $205,575 | 0% |
| 84 | PMPHILIP MORRIS INTL INC | 1,123 | $203,162 | 0% |
| 85 | MCDMCDONALDS CORP | 747 | $201,922 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.