13F HOLDINGS REPORT
Seven Springs Wealth Group, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003231
Total Value
$403.9M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 6,757,043 | $92.7M | 22.95% |
| 2 | ISHARES TR | 46434V621 | 1,086,095 | $69.4M | 17.19% |
| 3 | THE CIGNA GROUP | 125523100 | 124,278 | $41.1M | 10.17% |
| 4 | ISHARES TR | 46436E205 | 855,583 | $20.0M | 4.94% |
| 5 | ISHARES TR | 46435UAA9 | 808,173 | $19.6M | 4.86% |
| 6 | SCHWAB STRATEGIC TR | 808524755 | 441,260 | $17.7M | 4.37% |
| 7 | SCHWAB STRATEGIC TR | 808524730 | 395,868 | $13.1M | 3.24% |
| 8 | SCHWAB STRATEGIC TR | 808524763 | 423,608 | $12.1M | 3.00% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 111,403 | $8.8M | 2.19% |
| 10 | ISHARES TR | 464287515 | 80,425 | $8.8M | 2.18% |
| 11 | SPDR INDEX SHS FDS | 78463X889 | 180,370 | $7.3M | 1.81% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 143,480 | $7.1M | 1.76% |
| 13 | ISHARES TR | 464287671 | 40,377 | $6.1M | 1.50% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 27,761 | $5.7M | 1.41% |
| 15 | ISHARES TR | 464287200 | 8,213 | $5.1M | 1.26% |
| 16 | AMAZON COM INC | AMZN | 22,433 | $4.9M | 1.22% |
| 17 | ALPHABET INC | GOOG | 23,183 | $4.1M | 1.01% |
| 18 | DUKE ENERGY CORP NEW | DUKB | 34,524 | $4.1M | 1.01% |
| 19 | SCHWAB STRATEGIC TR | 808524888 | 90,700 | $3.9M | 0.96% |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 87,169 | $3.8M | 0.93% |
| 21 | BANK AMERICA CORP | 060505682 | 2,808 | $3.4M | 0.84% |
| 22 | WELLS FARGO CO NEW | 949746804 | 2,776 | $3.3M | 0.81% |
| 23 | APPLE INC | AAPL | 15,409 | $3.2M | 0.78% |
| 24 | SELECT SECTOR SPDR TR | 81369Y803 | 9,512 | $2.4M | 0.60% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C102 | 33,132 | $1.9M | 0.48% |
| 26 | MICROSOFT CORP | MSFT | 3,224 | $1.6M | 0.40% |
| 27 | DIMENSIONAL ETF TRUST | 25434V807 | 35,609 | $1.5M | 0.38% |
| 28 | VANGUARD INDEX FDS | 922908751 | 6,334 | $1.5M | 0.37% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.36% |
| 30 | DIMENSIONAL ETF TRUST | 25434V302 | 49,441 | $1.4M | 0.35% |
| 31 | HOME DEPOT INC | HD | 3,788 | $1.4M | 0.34% |
| 32 | CLOUDFLARE INC | NET | 6,236 | $1.2M | 0.30% |
| 33 | NVIDIA CORPORATION | NVDA | 7,570 | $1.2M | 0.30% |
| 34 | VANGUARD INDEX FDS | 922908769 | 3,845 | $1.2M | 0.29% |
| 35 | SPDR SERIES TRUST | 78464A763 | 8,192 | $1.1M | 0.28% |
| 36 | ISHARES TR | 46432F842 | 11,729 | $979,104 | 0.24% |
| 37 | SCHWAB STRATEGIC TR | 808524508 | 30,012 | $841,837 | 0.21% |
| 38 | GLOBAL X FDS | 37954Y293 | 12,220 | $765,705 | 0.19% |
| 39 | EXXON MOBIL CORP | XOM | 7,099 | $765,272 | 0.19% |
| 40 | HCA HEALTHCARE INC | HCA | 1,944 | $744,746 | 0.18% |
| 41 | ALPHABET INC | GOOG | 4,167 | $739,265 | 0.18% |
| 42 | JOHNSON & JOHNSON | JNJ | 4,648 | $709,982 | 0.18% |
| 43 | ACCENTURE PLC IRELAND | ACN | 2,251 | $672,801 | 0.17% |
| 44 | AMERICAN HEALTHCARE REIT INC | AHR | 18,274 | $671,387 | 0.17% |
| 45 | PEPSICO INC | PEP | 4,716 | $622,701 | 0.15% |
| 46 | UNION PAC CORP | UNP | 2,395 | $551,042 | 0.14% |
| 47 | GE AEROSPACE | 369604301 | 2,103 | $541,358 | 0.13% |
| 48 | SELECT SECTOR SPDR TR | 81369Y605 | 10,262 | $537,421 | 0.13% |
| 49 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,850 | $527,677 | 0.13% |
| 50 | FASTENAL CO | FAST | 12,000 | $504,000 | 0.12% |
| 51 | ENERGY TRANSFER L P | ET-PI | 27,563 | $499,717 | 0.12% |
| 52 | ORACLE CORP | ORCL-PD | 2,235 | $488,638 | 0.12% |
| 53 | CUMMINS INC | CMI | 1,351 | $442,453 | 0.11% |
| 54 | COCA COLA CO | KO | 6,212 | $439,499 | 0.11% |
| 55 | SELECT SECTOR SPDR TR | 81369Y704 | 2,826 | $416,892 | 0.10% |
| 56 | SELECT SECTOR SPDR TR | 81369Y852 | 3,813 | $413,825 | 0.10% |
| 57 | SELECT SECTOR SPDR TR | 81369Y209 | 3,057 | $412,053 | 0.10% |
| 58 | 3M CO | MMM | 2,633 | $400,848 | 0.10% |
| 59 | VANGUARD INDEX FDS | 922908637 | 1,400 | $399,420 | 0.10% |
| 60 | SELECT SECTOR SPDR TR | 81369Y407 | 1,708 | $371,200 | 0.09% |
| 61 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 755 | $366,756 | 0.09% |
| 62 | DELL TECHNOLOGIES INC | DELL | 2,850 | $349,410 | 0.09% |
| 63 | TESLA INC | TSLA | 1,093 | $347,202 | 0.09% |
| 64 | GILEAD SCIENCES INC | GILD | 3,096 | $343,294 | 0.08% |
| 65 | SCHWAB STRATEGIC TR | 808524771 | 13,790 | $338,401 | 0.08% |
| 66 | LINDE PLC | LIN | 707 | $331,710 | 0.08% |
| 67 | WISDOMTREE TR | WT | 3,600 | $295,704 | 0.07% |
| 68 | QUALCOMM INC | QCOM | 1,700 | $270,742 | 0.07% |
| 69 | GE VERNOVA INC | GEV | 501 | $265,104 | 0.07% |
| 70 | PHILIP MORRIS INTL INC | 718172109 | 1,432 | $260,810 | 0.06% |
| 71 | SCHWAB STRATEGIC TR | 808524201 | 10,542 | $257,651 | 0.06% |
| 72 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,000 | $257,040 | 0.06% |
| 73 | CROWDSTRIKE HLDGS INC | CRWD | 495 | $252,108 | 0.06% |
| 74 | ISHARES TR | 46434VBD1 | 9,988 | $251,498 | 0.06% |
| 75 | SALESFORCE INC | CRM | 894 | $243,785 | 0.06% |
| 76 | VANGUARD WORLD FD | 921910816 | 657 | $240,574 | 0.06% |
| 77 | WALMART INC | WMT | 2,399 | $234,574 | 0.06% |
| 78 | SOUTHERN CO | SOMN | 2,474 | $227,187 | 0.06% |
| 79 | ISHARES TR | 464287150 | 1,665 | $224,804 | 0.06% |
| 80 | MCDONALDS CORP | MCD | 735 | $214,745 | 0.05% |
| 81 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,581 | $205,169 | 0.05% |
| 82 | WILLIAMS COS INC | 969457100 | 3,262 | $204,899 | 0.05% |
| 83 | SILA REALTY TRUST INC | SILA | 8,586 | $203,231 | 0.05% |
| 84 | VICTORY PORTFOLIOS II | 92647N766 | 2,277 | $200,285 | 0.05% |