13F HOLDINGS REPORT
Seven Springs Wealth Group, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004701
Total Value
$413.4M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V621 | 1,143,955 | $77.9M | 18.84% |
| 2 | NU HLDGS LTD | NU | 4,657,043 | $74.6M | 18.03% |
| 3 | THE CIGNA GROUP | 125523100 | 124,278 | $35.8M | 8.66% |
| 4 | ISHARES TR | 46436E205 | 975,122 | $22.9M | 5.54% |
| 5 | ISHARES TR | 46436E312 | 874,546 | $22.4M | 5.42% |
| 6 | SCHWAB STRATEGIC TR | 808524755 | 459,242 | $19.7M | 4.77% |
| 7 | SCHWAB STRATEGIC TR | 808524730 | 436,600 | $15.8M | 3.82% |
| 8 | SCHWAB STRATEGIC TR | 808524763 | 452,746 | $14.1M | 3.41% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 116,056 | $10.3M | 2.50% |
| 10 | ISHARES TR | 464287515 | 89,836 | $10.3M | 2.50% |
| 11 | ISHARES TR | 464287671 | 49,420 | $8.1M | 1.97% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 142,767 | $7.7M | 1.87% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 177,038 | $7.6M | 1.83% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 27,761 | $6.0M | 1.45% |
| 15 | ALPHABET INC | GOOG | 23,301 | $5.7M | 1.37% |
| 16 | ISHARES TR | 464287200 | 8,158 | $5.5M | 1.32% |
| 17 | AMAZON COM INC | AMZN | 22,440 | $4.9M | 1.19% |
| 18 | DUKE ENERGY CORP NEW | DUKB | 36,026 | $4.5M | 1.08% |
| 19 | VERIZON COMMUNICATIONS INC | VZ | 94,158 | $4.1M | 1.00% |
| 20 | SCHWAB STRATEGIC TR | 808524888 | 90,005 | $4.1M | 0.99% |
| 21 | APPLE INC | AAPL | 15,451 | $3.9M | 0.95% |
| 22 | BANK AMERICA CORP | 060505682 | 3,047 | $3.9M | 0.94% |
| 23 | WELLS FARGO CO NEW | 949746804 | 3,016 | $3.7M | 0.90% |
| 24 | SELECT SECTOR SPDR TR | 81369Y803 | 9,512 | $2.7M | 0.65% |
| 25 | DIMENSIONAL ETF TRUST | 25434V807 | 37,652 | $1.7M | 0.42% |
| 26 | MICROSOFT CORP | MSFT | 3,224 | $1.7M | 0.40% |
| 27 | VANGUARD INDEX FDS | 922908751 | 6,334 | $1.6M | 0.39% |
| 28 | DIMENSIONAL ETF TRUST | 25434V302 | 49,340 | $1.6M | 0.38% |
| 29 | HOME DEPOT INC | HD | 3,788 | $1.5M | 0.37% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.36% |
| 31 | NVIDIA CORPORATION | NVDA | 7,608 | $1.4M | 0.34% |
| 32 | CLOUDFLARE INC | NET | 6,236 | $1.3M | 0.32% |
| 33 | VANGUARD INDEX FDS | 922908769 | 3,845 | $1.3M | 0.31% |
| 34 | SPDR SERIES TRUST | 78464A763 | 8,192 | $1.1M | 0.28% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C102 | 18,337 | $1.1M | 0.26% |
| 36 | ALPHABET INC | GOOG | 4,139 | $1.0M | 0.24% |
| 37 | JOHNSON & JOHNSON | JNJ | 4,825 | $894,652 | 0.22% |
| 38 | SCHWAB STRATEGIC TR | 808524508 | 30,012 | $889,556 | 0.22% |
| 39 | HCA HEALTHCARE INC | HCA | 1,944 | $828,533 | 0.20% |
| 40 | GLOBAL X FDS | 37954Y293 | 11,485 | $720,224 | 0.17% |
| 41 | ISHARES TR | 46432F842 | 7,914 | $690,937 | 0.17% |
| 42 | PEPSICO INC | PEP | 4,916 | $690,403 | 0.17% |
| 43 | ORACLE CORP | ORCL-PD | 2,235 | $628,571 | 0.15% |
| 44 | GE AEROSPACE | 369604301 | 1,987 | $597,807 | 0.14% |
| 45 | FASTENAL CO | FAST | 12,000 | $588,480 | 0.14% |
| 46 | CUMMINS INC | CMI | 1,367 | $577,380 | 0.14% |
| 47 | UNION PAC CORP | UNP | 2,395 | $566,106 | 0.14% |
| 48 | ACCENTURE PLC IRELAND | ACN | 2,292 | $565,207 | 0.14% |
| 49 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,850 | $560,255 | 0.14% |
| 50 | SELECT SECTOR SPDR TR | 81369Y605 | 10,262 | $552,814 | 0.13% |
| 51 | TESLA INC | TSLA | 1,093 | $486,079 | 0.12% |
| 52 | EXXON MOBIL CORP | XOM | 4,304 | $485,276 | 0.12% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 955 | $480,117 | 0.12% |
| 54 | ENERGY TRANSFER L P | ET-PI | 27,563 | $472,981 | 0.11% |
| 55 | SELECT SECTOR SPDR TR | 81369Y852 | 3,813 | $451,345 | 0.11% |
| 56 | SELECT SECTOR SPDR TR | 81369Y704 | 2,826 | $435,854 | 0.11% |
| 57 | VANGUARD INDEX FDS | 922908637 | 1,400 | $431,004 | 0.10% |
| 58 | SELECT SECTOR SPDR TR | 81369Y209 | 3,057 | $425,443 | 0.10% |
| 59 | COCA COLA CO | KO | 6,212 | $411,980 | 0.10% |
| 60 | SPDR SERIES TRUST | 78464A805 | 5,091 | $410,589 | 0.10% |
| 61 | SELECT SECTOR SPDR TR | 81369Y407 | 1,708 | $409,305 | 0.10% |
| 62 | 3M CO | MMM | 2,633 | $408,589 | 0.10% |
| 63 | DELL TECHNOLOGIES INC | DELL | 2,868 | $406,596 | 0.10% |
| 64 | SCHWAB STRATEGIC TR | 808524771 | 13,790 | $362,671 | 0.09% |
| 65 | LINDE PLC | LIN | 707 | $335,825 | 0.08% |
| 66 | GILEAD SCIENCES INC | GILD | 2,827 | $313,797 | 0.08% |
| 67 | WISDOMTREE TR | WT | 3,600 | $313,308 | 0.08% |
| 68 | GE VERNOVA INC | GEV | 501 | $308,065 | 0.07% |
| 69 | QUALCOMM INC | QCOM | 1,700 | $282,812 | 0.07% |
| 70 | SCHWAB STRATEGIC TR | 808524201 | 10,542 | $277,681 | 0.07% |
| 71 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,000 | $275,600 | 0.07% |
| 72 | VANGUARD WORLD FD | 921910816 | 657 | $264,390 | 0.06% |
| 73 | WALMART INC | WMT | 2,474 | $254,970 | 0.06% |
| 74 | ISHARES TR | 46434VBD1 | 9,988 | $251,598 | 0.06% |
| 75 | CROWDSTRIKE HLDGS INC | CRWD | 495 | $242,738 | 0.06% |
| 76 | ISHARES TR | 464287150 | 1,665 | $242,467 | 0.06% |
| 77 | PHILIP MORRIS INTL INC | 718172109 | 1,432 | $232,270 | 0.06% |
| 78 | MCDONALDS CORP | MCD | 735 | $223,359 | 0.05% |
| 79 | SILA REALTY TRUST INC | SILA | 8,586 | $215,509 | 0.05% |
| 80 | SALESFORCE INC | CRM | 894 | $211,878 | 0.05% |
| 81 | PALANTIR TECHNOLOGIES INC | PLTR | 1,151 | $209,965 | 0.05% |
| 82 | VICTORY PORTFOLIOS II | 92647N766 | 2,277 | $207,162 | 0.05% |
| 83 | WILLIAMS COS INC | 969457100 | 3,262 | $206,660 | 0.05% |