Institutional Manager · CIK 0001803898
Seven Springs Wealth Group, LLC
BRENTWOOD, TN · File #028-20174
Latest AUM
$350.0M
Positions
83
Top-10 Concentration
73.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202583 pos · $350.0M
- 13F HOLDINGS REPORTQ/E Sep 202583 pos · $413.4M
- 13F HOLDINGS REPORTQ/E Jun 202584 pos · $403.9M
- 13F HOLDINGS REPORTQ/E Mar 202581 pos · $280.5M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $268.6M
- 13F HOLDINGS REPORTQ/E Sep 202471 pos · $275.2M
- 13F HOLDINGS REPORTQ/E Jun 202462 pos · $255.7M
- 13F HOLDINGS REPORTQ/E Mar 202462 pos · $260.4M
- 13F HOLDINGS REPORTQ/E Dec 202356 pos · $208.6M
- 13F HOLDINGS REPORTQ/E Sep 202363 pos · $210.7M
- 13F HOLDINGS REPORTQ/E Jun 202360 pos · $202.4M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $207.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V621 | 1,136,083 | $78.9M | 23.24% |
| 2 | THE CIGNA GROUP | 125523100 | 124,246 | $34.2M | 10.08% |
| 3 | ISHARES TR | 46436E205 | 1,149,546 | $26.9M | 7.93% |
| 4 | ISHARES TR | 46436E312 | 1,029,915 | $26.3M | 7.75% |
| 5 | SCHWAB STRATEGIC TR | 808524755 | 456,135 | $20.6M | 6.08% |
| 6 | SCHWAB STRATEGIC TR | 808524730 | 453,711 | $16.4M | 4.82% |
| 7 | SCHWAB STRATEGIC TR | 808524763 | 469,967 | $14.8M | 4.36% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 114,368 | $10.7M | 3.17% |
| 9 | ISHARES TR | 464287515 | 93,075 | $9.8M | 2.90% |
| 10 | ISHARES TR | 464287671 | 57,114 | $9.6M | 2.83% |
| 11 | SPDR INDEX SHS FDS | 78463X889 | 176,501 | $7.8M | 2.31% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 142,767 | $7.7M | 2.26% |
| 13 | ALPHABET INC | GOOG | 22,081 | $6.9M | 2.04% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 27,647 | $6.1M | 1.79% |
| 15 | ISHARES TR | 464287200 | 8,135 | $5.6M | 1.64% |
| 16 | AMAZON COM INC | AMZN | 21,297 | $4.9M | 1.45% |
| 17 | DUKE ENERGY CORP NEW | DUKB | 37,274 | $4.4M | 1.29% |
| 18 | SCHWAB STRATEGIC TR | 808524888 | 89,921 | $4.1M | 1.21% |
| 19 | VERIZON COMMUNICATIONS INC | VZ | 98,744 | $4.0M | 1.19% |
| 20 | BANK AMERICA CORP | 060505682 | 3,183 | $4.0M | 1.17% |