Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

  • $404 Million
  • Q3 2025

Seven Springs Wealth Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $404 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $77.9M, Nu Holdings Ltd. with a value of $74.6M, Cigna Corp with a value of $35.8M, Ishares Tr Ibonds Dec 2029 Ter with a value of $22.9M, and Ishares Tr Ibonds Dec 2032 Ter with a value of $22.4M.

Examining the 13F form we can see an increase of $8.86M in the current position value, from $395M to 404M.

Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $404 Million
ETFs: $251 Million
Financial Services: $76.5 Million
Healthcare: $37.9 Million
Technology: $10.9 Million
Communication Services: $10.8 Million
Consumer Cyclical: $7.17 Million
Utilities: $4.46 Million
Industrials: $2.74 Million
Other: $2.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.9 Million 19.28% of portfolio
1,143,955
Q3 2025 Added 5.33%
$56.3B
$74.6 Million 18.46% of portfolio
4,657,043
Q3 2025 Reduced 31.08%
$82.3B
$35.8 Million 8.87% of portfolio
124,278
Q2 2025 Reduced 0.77%
$0
$22.9 Million 5.67% of portfolio
975,122
Q3 2025 Added 13.97%
$0
$22.4 Million 5.55% of portfolio
874,546
Q3 2025 New
$0
$19.7 Million 4.88% of portfolio
459,242
Q3 2025 Added 4.08%
$0
$15.8 Million 3.91% of portfolio
436,600
Q3 2025 Added 10.29%
$0
$14.1 Million 3.49% of portfolio
452,746
Q3 2025 Added 6.88%
$0
$10.3 Million 2.56% of portfolio
89,836
Q3 2025 Added 11.7%
$0
$10.3 Million 2.56% of portfolio
116,056
Q3 2025 Added 4.18%
$0
$8.13 Million 2.01% of portfolio
49,420
Q3 2025 Added 22.4%
$0
$7.74 Million 1.91% of portfolio
142,767
Q3 2025 Reduced 0.5%
$0
$7.58 Million 1.88% of portfolio
177,038
Q3 2025 Reduced 1.85%
$1.65T
$5.66 Million 1.4% of portfolio
23,301
Q3 2025 Added 0.51%
$0
$5.46 Million 1.35% of portfolio
8,158
Q3 2025 Reduced 0.67%
$0
$5.06 Million 1.25% of portfolio
27,761
Q2 2025 Reduced 0.31%
$94.5B
$4.46 Million 1.1% of portfolio
36,026
Q3 2025 Added 4.35%
$172B
$4.14 Million 1.02% of portfolio
94,158
Q3 2025 Added 8.02%
$0
$4.1 Million 1.01% of portfolio
90,005
Q3 2025 Reduced 0.77%
$4.38T
$3.93 Million 0.97% of portfolio
15,451
Q3 2025 Added 0.27%
$0
$2.68 Million 0.66% of portfolio
9,512
Q1 2022 Reduced 0.84%
$0
$1.74 Million 0.43% of portfolio
37,652
Q3 2025 Added 5.74%
$3.8T
$1.67 Million 0.41% of portfolio
3,224
Q2 2025 Reduced 3.67%
$0
$1.61 Million 0.4% of portfolio
6,334
Q1 2025 Added 2.64%
$0
$1.56 Million 0.38% of portfolio
49,340
Q3 2025 Reduced 0.2%
$371B
$1.53 Million 0.38% of portfolio
3,788
Q2 2025 Reduced 0.45%
$458B
$1.51 Million 0.37% of portfolio
2
Q4 2019 New
$474B
$1.42 Million 0.35% of portfolio
7,608
Q3 2025 Added 0.5%
$59.6B
$1.34 Million 0.33% of portfolio
6,236
Q2 2025 New
$0
$1.26 Million 0.31% of portfolio
3,845
Q1 2025 Added 4.6%
$0
$1.15 Million 0.28% of portfolio
8,192
Q4 2019 New
$0
$1.08 Million 0.27% of portfolio
18,337
Q3 2025 Reduced 44.65%
$1.69T
$1.01 Million 0.25% of portfolio
4,139
Q3 2025 Reduced 0.67%
$0
$889,000 0.22% of portfolio
30,012
Q4 2024 Added 200.0%
$512B
$894,000 0.22% of portfolio
4,825
Q3 2025 Added 3.81%
$136B
$828,000 0.2% of portfolio
1,944
Q4 2024 Added 58.82%
$0
$720,000 0.18% of portfolio
11,485
Q3 2025 Reduced 6.01%
$201B
$690,000 0.17% of portfolio
4,916
Q3 2025 Added 4.24%
$0
$690,000 0.17% of portfolio
7,914
Q3 2025 Reduced 32.53%
$601B
$628,000 0.16% of portfolio
2,235
Q2 2025 Reduced 4.28%
$23.2B
$588,000 0.15% of portfolio
12,000
Q2 2025 Added 100.0%
$333B
$597,000 0.15% of portfolio
1,987
Q3 2025 Reduced 5.52%
$0
$552,000 0.14% of portfolio
10,262
Q4 2023 Reduced 1.75%
$137B
$566,000 0.14% of portfolio
2,395
Q2 2024 Reduced 0.13%
$155B
$565,000 0.14% of portfolio
2,292
Q3 2025 Added 1.82%
$65.2B
$577,000 0.14% of portfolio
1,367
Q3 2025 Added 1.18%
$0
$560,000 0.14% of portfolio
7,850
Q3 2020 Reduced 9.25%
$52.5B
$472,000 0.12% of portfolio
27,563
Q1 2025 New
$1.28T
$486,000 0.12% of portfolio
1,093
Q2 2025 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $404 Million
  • Prior Value $395 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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