Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

  • $395 Million
  • Q2 2025

Seven Springs Wealth Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $395 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $92.7M, Ishares Core Dividend Growth E with a value of $69.4M, Cigna Corp with a value of $41.1M, Ishares Tr Ibonds Dec 2029 Ter with a value of $20M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $19.6M.

Examining the 13F form we can see an increase of $122M in the current position value, from $273M to 395M.

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

Portfolio value $395 Million
ETFs: $223 Million
Financial Services: $94.5 Million
Healthcare: $42.9 Million
Technology: $9.45 Million
Communication Services: $8.6 Million
Consumer Cyclical: $6.87 Million
Utilities: $4.3 Million
Industrials: $2.44 Million
Other: $3.02 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.6B
$92.7 Million 23.46% of portfolio
6,757,043
Q2 2025 New
$0
$69.4 Million 17.58% of portfolio
1,086,095
Q2 2025 Added 7.79%
$85.6B
$41.1 Million 10.4% of portfolio
124,278
Q2 2025 Reduced 0.77%
$0
$20 Million 5.05% of portfolio
855,583
Q2 2025 Added 10.45%
$0
$19.6 Million 4.96% of portfolio
808,173
Q2 2025 Added 10.34%
$0
$17.7 Million 4.47% of portfolio
441,260
Q2 2025 Added 5.79%
$0
$13.1 Million 3.31% of portfolio
395,868
Q2 2025 Added 10.51%
$0
$12.1 Million 3.07% of portfolio
423,608
Q2 2025 Added 11.48%
$0
$8.83 Million 2.24% of portfolio
111,403
Q2 2025 Added 6.94%
$0
$8.81 Million 2.23% of portfolio
80,425
Q2 2025 Added 16.85%
$0
$7.3 Million 1.85% of portfolio
180,370
Q2 2025 Reduced 0.36%
$0
$7.1 Million 1.8% of portfolio
143,480
Q2 2025 Reduced 0.22%
$0
$6.07 Million 1.54% of portfolio
40,377
Q2 2025 Added 16.15%
$0
$5.1 Million 1.29% of portfolio
8,213
Q1 2025 Reduced 0.11%
$0
$5.06 Million 1.28% of portfolio
27,761
Q2 2025 Reduced 0.31%
$2.26T
$4.92 Million 1.25% of portfolio
22,433
Q2 2025 Added 5.06%
$95.8B
$4.07 Million 1.03% of portfolio
34,524
Q2 2025 Added 7.14%
$0
$3.86 Million 0.98% of portfolio
90,700
Q2 2025 Reduced 0.08%
$182B
$3.77 Million 0.95% of portfolio
87,169
Q2 2025 Added 8.31%
$3.69T
$3.16 Million 0.8% of portfolio
15,409
Q2 2025 Reduced 1.01%
$0
$2.41 Million 0.61% of portfolio
9,512
Q1 2022 Reduced 0.84%
$0
$1.95 Million 0.49% of portfolio
33,132
Q2 2025 Reduced 34.3%
$3.95T
$1.6 Million 0.41% of portfolio
3,224
Q2 2025 Reduced 3.67%
$0
$1.53 Million 0.39% of portfolio
35,609
Q2 2025 Reduced 1.56%
$0
$1.5 Million 0.38% of portfolio
6,334
Q1 2025 Added 2.64%
$423B
$1.46 Million 0.37% of portfolio
2
Q4 2019 New
$0
$1.43 Million 0.36% of portfolio
49,441
Q2 2025 Reduced 0.38%
$405B
$1.39 Million 0.35% of portfolio
3,788
Q2 2025 Reduced 0.45%
$57.3B
$1.22 Million 0.31% of portfolio
6,236
Q2 2025 New
$0
$1.17 Million 0.3% of portfolio
3,845
Q1 2025 Added 4.6%
$456B
$1.2 Million 0.3% of portfolio
7,570
Q2 2025 Reduced 2.95%
$0
$1.11 Million 0.28% of portfolio
8,192
Q4 2019 New
$0
$979,000 0.25% of portfolio
11,729
Q1 2025 Reduced 0.74%
$0
$841,000 0.21% of portfolio
30,012
Q4 2024 Added 200.0%
$1.24T
$739,000 0.19% of portfolio
4,167
Q2 2025 Reduced 0.76%
$442B
$765,000 0.19% of portfolio
7,099
Q2 2025 Reduced 0.6%
$0
$765,000 0.19% of portfolio
12,220
Q2 2025 Added 3.94%
$112B
$744,000 0.19% of portfolio
1,944
Q4 2024 Added 58.82%
$452B
$709,000 0.18% of portfolio
4,648
Q2 2025 Reduced 4.7%
$150B
$672,000 0.17% of portfolio
2,251
Q1 2025 Reduced 5.58%
$202B
$622,000 0.16% of portfolio
4,716
Q2 2025 Reduced 4.07%
$135B
$551,000 0.14% of portfolio
2,395
Q2 2024 Reduced 0.13%
$0
$537,000 0.14% of portfolio
10,262
Q4 2023 Reduced 1.75%
$306B
$541,000 0.14% of portfolio
2,103
Q2 2025 Reduced 6.7%
$27.8B
$504,000 0.13% of portfolio
12,000
Q2 2025 Added 100.0%
$53.7B
$499,000 0.13% of portfolio
27,563
Q1 2025 New
$0
$527,000 0.13% of portfolio
7,850
Q3 2020 Reduced 9.25%
$684B
$488,000 0.12% of portfolio
2,235
Q2 2025 Reduced 4.28%
$0
$416,000 0.11% of portfolio
2,826
Q1 2023 Reduced 1.77%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $395 Million
  • Prior Value $273 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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