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
$56.3B
$442,000 0.11% of portfolio
1,351
Q2 2024 Reduced 0.15%
$306B
$439,000 0.11% of portfolio
6,212
Q2 2025 Reduced 0.48%
$87.3B
$400,000 0.1% of portfolio
2,633
Q2 2025 Added 5.32%
$0
$399,000 0.1% of portfolio
1,400
Q4 2019 New
$0
$412,000 0.1% of portfolio
3,057
Q4 2023 Reduced 1.7%
$0
$413,000 0.1% of portfolio
3,813
Q4 2023 Reduced 1.95%
$1.08T
$347,000 0.09% of portfolio
1,093
Q2 2025 Reduced 1.71%
$621B
$366,000 0.09% of portfolio
755
Q2 2025 Reduced 10.01%
$0
$371,000 0.09% of portfolio
1,708
Q1 2023 Reduced 10.81%
$36.7B
$349,000 0.09% of portfolio
2,850
Q4 2023 New
$150B
$343,000 0.09% of portfolio
3,096
Q2 2025 Reduced 7.91%
$0
$338,000 0.09% of portfolio
13,790
Q1 2025 New
$0
$257,000 0.07% of portfolio
10,542
Q2 2025 New
$0
$257,000 0.07% of portfolio
2,000
Q4 2023 New
$261B
$260,000 0.07% of portfolio
1,432
Q1 2025 New
$0
$295,000 0.07% of portfolio
3,600
Q4 2022 New
$281B
$234,000 0.06% of portfolio
2,399
Q2 2025 Reduced 20.33%
$0
$240,000 0.06% of portfolio
657
Q2 2024 New
$102B
$227,000 0.06% of portfolio
2,474
Q4 2024 New
$232B
$243,000 0.06% of portfolio
894
Q2 2025 Reduced 10.15%
$0
$251,000 0.06% of portfolio
9,988
Q4 2024 New
$93.6B
$252,000 0.06% of portfolio
495
Q2 2025 New
$0
$224,000 0.06% of portfolio
1,665
Q3 2024 New
$222B
$214,000 0.05% of portfolio
735
Q3 2024 New
$70.4B
$204,000 0.05% of portfolio
3,262
Q2 2025 Reduced 12.05%
$0
$200,000 0.05% of portfolio
2,277
Q2 2025 New
$0
$205,000 0.05% of portfolio
2,581
Q2 2025 Added 0.08%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Bank America Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 13.32%
Sila Realty Trust Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q2 2025 Added 13.54%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2024 Added 10.47%
American Healthcare Reit Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.12%

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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