Universe · entity
Seven Springs Wealth Group, LLC
Institutional manager (13F) · CIK 1803898
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $423M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $80M | 1,143,665 |
| 2 | ISHARES TR | $66M | 1,356,366 |
| 3 | THE CIGNA GROUP | $33M | 124,246 |
| 4 | ISHARES TR | $27M | 1,164,618 |
| 5 | ISHARES TR | $27M | 1,061,550 |
| 6 | SCHWAB STRATEGIC TR | $25M | 505,861 |
| 7 | SCHWAB STRATEGIC TR | $22M | 563,534 |
| 8 | SCHWAB STRATEGIC TR | $19M | 571,702 |
| 9 | AMERICAN CENTY ETF TR | $12M | 119,206 |
| 10 | VANGUARD SCOTTSDALE FDS | $12M | 157,178 |
| 11 | ISHARES TR | $10M | 66,118 |
| 12 | SPDR INDEX SHS FDS | $8M | 175,926 |
| 13 | VANGUARD INTL EQUITY INDEX F | $8M | 142,539 |
| 14 | ALPHABET INC | $6M | 21,470 |
| 15 | VANGUARD SPECIALIZED FUNDS | $6M | 27,575 |
| 16 | ISHARES TR | $5M | 8,125 |
| 17 | VERIZON COMMUNICATIONS INC | $5M | 103,614 |
| 18 | DUKE ENERGY CORP NEW | $5M | 39,200 |
| 19 | AMAZON COM INC | $4M | 20,754 |
| 20 | BANK AMERICA CORP | $4M | 3,378 |
| 21 | WELLS FARGO & CO | $4M | 3,349 |
| 22 | SCHWAB STRATEGIC TR | $4M | 80,306 |
| 23 | APPLE INC | $4M | 13,986 |
| 24 | SELECT SECTOR SPDR TR | $3M | 19,024 |
| 25 | DIMENSIONAL ETF TRUST | $2M | 37,585 |
| 26 | VANGUARD INDEX FDS | $2M | 6,171 |
| 27 | DIMENSIONAL ETF TRUST | $2M | 47,721 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 29 | GLOBAL X FDS | $1M | 17,623 |
| 30 | HOME DEPOT INC | $1M | 3,791 |
| 31 | VANGUARD INDEX FDS | $1M | 3,758 |
| 32 | SPDR SERIES TRUST | $1M | 8,192 |
| 33 | MICROSOFT CORP | $1M | 3,174 |
| 34 | ALPHABET INC | $1M | 3,999 |
| 35 | NVIDIA CORPORATION | $1M | 6,525 |
| 36 | JOHNSON & JOHNSON | $1M | 4,168 |
| 37 | SCHWAB STRATEGIC TR | $904k | 29,211 |
| 38 | HCA HEALTHCARE INC | $868k | 1,834 |
| 39 | PEPSICO INC | $764k | 4,921 |
| 40 | EXXON MOBIL CORP | $731k | 4,310 |
| 41 | CUMMINS INC | $727k | 1,351 |
| 42 | ISHARES TR | $708k | 7,821 |
| 43 | BLUEROCK PVT REAL ESTATE FD | $619k | 37,238 |
| 44 | VANGUARD INTL EQUITY INDEX F | $602k | 8,013 |
| 45 | UNION PAC CORP | $582k | 2,397 |
| 46 | FASTENAL CO | $557k | 12,000 |
| 47 | GE AEROSPACE | $549k | 1,936 |
| 48 | ENERGY TRANSFER L P | $532k | 27,563 |
| 49 | SELECT SECTOR SPDR TR | $504k | 10,206 |
| 50 | DELL TECHNOLOGIES INC | $471k | 2,868 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.