SEVEN SPRINGS WEALTH GROUP, LLC

Filed: 5/15/2025ACC: 0001172661-25-001989

📋 What this filing means

SEVEN SPRINGS WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $280.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$280.51M

Total AUM (reported)

5.06M

Total Shares

Allocation by class

COM$64.68M23.1%

CORE DIV GRWTH$62.25M22.2%

IBONDS DEC 29$17.92M6.4%

IBONDS 27 ETF$17.71M6.3%

FUNDAMENTAL INTL$15.07M5.4%

FUNDAMENTAL EMER$11.03M3.9%

FUNDAMENTAL US S$10.41M3.7%

Portfolio Concentration

Top 3$121.37M43.3%

4–10$74.59M26.6%

11–25$54.81M19.5%

Rest$29.74M10.6%

Top 3 weight

43.3%

Top 10 weight

69.9%

Voting Authority Distribution

Total shares with voting rights: 5.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole81

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings81

Rows:

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.01M

TypeSH

Market value$62.25M

22.19%

Sole

0.00

Shared

0.00

None

1.01M

THE CIGNA GROUP

SOLE

COM

Shares125.24K

TypeSH

Market value$41.20M

14.69%

Sole

0.00

Shared

0.00

None

125.24K

ISHARES TR

SOLE

IBONDS DEC 29

Shares774.61K

TypeSH

Market value$17.92M

6.39%

Sole

0.00

Shared

0.00

None

774.61K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares732.46K

TypeSH

Market value$17.71M

6.31%

Sole

0.00

Shared

0.00

None

732.46K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares417.10K

TypeSH

Market value$15.07M

5.37%

Sole

0.00

Shared

0.00

None

417.10K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares358.22K

TypeSH

Market value$11.03M

3.93%

Sole

0.00

Shared

0.00

None

358.22K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares379.97K

TypeSH

Market value$10.41M

3.71%

Sole

0.00

Shared

0.00

None

379.97K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares104.17K

TypeSH

Market value$7.26M

2.59%

Sole

0.00

Shared

0.00

None

104.17K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares181.03K

TypeSH

Market value$6.59M

2.35%

Sole

0.00

Shared

0.00

None

181.03K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares143.79K

TypeSH

Market value$6.51M

2.32%

Sole

0.00

Shared

0.00

None

143.79K

ISHARES TR

SOLE

EXPANDED TECH

Shares68.83K

TypeSH

Market value$6.12M

2.18%

Sole

0.00

Shared

0.00

None

68.83K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares27.85K

TypeSH

Market value$5.40M

1.93%

Sole

0.00

Shared

0.00

None

27.85K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.21K

TypeSH

Market value$4.62M

1.65%

Sole

0.00

Shared

0.00

None

8.21K

ISHARES TR

SOLE

CORE S&P US GWT

Shares34.76K

TypeSH

Market value$4.42M

1.57%

Sole

0.00

Shared

0.00

None

34.76K

AMAZON COM INC

SOLE

COM

Shares21.35K

TypeSH

Market value$4.06M

1.45%

Sole

0.00

Shared

0.00

None

21.35K

DUKE ENERGY CORP NEW

SOLE

COM NEW

Shares32.22K

TypeSH

Market value$3.93M

1.40%

Sole

0.00

Shared

0.00

None

32.22K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares80.48K

TypeSH

Market value$3.65M

1.30%

Sole

0.00

Shared

0.00

None

80.48K

APPLE INC

SOLE

COM

Shares15.57K

TypeSH

Market value$3.46M

1.23%

Sole

0.00

Shared

0.00

None

15.57K

ALPHABET INC

SOLE

CAP STK CL A

Shares21.84K

TypeSH

Market value$3.38M

1.20%

Sole

0.00

Shared

0.00

None

21.84K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares90.77K

TypeSH

Market value$3.26M

1.16%

Sole

0.00

Shared

0.00

None

90.77K

BANK AMERICA CORP

SOLE

7.25%CNV PFD L

Shares2.48K

TypeSH

Market value$3.06M

1.09%

Sole

0.00

Shared

0.00

None

2.48K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares50.43K

TypeSH

Market value$2.96M

1.06%

Sole

0.00

Shared

0.00

None

50.43K

WELLS FARGO CO NEW

SOLE

PERP PFD CNV A

Shares2.44K

TypeSH

Market value$2.94M

1.05%

Sole

0.00

Shared

0.00

None

2.44K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares9.51K

TypeSH

Market value$1.96M

0.70%

Sole

0.00

Shared

0.00

None

9.51K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares2.00

TypeSH

Market value$1.60M

0.57%

Sole

0.00

Shared

0.00

None

2.00

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.01M	SH	$62.25M 22.19%	1.01M
THE CIGNA GROUPSOLE	COM	125.24K	SH	$41.20M 14.69%	125.24K
ISHARES TRSOLE	IBONDS DEC 29	774.61K	SH	$17.92M 6.39%	774.61K
ISHARES TRSOLE	IBONDS 27 ETF	732.46K	SH	$17.71M 6.31%	732.46K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	417.10K	SH	$15.07M 5.37%	417.10K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	358.22K	SH	$11.03M 3.93%	358.22K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	379.97K	SH	$10.41M 3.71%	379.97K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	104.17K	SH	$7.26M 2.59%	104.17K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	181.03K	SH	$6.59M 2.35%	181.03K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	143.79K	SH	$6.51M 2.32%	143.79K
ISHARES TRSOLE	EXPANDED TECH	68.83K	SH	$6.12M 2.18%	68.83K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	27.85K	SH	$5.40M 1.93%	27.85K
ISHARES TRSOLE	CORE S&P500 ETF	8.21K	SH	$4.62M 1.65%	8.21K
ISHARES TRSOLE	CORE S&P US GWT	34.76K	SH	$4.42M 1.57%	34.76K
AMAZON COM INCSOLE	COM	21.35K	SH	$4.06M 1.45%	21.35K
DUKE ENERGY CORP NEWSOLE	COM NEW	32.22K	SH	$3.93M 1.40%	32.22K
VERIZON COMMUNICATIONS INCSOLE	COM	80.48K	SH	$3.65M 1.30%	80.48K
APPLE INCSOLE	COM	15.57K	SH	$3.46M 1.23%	15.57K
ALPHABET INCSOLE	CAP STK CL A	21.84K	SH	$3.38M 1.20%	21.84K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	90.77K	SH	$3.26M 1.16%	90.77K
BANK AMERICA CORPSOLE	7.25%CNV PFD L	2.48K	SH	$3.06M 1.09%	2.48K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	50.43K	SH	$2.96M 1.06%	50.43K
WELLS FARGO CO NEWSOLE	PERP PFD CNV A	2.44K	SH	$2.94M 1.05%	2.44K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	9.51K	SH	$1.96M 0.70%	9.51K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	2.00	SH	$1.60M 0.57%	2.00

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