SEVEN SPRINGS WEALTH GROUP, LLC

Filed: 8/13/2025ACC: 0001172661-25-003231

📋 What this filing means

SEVEN SPRINGS WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $403.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$403.92M

Total AUM (reported)

12.19M

Total Shares

Allocation by class

ORD SHS CL A$92.71M23.0%

CORE DIV GRWTH$69.44M17.2%

COM$65.41M16.2%

IBONDS DEC 29$19.96M4.9%

IBONDS 27 ETF$19.61M4.9%

FUNDAMENTAL INTL$17.66M4.4%

FUNDAMENTAL EMER$13.07M3.2%

Portfolio Concentration

Top 3$203.24M50.3%

4–10$100.08M24.8%

11–25$66.15M16.4%

Rest$34.45M8.5%

Top 3 weight

50.3%

Top 10 weight

75.1%

Voting Authority Distribution

Total shares with voting rights: 12.19M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.19M

% of voting shares100.0%

Investment Discretion (by position count)

Sole84

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings84

Rows:

NU HLDGS LTD

SOLE

ORD SHS CL A

Shares6.76M

TypeSH

Market value$92.71M

22.95%

Sole

0.00

Shared

0.00

None

6.76M

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.09M

TypeSH

Market value$69.44M

17.19%

Sole

0.00

Shared

0.00

None

1.09M

THE CIGNA GROUP

SOLE

COM

Shares124.28K

TypeSH

Market value$41.08M

10.17%

Sole

0.00

Shared

0.00

None

124.28K

ISHARES TR

SOLE

IBONDS DEC 29

Shares855.58K

TypeSH

Market value$19.96M

4.94%

Sole

0.00

Shared

0.00

None

855.58K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares808.17K

TypeSH

Market value$19.61M

4.86%

Sole

0.00

Shared

0.00

None

808.17K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares441.26K

TypeSH

Market value$17.66M

4.37%

Sole

0.00

Shared

0.00

None

441.26K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares395.87K

TypeSH

Market value$13.07M

3.24%

Sole

0.00

Shared

0.00

None

395.87K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares423.61K

TypeSH

Market value$12.14M

3.00%

Sole

0.00

Shared

0.00

None

423.61K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares111.40K

TypeSH

Market value$8.83M

2.19%

Sole

0.00

Shared

0.00

None

111.40K

ISHARES TR

SOLE

EXPANDED TECH

Shares80.42K

TypeSH

Market value$8.81M

2.18%

Sole

0.00

Shared

0.00

None

80.42K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares180.37K

TypeSH

Market value$7.30M

1.81%

Sole

0.00

Shared

0.00

None

180.37K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares143.48K

TypeSH

Market value$7.10M

1.76%

Sole

0.00

Shared

0.00

None

143.48K

ISHARES TR

SOLE

CORE S&P US GWT

Shares40.38K

TypeSH

Market value$6.07M

1.50%

Sole

0.00

Shared

0.00

None

40.38K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares27.76K

TypeSH

Market value$5.68M

1.41%

Sole

0.00

Shared

0.00

None

27.76K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.21K

TypeSH

Market value$5.10M

1.26%

Sole

0.00

Shared

0.00

None

8.21K

AMAZON COM INC

SOLE

COM

Shares22.43K

TypeSH

Market value$4.92M

1.22%

Sole

0.00

Shared

0.00

None

22.43K

ALPHABET INC

SOLE

CAP STK CL A

Shares23.18K

TypeSH

Market value$4.09M

1.01%

Sole

0.00

Shared

0.00

None

23.18K

DUKE ENERGY CORP NEW

SOLE

COM NEW

Shares34.52K

TypeSH

Market value$4.07M

1.01%

Sole

0.00

Shared

0.00

None

34.52K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares90.70K

TypeSH

Market value$3.86M

0.96%

Sole

0.00

Shared

0.00

None

90.70K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares87.17K

TypeSH

Market value$3.77M

0.93%

Sole

0.00

Shared

0.00

None

87.17K

BANK AMERICA CORP

SOLE

7.25%CNV PFD L

Shares2.81K

TypeSH

Market value$3.41M

0.84%

Sole

0.00

Shared

0.00

None

2.81K

WELLS FARGO CO NEW

SOLE

PERP PFD CNV A

Shares2.78K

TypeSH

Market value$3.26M

0.81%

Sole

0.00

Shared

0.00

None

2.78K

APPLE INC

SOLE

COM

Shares15.41K

TypeSH

Market value$3.16M

0.78%

Sole

0.00

Shared

0.00

None

15.41K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares9.51K

TypeSH

Market value$2.41M

0.60%

Sole

0.00

Shared

0.00

None

9.51K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares33.13K

TypeSH

Market value$1.95M

0.48%

Sole

0.00

Shared

0.00

None

33.13K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NU HLDGS LTDSOLE	ORD SHS CL A	6.76M	SH	$92.71M 22.95%	6.76M
ISHARES TRSOLE	CORE DIV GRWTH	1.09M	SH	$69.44M 17.19%	1.09M
THE CIGNA GROUPSOLE	COM	124.28K	SH	$41.08M 10.17%	124.28K
ISHARES TRSOLE	IBONDS DEC 29	855.58K	SH	$19.96M 4.94%	855.58K
ISHARES TRSOLE	IBONDS 27 ETF	808.17K	SH	$19.61M 4.86%	808.17K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	441.26K	SH	$17.66M 4.37%	441.26K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	395.87K	SH	$13.07M 3.24%	395.87K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	423.61K	SH	$12.14M 3.00%	423.61K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	111.40K	SH	$8.83M 2.19%	111.40K
ISHARES TRSOLE	EXPANDED TECH	80.42K	SH	$8.81M 2.18%	80.42K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	180.37K	SH	$7.30M 1.81%	180.37K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	143.48K	SH	$7.10M 1.76%	143.48K
ISHARES TRSOLE	CORE S&P US GWT	40.38K	SH	$6.07M 1.50%	40.38K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	27.76K	SH	$5.68M 1.41%	27.76K
ISHARES TRSOLE	CORE S&P500 ETF	8.21K	SH	$5.10M 1.26%	8.21K
AMAZON COM INCSOLE	COM	22.43K	SH	$4.92M 1.22%	22.43K
ALPHABET INCSOLE	CAP STK CL A	23.18K	SH	$4.09M 1.01%	23.18K
DUKE ENERGY CORP NEWSOLE	COM NEW	34.52K	SH	$4.07M 1.01%	34.52K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	90.70K	SH	$3.86M 0.96%	90.70K
VERIZON COMMUNICATIONS INCSOLE	COM	87.17K	SH	$3.77M 0.93%	87.17K
BANK AMERICA CORPSOLE	7.25%CNV PFD L	2.81K	SH	$3.41M 0.84%	2.81K
WELLS FARGO CO NEWSOLE	PERP PFD CNV A	2.78K	SH	$3.26M 0.81%	2.78K
APPLE INCSOLE	COM	15.41K	SH	$3.16M 0.78%	15.41K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	9.51K	SH	$2.41M 0.60%	9.51K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	33.13K	SH	$1.95M 0.48%	33.13K

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