Filed: 11/12/2025ACC: 0001172661-25-004701
📋 What this filing means
SEVEN SPRINGS WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $413.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$413.43M
Total AUM (reported)
10.41M
Total Shares
Allocation by class
CORE DIV GRWTH$77.88M18.8%
ORD SHS CL A$74.56M18.0%
COM$62.05M15.0%
IBONDS DEC 29$22.89M5.5%
IBONDS DEC 2032$22.41M5.4%
FUNDAMENTAL INTL$19.73M4.8%
FUNDAMENTAL EMER$15.79M3.8%
Portfolio Concentration
Top 3$188.26M45.5%
4–10$115.58M28.0%
11–25$74.15M17.9%
Rest$35.43M8.6%
Top 3 weight
45.5%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 10.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares1.14M
TypeSH
Market value$77.88M
18.84%
Sole
0.00
Shared
0.00
None
1.14M
NU HLDGS LTD
SOLEShares4.66M
TypeSH
Market value$74.56M
18.03%
Sole
0.00
Shared
0.00
None
4.66M
THE CIGNA GROUP
SOLEShares124.28K
TypeSH
Market value$35.82M
8.66%
Sole
0.00
Shared
0.00
None
124.28K
ISHARES TR
SOLEShares975.12K
TypeSH
Market value$22.89M
5.54%
Sole
0.00
Shared
0.00
None
975.12K
ISHARES TR
SOLEShares874.55K
TypeSH
Market value$22.41M
5.42%
Sole
0.00
Shared
0.00
None
874.55K
SCHWAB STRATEGIC TR
SOLEShares459.24K
TypeSH
Market value$19.73M
4.77%
Sole
0.00
Shared
0.00
None
459.24K
SCHWAB STRATEGIC TR
SOLEShares436.60K
TypeSH
Market value$15.79M
3.82%
Sole
0.00
Shared
0.00
None
436.60K
SCHWAB STRATEGIC TR
SOLEShares452.75K
TypeSH
Market value$14.11M
3.41%
Sole
0.00
Shared
0.00
None
452.75K
AMERICAN CENTY ETF TR
SOLEShares116.06K
TypeSH
Market value$10.33M
2.50%
Sole
0.00
Shared
0.00
None
116.06K
ISHARES TR
SOLEShares89.84K
TypeSH
Market value$10.33M
2.50%
Sole
0.00
Shared
0.00
None
89.84K
ISHARES TR
SOLEShares49.42K
TypeSH
Market value$8.13M
1.97%
Sole
0.00
Shared
0.00
None
49.42K
VANGUARD INTL EQUITY INDEX F
SOLEShares142.77K
TypeSH
Market value$7.74M
1.87%
Sole
0.00
Shared
0.00
None
142.77K
SPDR INDEX SHS FDS
SOLEShares177.04K
TypeSH
Market value$7.58M
1.83%
Sole
0.00
Shared
0.00
None
177.04K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.76K
TypeSH
Market value$5.99M
1.45%
Sole
0.00
Shared
0.00
None
27.76K
ALPHABET INC
SOLEShares23.30K
TypeSH
Market value$5.66M
1.37%
Sole
0.00
Shared
0.00
None
23.30K
ISHARES TR
SOLEShares8.16K
TypeSH
Market value$5.46M
1.32%
Sole
0.00
Shared
0.00
None
8.16K
AMAZON COM INC
SOLEShares22.44K
TypeSH
Market value$4.93M
1.19%
Sole
0.00
Shared
0.00
None
22.44K
DUKE ENERGY CORP NEW
SOLEShares36.03K
TypeSH
Market value$4.46M
1.08%
Sole
0.00
Shared
0.00
None
36.03K
VERIZON COMMUNICATIONS INC
SOLEShares94.16K
TypeSH
Market value$4.14M
1.00%
Sole
0.00
Shared
0.00
None
94.16K
SCHWAB STRATEGIC TR
SOLEShares90K
TypeSH
Market value$4.10M
0.99%
Sole
0.00
Shared
0.00
None
90K
APPLE INC
SOLEShares15.45K
TypeSH
Market value$3.93M
0.95%
Sole
0.00
Shared
0.00
None
15.45K
BANK AMERICA CORP
SOLEShares3.05K
TypeSH
Market value$3.90M
0.94%
Sole
0.00
Shared
0.00
None
3.05K
WELLS FARGO CO NEW
SOLEShares3.02K
TypeSH
Market value$3.72M
0.90%
Sole
0.00
Shared
0.00
None
3.02K
SELECT SECTOR SPDR TR
SOLEShares9.51K
TypeSH
Market value$2.68M
0.65%
Sole
0.00
Shared
0.00
None
9.51K
DIMENSIONAL ETF TRUST
SOLEShares37.65K
TypeSH
Market value$1.74M
0.42%
Sole
0.00
Shared
0.00
None
37.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE DIV GRWTH | 1.14M | SH | $77.88M 18.84% | 0.00 | 0.00 | 1.14M |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.66M | SH | $74.56M 18.03% | 0.00 | 0.00 | 4.66M |
THE CIGNA GROUPSOLE | COM | 124.28K | SH | $35.82M 8.66% | 0.00 | 0.00 | 124.28K |
ISHARES TRSOLE | IBONDS DEC 29 | 975.12K | SH | $22.89M 5.54% | 0.00 | 0.00 | 975.12K |
ISHARES TRSOLE | IBONDS DEC 2032 | 874.55K | SH | $22.41M 5.42% | 0.00 | 0.00 | 874.55K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 459.24K | SH | $19.73M 4.77% | 0.00 | 0.00 | 459.24K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 436.60K | SH | $15.79M 3.82% | 0.00 | 0.00 | 436.60K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 452.75K | SH | $14.11M 3.41% | 0.00 | 0.00 | 452.75K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 116.06K | SH | $10.33M 2.50% | 0.00 | 0.00 | 116.06K |
ISHARES TRSOLE | EXPANDED TECH | 89.84K | SH | $10.33M 2.50% | 0.00 | 0.00 | 89.84K |
ISHARES TRSOLE | CORE S&P US GWT | 49.42K | SH | $8.13M 1.97% | 0.00 | 0.00 | 49.42K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 142.77K | SH | $7.74M 1.87% | 0.00 | 0.00 | 142.77K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 177.04K | SH | $7.58M 1.83% | 0.00 | 0.00 | 177.04K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.76K | SH | $5.99M 1.45% | 0.00 | 0.00 | 27.76K |
ALPHABET INCSOLE | CAP STK CL A | 23.30K | SH | $5.66M 1.37% | 0.00 | 0.00 | 23.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.16K | SH | $5.46M 1.32% | 0.00 | 0.00 | 8.16K |
AMAZON COM INCSOLE | COM | 22.44K | SH | $4.93M 1.19% | 0.00 | 0.00 | 22.44K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 36.03K | SH | $4.46M 1.08% | 0.00 | 0.00 | 36.03K |
VERIZON COMMUNICATIONS INCSOLE | COM | 94.16K | SH | $4.14M 1.00% | 0.00 | 0.00 | 94.16K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 90K | SH | $4.10M 0.99% | 0.00 | 0.00 | 90K |
APPLE INCSOLE | COM | 15.45K | SH | $3.93M 0.95% | 0.00 | 0.00 | 15.45K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 3.05K | SH | $3.90M 0.94% | 0.00 | 0.00 | 3.05K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 3.02K | SH | $3.72M 0.90% | 0.00 | 0.00 | 3.02K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.51K | SH | $2.68M 0.65% | 0.00 | 0.00 | 9.51K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 37.65K | SH | $1.74M 0.42% | 0.00 | 0.00 | 37.65K |
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