SEVEN SPRINGS WEALTH GROUP, LLC

Filed: 2/10/2026ACC: 0001172661-26-000566

📋 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 $350.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$350.05M

Total AUM (reported)

6.13M

Total Shares

Allocation by class

CORE DIV GRWTH$78.87M22.5%

COM$59.66M17.0%

IBONDS DEC 29$26.91M7.7%

IBONDS DEC 2032$26.29M7.5%

FUNDAMENTAL INTL$20.62M5.9%

FUNDAMENTAL EMER$16.36M4.7%

FUNDAMENTAL US S$14.81M4.2%

Portfolio Concentration

Top 3$139.97M40.0%

4–10$108.26M30.9%

11–25$69.34M19.8%

Rest$32.47M9.3%

Top 3 weight

40.0%

Top 10 weight

70.9%

Voting Authority Distribution

Total shares with voting rights: 6.13M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.13M

% 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

SOLE

CORE DIV GRWTH

Shares1.14M

TypeSH

Market value$78.87M

22.53%

Sole

0.00

Shared

0.00

None

1.14M

THE CIGNA GROUP

SOLE

COM

Shares124.25K

TypeSH

Market value$34.20M

9.77%

Sole

0.00

Shared

0.00

None

124.25K

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.15M

TypeSH

Market value$26.91M

7.69%

Sole

0.00

Shared

0.00

None

1.15M

ISHARES TR

SOLE

IBONDS DEC 2032

Shares1.03M

TypeSH

Market value$26.29M

7.51%

Sole

0.00

Shared

0.00

None

1.03M

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares456.13K

TypeSH

Market value$20.62M

5.89%

Sole

0.00

Shared

0.00

None

456.13K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares453.71K

TypeSH

Market value$16.36M

4.67%

Sole

0.00

Shared

0.00

None

453.71K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares469.97K

TypeSH

Market value$14.81M

4.23%

Sole

0.00

Shared

0.00

None

469.97K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares114.37K

TypeSH

Market value$10.75M

3.07%

Sole

0.00

Shared

0.00

None

114.37K

ISHARES TR

SOLE

EXPANDED TECH

Shares93.08K

TypeSH

Market value$9.84M

2.81%

Sole

0.00

Shared

0.00

None

93.08K

ISHARES TR

SOLE

CORE S&P US GWT

Shares57.11K

TypeSH

Market value$9.59M

2.74%

Sole

0.00

Shared

0.00

None

57.11K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares176.50K

TypeSH

Market value$7.84M

2.24%

Sole

0.00

Shared

0.00

None

176.50K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares142.77K

TypeSH

Market value$7.68M

2.19%

Sole

0.00

Shared

0.00

None

142.77K

ALPHABET INC

SOLE

CAP STK CL A

Shares22.08K

TypeSH

Market value$6.91M

1.97%

Sole

0.00

Shared

0.00

None

22.08K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares27.65K

TypeSH

Market value$6.08M

1.74%

Sole

0.00

Shared

0.00

None

27.65K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.13K

TypeSH

Market value$5.57M

1.59%

Sole

0.00

Shared

0.00

None

8.13K

AMAZON COM INC

SOLE

COM

Shares21.30K

TypeSH

Market value$4.92M

1.40%

Sole

0.00

Shared

0.00

None

21.30K

DUKE ENERGY CORP NEW

SOLE

COM NEW

Shares37.27K

TypeSH

Market value$4.37M

1.25%

Sole

0.00

Shared

0.00

None

37.27K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares89.92K

TypeSH

Market value$4.09M

1.17%

Sole

0.00

Shared

0.00

None

89.92K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares98.74K

TypeSH

Market value$4.02M

1.15%

Sole

0.00

Shared

0.00

None

98.74K

BANK AMERICA CORP

SOLE

7.25%CNV PFD L

Shares3.18K

TypeSH

Market value$3.99M

1.14%

Sole

0.00

Shared

0.00

None

3.18K

WELLS FARGO CO NEW

SOLE

PERP PFD CNV A

Shares3.16K

TypeSH

Market value$3.83M

1.09%

Sole

0.00

Shared

0.00

None

3.16K

APPLE INC

SOLE

COM

Shares14.01K

TypeSH

Market value$3.81M

1.09%

Sole

0.00

Shared

0.00

None

14.01K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares19.02K

TypeSH

Market value$2.74M

0.78%

Sole

0.00

Shared

0.00

None

19.02K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares37.59K

TypeSH

Market value$1.88M

0.54%

Sole

0.00

Shared

0.00

None

37.59K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares6.33K

TypeSH

Market value$1.63M

0.47%

Sole

0.00

Shared

0.00

None

6.33K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.14M	SH	$78.87M 22.53%	1.14M
THE CIGNA GROUPSOLE	COM	124.25K	SH	$34.20M 9.77%	124.25K
ISHARES TRSOLE	IBONDS DEC 29	1.15M	SH	$26.91M 7.69%	1.15M
ISHARES TRSOLE	IBONDS DEC 2032	1.03M	SH	$26.29M 7.51%	1.03M
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	456.13K	SH	$20.62M 5.89%	456.13K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	453.71K	SH	$16.36M 4.67%	453.71K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	469.97K	SH	$14.81M 4.23%	469.97K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	114.37K	SH	$10.75M 3.07%	114.37K
ISHARES TRSOLE	EXPANDED TECH	93.08K	SH	$9.84M 2.81%	93.08K
ISHARES TRSOLE	CORE S&P US GWT	57.11K	SH	$9.59M 2.74%	57.11K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	176.50K	SH	$7.84M 2.24%	176.50K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	142.77K	SH	$7.68M 2.19%	142.77K
ALPHABET INCSOLE	CAP STK CL A	22.08K	SH	$6.91M 1.97%	22.08K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	27.65K	SH	$6.08M 1.74%	27.65K
ISHARES TRSOLE	CORE S&P500 ETF	8.13K	SH	$5.57M 1.59%	8.13K
AMAZON COM INCSOLE	COM	21.30K	SH	$4.92M 1.40%	21.30K
DUKE ENERGY CORP NEWSOLE	COM NEW	37.27K	SH	$4.37M 1.25%	37.27K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	89.92K	SH	$4.09M 1.17%	89.92K
VERIZON COMMUNICATIONS INCSOLE	COM	98.74K	SH	$4.02M 1.15%	98.74K
BANK AMERICA CORPSOLE	7.25%CNV PFD L	3.18K	SH	$3.99M 1.14%	3.18K
WELLS FARGO CO NEWSOLE	PERP PFD CNV A	3.16K	SH	$3.83M 1.09%	3.16K
APPLE INCSOLE	COM	14.01K	SH	$3.81M 1.09%	14.01K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	19.02K	SH	$2.74M 0.78%	19.02K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	37.59K	SH	$1.88M 0.54%	37.59K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	6.33K	SH	$1.63M 0.47%	6.33K

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