Filed: 5/14/2026ACC: 0001172661-26-001912
📋 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 $432.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$432.49M
Total AUM (reported)
7.88M
Total Shares
Allocation by class
CORE DIV GRWTH$80.26M18.6%
CORE 1 5 YR USD$65.73M15.2%
COM$58.85M13.6%
IBONDS DEC 29$27.09M6.3%
IBONDS DEC 2032$26.83M6.2%
FUNDAMENTAL INTL$24.75M5.7%
FUNDAMENTAL EMER$21.56M5.0%
Portfolio Concentration
Top 3$179.13M41.4%
4–10$142.42M32.9%
11–25$77.77M18.0%
Rest$33.17M7.7%
Top 3 weight
41.4%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 7.88M
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
7.88M
shares
% 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
SOLEShares1.14M
TypeSH
Market value$80.26M
18.56%
Sole
0.00
Shared
0.00
None
1.14M
ISHARES TR
SOLEShares1.36M
TypeSH
Market value$65.73M
15.20%
Sole
0.00
Shared
0.00
None
1.36M
THE CIGNA GROUP
SOLEShares124.25K
TypeSH
Market value$33.14M
7.66%
Sole
0.00
Shared
0.00
None
124.25K
ISHARES TR
SOLEShares1.16M
TypeSH
Market value$27.09M
6.26%
Sole
0.00
Shared
0.00
None
1.16M
ISHARES TR
SOLEShares1.06M
TypeSH
Market value$26.83M
6.20%
Sole
0.00
Shared
0.00
None
1.06M
SCHWAB STRATEGIC TR
SOLEShares505.86K
TypeSH
Market value$24.75M
5.72%
Sole
0.00
Shared
0.00
None
505.86K
SCHWAB STRATEGIC TR
SOLEShares563.53K
TypeSH
Market value$21.56M
4.99%
Sole
0.00
Shared
0.00
None
563.53K
SCHWAB STRATEGIC TR
SOLEShares571.70K
TypeSH
Market value$18.54M
4.29%
Sole
0.00
Shared
0.00
None
571.70K
AMERICAN CENTY ETF TR
SOLEShares119.21K
TypeSH
Market value$11.90M
2.75%
Sole
0.00
Shared
0.00
None
119.21K
VANGUARD SCOTTSDALE FDS
SOLEShares157.18K
TypeSH
Market value$11.74M
2.72%
Sole
0.00
Shared
0.00
None
157.18K
ISHARES TR
SOLEShares66.12K
TypeSH
Market value$10.26M
2.37%
Sole
0.00
Shared
0.00
None
66.12K
SPDR INDEX SHS FDS
SOLEShares175.93K
TypeSH
Market value$8.03M
1.86%
Sole
0.00
Shared
0.00
None
175.93K
VANGUARD INTL EQUITY INDEX F
SOLEShares142.54K
TypeSH
Market value$7.70M
1.78%
Sole
0.00
Shared
0.00
None
142.54K
ALPHABET INC
SOLEShares21.47K
TypeSH
Market value$6.17M
1.43%
Sole
0.00
Shared
0.00
None
21.47K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.57K
TypeSH
Market value$5.93M
1.37%
Sole
0.00
Shared
0.00
None
27.57K
ISHARES TR
SOLEShares8.13K
TypeSH
Market value$5.31M
1.23%
Sole
0.00
Shared
0.00
None
8.13K
VERIZON COMMUNICATIONS INC
SOLEShares103.61K
TypeSH
Market value$5.20M
1.20%
Sole
0.00
Shared
0.00
None
103.61K
DUKE ENERGY CORP NEW
SOLEShares39.20K
TypeSH
Market value$5.13M
1.19%
Sole
0.00
Shared
0.00
None
39.20K
AMAZON COM INC
SOLEShares20.75K
TypeSH
Market value$4.32M
1.00%
Sole
0.00
Shared
0.00
None
20.75K
BANK AMERICA CORP
SOLEShares3.38K
TypeSH
Market value$4.03M
0.93%
Sole
0.00
Shared
0.00
None
3.38K
WELLS FARGO & CO
SOLEShares3.35K
TypeSH
Market value$3.87M
0.89%
Sole
0.00
Shared
0.00
None
3.35K
SCHWAB STRATEGIC TR
SOLEShares80.31K
TypeSH
Market value$3.75M
0.87%
Sole
0.00
Shared
0.00
None
80.31K
APPLE INC
SOLEShares13.99K
TypeSH
Market value$3.55M
0.82%
Sole
0.00
Shared
0.00
None
13.99K
SELECT SECTOR SPDR TR
SOLEShares19.02K
TypeSH
Market value$2.53M
0.58%
Sole
0.00
Shared
0.00
None
19.02K
DIMENSIONAL ETF TRUST
SOLEShares37.59K
TypeSH
Market value$1.98M
0.46%
Sole
0.00
Shared
0.00
None
37.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE DIV GRWTH | 1.14M | SH | $80.26M 18.56% | 0.00 | 0.00 | 1.14M |
ISHARES TRSOLE | CORE 1 5 YR USD | 1.36M | SH | $65.73M 15.20% | 0.00 | 0.00 | 1.36M |
THE CIGNA GROUPSOLE | COM | 124.25K | SH | $33.14M 7.66% | 0.00 | 0.00 | 124.25K |
ISHARES TRSOLE | IBONDS DEC 29 | 1.16M | SH | $27.09M 6.26% | 0.00 | 0.00 | 1.16M |
ISHARES TRSOLE | IBONDS DEC 2032 | 1.06M | SH | $26.83M 6.20% | 0.00 | 0.00 | 1.06M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 505.86K | SH | $24.75M 5.72% | 0.00 | 0.00 | 505.86K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 563.53K | SH | $21.56M 4.99% | 0.00 | 0.00 | 563.53K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 571.70K | SH | $18.54M 4.29% | 0.00 | 0.00 | 571.70K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 119.21K | SH | $11.90M 2.75% | 0.00 | 0.00 | 119.21K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 157.18K | SH | $11.74M 2.72% | 0.00 | 0.00 | 157.18K |
ISHARES TRSOLE | CORE S&P US GWT | 66.12K | SH | $10.26M 2.37% | 0.00 | 0.00 | 66.12K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 175.93K | SH | $8.03M 1.86% | 0.00 | 0.00 | 175.93K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 142.54K | SH | $7.70M 1.78% | 0.00 | 0.00 | 142.54K |
ALPHABET INCSOLE | CAP STK CL A | 21.47K | SH | $6.17M 1.43% | 0.00 | 0.00 | 21.47K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.57K | SH | $5.93M 1.37% | 0.00 | 0.00 | 27.57K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.13K | SH | $5.31M 1.23% | 0.00 | 0.00 | 8.13K |
VERIZON COMMUNICATIONS INCSOLE | COM | 103.61K | SH | $5.20M 1.20% | 0.00 | 0.00 | 103.61K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.20K | SH | $5.13M 1.19% | 0.00 | 0.00 | 39.20K |
AMAZON COM INCSOLE | COM | 20.75K | SH | $4.32M 1.00% | 0.00 | 0.00 | 20.75K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 3.38K | SH | $4.03M 0.93% | 0.00 | 0.00 | 3.38K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 3.35K | SH | $3.87M 0.89% | 0.00 | 0.00 | 3.35K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 80.31K | SH | $3.75M 0.87% | 0.00 | 0.00 | 80.31K |
APPLE INCSOLE | COM | 13.99K | SH | $3.55M 0.82% | 0.00 | 0.00 | 13.99K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 19.02K | SH | $2.53M 0.58% | 0.00 | 0.00 | 19.02K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 37.59K | SH | $1.98M 0.46% | 0.00 | 0.00 | 37.59K |
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