Seven Springs Wealth Group, LLC
CIK
1803898
Location
BRENTWOOD, TN
Portfolio Value
Micro
$74,291,406
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,906
/ 8,232
▲ 255
Top Industry
Healthcare Plans
45.0%
3Y Alpha vs SPY
-1.3%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.7%
SPY
+76.3%
Annualised alpha
-1.3%
Max drawdown
−13.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
44.6%
−0.8 pts
Top 5
72.7%
+0.3 pts
Top 10
83.6%
−0.4 pts
HHI
2,234
Moderately concentrated−68
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 47.7% | $35,423,365 |
| Communication Services | 15.3% | $11,375,335 |
| Technology | 10.5% | $7,782,478 |
| Consumer Cyclical | 8.4% | $6,245,644 |
| Utilities | 6.9% | $5,132,848 |
| Industrials | 4.5% | $3,339,926 |
| Consumer Defensive | 2.0% | $1,519,128 |
| Energy | 1.7% | $1,263,199 |
| Financial Services | 1.4% | $1,018,655 |
| Unclassified | 0.9% | $637,871 |
| Basic Materials | 0.5% | $350,502 |
| Real Estate | 0.3% | $202,455 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACN | Accenture plc | −1,038 | 1,254 | $248,655 | |
| GOOGL | Alphabet Inc. | −611 | 21,470 | $6,173,913 | |
| AMZN | Amazon Com Inc | −543 | 20,754 | $4,322,435 | |
| KO | Coca Cola Co | −328 | 5,884 | $447,478 | |
| BPRE | Bluerock Private Real Estate Fund | −252 | 37,238 | $618,523 | |
| BRK-B | Berkshire Hathaway Inc | −120 | 835 | $400,132 | |
| MSFT | Microsoft Corp | −57 | 3,174 | $1,174,919 | |
| GE | General Electric Co | −51 | 1,936 | $549,378 | |
| HCA | HCA Healthcare, Inc. | −50 | 1,834 | $867,922 | |
| AAPL | Apple Inc. | −25 | 13,986 | $3,549,506 | |
| No positions match the current search. | |||||
38 positions ·
$74,291,406 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CI |
Cigna Group
Healthcare
|
Held | 124,246 | $33,142,620 | 44.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 21,470 | $6,173,913 | 8.31% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 103,614 | $5,201,422 | 7.00% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 39,200 | $5,132,848 | 6.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 20,754 | $4,322,435 | 5.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,986 | $3,549,506 | 4.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,791 | $1,246,821 | 1.68% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,174 | $1,174,919 | 1.58% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 6,525 | $1,137,960 | 1.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 4,168 | $1,018,825 | 1.37% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 1,834 | $867,922 | 1.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,921 | $764,182 | 1.03% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 4,310 | $731,234 | 0.98% | |
| CMI |
Cummins Inc
Industrials
|
Held | 1,351 | $726,865 | 0.98% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Reduced | 37,238 | $618,523 | 0.83% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,397 | $581,560 | 0.78% | |
| FAST |
Fastenal Co
Industrials
|
Held | 12,000 | $556,800 | 0.75% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,936 | $549,378 | 0.74% | |
| ET |
Energy Transfer LP
Energy
|
Held | 27,563 | $531,965 | 0.72% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 2,868 | $470,724 | 0.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,205 | $447,958 | 0.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 5,884 | $447,478 | 0.60% | |
| FSSL |
FS Specialty Lending Fund
|
NEW | 32,794 | $410,252 | 0.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 835 | $400,132 | 0.54% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 2,827 | $393,998 | 0.53% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 1,869 | $385,649 | 0.52% | |
| MMM |
3M Co
Industrials
|
Held | 2,633 | $382,390 | 0.51% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 707 | $350,502 | 0.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,474 | $307,468 | 0.41% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,400 | $299,124 | 0.40% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,019 | $297,015 | 0.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 327 | $285,438 | 0.38% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Held | 1,051 | $257,495 | 0.35% | |
| ACN |
Accenture plc
Technology
|
Reduced | 1,254 | $248,655 | 0.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 735 | $228,430 | 0.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 350 | $227,619 | 0.31% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,700 | $218,926 | 0.29% | |
| WELL |
Welltower Inc.
Real Estate
|
NEW | 1,024 | $202,455 | 0.27% |