Seven Springs Wealth Group, LLC

CIK

1803898

Location

BRENTWOOD, TN

Portfolio Value

Micro $79,999,997

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,300 / 8,517 ▼ 352

Top Industry

Healthcare Plans 43.2%

3Y Alpha vs SPY

-0.8%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+91.6%

SPY

+75.3%

Annualised alpha

+3.6%

Max drawdown

−13.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

42.8%

+10.8 pts

Top 5

70.4%

+2.6 pts

Top 10

81.8%

−1.8 pts

HHI

2,079

Moderately concentrated+556

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	45.4%	$36,351,390	4
Communication Services	14.9%	$11,920,543	2
Technology	12.6%	$10,073,160	10
Consumer Cyclical	8.5%	$6,762,571	4
Utilities	6.7%	$5,382,941	1
Industrials	5.1%	$4,106,600	7
Consumer Defensive	2.1%	$1,693,939	4
Energy	1.4%	$1,118,318	2
Financial Services	1.3%	$1,071,947	3
Unclassified	0.8%	$627,022	2
Real Estate	0.7%	$522,081	2
Basic Materials	0.5%	$369,485	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+7,018	110,632	$4,684,158
DUK	Duke Energy CORP	+3,326	42,526	$5,382,941
WMT	Walmart Inc.	+472	2,946	$333,663
AAPL	Apple Inc.	+379	14,365	$4,156,656
GEV	GE Vernova Inc.	+120	447	$525,162
PEP	Pepsico Inc	+77	4,998	$676,729
BRK-B	Berkshire Hathaway Inc	+68	905	$452,852
MSFT	Microsoft Corp	+65	3,239	$1,208,211
KO	Coca Cola Co	+27	5,911	$480,386
XOM	ExxonMobil Holdings Corp	+15	4,325	$591,314
MCD	Mcdonalds Corp	+12	747	$201,921
UNP	Union Pacific Corp	+6	2,403	$653,616
LIN	Linde PLC	+5	712	$369,485
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−7,616	29,622	$385,382
GOOGL	Alphabet Inc.	−5,220	20,249	$7,236,385
AMZN	Amazon Com Inc	−906	19,848	$4,730,572
ORCL	Oracle Corp	−208	1,811	$265,402
FTAI	FTAI Aviation Ltd.	−171	880	$238,066
GILD	Gilead Sciences, Inc.	−163	2,664	$336,569
DELL	Dell Technologies Inc.	−160	2,708	$1,168,393
NET	Cloudflare, Inc.	−156	1,713	$420,164
JNJ	Johnson & Johnson	−43	4,125	$1,047,626
HD	Home Depot, Inc.	−39	3,752	$1,323,255
NVDA	Nvidia Corp	−13	6,512	$1,302,986
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	495	$377,754
SILA	Sila Realty Trust, Inc.	9,541	$289,664
MU	Micron Technology Inc	219	$252,789
JPM	Jpmorgan Chase & Co	714	$233,713
PM	Philip Morris International Inc.	1,123	$203,161
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	571,702	$18,540,295
VIG	Vanguard Dividend Appreciation ETF	27,575	$5,930,279
VB	Vanguard Morningstar Small-Cap ETF	6,171	$1,616,308
VEU	Vanguard FTSE All-World Ex-US ETF	8,013	$601,776
ACN	Accenture plc	1,254	$248,655
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $79,999,997 total · filing declares 85 positions · $458,092,005 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CI	Cigna Group Healthcare	Held	124,246	0	$34,252,137	+3.3%	42.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,249	-5,220	$7,236,385	−1.2%	9.05%
DUK	Duke Energy CORP Utilities	Added	42,526	+3,326	$5,382,941	+4.9%	6.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,848	-906	$4,730,572	+9.4%	5.91%
VZ	Verizon Communications Inc Communication Services	Added	110,632	+7,018	$4,684,158	−9.9%	5.86%
AAPL	Apple Inc. Technology	Added	14,365	+379	$4,156,656	+17.1%	5.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,752	-39	$1,323,255	+6.1%	1.65%
NVDA	Nvidia Corp Technology	Reduced	6,512	-13	$1,302,986	+14.5%	1.63%
MSFT	Microsoft Corp Technology	Added	3,239	+65	$1,208,211	+2.8%	1.51%
DELL	Dell Technologies Inc. Technology	Reduced	2,708	-160	$1,168,393	+148.2%	1.46%
JNJ	Johnson & Johnson Healthcare	Reduced	4,125	-43	$1,047,626	+2.8%	1.31%
CMI	Cummins Inc Industrials	Held	1,351	0	$963,546	+32.6%	1.20%
GE	General Electric Co Industrials	Held	1,936	0	$723,541	+31.7%	0.90%
HCA	HCA Healthcare, Inc. Healthcare	Held	1,834	0	$715,058	−17.6%	0.89%
PEP	Pepsico Inc Consumer Defensive	Added	4,998	+77	$676,729	−11.4%	0.85%
UNP	Union Pacific Corp Industrials	Added	2,403	+6	$653,616	+12.4%	0.82%
LRCX	Lam Research Corp Technology	Held	1,400	0	$606,662	+102.8%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	4,325	+15	$591,314	−19.1%	0.74%
FAST	Fastenal Co Industrials	Held	12,000	0	$576,360	+3.5%	0.72%
ET	Energy Transfer LP Energy	Held	27,563	0	$527,004	−0.9%	0.66%
GEV	GE Vernova Inc. Industrials	Added	447	+120	$525,162	+84.0%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,205	0	$506,823	+13.1%	0.63%
KO	Coca Cola Co Consumer Defensive	Added	5,911	+27	$480,386	+7.4%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	905	+68	$452,852	−75.3%	0.57%
MMM	3M Co Industrials	Held	2,633	0	$426,309	+11.5%	0.53%
NET	Cloudflare, Inc. Technology	Reduced	1,713	-156	$420,164	+8.9%	0.53%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	29,622	-7,616	$385,382	−37.7%	0.48%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	495	NEW	$377,754	NEW	0.47%
LIN	Linde PLC Basic Materials	Added	712	+5	$369,485	+5.4%	0.46%
FSSL	FS Specialty Lending Fund	Held	32,794	0	$365,653	−10.9%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	2,664	-163	$336,569	−14.6%	0.42%
WMT	Walmart Inc. Consumer Defensive	Added	2,946	+472	$333,663	+8.5%	0.42%
QCOM	Qualcomm Inc/De Technology	Held	1,700	0	$314,143	+43.5%	0.39%
SILA	Sila Realty Trust, Inc. Real Estate	NEW	9,541	NEW	$289,664	NEW	0.36%
ORCL	Oracle Corp Technology	Reduced	1,811	-208	$265,402	−10.6%	0.33%
SPY	Spdr S&P 500 ETF Trust	Held	350	0	$261,369	+14.8%	0.33%
MU	Micron Technology Inc Technology	NEW	219	NEW	$252,789	NEW	0.32%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	880	-171	$238,066	−7.5%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	NEW	714	NEW	$233,713	NEW	0.29%
WELL	Welltower Inc. Real Estate	Held	1,024	0	$232,417	+14.8%	0.29%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,123	NEW	$203,161	NEW	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Added	747	+12	$201,921	−11.6%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.