Seven Springs Wealth Group, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,407,611,413 | Individuals and high net worth (89%) |
| Apr 2025 to Mar 2026 | $1,206,364,435 | Individuals and high net worth (87%) |
| Apr 2024 to Mar 2025 | $765,139,458 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $575,478,288 | Individuals and high net worth (100%) |
| Mar 2023 to Apr 2023 | $575,478,288 | Individuals and high net worth (100%) |
| Apr 2022 to Feb 2023 | $664,410,221 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.9%; sector active share 69.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 81.5% | $364,553,588 |
| Healthcare | 8.1% | $36,351,390 |
| Communication Services | 3.0% | $13,342,342 |
| Technology | 2.3% | $10,073,160 |
| Consumer Cyclical | 1.5% | $6,762,571 |
| Utilities | 1.2% | $5,382,941 |
| Industrials | 0.9% | $4,106,600 |
| Financial Services | 0.8% | $3,482,443 |
| Consumer Defensive | 0.4% | $1,693,939 |
| Energy | 0.1% | $591,314 |
| Real Estate | 0.1% | $522,081 |
| Basic Materials | 0.1% | $369,485 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DGRO | iShares Core Dividend Growth ETF | +40,102 | 1,183,767 | $89,717,700 | |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | +38,167 | 601,701 | $23,875,495 | |
| FNDA | Schwab Strategic Trust | +26,915 | 598,617 | $22,783,363 | |
| FNDF | Schwab Fundamental International Equity ETF | +23,529 | 529,390 | $27,930,616 | |
| VZ | Verizon Communications Inc | +7,018 | 110,632 | $4,684,158 | |
| IUSG | iShares Core S&P U.S. Growth ETF | +6,186 | 72,304 | $13,599,659 | |
| AVDV | Avantis International Small Cap Value ETF | +6,147 | 125,353 | $12,917,626 | |
| — | +6,000 | 7,500 | $205,575 | ||
| MLPX | Global X MLP and Energy Infrastructure ETF | +3,613 | 21,236 | $0 | |
| DUK | Duke Energy CORP | +3,326 | 42,526 | $5,382,941 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +3,318 | 1,064,868 | $26,824,024 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +2,628 | 3,285 | $288,784 | |
| IEFA | iShares Core MSCI EAFE ETF | +474 | 8,295 | $801,131 | |
| WMT | Walmart Inc. | +472 | 2,946 | $333,663 | |
| AAPL | Apple Inc. | +379 | 14,365 | $4,156,656 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | +200 | 8,392 | $1,277,094 | |
| GEV | GE Vernova Inc. | +120 | 447 | $525,162 | |
| PEP | Pepsico Inc | +77 | 4,998 | $676,729 | |
| BRK-B | Berkshire Hathaway Inc | +70 | 905 | $452,852 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +68 | 3,826 | $1,415,773 | |
| MSFT | Microsoft Corp | +65 | 3,239 | $1,208,211 | |
| KO | Coca Cola Co | +27 | 5,911 | $480,386 | |
| GOOG | Alphabet Inc. | +25 | 4,024 | $1,421,799 | |
| XOM | ExxonMobil Holdings Corp | +15 | 4,325 | $591,314 | |
| MCD | Mcdonalds Corp | +12 | 747 | $201,921 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ISTB | iShares Core 1-5 Year USD Bond ETF | −212,159 | 1,144,207 | $55,207,987 | |
| BPRE | Bluerock Private Real Estate Fund | −7,616 | 29,622 | $385,382 | |
| — | −4,451 | 152,727 | $11,492,706 | ||
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | −2,683 | 1,161,935 | $26,910,414 | |
| GOOGL | Alphabet Inc. | −1,221 | 20,249 | $7,236,385 | |
| AMZN | Amazon Com Inc | −906 | 19,848 | $4,730,572 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −610 | 175,316 | $8,834,173 | |
| SCHC | Schwab International Small-Cap Equity ETF | −492 | 79,814 | $3,840,649 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | −425 | 47,296 | $1,901,772 | |
| VIG | Vanguard Specialized Funds | −400 | 27,175 | $6,430,148 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −385 | 142,154 | $8,485,172 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | −214 | 3,813 | $408,486 | |
| ORCL | Oracle Corp | −208 | 1,811 | $265,402 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | −203 | 3,378 | $396,171 | |
| FTAI | FTAI Aviation Ltd. | −171 | 880 | $238,066 | |
| VEU | Vanguard International Equity Index Funds | −163 | 7,850 | $657,437 | |
| 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 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −120 | 1,745 | $276,861 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | −75 | 2,809 | $520,311 | |
| IVV | iShares Core S&P 500 ETF | −47 | 8,078 | $6,049,533 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AIS | VistaShares Artificial Intelligence Supercycle ETF | 6,311 | $538,391 | |
| CRWD | CrowdStrike Holdings, Inc. | 495 | $377,754 | |
| — | 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 1,183,767 | $89,717,700 | 20.06% | |
| ISTB |
iShares Core 1-5 Year USD Bond ETF
|
Reduced | 1,144,207 | $55,207,987 | 12.34% | |
| CI |
Cigna Group
Healthcare
|
Held | 124,246 | $34,252,137 | 7.66% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Added | 529,390 | $27,930,616 | 6.25% | |
| IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
|
Reduced | 1,161,935 | $26,910,414 | 6.02% | |
| IBDX |
iShares iBonds Dec 2032 Term Corporate ETF
|
Added | 1,064,868 | $26,824,024 | 6.00% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Added | 601,701 | $23,875,495 | 5.34% | |
| FNDA |
Schwab Strategic Trust
|
Added | 598,617 | $22,783,363 | 5.09% | |
| IUSG |
iShares Core S&P U.S. Growth ETF
|
Added | 72,304 | $13,599,659 | 3.04% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 125,353 | $12,917,626 | 2.89% | |
|
|
Reduced | 152,727 | $11,492,706 | 2.57% | ||
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Reduced | 175,316 | $8,834,173 | 1.98% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 142,154 | $8,485,172 | 1.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,249 | $7,236,385 | 1.62% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 27,175 | $6,430,148 | 1.44% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 8,078 | $6,049,533 | 1.35% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 42,526 | $5,382,941 | 1.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 19,848 | $4,730,572 | 1.06% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 110,632 | $4,684,158 | 1.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,365 | $4,156,656 | 0.93% | |
| SCHC |
Schwab International Small-Cap Equity ETF
|
Reduced | 79,814 | $3,840,649 | 0.86% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 19,024 | $3,624,452 | 0.81% | |
| DFIV |
Dimensional International Value ETF
|
Held | 37,585 | $2,030,341 | 0.45% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Reduced | 47,296 | $1,901,772 | 0.43% | |
| VB |
Vanguard Index Funds
|
Held | 6,171 | $1,870,553 | 0.42% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.33% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 4,024 | $1,421,799 | 0.32% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 3,826 | $1,415,773 | 0.32% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,752 | $1,323,255 | 0.30% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,512 | $1,302,986 | 0.29% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Added | 8,392 | $1,277,094 | 0.29% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,239 | $1,208,211 | 0.27% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 2,708 | $1,168,393 | 0.26% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Held | 29,211 | $1,077,009 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,125 | $1,047,626 | 0.23% | |
| CMI |
Cummins Inc
Industrials
|
Held | 1,351 | $963,546 | 0.22% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 8,295 | $801,131 | 0.18% | |
| GE |
General Electric Co
Industrials
|
Held | 1,936 | $723,541 | 0.16% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 1,834 | $715,058 | 0.16% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 4,998 | $676,729 | 0.15% | |
| VEU |
Vanguard International Equity Index Funds
|
Reduced | 7,850 | $657,437 | 0.15% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,403 | $653,616 | 0.15% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,400 | $606,662 | 0.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,325 | $591,314 | 0.13% | |
| FAST |
Fastenal Co
Industrials
|
Held | 12,000 | $576,360 | 0.13% | |
| XLF |
State Street Corp
Financial Services
|
Held | 10,206 | $547,143 | 0.12% | |
| AIS |
VistaShares Artificial Intelligence Supercycle ETF
|
NEW | 6,311 | $538,391 | 0.12% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 447 | $525,162 | 0.12% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Reduced | 2,809 | $520,311 | 0.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,205 | $506,823 | 0.11% |
Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.