Seven Springs Wealth Group, LLC
CIK
1803898
Location
BRENTWOOD, TN
Portfolio Value
Micro
$350,502
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. | |||||
1 positions ·
$350,502 total
· Basic Materials only
· 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 |
|---|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
Held | 707 | $350,502 | 100.00% |