Seven Springs Wealth Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Seven Springs Wealth Group, LLC reported 79 stock positions worth $274.5 million. Its top holding was iShares Core Dividend Growth (DGRO) at 22.7% of the portfolio, followed by Cigna (CI, 15.0%) and iShares Ibonds Dec 2029 Term (IBDU, 6.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 26 and reduced 19. The biggest buy was Schwab Fndmntl Em MRK Eq ETF (FNDE, shares +14%) and the biggest sale Amazon.com (AMZN, shares −30%).

Most Recent 13F
Q2 2026
Location
BRENTWOOD, TN
CIK
0001803898
Portfolio Value
$274.5M (Q1 2025)
SEC Filing
0001172661-25-001989 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $254.7M Q1 2024 Q2 2024: $249.8M Q2 2024 Q3 2024: $268.6M Q3 2024 Q4 2024: $262.1M Q4 2024 Q1 2025: $274.5M $274.5M Q1 2025 Q2 2025: $397.3M Q2 2025 Q3 2025: $405.8M Q3 2025 Q4 2025: $342.2M Q4 2025 Q1 2026: $424.6M Q1 2026 Q2 2026: $449.3M Q2 2026

Holdings 79 stocks · $274.5M
DGRO iShares Core Dividend Growth 22.68% 1,007,600 $62.2M Add +4.5%
CI The Cigna Group 15.01% 125,240 $41.2M Reduce -0.5%
IBDU iShares Ibonds Dec 2029 Term 6.53% 774,612 $17.9M Add +10.9%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 6.45% 732,460 $17.7M Add +10.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 5.49% 417,097 $15.1M Add +5.3%
FNDE Schwab Fndmntl Em MRK Eq ETF 4.02% 358,216 $11.0M Add +14.2%
FNDA Schwab Fndmntl US SM Co. ETF 3.79% 379,971 $10.4M Add +6.3%
AVDV Avantis Intl S/C Value ETF 2.65% 104,171 $7.3M Add +3.4%
SPDW Ste STR SPDR PT DW Eu ETF 2.40% 181,030 $6.6M Reduce -8.4%
VWO Vanguard Ftse Emerging Marke 2.37% 143,795 $6.5M Reduce -7.0%
IGV iShares Expanded Tech-Softwa 2.23% 68,827 $6.1M Add +22.4%
VIG Vanguard Dividend Apprec ETF 1.97% 27,846 $5.4M Reduce -0.7%
IVV iShares Core S&P 500 ETF 1.68% 8,213 $4.6M Reduce -0.1%
IUSG iShares Core S&P U.S. Growth 1.61% 34,763 $4.4M Add +45.1%
AMZN Amazon.com Inc. 1.48% 21,352 $4.1M Reduce -30.4%
DUK Duke Energy Corp. 1.43% 32,222 $3.9M Reduce -13.0%
VZ Verizon Communications Inc. 1.33% 80,478 $3.7M Reduce -8.4%
AAPL Apple Inc. 1.26% 15,566 $3.5M Add +9.0%
GOOGL Alphabet Inc. Class A 1.23% 21,839 $3.4M Reduce -25.9%
SCHC Schwab Intl Small-Cap Equity 1.19% 90,770 $3.3M Reduce -18.7%
VGSH Vanguard Short-Term Treasury 1.08% 50,431 $3.0M Reduce -24.6%
XLK SS Technology Select Sector 0.72% 9,512 $2.0M No change
BRK.A Berkshire Hathaway Inc. Class A 0.58% 2 $1.6M No change
DFIV Dimensional International Va 0.52% 36,174 $1.4M Reduce -8.1%
VB Vanguard Most SM-Cap ETF-Usd 0.51% 6,334 $1.4M Add +2.6%
HD Home Depot Inc. 0.51% 3,805 $1.4M Add +10.2%
DFAE Dimensional Emerging Core Eq 0.47% 49,628 $1.3M Reduce -4.2%
MSFT Microsoft Corp. 0.46% 3,347 $1.3M Add +22.1%
SDY SS SPDR S&P Dividend ETF 0.40% 8,192 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.39% 3,845 $1.1M Add +4.6%
IEFA iShares Core MSCI Eafe ETF 0.32% 11,729 $887K Reduce -0.7%
XOM Exxon Mobil Corp. 0.31% 7,142 $849K Reduce -1.8%
NVDA Nvidia Corp. 0.31% 7,800 $845K Add +3.3%
JNJ Johnson & Johnson 0.29% 4,877 $809K Add +5.9%
SCHM Schwab US Mid Cap ETF 0.29% 30,012 $786K No change
MLPX Global X MLP & Energy Infras 0.27% 11,757 $750K No change
PEP Pepsico Inc. 0.27% 4,916 $737K Add +4.2%
ACN Accenture PLC Class A 0.26% 2,251 $702K Reduce -5.6%
HCA HCA Healthcare Inc. 0.24% 1,944 $672K No change
GOOG Alphabet Inc. Class C 0.24% 4,199 $656K Reduce -9.4%
UNP Union Pacific Corp. 0.21% 2,395 $566K No change
AHR American Healthcare REIT Inc. 0.21% 18,669 $566K Reduce -28.4%
ET Energy Transfer LP 0.19% 27,563 $512K New
XLF SS Financial Select Sector 0.19% 10,262 $511K No change
VEU Vanguard Ftse All-World Ex-U 0.17% 7,850 $476K No change
FAST Fastenal Co. 0.17% 6,000 $465K No change
GE General Electric filed as GE AEROSPACE 0.16% 2,254 $451K Add +23.4%
KO The Coca-Cola Co. 0.16% 6,242 $447K Add +3.7%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 839 $447K Add +50.1%
XLV SS Health Care Select Sector 0.16% 3,057 $446K No change
CMI Cummins Inc. 0.15% 1,351 $423K No change
GILD Gilead Sciences Inc. 0.14% 3,362 $377K Add +19.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,491 $371K Add +15.9%
XLI SS Industrial Select Sector 0.13% 2,826 $370K No change
XLC SS Comm Select Sector SPDR 0.13% 3,813 $368K No change
MMM 3M Co. 0.13% 2,500 $367K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,400 $360K No change
XLY SS Consumer Disc Select Sect 0.12% 1,708 $337K No change
LIN Linde PLC 0.12% 707 $329K No change
ORCL Oracle Corp. 0.12% 2,335 $326K Add +4.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.12% 13,790 $326K New
TSLA Tesla Inc. 0.10% 1,112 $288K Add +23.4%
DLN Wisdomtree US Largecap Divid 0.10% 3,600 $286K No change
CRM Salesforce Inc. 0.10% 995 $267K Reduce -76.3%
WMT Walmart Inc. 0.10% 3,011 $264K Add +1.2%
QCOM Qualcomm Inc. 0.10% 1,700 $261K No change
DELL Dell Technologies -C 0.09% 2,850 $260K No change
IBDQ iShares Ibonds Dec 2025 Term 0.09% 9,988 $251K No change
VT Vanguard Tot World STK ETF 0.08% 2,000 $232K No change
MCD McDonald's Corp. 0.08% 735 $230K No change
SILA Sila Realty Trust Inc. 0.08% 8,586 $229K No change
SO The Southern Co. 0.08% 2,474 $227K No change
PM Philip Morris International 0.08% 1,432 $227K New
WMB Williams Cos Inc. 0.08% 3,709 $222K New
JPM JPMorgan Chase & Co. 0.08% 869 $213K New
VCSH Vanguard S/T Corp. Bond ETF 0.07% 2,579 $204K Add +0.1%
ITOT iShares Core S&P Total U.S. 0.07% 1,665 $203K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.07% 657 $203K No change
CVX Chevron Corp. 0.07% 1,196 $200K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $6.0M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 2,478$3.1MReduce -9.2%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,445$2.9MReduce -7.9%

Total filed on the 13F, all lines: $280.5M.

Portfolio Sells Q4 2024 → Q1 2025
AMZN Amazon.com Inc. Reduce -30.4% 1.48% −1.09
GOOGL Alphabet Inc. Class A Reduce -25.9% 1.23% −0.90
CRM Salesforce Inc. Reduce -76.3% 0.10% −0.44
VGSH Vanguard Short-Term Treasury Reduce -24.6% 1.08% −0.41
SCHC Schwab Intl Small-Cap Equity Reduce -18.7% 1.19% −0.28
VWO Vanguard Ftse Emerging Marke Reduce -7.0% 2.37% −0.23
SPDW Ste STR SPDR PT DW Eu ETF Reduce -8.4% 2.40% −0.17
IVV iShares Core S&P 500 ETF Reduce -0.1% 1.68% −0.17
AXSM Axsome Therapeutics Inc. Sold out 0.00% −0.13
VIG Vanguard Dividend Apprec ETF Reduce -0.7% 1.97% −0.13
GOOG Alphabet Inc. Class C Reduce -9.4% 0.24% −0.10
DUK Duke Energy Corp. Reduce -13.0% 1.43% −0.09
AHR American Healthcare REIT Inc. Reduce -28.4% 0.21% −0.08
ICLN iShares Global Clean Energy Sold out 0.00% −0.06
ACN Accenture PLC Class A Reduce -5.6% 0.26% −0.06
DFAE Dimensional Emerging Core Eq Reduce -4.2% 0.47% −0.03
DFIV Dimensional International Va Reduce -8.1% 0.52% −0.01
VZ Verizon Communications Inc. Reduce -8.4% 1.33% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -0.7% 0.32% +0.01
XOM Exxon Mobil Corp. Reduce -1.8% 0.31% +0.01
CI The Cigna Group Reduce -0.5% 15.01% +1.75

Portfolio Buys Q4 2024 → Q1 2025
FNDE Schwab Fndmntl Em MRK Eq ETF Add +14.2% 4.02% +0.54
FNDF Schwab Fndmn Intl LRG Co. ETF Add +5.3% 5.49% +0.47
IBDU iShares Ibonds Dec 2029 Term Add +10.9% 6.53% +0.45
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +10.8% 6.45% +0.41
IUSG iShares Core S&P U.S. Growth Add +45.1% 1.61% +0.34
ET Energy Transfer LP New 0.19% +0.19
AVDV Avantis Intl S/C Value ETF Add +3.4% 2.65% +0.15
FNDX Schwab Fndmntl US LRG Co. ETF New 0.12% +0.12
DGRO iShares Core Dividend Growth Add +4.5% 22.68% +0.10
IGV iShares Expanded Tech-Softwa Add +22.4% 2.23% +0.08
PM Philip Morris International New 0.08% +0.08
WMB Williams Cos Inc. New 0.08% +0.08
JPM JPMorgan Chase & Co. New 0.08% +0.08
CVX Chevron Corp. New 0.07% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +50.1% 0.16% +0.07
GE General Electric Add +23.4% 0.16% +0.05
JNJ Johnson & Johnson Add +5.9% 0.29% +0.04
GILD Gilead Sciences Inc. Add +19.4% 0.14% +0.04
IBM Intl Business Machines Corp. Add +15.9% 0.14% +0.03
KO The Coca-Cola Co. Add +3.7% 0.16% +0.02
MSFT Microsoft Corp. Add +22.1% 0.46% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +0.1% 0.07% −0.00
HD Home Depot Inc. Add +10.2% 0.51% −0.00
PEP Pepsico Inc. Add +4.2% 0.27% −0.01
WMT Walmart Inc. Add +1.2% 0.10% −0.01
VTI VG Morningstar TS MKT ETF-US Add +4.6% 0.39% −0.02
ORCL Oracle Corp. Add +4.5% 0.12% −0.02
TSLA Tesla Inc. Add +23.4% 0.10% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +2.6% 0.51% −0.05
NVDA Nvidia Corp. Add +3.3% 0.31% −0.08
AAPL Apple Inc. Add +9.0% 1.26% −0.10
FNDA Schwab Fndmntl US SM Co. ETF Add +6.3% 3.79% −0.26

Notes & Other Activity Q4 2024 → Q1 2025
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Reduce -9.2% 2,478 $3.1M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -7.9% 2,445 $2.9M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 83$449.3MDGRO, ISTB, CI, FNDF, IBDU
Q1 2026 79$424.6MDGRO, ISTB, CI, IBDU, IBDX
Q4 2025 81$342.2MDGRO, CI, IBDU, IBDX, FNDF
Q3 2025 81$405.8MDGRO, NU, CI, IBDU, IBDX
Q2 2025 82$397.3MNU, DGRO, CI, IBDU, IBDS
Q1 2025 79$274.5MDGRO, CI, IBDU, IBDS, FNDF
Q4 2024 75$262.1MDGRO, CI, IBDU, IBDS, FNDF
Q3 2024 69$268.6MDGRO, CI, IBDU, FNDF, IBDS
Q2 2024 60$249.8MDGRO, CI, IBDU, IBDS, FNDF
Q1 2024 60$254.7MDGRO, CI, FNDF, IBDU, VWO