Seven Springs Wealth Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Seven Springs Wealth Group, LLC reported 82 stock positions worth $397.3 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 23.3% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 17.5%) and Cigna (CI, 10.3%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 16 and reduced 26. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale Cigna (CI, shares −1%).

Most Recent 13F
Q2 2026
Location
BRENTWOOD, TN
CIK
0001803898
Portfolio Value
$397.3M (Q2 2025)
SEC Filing
0001172661-25-003231 ↗ filed Aug 13, 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 Q1 2025 Q2 2025: $397.3M $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 82 stocks · $397.3M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 23.34% 6,757,043 $92.7M New
DGRO iShares Core Dividend Growth 17.48% 1,086,095 $69.4M Add +7.8%
CI The Cigna Group 10.34% 124,278 $41.1M Reduce -0.8%
IBDU iShares Ibonds Dec 2029 Term 5.02% 855,583 $20.0M Add +10.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 4.94% 808,173 $19.6M Add +10.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 4.45% 441,260 $17.7M Add +5.8%
FNDE Schwab Fndmntl Em MRK Eq ETF 3.29% 395,868 $13.1M Add +10.5%
FNDA Schwab Fndmntl US SM Co. ETF 3.06% 423,608 $12.1M Add +11.5%
AVDV Avantis Intl S/C Value ETF 2.22% 111,403 $8.8M Add +6.9%
IGV iShares Expanded Tech-Softwa 2.22% 80,425 $8.8M Add +16.9%
SPDW Ste STR SPDR PT DW Eu ETF 1.84% 180,370 $7.3M Reduce -0.4%
VWO Vanguard Ftse Emerging Marke 1.79% 143,480 $7.1M Reduce -0.2%
IUSG iShares Core S&P U.S. Growth 1.53% 40,377 $6.1M Add +16.1%
VIG Vanguard Dividend Apprec ETF 1.43% 27,761 $5.7M Reduce -0.3%
IVV iShares Core S&P 500 ETF 1.28% 8,213 $5.1M No change
AMZN Amazon.com Inc. 1.24% 22,433 $4.9M Add +5.1%
GOOGL Alphabet Inc. Class A 1.03% 23,183 $4.1M Add +6.2%
DUK Duke Energy Corp. 1.03% 34,524 $4.1M Add +7.1%
SCHC Schwab Intl Small-Cap Equity 0.97% 90,700 $3.9M Reduce -0.1%
VZ Verizon Communications Inc. 0.95% 87,169 $3.8M Add +8.3%
AAPL Apple Inc. 0.80% 15,409 $3.2M Reduce -1.0%
XLK SS Technology Select Sector 0.61% 9,512 $2.4M No change
VGSH Vanguard Short-Term Treasury 0.49% 33,132 $1.9M Reduce -34.3%
MSFT Microsoft Corp. 0.40% 3,224 $1.6M Reduce -3.7%
DFIV Dimensional International Va 0.38% 35,609 $1.5M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 6,334 $1.5M No change
BRK.A Berkshire Hathaway Inc. Class A 0.37% 2 $1.5M No change
DFAE Dimensional Emerging Core Eq 0.36% 49,441 $1.4M Reduce -0.4%
HD Home Depot Inc. 0.35% 3,788 $1.4M Reduce -0.5%
NET Cloudflare Inc. Class A 0.31% 6,236 $1.2M New
NVDA Nvidia Corp. 0.30% 7,570 $1.2M Reduce -3.0%
VTI VG Morningstar TS MKT ETF-US 0.29% 3,845 $1.2M No change
SDY SS SPDR S&P Dividend ETF 0.28% 8,192 $1.1M No change
IEFA iShares Core MSCI Eafe ETF 0.25% 11,729 $979K No change
SCHM Schwab US Mid Cap ETF 0.21% 30,012 $842K No change
MLPX Global X MLP & Energy Infras 0.19% 12,220 $766K Add +3.9%
XOM Exxon Mobil Corp. 0.19% 7,099 $765K Reduce -0.6%
HCA HCA Healthcare Inc. 0.19% 1,944 $745K No change
GOOG Alphabet Inc. Class C 0.19% 4,167 $739K Reduce -0.8%
JNJ Johnson & Johnson 0.18% 4,648 $710K Reduce -4.7%
ACN Accenture PLC Class A 0.17% 2,251 $673K No change
AHR American Healthcare REIT Inc. 0.17% 18,274 $671K Reduce -2.1%
PEP Pepsico Inc. 0.16% 4,716 $623K Reduce -4.1%
UNP Union Pacific Corp. 0.14% 2,395 $551K No change
GE General Electric filed as GE AEROSPACE 0.14% 2,103 $541K Reduce -6.7%
XLF SS Financial Select Sector 0.14% 10,262 $537K No change
VEU Vanguard Ftse All-World Ex-U 0.13% 7,850 $528K No change
FAST Fastenal Co. 0.13% 12,000 $504K No change
ET Energy Transfer LP 0.13% 27,563 $500K No change
ORCL Oracle Corp. 0.12% 2,235 $489K Reduce -4.3%
CMI Cummins Inc. 0.11% 1,351 $442K No change
KO The Coca-Cola Co. 0.11% 6,212 $439K Reduce -0.5%
XLI SS Industrial Select Sector 0.10% 2,826 $417K No change
XLC SS Comm Select Sector SPDR 0.10% 3,813 $414K No change
XLV SS Health Care Select Sector 0.10% 3,057 $412K No change
MMM 3M Co. 0.10% 2,633 $401K Add +5.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.10% 1,400 $399K No change
XLY SS Consumer Disc Select Sect 0.09% 1,708 $371K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 755 $367K Reduce -10.0%
DELL Dell Technologies -C 0.09% 2,850 $349K No change
TSLA Tesla Inc. 0.09% 1,093 $347K Reduce -1.7%
GILD Gilead Sciences Inc. 0.09% 3,096 $343K Reduce -7.9%
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 13,790 $338K No change
LIN Linde PLC 0.08% 707 $332K No change
DLN Wisdomtree US Largecap Divid 0.07% 3,600 $296K No change
QCOM Qualcomm Inc. 0.07% 1,700 $271K No change
GEV GE Vernova Inc. 0.07% 501 $265K New
PM Philip Morris International 0.07% 1,432 $261K No change
SCHX Schwab US Large-Cap ETF 0.06% 10,542 $258K New
VT Vanguard Tot World STK ETF 0.06% 2,000 $257K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 495 $252K New
IBDQ iShares Ibonds Dec 2025 Term 0.06% 9,988 $251K No change
CRM Salesforce Inc. 0.06% 894 $244K Reduce -10.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 657 $241K No change
WMT Walmart Inc. 0.06% 2,399 $235K Reduce -20.3%
SO The Southern Co. 0.06% 2,474 $227K No change
ITOT iShares Core S&P Total U.S. 0.06% 1,665 $225K No change
MCD McDonald's Corp. 0.05% 735 $215K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 2,581 $205K Add +0.1%
WMB Williams Cos Inc. 0.05% 3,262 $205K Reduce -12.1%
SILA Sila Realty Trust Inc. 0.05% 8,586 $203K No change
CFA Victoryshares US 500 Volatil 0.05% 2,277 $200K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $6.7M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 2,808$3.4MAdd +13.3%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,776$3.3MAdd +13.5%

Total filed on the 13F, all lines: $403.9M.

Portfolio Sells Q1 2025 → Q2 2025
CI The Cigna Group Reduce -0.8% 10.34% −4.67
VGSH Vanguard Short-Term Treasury Reduce -34.3% 0.49% −0.59
VWO Vanguard Ftse Emerging Marke Reduce -0.2% 1.79% −0.58
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.4% 1.84% −0.56
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 1.43% −0.54
AAPL Apple Inc. Reduce -1.0% 0.80% −0.46
SCHC Schwab Intl Small-Cap Equity Reduce -0.1% 0.97% −0.21
HD Home Depot Inc. Reduce -0.5% 0.35% −0.16
IBM Intl Business Machines Corp. Sold out 0.00% −0.14
DFIV Dimensional International Va Reduce -1.6% 0.38% −0.13
XOM Exxon Mobil Corp. Reduce -0.6% 0.19% −0.12
JNJ Johnson & Johnson Reduce -4.7% 0.18% −0.12
PEP Pepsico Inc. Reduce -4.1% 0.16% −0.11
DFAE Dimensional Emerging Core Eq Reduce -0.4% 0.36% −0.11
JPM JPMorgan Chase & Co. Sold out 0.00% −0.08
CVX Chevron Corp. Sold out 0.00% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.0% 0.09% −0.07
MSFT Microsoft Corp. Reduce -3.7% 0.40% −0.05
GOOG Alphabet Inc. Class C Reduce -0.8% 0.19% −0.05
KO The Coca-Cola Co. Reduce -0.5% 0.11% −0.05
GILD Gilead Sciences Inc. Reduce -7.9% 0.09% −0.05
WMT Walmart Inc. Reduce -20.3% 0.06% −0.04
AHR American Healthcare REIT Inc. Reduce -2.1% 0.17% −0.04
CRM Salesforce Inc. Reduce -10.2% 0.06% −0.04
WMB Williams Cos Inc. Reduce -12.1% 0.05% −0.03
GE General Electric Reduce -6.7% 0.14% −0.03
TSLA Tesla Inc. Reduce -1.7% 0.09% −0.02
NVDA Nvidia Corp. Reduce -3.0% 0.30% −0.01
ORCL Oracle Corp. Reduce -4.3% 0.12% +0.00

Portfolio Buys Q1 2025 → Q2 2025
NU Nu Holdings Ltd./Cayman Isl-A New 23.34% +23.34
NET Cloudflare Inc. Class A New 0.31% +0.31
GEV GE Vernova Inc. New 0.07% +0.07
SCHX Schwab US Large-Cap ETF New 0.06% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.06% +0.06
CFA Victoryshares US 500 Volatil New 0.05% +0.05
IGV iShares Expanded Tech-Softwa Add +16.9% 2.22% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +0.1% 0.05% −0.02
MMM 3M Co. Add +5.3% 0.10% −0.03
MLPX Global X MLP & Energy Infras Add +3.9% 0.19% −0.08
IUSG iShares Core S&P U.S. Growth Add +16.1% 1.53% −0.08
GOOGL Alphabet Inc. Class A Add +6.2% 1.03% −0.20
AMZN Amazon.com Inc. Add +5.1% 1.24% −0.24
VZ Verizon Communications Inc. Add +8.3% 0.95% −0.38
DUK Duke Energy Corp. Add +7.1% 1.03% −0.41
AVDV Avantis Intl S/C Value ETF Add +6.9% 2.22% −0.42
FNDE Schwab Fndmntl Em MRK Eq ETF Add +10.5% 3.29% −0.73
FNDA Schwab Fndmntl US SM Co. ETF Add +11.5% 3.06% −0.74
FNDF Schwab Fndmn Intl LRG Co. ETF Add +5.8% 4.45% −1.05
IBDU iShares Ibonds Dec 2029 Term Add +10.4% 5.02% −1.50
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +10.3% 4.94% −1.51
DGRO iShares Core Dividend Growth Add +7.8% 17.48% −5.20

Notes & Other Activity Q1 2025 → Q2 2025
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +13.3% 2,808 $3.4M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +13.5% 2,776 $3.3M

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