Seven Springs Wealth Group, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Seven Springs Wealth Group, LLC reported 81 stock positions worth $405.8 million. Its top holding was iShares Core Dividend Growth (DGRO) at 19.2% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 18.4%) and Cigna (CI, 8.8%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 22 and reduced 13. The biggest buy was a new position in iShares Ibonds Dec 2032 TC (IBDX) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −31%).

Most Recent 13F
Q2 2026
Location
BRENTWOOD, TN
CIK
0001803898
Portfolio Value
$405.8M (Q3 2025)
SEC Filing
0001172661-25-004701 ↗ filed Nov 12, 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 Q2 2025 Q3 2025: $405.8M $405.8M Q3 2025 Q4 2025: $342.2M Q4 2025 Q1 2026: $424.6M Q1 2026 Q2 2026: $449.3M Q2 2026

Holdings 81 stocks · $405.8M
DGRO iShares Core Dividend Growth 19.19% 1,143,955 $77.9M Add +5.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 18.37% 4,657,043 $74.6M Reduce -31.1%
CI The Cigna Group 8.83% 124,278 $35.8M No change
IBDU iShares Ibonds Dec 2029 Term 5.64% 975,122 $22.9M Add +14.0%
IBDX iShares Ibonds Dec 2032 TC 5.52% 874,546 $22.4M New
FNDF Schwab Fndmn Intl LRG Co. ETF 4.86% 459,242 $19.7M Add +4.1%
FNDE Schwab Fndmntl Em MRK Eq ETF 3.89% 436,600 $15.8M Add +10.3%
FNDA Schwab Fndmntl US SM Co. ETF 3.48% 452,746 $14.1M Add +6.9%
AVDV Avantis Intl S/C Value ETF 2.55% 116,056 $10.3M Add +4.2%
IGV iShares Expanded Tech-Softwa 2.55% 89,836 $10.3M Add +11.7%
IUSG iShares Core S&P U.S. Growth 2.00% 49,420 $8.1M Add +22.4%
VWO Vanguard Ftse Emerging Marke 1.91% 142,767 $7.7M Reduce -0.5%
SPDW Ste STR SPDR PT DW Eu ETF 1.87% 177,038 $7.6M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 1.48% 27,761 $6.0M No change
GOOGL Alphabet Inc. Class A 1.40% 23,301 $5.7M Add +0.5%
IVV iShares Core S&P 500 ETF 1.35% 8,158 $5.5M Reduce -0.7%
AMZN Amazon.com Inc. 1.21% 22,440 $4.9M Add +0.0%
DUK Duke Energy Corp. 1.10% 36,026 $4.5M Add +4.3%
VZ Verizon Communications Inc. 1.02% 94,158 $4.1M Add +8.0%
SCHC Schwab Intl Small-Cap Equity 1.01% 90,005 $4.1M Reduce -0.8%
AAPL Apple Inc. 0.97% 15,451 $3.9M Add +0.3%
XLK SS Technology Select Sector 0.66% 9,512 $2.7M No change
DFIV Dimensional International Va 0.43% 37,652 $1.7M Add +5.7%
MSFT Microsoft Corp. 0.41% 3,224 $1.7M No change
VB Vanguard Most SM-Cap ETF-Usd 0.40% 6,334 $1.6M No change
DFAE Dimensional Emerging Core Eq 0.38% 49,340 $1.6M Reduce -0.2%
HD Home Depot Inc. 0.38% 3,788 $1.5M No change
BRK.A Berkshire Hathaway Inc. Class A 0.37% 2 $1.5M No change
NVDA Nvidia Corp. 0.35% 7,608 $1.4M Add +0.5%
NET Cloudflare Inc. Class A 0.33% 6,236 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.31% 3,845 $1.3M No change
SDY SS SPDR S&P Dividend ETF 0.28% 8,192 $1.1M No change
VGSH Vanguard Short-Term Treasury 0.27% 18,337 $1.1M Reduce -44.6%
GOOG Alphabet Inc. Class C 0.25% 4,139 $1.0M Reduce -0.7%
JNJ Johnson & Johnson 0.22% 4,825 $895K Add +3.8%
SCHM Schwab US Mid Cap ETF 0.22% 30,012 $890K No change
HCA HCA Healthcare Inc. 0.20% 1,944 $829K No change
MLPX Global X MLP & Energy Infras 0.18% 11,485 $720K Reduce -6.0%
IEFA iShares Core MSCI Eafe ETF 0.17% 7,914 $691K Reduce -32.5%
PEP Pepsico Inc. 0.17% 4,916 $690K Add +4.2%
ORCL Oracle Corp. 0.15% 2,235 $629K No change
GE General Electric filed as GE AEROSPACE 0.15% 1,987 $598K Reduce -5.5%
FAST Fastenal Co. 0.14% 12,000 $588K No change
CMI Cummins Inc. 0.14% 1,367 $577K Add +1.2%
UNP Union Pacific Corp. 0.14% 2,395 $566K No change
ACN Accenture PLC Class A 0.14% 2,292 $565K Add +1.8%
VEU Vanguard Ftse All-World Ex-U 0.14% 7,850 $560K No change
XLF SS Financial Select Sector 0.14% 10,262 $553K No change
TSLA Tesla Inc. 0.12% 1,093 $486K No change
XOM Exxon Mobil Corp. 0.12% 4,304 $485K Reduce -39.4%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 955 $480K Add +26.5%
ET Energy Transfer LP 0.12% 27,563 $473K No change
XLC SS Comm Select Sector SPDR 0.11% 3,813 $451K No change
XLI SS Industrial Select Sector 0.11% 2,826 $436K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.11% 1,400 $431K No change
XLV SS Health Care Select Sector 0.10% 3,057 $425K No change
KO The Coca-Cola Co. 0.10% 6,212 $412K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 5,091 $411K New
XLY SS Consumer Disc Select Sect 0.10% 1,708 $409K No change
MMM 3M Co. 0.10% 2,633 $409K No change
DELL Dell Technologies -C 0.10% 2,868 $407K Add +0.6%
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 13,790 $363K No change
LIN Linde PLC 0.08% 707 $336K No change
GILD Gilead Sciences Inc. 0.08% 2,827 $314K Reduce -8.7%
DLN Wisdomtree US Largecap Divid 0.08% 3,600 $313K No change
GEV GE Vernova Inc. 0.08% 501 $308K No change
QCOM Qualcomm Inc. 0.07% 1,700 $283K No change
SCHX Schwab US Large-Cap ETF 0.07% 10,542 $278K No change
VT Vanguard Tot World STK ETF 0.07% 2,000 $276K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.07% 657 $264K No change
WMT Walmart Inc. 0.06% 2,474 $255K Add +3.1%
IBDQ iShares Ibonds Dec 2025 Term 0.06% 9,988 $252K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 495 $243K No change
ITOT iShares Core S&P Total U.S. 0.06% 1,665 $242K No change
PM Philip Morris International 0.06% 1,432 $232K No change
MCD McDonald's Corp. 0.06% 735 $223K No change
SILA Sila Realty Trust Inc. 0.05% 8,586 $216K No change
CRM Salesforce Inc. 0.05% 894 $212K No change
PLTR Palantir Technologies Inc. Class A 0.05% 1,151 $210K New
CFA Victoryshares US 500 Volatil 0.05% 2,277 $207K No change
WMB Williams Cos Inc. 0.05% 3,262 $207K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.6M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 3,047$3.9MAdd +8.5%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,016$3.7MAdd +8.7%

Total filed on the 13F, all lines: $413.4M.

Portfolio Sells Q2 2025 → Q3 2025
NU Nu Holdings Ltd./Cayman Isl-A Reduce -31.1% 18.37% −4.96
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −4.94
VGSH Vanguard Short-Term Treasury Reduce -44.6% 0.27% −0.22
AHR American Healthcare REIT Inc. Sold out 0.00% −0.17
IEFA iShares Core MSCI Eafe ETF Reduce -32.5% 0.17% −0.08
XOM Exxon Mobil Corp. Reduce -39.4% 0.12% −0.07
SO The Southern Co. Sold out 0.00% −0.06
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.05
MLPX Global X MLP & Energy Infras Reduce -6.0% 0.18% −0.02
GILD Gilead Sciences Inc. Reduce -8.7% 0.08% −0.01
GE General Electric Reduce -5.5% 0.15% +0.01
DFAE Dimensional Emerging Core Eq Reduce -0.2% 0.38% +0.02
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.9% 1.87% +0.03
SCHC Schwab Intl Small-Cap Equity Reduce -0.8% 1.01% +0.04
IVV iShares Core S&P 500 ETF Reduce -0.7% 1.35% +0.06
GOOG Alphabet Inc. Class C Reduce -0.7% 0.25% +0.06
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 1.91% +0.12

Portfolio Buys Q2 2025 → Q3 2025
IBDX iShares Ibonds Dec 2032 TC New 5.52% +5.52
DGRO iShares Core Dividend Growth Add +5.3% 19.19% +1.71
IBDU iShares Ibonds Dec 2029 Term Add +14.0% 5.64% +0.61
FNDE Schwab Fndmntl Em MRK Eq ETF Add +10.3% 3.89% +0.60
IUSG iShares Core S&P U.S. Growth Add +22.4% 2.00% +0.48
FNDA Schwab Fndmntl US SM Co. ETF Add +6.9% 3.48% +0.42
FNDF Schwab Fndmn Intl LRG Co. ETF Add +4.1% 4.86% +0.42
GOOGL Alphabet Inc. Class A Add +0.5% 1.40% +0.37
IGV iShares Expanded Tech-Softwa Add +11.7% 2.55% +0.33
AVDV Avantis Intl S/C Value ETF Add +4.2% 2.55% +0.32
AAPL Apple Inc. Add +0.3% 0.97% +0.17
SPTM SS SPDR P S&P 1500 Comp ETF New 0.10% +0.10
DUK Duke Energy Corp. Add +4.3% 1.10% +0.07
VZ Verizon Communications Inc. Add +8.0% 1.02% +0.07
PLTR Palantir Technologies Inc. Class A New 0.05% +0.05
NVDA Nvidia Corp. Add +0.5% 0.35% +0.05
DFIV Dimensional International Va Add +5.7% 0.43% +0.04
JNJ Johnson & Johnson Add +3.8% 0.22% +0.04
CMI Cummins Inc. Add +1.2% 0.14% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +26.5% 0.12% +0.03
PEP Pepsico Inc. Add +4.2% 0.17% +0.01
DELL Dell Technologies -C Add +0.6% 0.10% +0.01
WMT Walmart Inc. Add +3.1% 0.06% +0.00
AMZN Amazon.com Inc. Add +0.0% 1.21% −0.02
ACN Accenture PLC Class A Add +1.8% 0.14% −0.03

Notes & Other Activity Q2 2025 → Q3 2025
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +8.5% 3,047 $3.9M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +8.7% 3,016 $3.7M

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