Seven Springs Wealth Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Seven Springs Wealth Group, LLC reported 79 stock positions worth $424.6 million. Its top holding was iShares Core Dividend Growth (DGRO) at 18.9% of the portfolio, followed by iShares Core 1-5 Year Usd Bo (ISTB, 15.5%) and Cigna (CI, 7.8%). Compared with Q4 2025, it opened 5 new positions, sold out of 7, added to 13 and reduced 21. The biggest buy was a new position in iShares Core 1-5 Year Usd Bo (ISTB) and the biggest sale an exit from iShares Expanded Tech-Softwa (IGV).

Most Recent 13F
Q2 2026
Location
BRENTWOOD, TN
CIK
0001803898
Portfolio Value
$424.6M (Q1 2026)
SEC Filing
0001172661-26-001912 ↗ filed May 14, 2026

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 Q3 2025 Q4 2025: $342.2M Q4 2025 Q1 2026: $424.6M $424.6M Q1 2026 Q2 2026: $449.3M Q2 2026

Holdings 79 stocks · $424.6M
DGRO iShares Core Dividend Growth 18.90% 1,143,665 $80.3M Add +0.7%
ISTB iShares Core 1-5 Year Usd Bo 15.48% 1,356,366 $65.7M New
CI The Cigna Group 7.81% 124,246 $33.1M No change
IBDU iShares Ibonds Dec 2029 Term 6.38% 1,164,618 $27.1M Add +1.3%
IBDX iShares Ibonds Dec 2032 TC 6.32% 1,061,550 $26.8M Add +3.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 5.83% 505,861 $24.8M Add +10.9%
FNDE Schwab Fndmntl Em MRK Eq ETF 5.08% 563,534 $21.6M Add +24.2%
FNDA Schwab Fndmntl US SM Co. ETF 4.37% 571,702 $18.5M Add +21.6%
AVDV Avantis Intl S/C Value ETF 2.80% 119,206 $11.9M Add +4.2%
VCLT Vanguard Long-Term Corp. Bond 2.77% 157,178 $11.7M New
IUSG iShares Core S&P U.S. Growth 2.42% 66,118 $10.3M Add +15.8%
SPDW Ste STR SPDR PT DW Eu ETF 1.89% 175,926 $8.0M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 1.81% 142,539 $7.7M Reduce -0.2%
GOOGL Alphabet Inc. Class A 1.45% 21,470 $6.2M Reduce -2.8%
VIG Vanguard Dividend Apprec ETF 1.40% 27,575 $5.9M Reduce -0.3%
IVV iShares Core S&P 500 ETF 1.25% 8,125 $5.3M Reduce -0.1%
VZ Verizon Communications Inc. 1.23% 103,614 $5.2M Add +4.9%
DUK Duke Energy Corp. 1.21% 39,200 $5.1M Add +5.2%
AMZN Amazon.com Inc. 1.02% 20,754 $4.3M Reduce -2.5%
SCHC Schwab Intl Small-Cap Equity 0.88% 80,306 $3.8M Reduce -10.7%
AAPL Apple Inc. 0.84% 13,986 $3.5M Reduce -0.2%
XLK SS Technology Select Sector 0.60% 19,024 $2.5M No change
DFIV Dimensional International Va 0.47% 37,585 $2.0M No change
VB Vanguard Most SM-Cap ETF-Usd 0.38% 6,171 $1.6M Reduce -2.6%
DFAE Dimensional Emerging Core Eq 0.38% 47,721 $1.6M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 0.34% 2 $1.4M No change
MLPX Global X MLP & Energy Infras 0.31% 17,623 $1.3M Add +61.6%
HD Home Depot Inc. 0.29% 3,791 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.28% 3,758 $1.2M No change
SDY SS SPDR S&P Dividend ETF 0.28% 8,192 $1.2M No change
MSFT Microsoft Corp. 0.28% 3,174 $1.2M Reduce -1.8%
GOOG Alphabet Inc. Class C 0.27% 3,999 $1.1M Reduce -3.4%
NVDA Nvidia Corp. 0.27% 6,525 $1.1M No change
JNJ Johnson & Johnson 0.24% 4,168 $1.0M No change
SCHM Schwab US Mid Cap ETF 0.21% 29,211 $904K No change
HCA HCA Healthcare Inc. 0.20% 1,834 $868K Reduce -2.6%
PEP Pepsico Inc. 0.18% 4,921 $764K No change
XOM Exxon Mobil Corp. 0.17% 4,310 $731K No change
CMI Cummins Inc. 0.17% 1,351 $727K No change
IEFA iShares Core MSCI Eafe ETF 0.17% 7,821 $708K Reduce -1.2%
BPRE Bluerock Private Real Estate 0.15% 37,238 $619K Reduce -0.7%
VEU Vanguard Ftse All-World Ex-U 0.14% 8,013 $602K No change
UNP Union Pacific Corp. 0.14% 2,397 $582K No change
FAST Fastenal Co. 0.13% 12,000 $557K No change
GE General Electric filed as GE AEROSPACE 0.13% 1,936 $549K Reduce -2.6%
ET Energy Transfer LP 0.13% 27,563 $532K No change
XLF SS Financial Select Sector 0.12% 10,206 $504K No change
DELL Dell Technologies -C 0.11% 2,868 $471K No change
XLI SS Industrial Select Sector 0.11% 2,884 $467K No change
TSLA Tesla Inc. 0.11% 1,205 $448K No change
KO The Coca-Cola Co. 0.11% 5,884 $447K Reduce -5.3%
XLC SS Comm Select Sector SPDR 0.11% 4,027 $446K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.10% 1,400 $418K No change
FSSL FS Specialty Lending Fund 0.10% 32,794 $410K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.09% 5,091 $402K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 835 $400K Reduce -12.6%
GILD Gilead Sciences Inc. 0.09% 2,827 $394K No change
XLY SS Consumer Disc Select Sect 0.09% 3,581 $390K Add +0.0%
NET Cloudflare Inc. Class A 0.09% 1,869 $386K No change
MMM 3M Co. 0.09% 2,633 $382K No change
LIN Linde PLC 0.08% 707 $351K No change
DLN Wisdomtree US Largecap Divid 0.08% 3,600 $322K No change
WMT Walmart Inc. 0.07% 2,474 $307K No change
LRCX Lam Research Corp. 0.07% 1,400 $299K No change
ORCL Oracle Corp. 0.07% 2,019 $297K No change
GEV GE Vernova Inc. 0.07% 327 $285K No change
VT Vanguard Tot World STK ETF 0.07% 2,000 $277K No change
VGSH Vanguard Short-Term Treasury 0.06% 4,689 $274K Reduce -26.0%
XLV SS Health Care Select Sector 0.06% 1,865 $273K Reduce -41.3%
FTAI Ftai Aviation Ltd. 0.06% 1,051 $257K No change
ACN Accenture PLC Class A 0.06% 1,254 $249K Reduce -45.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 657 $241K No change
ITOT iShares Core S&P Total U.S. 0.06% 1,675 $239K Add +0.6%
MCD McDonald's Corp. 0.05% 735 $228K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 350 $228K No change
QCOM Qualcomm Inc. 0.05% 1,700 $219K No change
CFA Victoryshares US 500 Volatil 0.05% 2,277 $208K No change
HDV iShares Core High Dividend E 0.05% 1,500 $204K New
WELL Welltower Inc. 0.05% 1,024 $202K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.9M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 3,378$4.0MAdd +6.1%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,349$3.9MAdd +6.1%

Total filed on the 13F, all lines: $432.5M.

Portfolio Sells Q4 2025 → Q1 2026
IGV iShares Expanded Tech-Softwa Sold out 0.00% −2.87
GOOGL Alphabet Inc. Class A Reduce -2.8% 1.45% −0.57
VWO Vanguard Ftse Emerging Marke Reduce -0.2% 1.81% −0.43
AMZN Amazon.com Inc. Reduce -2.5% 1.02% −0.42
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.3% 1.89% −0.40
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 1.40% −0.38
IVV iShares Core S&P 500 ETF Reduce -0.1% 1.25% −0.38
SCHC Schwab Intl Small-Cap Equity Reduce -10.7% 0.88% −0.31
AAPL Apple Inc. Reduce -0.2% 0.84% −0.28
MSFT Microsoft Corp. Reduce -1.8% 0.28% −0.18
ACN Accenture PLC Class A Reduce -45.3% 0.06% −0.12
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.11
GOOG Alphabet Inc. Class C Reduce -3.4% 0.27% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.6% 0.38% −0.10
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.08
XLV SS Health Care Select Sector Reduce -41.3% 0.06% −0.08
DFAE Dimensional Emerging Core Eq Reduce -0.2% 0.38% −0.07
CRM Salesforce Inc. Sold out 0.00% −0.07
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.07
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.06
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.06
HCA HCA Healthcare Inc. Reduce -2.6% 0.20% −0.05
GE General Electric Reduce -2.6% 0.13% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -12.6% 0.09% −0.05
VGSH Vanguard Short-Term Treasury Reduce -26.0% 0.06% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -1.2% 0.17% −0.04
KO The Coca-Cola Co. Reduce -5.3% 0.11% −0.02
BPRE Bluerock Private Real Estate Reduce -0.7% 0.15% −0.02

Portfolio Buys Q4 2025 → Q1 2026
ISTB iShares Core 1-5 Year Usd Bo New 15.48% +15.48
VCLT Vanguard Long-Term Corp. Bond New 2.77% +2.77
FNDE Schwab Fndmntl Em MRK Eq ETF Add +24.2% 5.08% +0.30
MLPX Global X MLP & Energy Infras Add +61.6% 0.31% +0.11
FSSL FS Specialty Lending Fund New 0.10% +0.10
VZ Verizon Communications Inc. Add +4.9% 1.23% +0.05
HDV iShares Core High Dividend E New 0.05% +0.05
WELL Welltower Inc. New 0.05% +0.05
FNDA Schwab Fndmntl US SM Co. ETF Add +21.6% 4.37% +0.04
ITOT iShares Core S&P Total U.S. Add +0.6% 0.06% −0.02
XLY SS Consumer Disc Select Sect Add +0.0% 0.09% −0.03
DUK Duke Energy Corp. Add +5.2% 1.21% −0.07
FNDF Schwab Fndmn Intl LRG Co. ETF Add +10.9% 5.83% −0.20
AVDV Avantis Intl S/C Value ETF Add +4.2% 2.80% −0.34
IUSG iShares Core S&P U.S. Growth Add +15.8% 2.42% −0.39
IBDX iShares Ibonds Dec 2032 TC Add +3.1% 6.32% −1.36
IBDU iShares Ibonds Dec 2029 Term Add +1.3% 6.38% −1.48
DGRO iShares Core Dividend Growth Add +0.7% 18.90% −4.14

Notes & Other Activity Q4 2025 → Q1 2026
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +6.1% 3,378 $4.0M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +6.1% 3,349 $3.9M

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