Sponsored

The Analysis of Seven Springs Wealth Group, LLC's Holdings & P&L

Currently, Seven Springs Wealth Group, LLC holds 81 types of securities in its portfolio with a total value $432.5M. In the most recent quarter, they have increased their positions in ISTB (+1.4M shares, valued at $65.7M), VCLT (+157.2K shares, valued at $11.7M), FNDE (+109.8K shares, valued at $4.2M); decreased their positions in SCHC (-9.6K shares, valued at $449.4K), N/A (-1.0K shares, valued at $205.8K), XLV (-1.3K shares, valued at $192.4K); initiated new positions in ISTB (+1.4M shares, valued at $65.7M), VCLT (+157.2K shares, valued at $11.7M), N/A (+32.8K shares, valued at $410.3K).

1M P&L

+8.4M+2.75%

3M P&L

+6.9M+2.25%

HY P&L

+26.7M+9.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A273.5M

91.2%

2Internet Retail4.9M

1.6%

3Telecom Services4.0M

1.3%

Top Industries by Stock Count

1N/A43 stocks

60.6%

2Software - Infrastructure5 stocks

7.0%

3Beverages - Non-Alcoholic2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR1.1M shares0.67%2026-03-312026-05-14

ISTB ISHARES TR1.4M sharesnew addition2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP124.2K shares0.00%2026-03-312026-05-14

IBDU ISHARES TR1.2M shares1.31%2026-03-312026-05-14

IBDX ISHARES TR1.1M shares3.07%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR505.9K shares10.90%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR563.5K shares24.21%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR571.7K shares21.65%2026-03-312026-05-14

Sponsored

AVDV AMERICAN CENTY ETF TR119.2K shares4.23%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS157.2K sharesnew addition2026-03-312026-05-14

IUSG ISHARES TR66.1K shares15.76%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS175.9K shares-0.33%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F142.5K shares-0.16%2026-03-312026-05-14

ALPHABET INC ALPHABET INC21.5K shares-2.77%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS27.6K shares-0.26%2026-03-312026-05-14

IVV ISHARES TR8.1K shares-0.12%2026-03-312026-05-14

Sponsored

VZ VERIZON COMMUNICATIONS INC103.6K shares4.93%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39.2K shares5.17%2026-03-312026-05-14

AMZN AMAZON COM INC20.8K shares-2.55%2026-03-312026-05-14

BAC-PL BANK AMERICA CORP3.4K shares6.13%2026-03-312026-05-14

WFC-PL WELLS FARGO & CO3.3K shares6.12%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR80.3K shares-10.69%2026-03-312026-05-14

AAPL APPLE INC14.0K shares-0.18%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR19.0K shares0.00%2026-03-312026-05-14

Sponsored

DFIV DIMENSIONAL ETF TRUST37.6K shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS6.2K shares-2.57%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST47.7K shares-0.19%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-14

MLPX GLOBAL X FDS17.6K shares61.58%2026-03-312026-05-14

HD HOME DEPOT INC3.8K shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-14

SDY SPDR SERIES TRUST8.2K shares0.00%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP3.2K shares-1.76%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.0K shares-3.38%2026-03-312026-05-14

NVDA NVIDIA CORPORATION6.5K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON4.2K shares0.00%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR29.2K shares0.00%2026-03-312026-05-14

HCA HCA HEALTHCARE INC1.8K shares-2.65%2026-03-312026-05-14

PEP PEPSICO INC4.9K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP4.3K shares0.00%2026-03-312026-05-14

Sponsored

CMI CUMMINS INC1.4K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR7.8K shares-1.18%2026-03-312026-05-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD37.2K shares-0.67%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F8.0K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP2.4K shares0.00%2026-03-312026-05-14

FAST FASTENAL CO12.0K shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.9K shares-2.57%2026-03-312026-05-14

ET ENERGY TRANSFER L P27.6K shares0.00%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR10.2K shares0.00%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC2.9K shares0.00%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-05-14

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-14

KO COCA COLA CO5.9K shares-5.28%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-14

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD32.8K sharesnew addition2026-03-312026-05-14

Sponsored

SPTM SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL835 shares-12.57%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.8K shares0.00%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR3.6K shares0.03%2026-03-312026-05-14

NET CLOUDFLARE INC1.9K shares0.00%2026-03-312026-05-14

MMM 3M CO2.6K shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC707 shares0.00%2026-03-312026-05-14

DLN WISDOMTREE TR3.6K shares0.00%2026-03-312026-05-14

Sponsored

WMT WALMART INC2.5K shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP2.0K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC327 shares0.00%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS4.7K shares-25.97%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR1.9K shares-41.30%2026-03-312026-05-14

FTAI AVIATION LTD FTAI AVIATION LTD1.1K shares0.00%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-45.29%2026-03-312026-05-14

MGK VANGUARD WORLD FD657 shares0.00%2026-03-312026-05-14

ITOT ISHARES TR1.7K shares0.60%2026-03-312026-05-14

MCD MCDONALDS CORP735 shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T350 shares0.00%2026-03-312026-05-14

QCOM QUALCOMM INC1.7K shares0.00%2026-03-312026-05-14

CFA VICTORY PORTFOLIOS II2.3K shares0.00%2026-03-312026-05-14

HDV ISHARES TR1.5K sharesnew addition2026-03-312026-05-14

Sponsored

WELL WELLTOWER INC1.0K sharesnew addition2026-03-312026-05-14

DGRO

ISHARES TR

0.67%

Shares1.1M

Event2026-03-31

Filed2026-05-14

ISTB

ISHARES TR

New

Shares1.4M

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

0.00%

Shares124.2K

Event2026-03-31

Filed2026-05-14

IBDU

ISHARES TR

1.31%

Shares1.2M

Event2026-03-31

Filed2026-05-14

IBDX

ISHARES TR

3.07%

Shares1.1M

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

10.90%

Shares505.9K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

24.21%

Shares563.5K

Event2026-03-31

Filed2026-05-14

FNDA

SCHWAB STRATEGIC TR

21.65%

Shares571.7K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

4.23%

Shares119.2K

Event2026-03-31

Filed2026-05-14

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares157.2K

Event2026-03-31

Filed2026-05-14

IUSG

ISHARES TR

15.76%

Shares66.1K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

-0.33%

Shares175.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares142.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.77%

Shares21.5K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-0.26%

Shares27.6K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.12%

Shares8.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

4.93%

Shares103.6K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

5.17%

Shares39.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-2.55%

Shares20.8K

Event2026-03-31

Filed2026-05-14

BAC-PL

BANK AMERICA CORP

6.13%

Shares3.4K

Event2026-03-31

Filed2026-05-14

WFC-PL

WELLS FARGO & CO

6.12%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

-10.69%

Shares80.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.18%

Shares14.0K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares37.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.57%

Shares6.2K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

-0.19%

Shares47.7K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

MLPX

GLOBAL X FDS

61.58%

Shares17.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.76%

Shares3.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-3.38%

Shares4.0K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares29.2K

Event2026-03-31

Filed2026-05-14

HCA

HCA HEALTHCARE INC

-2.65%

Shares1.8K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-1.18%

Shares7.8K

Event2026-03-31

Filed2026-05-14

BLUEROCK PVT REAL ESTATE FD

-0.67%

Shares37.2K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

FAST

FASTENAL CO

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-2.57%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

0.00%

Shares27.6K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-5.28%

Shares5.9K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

FS SPECIALTY LENDING FD

New

Shares32.8K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-12.57%

Shares835

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

0.03%

Shares3.6K

Event2026-03-31

Filed2026-05-14

NET

CLOUDFLARE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

LINDE PLC

0.00%

Shares707

Event2026-03-31

Filed2026-05-14

DLN

WISDOMTREE TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares327

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

-25.97%

Shares4.7K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-41.30%

Shares1.9K

Event2026-03-31

Filed2026-05-14

FTAI AVIATION LTD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-45.29%

Shares1.3K

Event2026-03-31

Filed2026-05-14

MGK

VANGUARD WORLD FD

0.00%

Shares657

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

0.60%

Shares1.7K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares735

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares350

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CFA

VICTORY PORTFOLIOS II

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available