Sponsored

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

Currently, Seven Springs Wealth Group, LLC holds 85 types of securities in its portfolio with a total value $458.1M. In the most recent quarter, they have increased their positions in DGRO (+40.1K shares, valued at $3.0M), FNDE (+38.2K shares, valued at $1.5M), FNDF (+23.5K shares, valued at $1.2M); decreased their positions in ISTB (-212.2K shares, valued at $10.2M), GOOGL (-1.2K shares, valued at $436.3K), VCLT (-4.5K shares, valued at $334.9K); initiated new positions in AIS (+6.3K shares, valued at $538.4K), N/A (+495 shares, valued at $377.8K), SILA (+9.5K shares, valued at $289.7K).

1M P&L

-10.8M-2.45%

3M P&L

+75.5K+0.02%

HY P&L

+29.0M+7.23%

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/A369.2M

82.5%

2Healthcare Plans34.3M

7.7%

3Internet Content & Information8.7M

1.9%

Top Industries by Stock Count

1N/A41 stocks

54.7%

2Semiconductors3 stocks

4.0%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR1.2M shares3.51%2026-06-302026-08-04

ISTB ISHARES TR1.1M shares-15.64%2026-06-302026-08-04

CI THE CIGNA GROUP124.2K shares0.00%2026-06-302026-08-04

FNDF SCHWAB STRATEGIC TR529.4K shares4.65%2026-06-302026-08-04

IBDU ISHARES TR1.2M shares-0.23%2026-06-302026-08-04

IBDX ISHARES TR1.1M shares0.31%2026-06-302026-08-04

FNDE SCHWAB STRATEGIC TR601.7K shares6.77%2026-06-302026-08-04

FNDA SCHWAB STRATEGIC TR598.6K shares4.71%2026-06-302026-08-04

Sponsored

IUSG ISHARES TR72.3K shares9.36%2026-06-302026-08-04

AVDV AMERICAN CENTY ETF TR125.4K shares5.16%2026-06-302026-08-04

VCLT VANGUARD SCOTTSDALE FDS152.7K shares-2.83%2026-06-302026-08-04

SPDW SPDR INDEX SHS FDS175.3K shares-0.35%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F142.2K shares-0.27%2026-06-302026-08-04

GOOGL ALPHABET INC20.2K shares-5.69%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS27.2K shares-1.45%2026-06-302026-08-04

ISHARES TR ISHARES TR8.1K shares-0.58%2026-06-302026-08-04

Sponsored

DUK DUKE ENERGY CORP NEW42.5K shares8.48%2026-06-302026-08-04

AMZN AMAZON COM INC19.8K shares-4.37%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC110.6K shares6.77%2026-06-302026-08-04

BAC-PL BANK OF AMER CORP3.6K shares7.87%2026-06-302026-08-04

WFC-PL WELLS FARGO & CO3.6K shares8.33%2026-06-302026-08-04

AAPL APPLE INC14.4K shares2.71%2026-06-302026-08-04

SCHC SCHWAB STRATEGIC TR79.8K shares-0.61%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR19.0K shares0.00%2026-06-302026-08-04

Sponsored

DFIV DIMENSIONAL ETF TRUST37.6K shares0.00%2026-06-302026-08-04

DFAE DIMENSIONAL ETF TRUST47.3K shares-0.89%2026-06-302026-08-04

VB VANGUARD INDEX FDS6.2K shares0.00%2026-06-302026-08-04

MLPX GLOBAL X FDS21.2K shares20.50%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-04

GOOG ALPHABET INC4.0K shares0.63%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares1.81%2026-06-302026-08-04

HD HOME DEPOT INC3.8K shares-1.03%2026-06-302026-08-04

Sponsored

NVDA NVIDIA CORPORATION6.5K shares-0.20%2026-06-302026-08-04

SDY SPDR SERIES TRUST8.4K shares2.44%2026-06-302026-08-04

MSFT MICROSOFT CORP3.2K shares2.05%2026-06-302026-08-04

DELL DELL TECHNOLOGIES INC2.7K shares-5.58%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR29.2K shares0.00%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON4.1K shares-1.03%2026-06-302026-08-04

CMI CUMMINS INC1.4K shares0.00%2026-06-302026-08-04

ISHARES TR ISHARES TR8.3K shares6.06%2026-06-302026-08-04

Sponsored

GE GE AEROSPACE1.9K shares0.00%2026-06-302026-08-04

HCA HCA HEALTHCARE INC1.8K shares0.00%2026-06-302026-08-04

PEP PEPSICO INC5.0K shares1.56%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F7.8K shares-2.03%2026-06-302026-08-04

UNP UNION PAC CORP2.4K shares0.25%2026-06-302026-08-04

LRCX LAM RESEARCH CORP1.4K shares0.00%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP4.3K shares0.35%2026-06-302026-08-04

FAST FASTENAL CO12.0K shares0.00%2026-06-302026-08-04

Sponsored

XLF SELECT SECTOR SPDR TR10.2K shares0.00%2026-06-302026-08-04

AIS TIDAL TRUST III6.3K sharesnew addition2026-06-302026-08-04

ET ENERGY TRANSFER L P27.6K shares0.00%2026-06-302026-08-04

GEV GE VERNOVA INC447 shares36.70%2026-06-302026-08-04

XLI SELECT SECTOR SPDR TR2.8K shares-2.60%2026-06-302026-08-04

TSLA TESLA INC1.2K shares0.00%2026-06-302026-08-04

VV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-08-04

KO COCA COLA CO5.9K shares0.46%2026-06-302026-08-04

Sponsored

SPTM SPDR SERIES TRUST5.1K shares0.00%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL905 shares8.38%2026-06-302026-08-04

3M CO 3M CO2.6K shares0.00%2026-06-302026-08-04

CLOUDFLARE INC CLOUDFLARE INC1.7K shares-8.35%2026-06-302026-08-04

XLC SELECT SECTOR SPDR TR3.8K shares-5.31%2026-06-302026-08-04

XLY SELECT SECTOR SPDR TR3.4K shares-5.67%2026-06-302026-08-04

BPRE BLUEROCK PVT REAL ESTATE FD29.6K shares-20.45%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC495 sharesnew addition2026-06-302026-08-04

Sponsored

LIN LINDE PLC712 shares0.71%2026-06-302026-08-04

FSSL FS SPECIALTY LENDING FD32.8K shares0.00%2026-06-302026-08-04

DLN WISDOMTREE TR3.6K shares0.00%2026-06-302026-08-04

GILD GILEAD SCIENCES INC2.7K shares-5.77%2026-06-302026-08-04

WMT WALMART INC2.9K shares19.08%2026-06-302026-08-04

QCOM QUALCOMM INC1.7K shares0.00%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-06-302026-08-04

SILA SILA REALTY TRUST INC9.5K sharesnew addition2026-06-302026-08-04

Sponsored

MGK VANGUARD WORLD FD3.3K shares400.00%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR1.7K shares-6.43%2026-06-302026-08-04

ITOT ISHARES TR1.7K shares-0.60%2026-06-302026-08-04

ORACLE CORP ORACLE CORP1.8K shares-10.30%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T350 shares0.00%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC219 sharesnew addition2026-06-302026-08-04

FTAI FTAI AVIATION LTD880 shares-16.27%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO714 sharesnew addition2026-06-302026-08-04

Sponsored

WELL WELLTOWER INC1.0K shares0.00%2026-06-302026-08-04

CFA VICTORY PORTFOLIOS II2.3K shares0.00%2026-06-302026-08-04

HDV ISHARES TR7.5K shares400.00%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC1.1K sharesnew addition2026-06-302026-08-04

MCD MCDONALDS CORP747 shares1.63%2026-06-302026-08-04

DGRO

ISHARES TR

3.51%

Shares1.2M

Event2026-06-30

Filed2026-08-04

ISTB

ISHARES TR

-15.64%

Shares1.1M

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

0.00%

Shares124.2K

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

4.65%

Shares529.4K

Event2026-06-30

Filed2026-08-04

IBDU

ISHARES TR

-0.23%

Shares1.2M

Event2026-06-30

Filed2026-08-04

IBDX

ISHARES TR

0.31%

Shares1.1M

Event2026-06-30

Filed2026-08-04

FNDE

SCHWAB STRATEGIC TR

6.77%

Shares601.7K

Event2026-06-30

Filed2026-08-04

FNDA

SCHWAB STRATEGIC TR

4.71%

Shares598.6K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

9.36%

Shares72.3K

Event2026-06-30

Filed2026-08-04

AVDV

AMERICAN CENTY ETF TR

5.16%

Shares125.4K

Event2026-06-30

Filed2026-08-04

VCLT

VANGUARD SCOTTSDALE FDS

-2.83%

Shares152.7K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

-0.35%

Shares175.3K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

-0.27%

Shares142.2K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-5.69%

Shares20.2K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

-1.45%

Shares27.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-0.58%

Shares8.1K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

8.48%

Shares42.5K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-4.37%

Shares19.8K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

6.77%

Shares110.6K

Event2026-06-30

Filed2026-08-04

BAC-PL

BANK OF AMER CORP

7.87%

Shares3.6K

Event2026-06-30

Filed2026-08-04

WFC-PL

WELLS FARGO & CO

8.33%

Shares3.6K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

2.71%

Shares14.4K

Event2026-06-30

Filed2026-08-04

SCHC

SCHWAB STRATEGIC TR

-0.61%

Shares79.8K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares37.6K

Event2026-06-30

Filed2026-08-04

DFAE

DIMENSIONAL ETF TRUST

-0.89%

Shares47.3K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

MLPX

GLOBAL X FDS

20.50%

Shares21.2K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

0.63%

Shares4.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

1.81%

Shares3.8K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-1.03%

Shares3.8K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-0.20%

Shares6.5K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

2.44%

Shares8.4K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

2.05%

Shares3.2K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

-5.58%

Shares2.7K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares29.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-1.03%

Shares4.1K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

6.06%

Shares8.3K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

HCA

HCA HEALTHCARE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

1.56%

Shares5.0K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

-2.03%

Shares7.8K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

0.25%

Shares2.4K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

0.35%

Shares4.3K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-04

AIS

TIDAL TRUST III

New

Shares6.3K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P

0.00%

Shares27.6K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

36.70%

Shares447

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

-2.60%

Shares2.8K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.46%

Shares5.9K

Event2026-06-30

Filed2026-08-04

SPTM

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.38%

Shares905

Event2026-06-30

Filed2026-08-04

3M CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

-8.35%

Shares1.7K

Event2026-06-30

Filed2026-08-04

XLC

SELECT SECTOR SPDR TR

-5.31%

Shares3.8K

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

-5.67%

Shares3.4K

Event2026-06-30

Filed2026-08-04

BPRE

BLUEROCK PVT REAL ESTATE FD

-20.45%

Shares29.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

New

Shares495

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

0.71%

Shares712

Event2026-06-30

Filed2026-08-04

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares32.8K

Event2026-06-30

Filed2026-08-04

DLN

WISDOMTREE TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-5.77%

Shares2.7K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

19.08%

Shares2.9K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SILA

SILA REALTY TRUST INC

New

Shares9.5K

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

400.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

-6.43%

Shares1.7K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

-0.60%

Shares1.7K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

-10.30%

Shares1.8K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

0.00%

Shares350

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

New

Shares219

Event2026-06-30

Filed2026-08-04

FTAI

FTAI AVIATION LTD

-16.27%

Shares880

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

New

Shares714

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

CFA

VICTORY PORTFOLIOS II

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

400.00%

Shares7.5K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

1.63%

Shares747

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available