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Sailer Financial

Latest statistics and disclosures from Seven Springs Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, CI, IBDU, IBDX, FNDF, and represent 53.39% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: IBDU, IBDX, XLK, IUSG, FNDE, BPRE, FNDA, IGV, LRCX, SPY.
Started 5 new stock positions in FTAI, BPRE, VOO, SPY, LRCX.
Reduced shares in these 10 stocks: NU (-$75M), NET, VGSH, DGRO, AAPL, GOOGL, AMZN, IBDQ, PM, SILA.
Sold out of its positions in SILA, IBDQ, PM, WMB, NU.
Seven Springs Wealth Group was a net seller of stock by $-65M.
Seven Springs Wealth Group has $350M in assets under management (AUM), dropping by -15.33%.
Central Index Key (CIK): 0001803898

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Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	22.5	$79M		1.1M	69.42	View chart
Cigna Corp (CI)	9.8	$34M		124k	275.23	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	7.7	$27M	+17%	1.1M	23.41	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	7.5	$26M	+17%	1.0M	25.53	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.9	$21M		456k	45.21	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	4.7	$16M	+3%	454k	36.06	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	4.2	$15M	+3%	470k	31.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$11M		114k	93.97	View chart
Ishares Tr Expanded Tech (IGV)	2.8	$9.8M	+3%	93k	105.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.7	$9.6M	+15%	57k	167.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$7.8M		177k	44.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$7.7M		143k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$6.9M	-5%	22k	313.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$6.1M		28k	219.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$5.6M		8.1k	684.97	View chart
Amazon (AMZN)	1.4	$4.9M	-5%	21k	230.82	View chart
Duke Energy Corp Com New (DUK)	1.2	$4.4M	+3%	37k	117.21	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$4.1M		90k	45.53	View chart
Verizon Communications (VZ)	1.1	$4.0M	+4%	99k	40.73	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	1.1	$4.0M	+4%	3.2k	1252.00	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.1	$3.8M	+4%	3.2k	1212.00	View chart
Apple (AAPL)	1.1	$3.8M	-9%	14k	271.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$2.7M	+100%	19k	143.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.9M		38k	49.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.6M		6.3k	257.96	View chart
Microsoft Corporation (MSFT)	0.4	$1.6M		3.2k	483.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.6M	-3%	48k	32.57	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	754800.00	View chart
Home Depot (HD)	0.4	$1.3M		3.8k	344.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M		4.1k	313.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M	-2%	3.8k	335.29	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	-14%	6.5k	186.50	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$1.1M		8.2k	139.16	View chart
Hca Holdings (HCA)	0.3	$880k	-3%	1.9k	466.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$878k	-2%	29k	30.07	View chart
Johnson & Johnson (JNJ)	0.2	$863k	-13%	4.2k	206.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$708k		7.9k	89.46	View chart
Pepsi (PEP)	0.2	$706k		4.9k	143.52	View chart
Cummins (CMI)	0.2	$690k		1.4k	510.45	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$660k	-5%	11k	60.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$615k		2.3k	268.30	View chart
Ge Aerospace Com New (GE)	0.2	$612k		2.0k	308.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$589k	+2%	8.0k	73.56	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$562k	NEW	38k	15.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$559k		10k	54.77	View chart
Union Pacific Corporation (UNP)	0.2	$555k		2.4k	231.32	View chart
Tesla Motors (TSLA)	0.2	$542k	+10%	1.2k	449.72	View chart
Exxon Mobil Corporation (XOM)	0.1	$519k		4.3k	120.34	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$492k	+3%	3.2k	154.78	View chart
Fastenal Company (FAST)	0.1	$482k		12k	40.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$480k		955.00	502.65	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$474k	+5%	4.0k	117.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$455k		28k	16.49	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$447k	+2%	2.9k	155.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$441k		1.4k	314.80	View chart
Coca-Cola Company (KO)	0.1	$434k		6.2k	69.91	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$428k	+109%	3.6k	119.42	View chart
3M Company (MMM)	0.1	$422k		2.6k	160.10	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$420k		5.1k	82.50	View chart
Oracle Corporation (ORCL)	0.1	$394k	-9%	2.0k	194.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$375k		14k	27.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$372k	-65%	6.3k	58.73	View chart
Cloudflare Cl A Com (NET)	0.1	$369k	-70%	1.9k	197.15	View chart
Dell Technologies CL C (DELL)	0.1	$361k		2.9k	125.88	View chart
Gilead Sciences (GILD)	0.1	$347k		2.8k	122.74	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$317k		3.6k	88.08	View chart
Linde SHS (LIN)	0.1	$302k		707.00	426.39	View chart
Qualcomm (QCOM)	0.1	$291k		1.7k	171.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$284k		11k	26.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$282k		2.0k	141.06	View chart
Wal-Mart Stores (WMT)	0.1	$276k		2.5k	111.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$271k		657.00	412.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$248k		1.7k	148.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$240k	NEW	1.4k	171.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$239k	NEW	350.00	681.92	View chart
salesforce (CRM)	0.1	$238k		899.00	264.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$232k		495.00	468.76	View chart
McDonald's Corporation (MCD)	0.1	$225k		735.00	305.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$222k	NEW	354.00	627.71	View chart
Ge Vernova (GEV)	0.1	$214k	-34%	327.00	653.57	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$207k		2.3k	91.01	View chart
Ftai Aviation SHS (FTAI)	0.1	$207k	NEW	1.1k	196.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$205k		1.2k	177.75	View chart

Past Filings by Seven Springs Wealth Group

SEC 13F filings are viewable for Seven Springs Wealth Group going back to 2019

Seven Springs Wealth Group 2025 Q4 filed Feb. 10, 2026
Seven Springs Wealth Group 2025 Q3 filed Nov. 12, 2025
Seven Springs Wealth Group 2025 Q2 filed Aug. 13, 2025
Seven Springs Wealth Group 2025 Q1 filed May 15, 2025
Seven Springs Wealth Group 2024 Q4 filed Feb. 14, 2025
Seven Springs Wealth Group 2024 Q3 filed Nov. 14, 2024
Seven Springs Wealth Group 2024 Q2 filed July 30, 2024
Seven Springs Wealth Group 2024 Q1 filed May 7, 2024
Seven Springs Wealth Group 2023 Q4 filed Feb. 7, 2024
Seven Springs Wealth Group 2023 Q3 filed Nov. 8, 2023
Seven Springs Wealth Group 2023 Q2 filed July 31, 2023
Seven Springs Wealth Group 2023 Q1 filed May 9, 2023
Seven Springs Wealth Group 2022 Q4 filed Feb. 8, 2023
Seven Springs Wealth Group 2022 Q3 filed Oct. 21, 2022
Seven Springs Wealth Group 2022 Q2 filed July 27, 2022
Seven Springs Wealth Group 2022 Q1 filed May 9, 2022

View all past filings

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