Sailer Financial

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

  • Top 5 stock holdings are DGRO, NU, CI, IBDU, IBDX, and represent 56.49% of Seven Springs Wealth Group's stock portfolio.
  • Added to shares of these 10 stocks: IBDX (+$22M), DGRO, IBDU, IUSG, FNDE, IGV, FNDA, FNDF, AVDV, SPTM.
  • Started 3 new stock positions in IBDX, PLTR, SPTM.
  • Reduced shares in these 10 stocks: NU (-$34M), IBDS (-$20M), VGSH, AHR, IEFA, XOM, SO, , SPDW, MLPX.
  • Sold out of its positions in AHR, IBDS, SO, VCSH.
  • Seven Springs Wealth Group was a net seller of stock by $-19M.
  • Seven Springs Wealth Group has $413M in assets under management (AUM), dropping by 2.35%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 18.8 $78M +5% 1.1M 68.08
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Nu Hldgs Ord Shs Cl A (NU) 18.0 $75M -31% 4.7M 16.01
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Cigna Corp (CI) 8.7 $36M 124k 288.25
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Ishares Tr Ibonds Dec 29 (IBDU) 5.5 $23M +13% 975k 23.47
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Ishares Tr Ibonds Dec 2032 (IBDX) 5.4 $22M NEW 875k 25.62
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Schwab Strategic Tr Fundamental Intl (FNDF) 4.8 $20M +4% 459k 42.96
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Schwab Strategic Tr Fundamental Emer (FNDE) 3.8 $16M +10% 437k 36.16
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Schwab Strategic Tr Fundamental Us S (FNDA) 3.4 $14M +6% 453k 31.16
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.5 $10M +4% 116k 89.03
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Ishares Tr Expanded Tech (IGV) 2.5 $10M +11% 90k 115.01
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Ishares Tr Core S&p Us Gwt (IUSG) 2.0 $8.1M +22% 49k 164.54
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $7.7M 143k 54.18
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $7.6M 177k 42.79
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $6.0M 28k 215.79
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.7M 23k 243.10
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $5.5M 8.2k 669.33
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Amazon (AMZN) 1.2 $4.9M 22k 219.57
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Duke Energy Corp Com New (DUK) 1.1 $4.5M +4% 36k 123.75
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Verizon Communications (VZ) 1.0 $4.1M +8% 94k 43.95
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $4.1M 90k 45.51
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Apple (AAPL) 1.0 $3.9M 16k 254.62
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.9 $3.9M +8% 3.0k 1280.00
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.9 $3.7M +8% 3.0k 1234.29
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Select Sector Spdr Tr Technology (XLK) 0.6 $2.7M 9.5k 281.86
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Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $1.7M +5% 38k 46.12
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Microsoft Corporation (MSFT) 0.4 $1.7M 3.2k 517.92
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.6M 6.3k 254.29
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.6M 49k 31.53
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Home Depot (HD) 0.4 $1.5M 3.8k 405.16
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754200.00
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NVIDIA Corporation (NVDA) 0.3 $1.4M 7.6k 186.58
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Cloudflare Cl A Com (NET) 0.3 $1.3M 6.2k 214.59
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 3.8k 328.19
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Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.1M 8.2k 140.05
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.1M -44% 18k 58.85
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 4.1k 243.53
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Johnson & Johnson (JNJ) 0.2 $895k +3% 4.8k 185.42
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $890k 30k 29.64
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Hca Holdings (HCA) 0.2 $829k 1.9k 426.20
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.2 $720k -6% 12k 62.71
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $691k -32% 7.9k 87.31
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Pepsi (PEP) 0.2 $690k +4% 4.9k 140.44
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Oracle Corporation (ORCL) 0.2 $629k 2.2k 281.24
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Ge Aerospace Com New (GE) 0.1 $598k -5% 2.0k 300.86
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Fastenal Company (FAST) 0.1 $589k 12k 49.04
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Cummins (CMI) 0.1 $577k 1.4k 422.37
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Union Pacific Corporation (UNP) 0.1 $566k 2.4k 236.37
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $565k 2.3k 246.60
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $560k 7.9k 71.37
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Select Sector Spdr Tr Financial (XLF) 0.1 $553k 10k 53.87
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Tesla Motors (TSLA) 0.1 $486k 1.1k 444.72
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Exxon Mobil Corporation (XOM) 0.1 $485k -39% 4.3k 112.75
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $480k +26% 955.00 502.74
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $473k 28k 17.16
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Select Sector Spdr Tr Communication (XLC) 0.1 $451k 3.8k 118.37
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Select Sector Spdr Tr Indl (XLI) 0.1 $436k 2.8k 154.23
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $431k 1.4k 307.86
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $425k 3.1k 139.17
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Coca-Cola Company (KO) 0.1 $412k 6.2k 66.32
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $411k NEW 5.1k 80.65
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $409k 1.7k 239.64
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3M Company (MMM) 0.1 $409k 2.6k 155.18
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Dell Technologies CL C (DELL) 0.1 $407k 2.9k 141.77
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $363k 14k 26.30
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Linde SHS (LIN) 0.1 $336k 707.00 475.00
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Gilead Sciences (GILD) 0.1 $314k -8% 2.8k 111.00
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $313k 3.6k 87.03
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Ge Vernova (GEV) 0.1 $308k 501.00 614.90
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Qualcomm (QCOM) 0.1 $283k 1.7k 166.36
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $278k 11k 26.34
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $276k 2.0k 137.80
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Vanguard World Mega Grwth Ind (MGK) 0.1 $264k 657.00 402.42
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Wal-Mart Stores (WMT) 0.1 $255k +3% 2.5k 103.06
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $252k 10k 25.19
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $243k 495.00 490.38
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $243k 1.7k 145.63
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Philip Morris International (PM) 0.1 $232k 1.4k 162.20
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McDonald's Corporation (MCD) 0.1 $223k 735.00 303.89
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Sila Realty Trust Common Stock (SILA) 0.1 $216k 8.6k 25.10
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salesforce (CRM) 0.1 $212k 894.00 237.00
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Palantir Technologies Cl A (PLTR) 0.1 $210k NEW 1.2k 182.42
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $207k 2.3k 90.98
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Williams Companies (WMB) 0.0 $207k 3.3k 63.35
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Past Filings by Seven Springs Wealth Group

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

View all past filings