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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, ISTB, CI, FNDF, IBDU, and represent 51.09% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: DGRO, FNDE, FNDF, IUSG, FNDA, AVDV, AIS, DUK, CRWD, BAC.PL.
Started 6 new stock positions in Sila Realty Trust, AIS, PM, JPM, MU, CRWD.
Reduced shares in these 10 stocks: ISTB (-$10M), GOOGL, VCLT, , , AMZN, BPRE, VIG, DELL, IBDU.
Sold out of its positions in VGSH, ACN.
Seven Springs Wealth Group was a net buyer of stock by $668k.
Seven Springs Wealth Group has $458M in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0001803898

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Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	19.6	$90M	+3%	1.2M	75.79	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	12.1	$55M	-15%	1.1M	48.25	View chart
Cigna Corp (CI)	7.5	$34M		124k	275.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.1	$28M	+4%	529k	52.76	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	5.9	$27M		1.2M	23.16	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	5.9	$27M		1.1M	25.19	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	5.2	$24M	+6%	602k	39.68	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	5.0	$23M	+4%	599k	38.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.0	$14M	+9%	72k	188.09	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$13M	+5%	125k	103.05	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.5	$12M	-2%	153k	75.25	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.9	$8.8M		175k	50.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$8.5M		142k	59.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$7.2M	-5%	20k	357.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$6.4M		27k	236.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$6.0M		8.1k	748.92	View chart
Duke Energy Corp Com New (DUK)	1.2	$5.4M	+8%	43k	126.58	View chart
Amazon (AMZN)	1.0	$4.7M	-4%	20k	238.34	View chart
Verizon Communications (VZ)	1.0	$4.7M	+6%	111k	42.34	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	1.0	$4.6M	+7%	3.6k	1254.50	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.9	$4.2M	+8%	3.6k	1157.00	View chart
Apple (AAPL)	0.9	$4.2M	+2%	14k	289.36	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$3.8M		80k	48.12	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$3.6M		19k	190.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$2.0M		38k	54.02	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.9M		47k	40.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.9M		6.2k	303.10	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$1.6M	+20%	21k	73.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.4M		4.0k	353.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M		3.8k	370.06	View chart
Home Depot (HD)	0.3	$1.3M		3.8k	352.65	View chart
NVIDIA Corporation (NVDA)	0.3	$1.3M		6.5k	200.09	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$1.3M	+2%	8.4k	152.18	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	+2%	3.2k	373.02	View chart
Dell Technologies CL C (DELL)	0.3	$1.2M	-5%	2.7k	431.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.1M		29k	36.87	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M		4.1k	253.97	View chart
Cummins (CMI)	0.2	$964k		1.4k	713.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$801k	+6%	8.3k	96.58	View chart
Ge Aerospace Com New (GE)	0.2	$724k		1.9k	373.73	View chart
Hca Holdings (HCA)	0.2	$715k		1.8k	389.89	View chart
Pepsi (PEP)	0.1	$677k		5.0k	135.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$657k	-2%	7.9k	83.75	View chart
Union Pacific Corporation (UNP)	0.1	$654k		2.4k	272.00	View chart
Lam Research Corp Com New (LRCX)	0.1	$607k		1.4k	433.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$591k		4.3k	136.72	View chart
Fastenal Company (FAST)	0.1	$576k		12k	48.03	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$547k		10k	53.61	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	0.1	$538k	NEW	6.3k	85.31	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$527k		28k	19.12	View chart
Ge Vernova (GEV)	0.1	$525k	+36%	447.00	1174.86	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$520k	-2%	2.8k	185.23	View chart
Tesla Motors (TSLA)	0.1	$507k		1.2k	420.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$482k		1.4k	343.91	View chart
Coca-Cola Company (KO)	0.1	$480k		5.9k	81.27	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$462k		5.1k	90.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$453k	+8%	905.00	500.39	View chart
3M Company (MMM)	0.1	$426k		2.6k	161.91	View chart
Cloudflare Cl A Com (NET)	0.1	$420k	-8%	1.7k	245.28	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$409k	-5%	3.8k	107.13	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$396k	-5%	3.4k	117.28	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$385k	-20%	30k	13.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$378k	NEW	495.00	763.14	View chart
Linde SHS (LIN)	0.1	$370k		712.00	518.94	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$366k		33k	11.15	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$347k		3.6k	96.32	View chart
Gilead Sciences (GILD)	0.1	$337k	-5%	2.7k	126.34	View chart
Wal-Mart Stores (WMT)	0.1	$334k	+19%	2.9k	113.26	View chart
Qualcomm (QCOM)	0.1	$314k		1.7k	184.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$314k		2.0k	156.95	View chart
Sila Realty Trust Common Stock	0.1	$290k	NEW	9.5k	30.36	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$289k	+400%	3.3k	87.91	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$277k	-6%	1.7k	158.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$274k		1.7k	164.24	View chart
Oracle Corporation (ORCL)	0.1	$265k	-10%	1.8k	146.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$261k		350.00	746.77	View chart
Micron Technology (MU)	0.1	$253k	NEW	219.00	1154.29	View chart
Ftai Aviation SHS (FTAI)	0.1	$238k	-16%	880.00	270.53	View chart
JPMorgan Chase & Co. (JPM)	0.1	$234k	NEW	714.00	327.33	View chart
Welltower Inc Com reit (WELL)	0.1	$232k		1.0k	226.97	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.0	$225k		2.3k	98.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$206k	+400%	7.5k	27.41	View chart
Philip Morris International (PM)	0.0	$203k	NEW	1.1k	180.91	View chart
McDonald's Corporation (MCD)	0.0	$202k		747.00	270.31	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 2026 Q2 filed Aug. 4, 2026
Seven Springs Wealth Group 2026 Q1 filed May 14, 2026
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

View all past filings

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