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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, IBDU, IBDX, and represent 53.89% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: ISTB (+$66M), VCLT (+$12M), FNDE, FNDA, FNDF, IUSG, IBDX, DGRO, MLPX, AVDV.
Started 5 new stock positions in HDV, ISTB, WELL, VCLT, FSSL.
Reduced shares in these 10 stocks: IGV (-$9.8M), SCHC, FNDX, SCHX, , CRWD, VOO, ACN, PLTR, XLV.
Sold out of its positions in CRWD, IGV, PLTR, CRM, SCHX, FNDX, VOO.
Seven Springs Wealth Group was a net buyer of stock by $80M.
Seven Springs Wealth Group has $433M in assets under management (AUM), dropping by 23.55%.
Central Index Key (CIK): 0001803898

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Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	18.6	$80M		1.1M	70.18	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	15.2	$66M	NEW	1.4M	48.46	View chart
Cigna Corp (CI)	7.7	$33M		124k	266.75	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	6.3	$27M		1.2M	23.26	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	6.2	$27M	+3%	1.1M	25.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.7	$25M	+10%	506k	48.93	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	5.0	$22M	+24%	564k	38.26	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	4.3	$19M	+21%	572k	32.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$12M	+4%	119k	99.86	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.7	$12M	NEW	157k	74.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.4	$10M	+15%	66k	155.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.9	$8.0M		176k	45.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$7.7M		143k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$6.2M	-2%	22k	287.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$5.9M		28k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$5.3M		8.1k	653.24	View chart
Verizon Communications (VZ)	1.2	$5.2M	+4%	104k	50.20	View chart
Duke Energy Corp Com New (DUK)	1.2	$5.1M	+5%	39k	130.94	View chart
Amazon (AMZN)	1.0	$4.3M	-2%	21k	208.27	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.9	$4.0M	+6%	3.4k	1191.56	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.9	$3.9M	+6%	3.3k	1155.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$3.8M	-10%	80k	46.74	View chart
Apple (AAPL)	0.8	$3.5M		14k	253.79	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.5M		19k	132.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.0M		38k	52.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.6M	-2%	6.2k	261.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.6M		48k	33.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$1.3M	+61%	18k	73.94	View chart
Home Depot (HD)	0.3	$1.2M		3.8k	328.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.2M		3.8k	320.83	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$1.2M		8.2k	145.94	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M		3.2k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-3%	4.0k	286.84	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M		6.5k	174.40	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M		4.2k	244.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$904k		29k	30.96	View chart
Hca Holdings (HCA)	0.2	$868k	-2%	1.8k	473.24	View chart
Pepsi (PEP)	0.2	$764k		4.9k	155.29	View chart
Exxon Mobil Corporation (XOM)	0.2	$731k		4.3k	169.66	View chart
Cummins (CMI)	0.2	$727k		1.4k	538.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$708k		7.8k	90.53	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$619k		37k	16.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$602k		8.0k	75.10	View chart
Union Pacific Corporation (UNP)	0.1	$582k		2.4k	242.62	View chart
Fastenal Company (FAST)	0.1	$557k		12k	46.40	View chart
Ge Aerospace Com New (GE)	0.1	$549k	-2%	1.9k	283.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$532k		28k	19.30	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$504k		10k	49.37	View chart
Dell Technologies CL C (DELL)	0.1	$471k		2.9k	164.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$467k		2.9k	161.76	View chart
Tesla Motors (TSLA)	0.1	$448k		1.2k	371.75	View chart
Coca-Cola Company (KO)	0.1	$448k	-5%	5.9k	76.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$447k		4.0k	110.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$418k		1.4k	298.85	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$410k	NEW	33k	12.51	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$403k		5.1k	79.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$400k	-12%	835.00	479.20	View chart
Gilead Sciences (GILD)	0.1	$394k		2.8k	139.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$390k		3.6k	108.97	View chart
Cloudflare Cl A Com (NET)	0.1	$386k		1.9k	206.34	View chart
3M Company (MMM)	0.1	$382k		2.6k	145.23	View chart
Linde SHS (LIN)	0.1	$351k		707.00	495.76	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$322k		3.6k	89.33	View chart
Wal-Mart Stores (WMT)	0.1	$308k		2.5k	124.28	View chart
Lam Research Corp Com New (LRCX)	0.1	$299k		1.4k	213.66	View chart
Oracle Corporation (ORCL)	0.1	$297k		2.0k	147.11	View chart
Ge Vernova (GEV)	0.1	$285k		327.00	872.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$277k		2.0k	138.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$275k	-25%	4.7k	58.54	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$273k	-41%	1.9k	146.61	View chart
Ftai Aviation SHS (FTAI)	0.1	$258k		1.1k	245.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$249k	-45%	1.3k	198.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$241k		657.00	367.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$239k		1.7k	142.41	View chart
McDonald's Corporation (MCD)	0.1	$228k		735.00	310.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$228k		350.00	650.34	View chart
Qualcomm (QCOM)	0.1	$219k		1.7k	128.78	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.0	$208k		2.3k	91.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$204k	NEW	1.5k	135.72	View chart
Welltower Inc Com reit (WELL)	0.0	$203k	NEW	1.0k	197.71	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 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
Seven Springs Wealth Group 2022 Q2 filed July 27, 2022

View all past filings

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