Sailer Financial

Seven Springs Wealth Group as of June 30, 2025

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 84 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nu Hldgs Ord Shs Cl A (NU) 23.0 $93M 6.8M 13.72
Ishares Tr Core Div Grwth (DGRO) 17.2 $69M 1.1M 63.94
Cigna Corp (CI) 10.2 $41M 124k 330.58
Ishares Tr Ibonds Dec 29 (IBDU) 4.9 $20M 856k 23.33
Ishares Tr Ibonds 27 Etf (IBDS) 4.9 $20M 808k 24.27
Schwab Strategic Tr Fundamental Intl (FNDF) 4.4 $18M 441k 40.02
Schwab Strategic Tr Fundamental Emer (FNDE) 3.2 $13M 396k 33.01
Schwab Strategic Tr Fundamental Us S (FNDA) 3.0 $12M 424k 28.65
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.2 $8.8M 111k 79.28
Ishares Tr Expanded Tech (IGV) 2.2 $8.8M 80k 109.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $7.3M 180k 40.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $7.1M 144k 49.46
Ishares Tr Core S&p Us Gwt (IUSG) 1.5 $6.1M 40k 150.40
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $5.7M 28k 204.67
Ishares Tr Core S&p500 Etf (IVV) 1.3 $5.1M 8.2k 620.92
Amazon (AMZN) 1.2 $4.9M 22k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.0 $4.1M 23k 176.23
Duke Energy Corp Com New (DUK) 1.0 $4.1M 35k 118.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $3.9M 91k 42.59
Verizon Communications (VZ) 0.9 $3.8M 87k 43.27
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.8 $3.4M 2.8k 1213.00
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.8 $3.3M 2.8k 1174.13
Apple (AAPL) 0.8 $3.2M 15k 205.16
Select Sector Spdr Tr Technology (XLK) 0.6 $2.4M 9.5k 253.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $1.9M 33k 58.78
Microsoft Corporation (MSFT) 0.4 $1.6M 3.2k 497.38
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $1.5M 36k 42.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.5M 6.3k 236.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728800.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.4M 49k 28.95
Home Depot (HD) 0.3 $1.4M 3.8k 366.61
Cloudflare Cl A Com (NET) 0.3 $1.2M 6.2k 195.83
NVIDIA Corporation (NVDA) 0.3 $1.2M 7.6k 157.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.2M 3.8k 303.95
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.1M 8.2k 135.73
Ishares Tr Core Msci Eafe (IEFA) 0.2 $979k 12k 83.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $842k 30k 28.05
Global X Fds Glb X Mlp Enrg I (MLPX) 0.2 $766k 12k 62.66
Exxon Mobil Corporation (XOM) 0.2 $765k 7.1k 107.80
Hca Holdings (HCA) 0.2 $745k 1.9k 383.10
Alphabet Cap Stk Cl C (GOOG) 0.2 $739k 4.2k 177.41
Johnson & Johnson (JNJ) 0.2 $710k 4.6k 152.75
Accenture Plc Ireland Shs Class A (ACN) 0.2 $673k 2.3k 298.89
American Healthcare Reit Com Shs (AHR) 0.2 $671k 18k 36.74
Pepsi (PEP) 0.2 $623k 4.7k 132.04
Union Pacific Corporation (UNP) 0.1 $551k 2.4k 230.08
Ge Aerospace Com New (GE) 0.1 $541k 2.1k 257.42
Select Sector Spdr Tr Financial (XLF) 0.1 $537k 10k 52.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $528k 7.9k 67.22
Fastenal Company (FAST) 0.1 $504k 12k 42.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $500k 28k 18.13
Oracle Corporation (ORCL) 0.1 $489k 2.2k 218.63
Cummins (CMI) 0.1 $443k 1.4k 327.50
Coca-Cola Company (KO) 0.1 $440k 6.2k 70.75
Select Sector Spdr Tr Indl (XLI) 0.1 $417k 2.8k 147.52
Select Sector Spdr Tr Communication (XLC) 0.1 $414k 3.8k 108.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $412k 3.1k 134.79
3M Company (MMM) 0.1 $401k 2.6k 152.24
Vanguard Index Fds Large Cap Etf (VV) 0.1 $399k 1.4k 285.30
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $371k 1.7k 217.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $367k 755.00 485.77
Dell Technologies CL C (DELL) 0.1 $349k 2.9k 122.60
Tesla Motors (TSLA) 0.1 $347k 1.1k 317.66
Gilead Sciences (GILD) 0.1 $343k 3.1k 110.88
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $338k 14k 24.54
Linde SHS (LIN) 0.1 $332k 707.00 469.18
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $296k 3.6k 82.14
Qualcomm (QCOM) 0.1 $271k 1.7k 159.26
Ge Vernova (GEV) 0.1 $265k 501.00 529.15
Philip Morris International (PM) 0.1 $261k 1.4k 182.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $258k 11k 24.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $257k 2.0k 128.52
Crowdstrike Hldgs Cl A (CRWD) 0.1 $252k 495.00 509.31
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $252k 10k 25.18
salesforce (CRM) 0.1 $244k 894.00 272.69
Vanguard World Mega Grwth Ind (MGK) 0.1 $241k 657.00 366.17
Wal-Mart Stores (WMT) 0.1 $235k 2.4k 97.78
Southern Company (SO) 0.1 $227k 2.5k 91.83
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $225k 1.7k 135.02
McDonald's Corporation (MCD) 0.1 $215k 735.00 292.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $205k 2.6k 79.49
Williams Companies (WMB) 0.1 $205k 3.3k 62.81
Sila Realty Trust Common Stock (SILA) 0.1 $203k 8.6k 23.67
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.0 $200k 2.3k 87.96