Sailer Financial

Seven Springs Wealth Group as of Dec. 31, 2025

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