Sailer Financial

Seven Springs Wealth Group as of March 31, 2026

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