Sailer Financial

Seven Springs Wealth Group as of June 30, 2026

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