Seven Springs Wealth Group, LLC Portfolio Holdings
Seven Springs Wealth Group, LLC
- $404 Million
- Q3 2025
Seven Springs Wealth Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $404 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $77.9M, Nu Holdings Ltd. with a value of $74.6M, Cigna Corp with a value of $35.8M, Ishares Tr Ibonds Dec 2029 Ter with a value of $22.9M, and Ishares Tr Ibonds Dec 2032 Ter with a value of $22.4M.
Examining the 13F form we can see an increase of $8.86M in the current position value, from $395M to 404M.
Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$404 Million
ETFs: $251 Million
Financial Services: $76.5 Million
Healthcare: $37.9 Million
Technology: $10.9 Million
Communication Services: $10.8 Million
Consumer Cyclical: $7.17 Million
Utilities: $4.46 Million
Industrials: $2.74 Million
Other: $2.75 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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