Seven Springs Wealth Group, LLC

Q3 2025 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$413,427
Net value change ($000)
+9,511 (2.4%)
New positions
3
Sold out positions
4
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBDX 22,406 NEW
DGRO 8,435 12.1%
IBDU 2,925 14.7%
FNDE 2,719 20.8%
FNDF 2,070 11.7%
IUSG 2,059 33.9%
FNDA 1,972 16.2%
GOOGL 1,578 38.6%
IGV 1,525 17.3%
AVDV 1,500 17.0%
Top Reduces (Value $000, Stocks/ETFs)
IBDS -19,614 -100.0%
NU -18,148 -19.6%
CI -5,261 -12.8%
VGSH -869 -44.6%
AHR -671 -100.0%
IEFA -288 -29.4%
XOM -280 -36.6%
SO -227 -100.0%
VCSH -205 -100.0%
ACN -108 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type