Seven Springs Wealth Group, LLC

Q4 2025 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$350,045
Net value change ($000)
-63,382 (-15.3%)
New positions
5
Sold out positions
5
Turnover %
22.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBDU 4,019 17.6%
IBDX 3,888 17.4%
IUSG 1,460 18.0%
GOOGL 1,247 22.0%
DGRO 987 1.3%
FNDF 893 4.5%
FNDA 701 5.0%
FNDE 574 3.6%
BPRE 562 NEW
AVDV 415 4.0%
Top Reduces (Value $000, Stocks/ETFs)
NU -74,559 -100.0%
CI -1,627 -4.5%
NET -970 -72.5%
VGSH -707 -65.5%
IGV -495 -4.8%
IBDQ -252 -100.0%
ORCL -235 -37.4%
PM -232 -100.0%
HD -231 -15.0%
SILA -216 -100.0%
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