Seven Springs Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$432,486
Net value change ($000)
+82,441 (23.6%)
New positions
5
Sold out positions
7
Turnover %
20.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ISTB 65,729 NEW
VCLT 11,744 NEW
FNDE 5,200 31.8%
FNDF 4,130 20.0%
FNDA 3,731 25.2%
DGRO 1,395 1.8%
VZ 1,179 29.3%
AVDV 1,157 10.8%
DUK 764 17.5%
IUSG 664 6.9%
Top Reduces (Value $000, Stocks/ETFs)
IGV -9,837 -100.0%
CI -1,053 -3.1%
GOOGL -737 -10.7%
AMZN -594 -12.1%
MSFT -387 -24.8%
FNDX -375 -100.0%
ACN -366 -59.5%
SCHC -340 -8.3%
SCHX -284 -100.0%
IVV -264 -4.7%
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