Seven Springs Wealth Group, LLC

Q2 2026 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$458,092
Net value change ($000)
+25,606 (5.9%)
New positions
6
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DGRO 9,456 11.8%
FNDA 4,243 22.9%
IUSG 3,344 32.6%
FNDF 3,179 12.8%
FNDE 2,315 10.7%
CI 1,109 3.3%
XLK 1,096 43.4%
GOOGL 1,062 17.2%
AVDV 1,014 8.5%
SPDW 803 10.0%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -10,521 -16.0%
VZ -517 -9.9%
VGSH -274 -100.0%
VCLT -251 -2.1%
ACN -249 -100.0%
BPRE -234 -37.8%
IBDU -179 -0.7%
HCA -153 -17.6%
XOM -140 -19.2%
PEP -87 -11.4%
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