Seven Springs Wealth Group, LLC

Q3 2026 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$452,490
Net value change ($000)
-5,602 (-1.2%)
New positions
5
Sold out positions
5
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IGLB 5,856 NEW
SRLN 5,663 NEW
FNDE 2,357 9.9%
AVDV 1,183 9.2%
FNDF 1,171 4.2%
IUSG 792 5.8%
PFFA 700 NEW
XOM 690 NEW
VZ 592 12.6%
AIS 472 87.7%
Top Reduces (Value $000, Stocks/ETFs)
CI -6,938 -20.3%
VCLT -5,831 -50.7%
BAC -4,571 -100.0%
FNDA -1,266 -5.6%
IBDX -1,156 -4.3%
ISTB -1,120 -2.0%
WFC -638 -15.2%
DGRO -594 -0.7%
XOM -591 -100.0%
IBDU -564 -2.1%
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