Seven Springs Wealth Group, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 432,486
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 81 | 432,486 | 13F-HR | Seven Springs Wealth Group, LLC |
| Q4 2025 | 2/10/2026 | 83 | 350,045 | 13F-HR | Seven Springs Wealth Group, LLC |
| Q3 2025 | 11/12/2025 | 83 | 413,427 | 13F-HR | Seven Springs Wealth Group, LLC |
| Q2 2025 | 8/13/2025 | 84 | 403,916 | 13F-HR | Seven Springs Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.07 K | 19.7% | 0 | 184.6 K | -184.6 K |
| ETFs | 293.5 K | 67.9% | 266.3 K | 0 | 266.3 K |
| Debt | 53.91 K | 12.5% | 715 | 0 | 715 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
432,486
Holdings
81
QoQ value change ($000)
82,441
(23.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.