Seven Springs Wealth Group, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 458,092
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 85 | 458,092 | 13F-HR | Seven Springs Wealth Group, LLC |
| 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 | 92 K | 20.1% | 6.932 K | 0 | 6.932 K |
| ETFs | 312.4 K | 68.2% | 18.86 K | 0 | 18.86 K |
| Debt | 53.73 K | 11.7% | 0 | 180 | -180 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
458,092
Holdings
85
QoQ value change ($000)
25,606
(5.9%)
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.