Seven Springs Wealth Group, LLC holds a focused book of 85 stocks worth $458.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vistashares Ais ETF and trimmed Ishares Core 1-5 Year Usd Bo. Their largest long position is Ishares Core Dividend Growth at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Seven Springs Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $505.7B |
| UBS Group AG | 80 / 80 | $133.5B |
| LPL Financial LLC | 80 / 80 | $78.2B |
| CWM, LLC | 80 / 80 | $7.7B |
| Kestra Advisory Services, LLC | 80 / 80 | $7.3B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $467.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $153.3B |
Ranked by how many of Seven Springs Wealth Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE DIV GRWTH | $89.7M | 1.18M | 19.6% | ▲+3.5% Added · +40K sh | |
| 2 | Ishares TR CORE 1 5 YR USD | $55.2M | 1.14M | 12.1% | ▼−16% Reduced · −212K sh | |
| 3 | The Cigna Group COM | $34.3M | 124.2K | 7.5% | —Held | |
| 4 | Schwab Strategic TR FUNDAMENTAL INTL | $27.9M | 529.4K | 6.1% | ▲+4.7% Added · +24K sh | |
| 5 | Ishares TR IBONDS DEC 29 | $26.9M | 1.16M | 5.9% | ▼−0.2% Reduced · −3K sh | |
| 6 | Ishares TR IBONDS DEC 2032 | $26.8M | 1.06M | 5.9% | ▲+0.3% Added · +3K sh | |
| 7 | Schwab Strategic TR FUND EM EQUI ETF | $23.9M | 601.7K | 5.2% | ▲+6.8% Added · +38K sh | |
| 8 | Schwab Strategic TR FUNDAMENTAL US S | $22.8M | 598.6K | 5.0% | ▲+4.7% Added · +27K sh | |
| 9 | Ishares TR CORE S&P US GWT | $13.6M | 72.3K | 3.0% | ▲+9.3% Added · +6K sh | |
| 10 | American Centy ETF TR INTL SMCP VLU | $12.9M | 125.4K | 2.8% | ▲+5.2% Added · +6K sh | |
| 11 | Vanguard Scottsdale FDS LG-TERM COR BD | $11.5M | 152.7K | 2.5% | ▼−2.8% Reduced · −4K sh | |
| 12 | SPDR Index SHS FDS ST STR PO EX ETF | $8.8M | 175.3K | 1.9% | ▼−0.3% Reduced · −610 sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.5M | 142.2K | 1.9% | ▼−0.3% Reduced · −385 sh | |
| 14 | Alphabet Inc CAP STK CL A | $7.2M | 20.2K | 1.6% | ▼−5.7% Reduced · −1K sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $6.4M | 27.2K | 1.4% | ▼−1.4% Reduced · −400 sh | |
| 16 | Ishares TR CORE S&P500 ETF | $6.0M | 8.1K | 1.3% | ▼−0.6% Reduced · −47 sh | |
| 17 | Duke Energy Corp New COM NEW | $5.4M | 42.5K | 1.2% | ▲+8.5% Added · +3K sh | |
| 18 | Amazon Com Inc COM | $4.7M | 19.8K | 1.0% | ▼−4.4% Reduced · −906 sh | |
| 19 | Verizon Communications Inc COM | $4.7M | 110.6K | 1.0% | ▲+6.8% Added · +7K sh | |
| 20 | Bank Of Amer Corp 7.25%CNV PFD L | $4.6M | 3.6K | 1.0% | ▲+7.9% Added · +266 sh | |
| 21 | Wells Fargo & Co PERP PFD CNV A | $4.2M | 3.6K | 0.9% | ▲+8.3% Added · +279 sh | |
| 22 | Apple Inc COM | $4.2M | 14.4K | 0.9% | ▲+2.7% Added · +379 sh | |
| 23 | Schwab Strategic TR INTL SCEQT ETF | $3.8M | 79.8K | 0.8% | ▼−0.6% Reduced · −492 sh | |
| 24 | Select Sector SPDR TR ST STR TECHN ETF | $3.6M | 19.0K | 0.8% | —Held | |
| 25 | Dimensional ETF Trust INTERNATNAL VAL | $2.0M | 37.6K | 0.4% | —Held | |
| 26 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.9M | 47.3K | 0.4% | ▼−0.9% Reduced · −425 sh | |
| 27 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.2K | 0.4% | —Held | |
| 28 | Global X FDS GLB X MLP ENRG I | $1.6M | 21.2K | 0.3% | ▲+21% Added · +4K sh | |
| 29 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.3% | —Held | |
| 30 | Alphabet Inc CAP STK CL C | $1.4M | 4.0K | 0.3% | ▲+0.6% Added · +25 sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.8K | 0.3% | ▲+1.8% Added · +68 sh | |
| 32 | Home Depot Inc COM | $1.3M | 3.8K | 0.3% | ▼−1.0% Reduced · −39 sh | |
| 33 | Nvidia Corporation COM | $1.3M | 6.5K | 0.3% | ▼−0.2% Reduced · −13 sh | |
| 34 | SPDR Series Trust ST STR SP DIV | $1.3M | 8.4K | 0.3% | ▲+2.4% Added · +200 sh | |
| 35 | Microsoft Corp COM | $1.2M | 3.2K | 0.3% | ▲+2.0% Added · +65 sh | |
| 36 | Dell Technologies Inc CL C | $1.2M | 2.7K | 0.3% | ▼−5.6% Reduced · −160 sh | |
| 37 | Schwab Strategic TR US MID-CAP ETF | $1.1M | 29.2K | 0.2% | —Held | |
| 38 | Johnson & Johnson COM | $1.0M | 4.1K | 0.2% | ▼−1.0% Reduced · −43 sh | |
| 39 | Cummins Inc COM | $964K | 1.4K | 0.2% | —Held | |
| 40 | Ishares TR CORE MSCI EAFE | $801K | 8.3K | 0.2% | ▲+6.1% Added · +474 sh | |
| 41 | Ge Aerospace COM NEW | $724K | 1.9K | 0.2% | —Held | |
| 42 | Hca Healthcare Inc COM | $715K | 1.8K | 0.2% | —Held | |
| 43 | Pepsico Inc COM | $677K | 5.0K | 0.1% | ▲+1.6% Added · +77 sh | |
| 44 | Vanguard Intl Equity Index F ALLWRLD EX US | $657K | 7.8K | 0.1% | ▼−2.0% Reduced · −163 sh | |
| 45 | Union Pac Corp COM | $654K | 2.4K | 0.1% | ▲+0.3% Added · +6 sh | |
| 46 | Lam Research Corp COM NEW | $607K | 1.4K | 0.1% | —Held | |
| 47 | Exxon Mobil Corp COM | $591K | 4.3K | 0.1% | ▲+0.3% Added · +15 sh | |
| 48 | Fastenal Co COM | $576K | 12.0K | 0.1% | —Held | |
| 49 | Select Sector SPDR TR ST STR FINL ETF | $547K | 10.2K | 0.1% | —Held | |
| 50 | Tidal Trust III VIST ARTI IN ETF | $538K | 6.3K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803898/holdings"
Use Arkolith to show Seven Springs Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.