Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC reported 85 holdings worth US$458M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Seven Springs Wealth Group, LLC reported 85 holdings worth US$458M as of Jun 30, 2026. Largest: The Cigna Group, Alphabet Inc (google) Class C and Duke Energy Corporation (holding Company). Filed Aug 4, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$458M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| The Cigna Group | 124K | US$34.3M | 7.5% |
| Alphabet Inc (google) Class C | 24,228 | US$8.66M | 1.9% |
| Duke Energy Corporation (holding Company) | 42,526 | US$5.38M | 1.2% |
| Amazon.com, Inc. | 19,848 | US$4.73M | 1.0% |
| Verizon Communications Inc. | 111K | US$4.68M | 1.0% |
| Bank Of America Corporation | 80,228 | US$4.57M | 1.00% |
| Wells Fargo & Company | 50,794 | US$4.2M | 0.92% |
| Apple Inc | 14,365 | US$4.16M | 0.91% |
| Berkshire Hathaway Inc. | 3,898 | US$1.95M | 0.43% |
| Home Depot, Inc. (the) | 3,752 | US$1.32M | 0.29% |
| Nvidia Corporation | 6,512 | US$1.3M | 0.28% |
| Microsoft Corp. | 3,239 | US$1.21M | 0.26% |
| Dell Technologies Inc. | 2,708 | US$1.17M | 0.26% |
| Johnson & Johnson | 4,125 | US$1.05M | 0.23% |
| Cummins Inc. | 1,351 | US$964K | 0.21% |
| Ge Aerospace | 1,936 | US$724K | 0.16% |
| Hca Healthcare, Inc. | 1,834 | US$715K | 0.16% |
| Pepsico, Inc. | 4,998 | US$677K | 0.15% |
| Union Pacific Corporation | 2,403 | US$654K | 0.14% |
| Lam Research Corporation | 1,400 | US$607K | 0.13% |
| Exxon Mobil Corporation | 4,325 | US$591K | 0.13% |
| Fastenal Company | 12,000 | US$576K | 0.13% |
| Energy Transfer Lp | 27,563 | US$527K | 0.12% |
| Ge Vernova Inc. | 447 | US$525K | 0.11% |
| Tesla, Inc. | 1,205 | US$507K | 0.11% |
| Coca-cola Company (the) | 5,911 | US$480K | 0.10% |
| 3m Company | 2,633 | US$426K | 0.09% |
| Cloudflare, Inc. | 1,713 | US$420K | 0.09% |
| Crowdstrike Holdings, Inc. | 495 | US$378K | 0.08% |
| Gilead Sciences, Inc. | 2,664 | US$337K | 0.07% |
| Walmart Inc. | 2,946 | US$334K | 0.07% |
| Qualcomm Incorporated | 1,700 | US$314K | 0.07% |
| Sila Realty Trust, Inc. | 9,541 | US$290K | 0.06% |
| Oracle Corporation | 1,811 | US$265K | 0.06% |
| Micron Technology, Inc. | 219 | US$253K | 0.06% |
| Ftai Aviation Ltd. | 880 | US$238K | 0.05% |
| Jp Morgan Chase & Co. | 714 | US$234K | 0.05% |
| Welltower Inc. | 1,024 | US$232K | 0.05% |
| Philip Morris International Inc | 1,123 | US$203K | 0.04% |
| Mcdonald's Corporation | 747 | US$202K | 0.04% |
Source
View original at SEC
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