Seven Springs Wealth Group, LLC reported 40 positions worth $81.62M for the quarter ended Jun 30, 2026, up 7.9% on the prior quarter. It opened 4 new positions, added to 14, trimmed 10 and exited 1. Its largest holding is Cigna Group at 42% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DUK Duke Energy CORP | +3,326 | +8.5% | $421.01K | 6.6% |
| CRWD CrowdStrike Holdings, Inc. | +1,980 | – | $377.75K | 0.463% |
| VZ Verizon Communications Inc | +7,018 | +6.8% | $297.14K | 5.74% |
| MU Micron Technology Inc | +219 | – | $252.79K | 0.31% |
| JPM Jpmorgan Chase & Co | +714 | – | $233.71K | 0.286% |
| PM Philip Morris International Inc. | +1,123 | – | $203.16K | 0.249% |
| GEV GE Vernova Inc. | +120 | +36.7% | $140.98K | 0.643% |
| AAPL Apple Inc. | +379 | +2.7% | $109.67K | 5.09% |
| WMT Walmart Inc. | +472 | +19.1% | $53.46K | 0.409% |
| BRK-B Berkshire Hathaway Inc | +70 | +8.4% | $35.03K | 0.555% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -1,221 | -5.7% | $436.35K | 8.87% |
| ACN Accenture plc | -1,254 | -100.0% | $248.66K | Exited |
| AMZN Amazon Com Inc | -906 | -4.4% | $215.94K | 5.8% |
| DELL Dell Technologies Inc. | -160 | -5.6% | $69.03K | 1.43% |
| FTAI FTAI Aviation Ltd. | -171 | -16.3% | $46.26K | 0.292% |
| NET Cloudflare, Inc. | -156 | -8.3% | $38.26K | 0.515% |
| ORCL Oracle Corp | -208 | -10.3% | $30.48K | 0.325% |
| GILD Gilead Sciences, Inc. | -163 | -5.8% | $20.59K | 0.412% |
| HD Home Depot, Inc. | -39 | -1.0% | $13.75K | 1.62% |
| JNJ Johnson & Johnson | -43 | -1.0% | $10.92K | 1.28% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ACN Accenture plc | -1,254 | $248.66K | 0.329% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CI Cigna Group | Healthcare | 124.2K | $34.25M | 41.97% | 0 | 0.0% | Unchanged | 0.05% |
| 2 | GOOGL Alphabet Inc. | Technology | 20.2K | $7.24M | 8.87% | -1,221 | -5.7% | Reduced | 0% |
| 3 | DUK Duke Energy CORP | Utilities | 42.5K | $5.38M | 6.6% | +3,326 | +8.5% | Added | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 19.8K | $4.73M | 5.8% | -906 | -4.4% | Reduced | 0% |
| 5 | VZ Verizon Communications Inc | Communication Services | 110.6K | $4.68M | 5.74% | +7,018 | +6.8% | Added | 0% |
| 6 | AAPL Apple Inc. | Technology | 14.4K | $4.16M | 5.09% | +379 | +2.7% | Added | 0% |
| 7 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.50M | 1.84% | 0 | 0.0% | Unchanged | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 4,024 | $1.42M | 1.74% | +25 | +0.6% | Added | 0% |
| 9 | HD Home Depot, Inc. | Consumer Discretionary | 3,752 | $1.32M | 1.62% | -39 | -1.0% | Reduced | 0% |
| 10 | NVDA Nvidia Corp | Technology | 6,512 | $1.30M | 1.6% | -13 | -0.2% | Reduced | 0% |
| 11 | MSFT Microsoft Corp | Technology | 3,239 | $1.21M | 1.48% | +65 | +2.0% | Added | 0% |
| 12 | DELL Dell Technologies Inc. | Technology | 2,708 | $1.17M | 1.43% | -160 | -5.6% | Reduced | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 4,125 | $1.05M | 1.28% | -43 | -1.0% | Reduced | 0% |
| 14 | CMI Cummins Inc | Industrials | 1,351 | $963.55K | 1.18% | 0 | 0.0% | Unchanged | 0% |
| 15 | GE General Electric Co | Industrials | 1,936 | $723.54K | 0.887% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Seven Springs Wealth.
As of its Q2 2026 13F filing, Seven Springs Wealth Group, LLC’s five largest positions were Cigna Group (CI) at 42.0%, Alphabet Inc. (GOOGL) at 8.9%, Duke Energy CORP (DUK) at 6.6%, Amazon Com Inc (AMZN) at 5.8%, Verizon Communications Inc (VZ) at 5.7% of the reported portfolio.
Seven Springs Wealth Group, LLC reported a 13F portfolio worth $81.62M across 40 positions for Q2 2026. That is up 7.9% from the previous quarter.
Its largest purchases by value were Duke Energy CORP ($421.01K), CrowdStrike Holdings, Inc. ($377.75K), Verizon Communications Inc ($297.14K). It opened 4 new positions.
Its largest sales by value were Alphabet Inc. ($436.35K), Accenture plc ($248.66K), Amazon Com Inc ($215.94K). It exited 1 positions entirely.
From the Form 13F-HR reports Seven Springs Wealth Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.