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Seven Springs Wealth Group, LLC — 13F Holdings & Portfolio

CIK 1803898 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Seven Springs Wealth Group, LLC manages $458.1M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DGRO (19.59%), ISTB (12.05%), CI (7.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 2; 52 existing positions rose in reported value and 12 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$458.1M

Long-equity book

Holdings
85

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+6 / −2 / ↑52 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DGRO19.6% · +4%ISTB12.1% · -16%CI7.5% · 0%FNDF6.1% · +5%IBDU5.9% · -0%IBDX5.9% · +0%FNDE5.2% · +7%FNDA5.0% · +5%IUSG3.0% · +9%AVDV2.8% · +5%VCLT2.5% · -3%SPDW1.9% · -0%VWO1.9% · -0%GOOGL1.6% · -6%VIG1.4% · -2%IVV1.3% · -1%DUK1.2% · +8%AMZN1.0% · -4%VZ1.0% · +7%BACPL1.0% · +8%WFCPL0.9% · +8%AAPL0.9% · +3%SCHC0.8% · -1%XLK0.8% · 0%DFIV0.4% · 0%DFAE0.4% · -1%VB0.4% · 0%MLPX0.3% · +20%BRK.A0.3% · 0%GOOG0.3% · +1%VTI0.3% · +2%HD0.3% · -1%NVDA0.3% · -0%SDY0.3% · +2%MSFT0.3% · +2%DELL0.3% · -6%SCHM0.2% · 0%JNJ0.2% · -1%CMI0.2% · 0%IEFA0.2% · +6%GE0.2% · 0%HCA0.2% · 0%PEP0.1% · +2%VEU0.1% · -2%UNP0.1% · +0%LRCX0.1% · 0%XOM0.1% · +0%FAST0.1% · 0%XLF0.1% · 0%AIS0.1% · newET0.1% · 0%GEV0.1% · +37%XLI0.1% · -3%TSLA0.1% · 0%VV0.1% · 0%KO0.1% · +0%SPTM0.1% · 0%BRK.B0.1% · +8%MMM0.1% · 0%NET0.1% · -8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 72.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 1, 2026.

Assets Under Management
$1.41B
Discretionary
$1.21B
Employees
15
Accounts
1,771
Address
200 POWELL PLACE
SUITE 215
BRENTWOOD, TN 37027
Phone
(615) 370-1253
Website
Name Title / Status Ownership Type
HUTZEL, JEREMY, PATRICK ControlPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
since Feb 2016
Less than 5%Individual
Burkhalter, Karlie, LylesPARTNER & CHIEF OPERATING OFFICER
since Jul 2025
5–10%Individual
JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021OWNER
since Feb 2024
75% or moreDomestic Entity
Michael, Andrew, CharlesPARTNER & CHIEF INVESTMENT OFFICER
since Jul 2025
5–10%Individual
WILSON, JENNY, ELAINEPARTNER & DIRECTOR OF FINANCIAL PLANNING
since Jul 2025
5–10%Individual
HUTZEL, JEREMY, PATRICK Control
Indirect owner via JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021
TRUSTEE
since Nov 2021
50–75%Individual
Hutzel, Aubrie, Michelle
Indirect owner via JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021
TRUSTEE
since Nov 2021
50–75%Individual
Ownership & leadership changes · 7 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 26, 2026 filing
  • ChangedBurkhalter, Karlie, Lyles · title CHIEF OPERATING OFFICER → PARTNER & CHIEF OPERATING OFFICER
  • ChangedMichael, Andrew, Charles · title CHIEF INVESTMENT OFFICER → PARTNER & CHIEF INVESTMENT OFFICER
Jul 31, 2025 filing
  • No longer listedHutzel, Aubrie, Michelle · TRUSTEE · Less than 5% · listed since Feb 2024
  • AddedBurkhalter, Karlie, Lyles · CHIEF OPERATING OFFICER · 5–10%
  • AddedHUTZEL, JEREMY, PATRICK · TRUSTEE · 50–75% · indirect via JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021 · control person
  • AddedHutzel, Aubrie, Michelle · TRUSTEE · 50–75% · indirect via JEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021
  • AddedWILSON, JENNY, ELAINE · PARTNER & DIRECTOR OF FINANCIAL PLANNING · 5–10%
  • ChangedHUTZEL, JEREMY, PATRICK · title PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE → PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
  • ChangedMichael, Andrew, Charles · ownership Less than 5% → 5–10%
Mar 25, 2025 filing
  • ChangedHUTZEL, JEREMY, PATRICK · title PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE/OWNER → PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE; ownership 50–75% → Less than 5%
  • ChangedHutzel, Aubrie, Michelle · title TRUSTEE/OWNER → TRUSTEE; ownership 50–75% → Less than 5%
Nov 1, 2024 filing
  • AddedMichael, Andrew, Charles · CHIEF INVESTMENT OFFICER · Less than 5%
Mar 4, 2024 filing
  • AddedHutzel, Aubrie, Michelle · TRUSTEE/OWNER · 50–75%
  • AddedJEREMY AND AUBRIE HUTZEL LIVING TRUST DTD 11/30/2021 · OWNER · 75% or more
  • ChangedHUTZEL, JEREMY, PATRICK · title PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER → PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE/OWNER; ownership 75% or more → 50–75%
Jul 11, 2017 filing
  • ChangedHUTZEL, JEREMY, PATRICK · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Mar 22, 2016 filing
  • No longer listedCHUBBS, AMY · PRESIDENT, CHIEF COMPLIANCE OFFICER · 75% or more · control person · listed since Jun 2003
  • ChangedHUTZEL, JEREMY, PATRICK · title VICE PRESIDENT → PRESIDENT/CHIEF COMPLIANCE OFFICER; ownership 25–50% → 75% or more
Mar 30, 2012 filing (earliest on record)
  • ListedCHUBBS, AMY · PRESIDENT, CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedHUTZEL, JEREMY, PATRICK · VICE PRESIDENT · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 52 →

Top Trims

Show all 12 →

New Positions

Show all 6 →

Exited Positions

Show all 2 →

Seven Springs Wealth Group, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR DGRO 46434V621 $89.7M 19.59% 1,183,767 SH
2 ISHARES TR ISTB 46432F859 $55.2M 12.05% 1,144,207 SH
3 THE CIGNA GROUP CI 125523100 $34.3M 7.48% 124,246 SH
4 SCHWAB STRATEGIC TR FNDF 808524755 $27.9M 6.10% 529,390 SH
5 ISHARES TR IBDU 46436E205 $26.9M 5.87% 1,161,935 SH
6 ISHARES TR IBDX 46436E312 $26.8M 5.86% 1,064,868 SH
7 SCHWAB STRATEGIC TR FNDE 808524730 $23.9M 5.21% 601,701 SH
8 SCHWAB STRATEGIC TR FNDA 808524763 $22.8M 4.97% 598,617 SH
9 ISHARES TR IUSG 464287671 $13.6M 2.97% 72,304 SH
10 AMERICAN CENTY ETF TR AVDV 025072802 $12.9M 2.82% 125,353 SH
11 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $11.5M 2.51% 152,727 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $8.8M 1.93% 175,316 SH
13 VANGUARD INTL EQUITY INDEX F VWO 922042858 $8.5M 1.85% 142,154 SH
14 ALPHABET INC GOOGL 02079K305 $7.2M 1.58% 20,249 SH
15 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.4M 1.40% 27,175 SH
16 ISHARES TR IVV 464287200 $6.0M 1.32% 8,078 SH
17 DUKE ENERGY CORP NEW DUK 26441C204 $5.4M 1.18% 42,526 SH
18 AMAZON COM INC AMZN 023135106 $4.7M 1.03% 19,848 SH
19 VERIZON COMMUNICATIONS INC VZ 92343V104 $4.7M 1.02% 110,632 SH
20 BANK OF AMER CORP BACPL 060505682 $4.6M 1.00% 3,644 SH
21 WELLS FARGO & CO WFCPL 949746804 $4.2M 0.92% 3,628 SH
22 APPLE INC AAPL 037833100 $4.2M 0.91% 14,365 SH
23 SCHWAB STRATEGIC TR SCHC 808524888 $3.8M 0.84% 79,814 SH
24 SELECT SECTOR SPDR TR XLK 81369Y803 $3.6M 0.79% 19,024 SH
25 DIMENSIONAL ETF TRUST DFIV 25434V807 $2.0M 0.44% 37,585 SH
26 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.9M 0.42% 47,296 SH
27 VANGUARD INDEX FDS VB 922908751 $1.9M 0.41% 6,171 SH
28 GLOBAL X FDS MLPX 37954Y293 $1.6M 0.34% 21,236 SH
29 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.33% 2 SH
30 ALPHABET INC GOOG 02079K107 $1.4M 0.31% 4,024 SH
31 VANGUARD INDEX FDS VTI 922908769 $1.4M 0.31% 3,826 SH
32 HOME DEPOT INC HD 437076102 $1.3M 0.29% 3,752 SH
33 NVIDIA CORPORATION NVDA 67066G104 $1.3M 0.28% 6,512 SH
34 SPDR SERIES TRUST SDY 78464A763 $1.3M 0.28% 8,392 SH
35 MICROSOFT CORP MSFT 594918104 $1.2M 0.26% 3,239 SH
36 DELL TECHNOLOGIES INC DELL 24703L202 $1.2M 0.26% 2,708 SH
37 SCHWAB STRATEGIC TR SCHM 808524508 $1.1M 0.24% 29,211 SH
38 JOHNSON & JOHNSON JNJ 478160104 $1.0M 0.23% 4,125 SH
39 CUMMINS INC CMI 231021106 $963.5K 0.21% 1,351 SH
40 ISHARES TR IEFA 46432F842 $801.1K 0.17% 8,295 SH
41 GE AEROSPACE GE 369604301 $723.5K 0.16% 1,936 SH
42 HCA HEALTHCARE INC HCA 40412C101 $715.1K 0.16% 1,834 SH
43 PEPSICO INC PEP 713448108 $676.7K 0.15% 4,998 SH
44 VANGUARD INTL EQUITY INDEX F VEU 922042775 $657.4K 0.14% 7,850 SH
45 UNION PAC CORP UNP 907818108 $653.6K 0.14% 2,403 SH
46 LAM RESEARCH CORP LRCX 512807306 $606.7K 0.13% 1,400 SH
47 EXXON MOBIL CORP XOM 30231G102 $591.3K 0.13% 4,325 SH
48 FASTENAL CO FAST 311900104 $576.4K 0.13% 12,000 SH
49 SELECT SECTOR SPDR TR XLF 81369Y605 $547.1K 0.12% 10,206 SH
50 TIDAL TRUST III AIS 45259A845 $538.4K 0.12% 6,311 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $458.1M 85 0001172661-26-003050
2026-03-31 2026-05-14 $432.5M 81 0001172661-26-001912
2025-12-31 2026-02-10 $350.0M 83 0001172661-26-000566
2025-09-30 2025-11-12 $413.4M 83 0001172661-25-004701
Filer Information
Address
200 POWELL PLACE
SUITE 215
BRENTWOOD, TN 37027
Phone
(615) 370-1253
Filing Manager
Seven Springs Wealth Group, LLC
BRENTWOOD, TN
Signatory
Jeremy Hutzel
President/CCO/Managing Member