0001172661-23-003678.txt : 20231108 0001172661-23-003678.hdr.sgml : 20231108 20231108152048 ACCESSION NUMBER: 0001172661-23-003678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231108 DATE AS OF CHANGE: 20231108 EFFECTIVENESS DATE: 20231108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Springs Wealth Group, LLC CENTRAL INDEX KEY: 0001803898 IRS NUMBER: 814909510 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20174 FILM NUMBER: 231387476 BUSINESS ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 6153701253 MAIL ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 FORMER COMPANY: FORMER CONFORMED NAME: Sailer Financial LLC DATE OF NAME CHANGE: 20200219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001803898 XXXXXXXX 09-30-2023 09-30-2023 false Seven Springs Wealth Group, LLC

340 SEVEN SPRINGS WAY, SUITE 710 BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-20174 000127411 801-64641 N Jeremy Hutzel 615-370-1253 /s/ Jeremy Hutzel BRENTWOOD TN 11-08-2023 0 56 208609082 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 237795 2540 SH SOLE 0 0 2540 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 622819 2028 SH SOLE 0 0 2028 ALPHABET INC CAP STK CL A 02079K305 3986912 30467 SH SOLE 0 0 30467 ALPHABET INC CAP STK CL C 02079K107 363774 2759 SH SOLE 0 0 2759 AMAZON COM INC COM 023135106 3764150 29611 SH SOLE 0 0 29611 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5904113 102059 SH SOLE 0 0 102059 APPLE INC COM 037833100 2449159 14305 SH SOLE 0 0 14305 BANK AMERICA CORP 7.25%CNV PFD L 060505682 2072047 1863 SH SOLE 0 0 1863 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1062954 2 SH SOLE 0 0 2 COCA COLA CO COM 191216100 370252 6614 SH SOLE 0 0 6614 CUMMINS INC COM 231021106 308649 1351 SH SOLE 0 0 1351 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1452895 44540 SH SOLE 0 0 44540 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1322083 58577 SH SOLE 0 0 58577 DUKE ENERGY CORP NEW COM NEW 26441C204 2344627 26565 SH SOLE 0 0 26565 EXXON MOBIL CORP COM 30231G102 592486 5039 SH SOLE 0 0 5039 FASTENAL CO COM 311900104 327840 6000 SH SOLE 0 0 6000 FIRST INDL RLTY TR INC COM 32054K103 201591 4236 SH SOLE 0 0 4236 GENERAL ELECTRIC CO COM NEW 369604301 201975 1827 SH SOLE 0 0 1827 HCA HEALTHCARE INC COM 40412C101 258033 1049 SH SOLE 0 0 1049 HOME DEPOT INC COM 437076102 1004584 3325 SH SOLE 0 0 3325 ISHARES TR 20+ YEAR TR BD 46436E338 3767660 130414 SH SOLE 0 0 130414 ISHARES TR CORE MSCI EAFE 46432F842 762073 11843 SH SOLE 0 0 11843 ISHARES TR CORE S&P US GWT 464287671 2277821 24020 SH SOLE 0 0 24020 ISHARES TR CORE DIV GRWTH 46434V621 57293782 1156749 SH SOLE 0 0 1156749 ISHARES TR CORE S&P500 ETF 464287200 3760653 8757 SH SOLE 0 0 8757 JOHNSON & JOHNSON COM 478160104 696203 4470 SH SOLE 0 0 4470 LINDE PLC SHS G54950103 238304 640 SH SOLE 0 0 640 MICROSOFT CORP COM 594918104 614450 1946 SH SOLE 0 0 1946 NVIDIA CORPORATION COM 67066G104 404541 930 SH SOLE 0 0 930 PEPSICO INC COM 713448108 832289 4912 SH SOLE 0 0 4912 SALESFORCE INC COM 79466L302 955905 4714 SH SOLE 0 0 4714 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 8044559 306810 SH SOLE 0 0 306810 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6136700 126556 SH SOLE 0 0 126556 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 9878228 311911 SH SOLE 0 0 311911 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 677071 10004 SH SOLE 0 0 10004 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4295957 133208 SH SOLE 0 0 133208 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 400381 3110 SH SOLE 0 0 3110 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 346461 10445 SH SOLE 0 0 10445 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1559302 9512 SH SOLE 0 0 9512 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 255002 3889 SH SOLE 0 0 3889 SELECT SECTOR SPDR TR INDL 81369Y704 286500 2826 SH SOLE 0 0 2826 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 274954 1708 SH SOLE 0 0 1708 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7361977 237407 SH SOLE 0 0 237407 SPDR SER TR S&P DIVID ETF 78464A763 942162 8192 SH SOLE 0 0 8192 SPDR SER TR S&P KENSHO CLEAN 78468R655 931704 13812 SH SOLE 0 0 13812 THE CIGNA GROUP COM 125523100 43670588 152657 SH SOLE 0 0 152657 UNION PAC CORP COM 907818108 487694 2395 SH SOLE 0 0 2395 VANGUARD INDEX FDS LARGE CAP ETF 922908637 273966 1400 SH SOLE 0 0 1400 VANGUARD INDEX FDS TOTAL STK MKT 922908769 774075 3644 SH SOLE 0 0 3644 VANGUARD INDEX FDS SMALL CP ETF 922908751 1200318 6349 SH SOLE 0 0 6349 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 407180 7850 SH SOLE 0 0 7850 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10698879 272861 SH SOLE 0 0 272861 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4548410 29273 SH SOLE 0 0 29273 VERIZON COMMUNICATIONS INC COM 92343V104 2290026 70658 SH SOLE 0 0 70658 WELLS FARGO CO NEW PERP PFD CNV A 949746804 2193205 1967 SH SOLE 0 0 1967 WISDOMTREE TR US LARGECAP DIVD 97717W307 221364 3600 SH SOLE 0 0 3600