President/CCO/Managing Member

0001172661-24-000521.txt : 20240207 0001172661-24-000521.hdr.sgml : 20240207 20240207140531 ACCESSION NUMBER: 0001172661-24-000521 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Springs Wealth Group, LLC CENTRAL INDEX KEY: 0001803898 ORGANIZATION NAME: 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: 24603706 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 12-31-2023 12-31-2023 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 President/CCO/Managing Member 615-370-1253 /s/ Jeremy Hutzel BRENTWOOD TN 02-07-2024 0 60 221888217 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 279859 2560 SH SOLE 0 0 2560 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 756211 2155 SH SOLE 0 0 2155 ALPHABET INC CAP STK CL A 02079K305 4165416 29819 SH SOLE 0 0 29819 ALPHABET INC CAP STK CL C 02079K107 425750 3021 SH SOLE 0 0 3021 AMAZON COM INC COM 023135106 4430722 29161 SH SOLE 0 0 29161 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 6209319 99365 SH SOLE 0 0 99365 APPLE INC COM 037833100 2743360 14249 SH SOLE 0 0 14249 BANK AMERICA CORP 7.25%CNV PFD L 060505682 2725138 2261 SH SOLE 0 0 2261 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1085250 2 SH SOLE 0 0 2 COCA COLA CO COM 191216100 389763 6614 SH SOLE 0 0 6614 CUMMINS INC COM 231021106 323659 1351 SH SOLE 0 0 1351 DELL TECHNOLOGIES INC CL C 24703L202 218025 2850 SH SOLE 0 0 2850 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1433671 41725 SH SOLE 0 0 41725 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1311222 54385 SH SOLE 0 0 54385 DUKE ENERGY CORP NEW COM NEW 26441C204 2695092 27773 SH SOLE 0 0 27773 EXXON MOBIL CORP COM 30231G102 503799 5039 SH SOLE 0 0 5039 FASTENAL CO COM 311900104 388620 6000 SH SOLE 0 0 6000 GENERAL ELECTRIC CO COM NEW 369604301 233180 1827 SH SOLE 0 0 1827 GILEAD SCIENCES INC COM 375558103 215811 2664 SH SOLE 0 0 2664 HCA HEALTHCARE INC COM 40412C101 331312 1224 SH SOLE 0 0 1224 HOME DEPOT INC COM 437076102 1196871 3454 SH SOLE 0 0 3454 ISHARES TR CORE S&P US GWT 464287671 2538221 24383 SH SOLE 0 0 24383 ISHARES TR CORE DIV GRWTH 46434V621 57879684 1075431 SH SOLE 0 0 1075431 ISHARES TR CORE MSCI EAFE 46432F842 833129 11843 SH SOLE 0 0 11843 ISHARES TR GL CLEAN ENE ETF 464288224 830893 53365 SH SOLE 0 0 53365 ISHARES TR CORE S&P500 ETF 464287200 4127828 8642 SH SOLE 0 0 8642 JOHNSON & JOHNSON COM 478160104 750785 4790 SH SOLE 0 0 4790 LINDE PLC SHS G54950103 262854 640 SH SOLE 0 0 640 MCDONALDS CORP COM 580135101 217935 735 SH SOLE 0 0 735 MICROSOFT CORP COM 594918104 913777 2430 SH SOLE 0 0 2430 NVIDIA CORPORATION COM 67066G104 493734 997 SH SOLE 0 0 997 ORACLE CORP COM 68389X105 235636 2235 SH SOLE 0 0 2235 PEPSICO INC COM 713448108 841557 4955 SH SOLE 0 0 4955 QUALCOMM INC COM 747525103 245871 1700 SH SOLE 0 0 1700 SALESFORCE INC COM 79466L302 1185709 4506 SH SOLE 0 0 4506 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 13161913 390214 SH SOLE 0 0 390214 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 753501 10004 SH SOLE 0 0 10004 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4640055 132991 SH SOLE 0 0 132991 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 7980557 294051 SH SOLE 0 0 294051 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 9311848 168236 SH SOLE 0 0 168236 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 305407 1708 SH SOLE 0 0 1708 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 385851 10262 SH SOLE 0 0 10262 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1830870 9512 SH SOLE 0 0 9512 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 416914 3057 SH SOLE 0 0 3057 SELECT SECTOR SPDR TR INDL 81369Y704 322136 2826 SH SOLE 0 0 2826 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 277053 3813 SH SOLE 0 0 3813 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7935946 233342 SH SOLE 0 0 233342 SPDR SER TR S&P DIVID ETF 78464A763 1023754 8192 SH SOLE 0 0 8192 THE CIGNA GROUP COM 125523100 45425966 151698 SH SOLE 0 0 151698 UNION PAC CORP COM 907818108 588260 2395 SH SOLE 0 0 2395 VANGUARD INDEX FDS LARGE CAP ETF 922908637 305410 1400 SH SOLE 0 0 1400 VANGUARD INDEX FDS SMALL CP ETF 922908751 1351561 6336 SH SOLE 0 0 6336 VANGUARD INDEX FDS TOTAL STK MKT 922908769 864489 3644 SH SOLE 0 0 3644 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11159929 271531 SH SOLE 0 0 271531 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 205760 2000 SH SOLE 0 0 2000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 440699 7850 SH SOLE 0 0 7850 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4938842 28984 SH SOLE 0 0 28984 VERIZON COMMUNICATIONS INC COM 92343V104 2687482 71286 SH SOLE 0 0 71286 WELLS FARGO CO NEW PERP PFD CNV A 949746804 1915383 1602 SH SOLE 0 0 1602 WISDOMTREE TR US LARGECAP DIVD 97717W307 238968 3600 SH SOLE 0 0 3600