0001172661-24-002059.txt : 20240507 0001172661-24-002059.hdr.sgml : 20240507 20240507165839 ACCESSION NUMBER: 0001172661-24-002059 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 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: 24922955 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 03-31-2024 03-31-2024 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 05-07-2024 0 62 260438762 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 265175 2500 SH SOLE 0 0 2500 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 780219 2251 SH SOLE 0 0 2251 ALPHABET INC CAP STK CL A 02079K305 4447756 29469 SH SOLE 0 0 29469 ALPHABET INC CAP STK CL C 02079K107 459977 3021 SH SOLE 0 0 3021 AMAZON COM INC COM 023135106 5165722 28638 SH SOLE 0 0 28638 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 6538581 99280 SH SOLE 0 0 99280 APPLE INC COM 037833100 2444447 14255 SH SOLE 0 0 14255 BANK AMERICA CORP 7.25%CNV PFD L 060505682 2928244 2453 SH SOLE 0 0 2453 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1268880 2 SH SOLE 0 0 2 COCA COLA CO COM 191216100 404645 6614 SH SOLE 0 0 6614 CUMMINS INC COM 231021106 398661 1353 SH SOLE 0 0 1353 DELL TECHNOLOGIES INC CL C 24703L202 325214 2850 SH SOLE 0 0 2850 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1298987 52548 SH SOLE 0 0 52548 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1506309 40988 SH SOLE 0 0 40988 DUKE ENERGY CORP NEW COM NEW 26441C204 3246458 33569 SH SOLE 0 0 33569 EXXON MOBIL CORP COM 30231G102 585733 5039 SH SOLE 0 0 5039 FASTENAL CO COM 311900104 462840 6000 SH SOLE 0 0 6000 GENERAL ELECTRIC CO COM NEW 369604301 320693 1827 SH SOLE 0 0 1827 GENERAL MLS INC COM 370334104 207741 2969 SH SOLE 0 0 2969 HCA HEALTHCARE INC COM 40412C101 408908 1226 SH SOLE 0 0 1226 HOME DEPOT INC COM 437076102 1324830 3454 SH SOLE 0 0 3454 ISHARES TR CORE S&P US GWT 464287671 2865068 24444 SH SOLE 0 0 24444 ISHARES TR IBONDS DEC 29 46436E205 11589183 507852 SH SOLE 0 0 507852 ISHARES TR CORE DIV GRWTH 46434V621 61581196 1060648 SH SOLE 0 0 1060648 ISHARES TR CORE MSCI EAFE 46432F842 883562 11905 SH SOLE 0 0 11905 ISHARES TR GL CLEAN ENE ETF 464288224 730623 52262 SH SOLE 0 0 52262 ISHARES TR CORE S&P500 ETF 464287200 4474653 8511 SH SOLE 0 0 8511 ISHARES TR IBONDS 27 ETF 46435UAA9 10866851 456590 SH SOLE 0 0 456590 JOHNSON & JOHNSON COM 478160104 757730 4790 SH SOLE 0 0 4790 LINDE PLC SHS G54950103 328274 707 SH SOLE 0 0 707 MCDONALDS CORP COM 580135101 207233 735 SH SOLE 0 0 735 MICROSOFT CORP COM 594918104 1024032 2434 SH SOLE 0 0 2434 NVIDIA CORPORATION COM 67066G104 805976 892 SH SOLE 0 0 892 ORACLE CORP COM 68389X105 280738 2235 SH SOLE 0 0 2235 PEPSICO INC COM 713448108 867175 4955 SH SOLE 0 0 4955 QUALCOMM INC COM 747525103 287810 1700 SH SOLE 0 0 1700 SALESFORCE INC COM 79466L302 1275196 4234 SH SOLE 0 0 4234 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 13949073 391718 SH SOLE 0 0 391718 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 8336980 300323 SH SOLE 0 0 300323 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4704871 131421 SH SOLE 0 0 131421 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 9886820 173362 SH SOLE 0 0 173362 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 814626 10004 SH SOLE 0 0 10004 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 311370 3813 SH SOLE 0 0 3813 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 432235 10262 SH SOLE 0 0 10262 SELECT SECTOR SPDR TR INDL 81369Y704 355963 2826 SH SOLE 0 0 2826 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 314084 1708 SH SOLE 0 0 1708 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 451611 3057 SH SOLE 0 0 3057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1981064 9512 SH SOLE 0 0 9512 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 8276085 230918 SH SOLE 0 0 230918 SPDR SER TR S&P DIVID ETF 78464A763 1075118 8192 SH SOLE 0 0 8192 THE CIGNA GROUP COM 125523100 48882832 134593 SH SOLE 0 0 134593 UNION PAC CORP COM 907818108 589740 2398 SH SOLE 0 0 2398 VANGUARD INDEX FDS TOTAL STK MKT 922908769 954678 3673 SH SOLE 0 0 3673 VANGUARD INDEX FDS LARGE CAP ETF 922908637 335664 1400 SH SOLE 0 0 1400 VANGUARD INDEX FDS SMALL CP ETF 922908751 1448241 6336 SH SOLE 0 0 6336 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11295532 270422 SH SOLE 0 0 270422 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 221000 2000 SH SOLE 0 0 2000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 460403 7850 SH SOLE 0 0 7850 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5291821 28979 SH SOLE 0 0 28979 VERIZON COMMUNICATIONS INC COM 92343V104 3345345 79727 SH SOLE 0 0 79727 WELLS FARGO CO NEW PERP PFD CNV A 949746804 2848402 2336 SH SOLE 0 0 2336 WISDOMTREE TR US LARGECAP DIVD 97717W307 259884 3600 SH SOLE 0 0 3600