0001606587-22-001960.txt : 20221021 0001606587-22-001960.hdr.sgml : 20221021 20221021171629 ACCESSION NUMBER: 0001606587-22-001960 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221021 EFFECTIVENESS DATE: 20221021 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: 221324406 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 13F-HR LIVE false true false 0001803898 XXXXXXXX 09-30-2022 09-30-2022 false Seven Springs Wealth Group, LLC

340 SEVEN SPRINGS WAY, SUITE 710 BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-20174 N Jeremy Hutzel 615-370-1253 Jeremy Hutzel BRENTWOOD TN 10-20-2022 0 57 183980 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 303 2741 SH SOLE NONE 0 0 2741 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 528 2052 SH SOLE NONE 0 0 2052 ALPHABET INC CAP STK CL A 02079K305 2779 29054 SH SOLE NONE 0 0 29054 AMAZON COM INC COM 023135106 3265 28898 SH SOLE NONE 0 0 28898 APPLE INC COM 037833100 2145 15523 SH SOLE NONE 0 0 15523 BERKSHIRE HATHAWAY INC DEL CL A 084670108 813 2 SH SOLE NONE 0 0 2 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 1099 937 SH SOLE NONE 0 0 937 CIGNA CORP NEW COM 125523100 47050 169569 SH SOLE NONE 0 0 169569 COCA COLA CO COM 191216100 428 7640 SH SOLE NONE 0 0 7640 CROWN CASTLE INC COM 22822V101 351 2431 SH SOLE NONE 0 0 2431 CUMMINS INC COM 231021106 332 1633 SH SOLE NONE 0 0 1633 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1194 59416 SH SOLE NONE 0 0 59416 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1158 44952 SH SOLE NONE 0 0 44952 DUKE ENERGY CORP NEW COM NEW 26441C204 2541 27316 SH SOLE NONE 0 0 27316 EXXON MOBIL CORP COM 30231G102 514 5890 SH SOLE NONE 0 0 5890 FASTENAL CO COM 311900104 282 6115 SH SOLE NONE 0 0 6115 FIRST INDL RLTY TR INC COM 32054K103 255 5686 SH SOLE NONE 0 0 5686 FS KKR CAP CORP COM 302635206 2291 135135 SH SOLE NONE 0 0 135135 GENERAL MLS INC COM 370334104 245 3200 SH SOLE NONE 0 0 3200 GILEAD SCIENCES INC COM 375558103 212 3442 SH SOLE NONE 0 0 3442 HOME DEPOT INC COM 437076102 955 3463 SH SOLE NONE 0 0 3463 ISHARES TR CORE DIV GRWTH 46434V621 47532 1068851 SH SOLE NONE 0 0 1068851 ISHARES TR FLTG RATE NT ETF 46429B655 8017 159482 SH SOLE NONE 0 0 159482 ISHARES TR CORE MSCI EAFE 46432F842 653 12395 SH SOLE NONE 0 0 12395 ISHARES TR CORE S&P TTL STK 464287150 311 3914 SH SOLE NONE 0 0 3914 ISHARES TR CORE S&P US GWT 464287671 1552 19357 SH SOLE NONE 0 0 19357 ISHARES TR CORE S&P500 ETF 464287200 3248 9057 SH SOLE NONE 0 0 9057 ISHARES TR ISHARES SEMICDTR 464287523 579 1817 SH SOLE NONE 0 0 1817 JOHNSON JOHNSON COM 478160104 720 4408 SH SOLE NONE 0 0 4408 MCDONALDS CORP COM 580135101 208 903 SH SOLE NONE 0 0 903 MICROSOFT CORP COM 594918104 264 1134 SH SOLE NONE 0 0 1134 PEPSICO INC COM 713448108 873 5345 SH SOLE NONE 0 0 5345 PFIZER INC COM 717081103 249 5684 SH SOLE NONE 0 0 5684 PROLOGIS INC. COM 74340W103 377 3709 SH SOLE NONE 0 0 3709 SALESFORCE INC COM 79466L302 693 4818 SH SOLE NONE 0 0 4818 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 4797 112829 SH SOLE NONE 0 0 112829 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 5426 231500 SH SOLE NONE 0 0 231500 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 4283 170302 SH SOLE NONE 0 0 170302 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4000 144127 SH SOLE NONE 0 0 144127 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 606 10004 SH SOLE NONE 0 0 10004 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 332 10942 SH SOLE NONE 0 0 10942 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 234 2826 SH SOLE NONE 0 0 2826 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1130 9512 SH SOLE NONE 0 0 9512 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 417 3444 SH SOLE NONE 0 0 3444 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 272 1908 SH SOLE NONE 0 0 1908 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6652 257814 SH SOLE NONE 0 0 257814 SPDR SER TR S&P KENSHO CLEAN 78468R655 1330 15649 SH SOLE NONE 0 0 15649 SPDR SER TR S&P DIVID ETF 78464A763 913 8192 SH SOLE NONE 0 0 8192 UNION PAC CORP COM 907818108 489 2509 SH SOLE NONE 0 0 2509 UNITEDHEALTH GROUP INC COM 91324P102 879 1740 SH SOLE NONE 0 0 1740 VANGUARD INDEX FDS SMALL CP ETF 922908751 1076 6295 SH SOLE NONE 0 0 6295 VANGUARD INDEX FDS TOTAL STK MKT 922908769 694 3869 SH SOLE NONE 0 0 3869 VANGUARD INDEX FDS LARGE CAP ETF 922908637 229 1400 SH SOLE NONE 0 0 1400 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 348 7850 SH SOLE NONE 0 0 7850 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10584 290053 SH SOLE NONE 0 0 290053 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4027 29795 SH SOLE NONE 0 0 29795 WELLS FARGO CO NEW PERP PFD CNV A 949746804 1246 1035 SH SOLE NONE 0 0 1035