Titelia

Holdings of Seven Springs Wealth Group, LLC

73 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 77.5 % of the equity sleeve

Sector breakdown

  • Health care 8.8 %
  • Communication 3.1 %
  • Technology 1.9 %
  • Consumer discretionary 1.5 %
  • Funds 1.3 %
  • Utilities 1.3 %
  • Industrials 0.8 %
  • Financials 0.5 %
  • Consumer staples 0.4 %
  • Energy 0.2 %
  • Real estate 0.1 %
  • Unattributed 80.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US73404.1M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core Dividend Growth ETF 1,143,66580.3M $
2ISHARES CORE 1-5 YEAR USD BO 1,356,36665.7M $
3Cigna Group/The 124,24633.1M $
4iShares iBonds Dec 2029 Term C 1,164,61827.1M $
5iShares iBonds Dec 2032 Term C 1,061,55026.8M $
6Schwab Fundamental International Equity Etf 505,86124.8M $
7SCHWAB STRATEGIC TRUST 563,53421.6M $
8Avantis International Small Cap Value ETF 119,20611.9M $
9Vanguard Scottsdale Funds 157,17811.7M $
10iShares Core S&P U.S. Growth ETF 66,11810.3M $
11State Street SPDR Portfolio Developed World ex-US ETF 175,9268M $
12Vanguard International Equity Index Funds 142,5397.7M $
13Alphabet Inc 21,4706.2M $
14VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 27,5755.9M $
15iShares Core S&P 500 ETF 8,1255.3M $
16Verizon Communications Inc 103,6145.2M $
17Duke Energy Corp 39,2005.1M $
18Amazon.com Inc 20,7544.3M $
19Schwab International Small-Cap Equity ETF 80,3063.8M $
20Apple Inc 13,9863.5M $
21SELECT SECTOR SPDR TRUST (THE) 19,0242.5M $
22Dimensional International Value ETF 37,5852M $
23Vanguard Small-Cap ETF 6,1711.6M $
24Dimensional ETF Trust 47,7211.6M $
25Berkshire Hathaway Inc 21.4M $
26Global X Funds 17,6231.3M $
27Home Depot Inc/The 3,7911.2M $
28Vanguard Total Stock Market ETF 3,7581.2M $
29State Street SPDR S&P Dividend ETF 8,1921.2M $
30Microsoft Corp 3,1741.2M $
31Alphabet Inc 3,9991.1M $
32NVIDIA Corp 6,5251.1M $
33Johnson & Johnson 4,1681M $
34HCA Healthcare Inc 1,834867.9K $
35PepsiCo Inc 4,921764.2K $
36Exxon Mobil Corp 4,310731.2K $
37Cummins Inc 1,351726.9K $
38iShares Core MSCI EAFE ETF 7,821708K $
39Bluerock Total Incom 37,238618.5K $
40Vanguard FTSE All-World ex-US ETF 8,013601.8K $
41Union Pacific Corp 2,397581.6K $
42Fastenal Co 12,000556.8K $
43General Electric Co 1,936549.4K $
44Energy Transfer LP 27,563532K $
45Select Sector Spdr Trust 10,206503.9K $
46Dell Technologies Inc 2,868470.7K $
47Select Sector Spdr Trust 2,884466.5K $
48Tesla Inc 1,205448K $
49Coca-Cola Co/The 5,884447.5K $
50SELECT SECTOR SPDR TRUST (THE) 4,027446.5K $
51Vanguard Large-Cap ETF 1,400418.4K $
52FS Specialty Lending Fund 32,794410.3K $
53State Street SPDR Portfolio S& 5,091402.5K $
54Berkshire Hathaway Inc 835400.1K $
55Gilead Sciences Inc 2,827394K $
56Select Sector Spdr Trust 3,581390.2K $
57Cloudflare Inc 1,869385.6K $
583M Co 2,633382.4K $
59Wisdomtree Trust 3,600321.6K $
60Walmart Inc 2,474307.5K $
61Lam Research Corp 1,400299.1K $
62Oracle Corp 2,019297K $
63GE Vernova Inc 327285.4K $
64Vanguard Total World Stock ETF 2,000276.6K $
65Vanguard Scottsdale Funds 4,689274.5K $
66State Street Health Care Select Sector SPDR ETF 1,865273.4K $
67Vanguard Mega Cap Growth ETF 657241.4K $
68iShares Core S&P Total U.S. Stock Market ETF 1,675238.5K $
69McDonald's Corp. 735228.4K $
70State Street SPDR S&P 500 ETF Trust 350227.6K $
71QUALCOMM Inc 1,700218.9K $
72iShares Core High Dividend ETF 1,500203.6K $
73Welltower Inc 1,024202.5K $