Seven-Springs-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "GOOGL",
  null,
  null,
  "CMI",
  "DUK",
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  null,
  "LIN",
  null,
  "SILA",
  "MSFT",
  "GE",
  "DLN",
  "FAST",
  "ORCL",
  null,
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "NVDA",
  "VZ",
  "FNDX",
  "IEFA",
  null,
  "SPDW",
  null,
  "IBM",
  "CI",
  "VV",
  "VWO",
  "VIG",
  null,
  null,
  null,
  null,
  "AHR",
  "SDY",
  "AMZN",
  null,
  "HCA",
  null,
  "VEU",
  "MGK",
  null,
  "VT",
  "VB",
  "WMT",
  null,
  "WMB",
  "IUSG",
  "ET",
  null,
  "SO",
  "CRM",
  "DGRO",
  "BRK-A",
  "BRK-B",
  "CVX",
  "KO",
  "DELL",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 81
Total Value: 280507277
Accession Number: 0001172661-25-001989
Form Type: 13F-HR
CIK: seven-springs-wealth-group
Manager Name: Seven-Springs-Wealth-Group

Data Enrichment

77% identified

62 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $280.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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060505682

Shares:2.5K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$280.5M)

92206C102

VGSH|92206C102

Shares:50.4K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$280.5M)

949746804

Shares:2.4K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$280.5M)

81369Y803

XLK|81369Y803

Shares:9.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$280.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$280.5M)

25434V807

Shares:36.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$280.5M)

922908751

VB|922908751

Shares:6.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$280.5M)

HOME DEPOT, INC.

HD|437076102

Shares:3.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$280.5M)

25434V302

Shares:49.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$280.5M)

MICROSOFT CORP

MSFT|594918104

Shares:3.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$280.5M)

78464A763

SDY|78464A763

Shares:8.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$280.5M)

922908769

VTI|922908769

Shares:3.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$280.5M)

46432F842

IEFA|46432F842

Shares:11.7K

Value:$887.3K

% of Portfolio:0.3% ($887.3K/$280.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.1K

Value:$849.4K

% of Portfolio:0.3% ($849.4K/$280.5M)

NVIDIA CORP

NVDA|67066G104

Shares:7.8K

Value:$845.4K

% of Portfolio:0.3% ($845.4K/$280.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$808.7K

% of Portfolio:0.3% ($808.7K/$280.5M)

808524508

Shares:30.0K

Value:$786.3K

% of Portfolio:0.3% ($786.3K/$280.5M)

37954Y293

Shares:11.8K

Value:$750.2K

% of Portfolio:0.3% ($750.2K/$280.5M)

PEPSICO INC

PEP|713448108

Shares:4.9K

Value:$737.1K

% of Portfolio:0.3% ($737.1K/$280.5M)

Accenture plc

ACN|G1151C101

Shares:2.3K

Value:$702.4K

% of Portfolio:0.3% ($702.4K/$280.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip060505682)✕	2.5K	QoQ -9.16% (-250) YoY +1.01% (+25)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$280.5M)	QoQ -8.02% (-$266.9K) YoY +4.47% (+$131.0K)
(VGSHcusip92206C102)	50.4K	QoQ -24.56% (-16.4K) YoY NEW(+50.4K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$280.5M)	QoQ -23.91% (-$930.0K) YoY NEW(+$3.0M)
(cusip949746804)✕	2.4K	QoQ -7.94% (-211) YoY +4.66% (+109)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$280.5M)	QoQ -7.44% (-$236.1K) YoY +3.07% (+$87.6K)
(XLKcusip81369Y803)	9.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$280.5M)	QoQ -11.19% (-$247.7K) YoY -0.85% (-$17.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$280.5M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(cusip25434V807)✕	36.2K	QoQ -8.07% (-3.2K) YoY -11.74% (-4.8K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$280.5M)	QoQ +1.98% (-$27.7K) YoY -5.47% (-$82.5K)
(VBcusip922908751)	6.3K	QoQ +2.64% (-163) YoY -0.03% (-2)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$280.5M)	QoQ -5.26% (-$78.0K) YoY -3.01% (-$43.6K)
HOME DEPOT, INC.(HDcusip437076102)	3.8K	QoQ +10.16% (+351) YoY +10.16% (+351)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$280.5M)	QoQ +3.80% (+$51.2K) YoY +5.26% (+$69.8K)
(cusip25434V302)✕	49.6K	QoQ -4.23% (-2.2K) YoY -5.55% (-2.9K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$280.5M)	QoQ -2.27% (-$29.9K) YoY -1.08% (-$14.1K)
MICROSOFT CORP(MSFTcusip594918104)	3.3K	QoQ +22.10% (+606) YoY +37.51% (+913)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$280.5M)	QoQ +8.75% (+$101.1K) YoY +22.69% (+$232.4K)
(SDYcusip78464A763)	8.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$280.5M)	QoQ +2.71% (+$29.3K) YoY +3.38% (+$36.4K)
(VTIcusip922908769)	3.8K	QoQ +4.59% (-169) YoY +4.68% (+172)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$280.5M)	QoQ -0.80% (-$8.6K) YoY +10.70% (+$102.2K)
(IEFAcusip46432F842)	11.7K	QoQ -0.73% (-87) YoY -1.47% (-176)	All Managers (Combined)	$887.3K	0.3% ($887.3K/$280.5M)	QoQ +6.84% (-$56.9K) YoY +0.41% (-$3.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.1K	QoQ -1.78% (-130) YoY +41.73% (+2.1K)	All Managers (Combined)	$849.4K	0.3% ($849.4K/$280.5M)	QoQ +8.58% (-$67.1K) YoY +45.01% (+$263.7K)
NVIDIA CORP(NVDAcusip67066G104)	7.8K	QoQ +3.31% (-250) YoY +774.43% (+6.9K)	All Managers (Combined)	$845.4K	0.3% ($845.4K/$280.5M)	QoQ -16.62% (-$168.5K) YoY +4.88% (+$39.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ +5.86% (+270) YoY +1.81% (+87)	All Managers (Combined)	$808.7K	0.3% ($808.7K/$280.5M)	QoQ +21.38% (+$142.5K) YoY +6.73% (+$51.0K)
(cusip808524508)✕	30.0K	QoQ 0.00% (-0) YoY +200.00% (-20.0K)	All Managers (Combined)	$786.3K	0.3% ($786.3K/$280.5M)	QoQ -5.44% (-$45.3K) YoY -3.47% (-$28.3K)
(cusip37954Y293)✕	11.8K	QoQ 0.00% (+0) YoY NEW(+11.8K)	All Managers (Combined)	$750.2K	0.3% ($750.2K/$280.5M)	QoQ +5.36% (+$38.2K) YoY NEW(+$750.2K)
PEPSICO INC(PEPcusip713448108)	4.9K	QoQ +4.24% (+200) YoY -0.78% (-39)	All Managers (Combined)	$737.1K	0.3% ($737.1K/$280.5M)	QoQ +2.78% (+$20.0K) YoY -14.99% (-$130.1K)
Accenture plc(ACNcusipG1151C101)	2.3K	QoQ -5.57% (-133) YoY 0.00% (-0)	All Managers (Combined)	$702.4K	0.3% ($702.4K/$280.5M)	QoQ -16.24% (-$136.3K) YoY -9.97% (-$77.8K)