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Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC (SSWG) is a registered investment adviser headquartered in Brentwood, Tennessee. Originally founded as Sailer Financial, Inc. in May 2003, and renamed in March 2021, SSWG offers financial planning and portfolio management services primarily to high-net-worth individuals, executives, families, and entrepreneurs. The firm is independently owned by Jeremy and Aubrie Hutzel and serves 1,534 accounts as of July 2025 with a staff of 18. SSWG focuses on helping clients address complex financial challenges with goal-driven solutions, covering areas such as planning for events, risk analysis, estate consultation, tax projections, and insurance portfolio review.
Investment Strategy
Seven Springs Wealth Group provides discretionary and non-discretionary portfolio management and customized financial planning for individuals, families, and retirement plans. Their approach centers on constructing tailored investment strategies based on clients’ unique circumstances, goals, and risk tolerance. Services include comprehensive financial and estate planning, tax optimization, insurance portfolio review, and coordination with custodians like Charles Schwab and Fidelity. The firm may restrict investments based on client instructions and favors a hands-on, holistic orchestration of financial, philanthropic, estate, investment, and tax strategies.
Latest 13F Filing Activity
Seven Springs Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $404M. The fund increased holdings in Nu HLDGS LTD, Ishares TR, Ishares TR among other positions. Seven Springs Wealth Group, LLC reduced exposure to Vanguard Scottsdale FDS, International Business Machs, Apple Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NU | NU HLDGS LTD | 22.95% | $92.7M | 6,757,043 | $13.72 | $13.72 | +$92.7M |
D DGRO | ISHARES TR | 17.19% | $69.4M | 1,086,095 | $48.61 | $63.94 | +$7.2M |
C CI | THE CIGNA GROUP | 10.17% | $41.1M | 124,278 | $204.89 | $330.58 | -$120.1K |
I IBDU | ISHARES TR | 4.94% | $20.0M | 855,583 | $22.74 | $23.33 | +$2.0M |
I IBDS | ISHARES TR | 4.86% | $19.6M | 808,173 | $23.81 | $24.27 | +$1.9M |
Industry Allocation
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