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Latest Sailer Financial LLC Stock Portfolio

Sailer Financial LLC Performance:
2025 Q3: 0.19%YTD: 3.49%2024: 4.04%
Performance for 2025 Q3 is 0.19%, and YTD is 3.49%, and 2024 is 4.04%.

About Sailer Financial LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Seven Springs Wealth Group, LLC reported an equity portfolio of $413.4 Millions as of 30 Sep, 2025.

The top stock holdings of Seven Springs Wealth Group, LLC are ACWF, NU, CI. The fund has invested 18.8% of it's portfolio in ISHARES TR and 18% of portfolio in NU HLDGS LTD.

The fund managers got completely rid off AMERICAN HEALTHCARE REIT INC, SOUTHERN CO (SO) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), EXXON MOBIL CORP (XOM) and ISHARES TR (IBCE). Seven Springs Wealth Group, LLC opened new stock positions in ISHARES TR (DMXF), SPDR SERIES TRUST (BIL) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, ISHARES TR (IJR) and ISHARES TR (DMXF).

Sailer Financial LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Seven Springs Wealth Group, LLC made a return of 0.19% in the last quarter. In trailing 12 months, it's portfolio return was 0.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr22,405,900
spdr series trust410,589
palantir technologies inc209,965
New stocks bought by Sailer Financial LLC

Additions

Ticker% Inc.
berkshire hathaway inc del26.49
ishares tr22.4
ishares tr13.97
ishares tr11.7
schwab strategic tr10.29
wells fargo co new8.65
bank america corp8.51
verizon communications inc8.02
Additions to existing portfolio by Sailer Financial LLC

Reductions

Ticker% Reduced
vanguard scottsdale fds-44.65
exxon mobil corp-39.37
ishares tr-32.53
nu hldgs ltd-31.08
gilead sciences inc-8.69
global x fds-6.01
ge aerospace-5.52
spdr index shs fds-1.85
Sailer Financial LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-19,614,400
american healthcare reit inc-671,387
vanguard scottsdale fds-205,169
southern co-227,187
Sailer Financial LLC got rid off the above stocks

Sector Distribution

Seven Springs Wealth Group, LLC has about 81% of it's holdings in Others sector.

Sector%
Others81
Healthcare9.3
Technology2.7
Communication Services2.7
Consumer Cyclical1.8
Utilities1.1

Market Cap. Distribution

Seven Springs Wealth Group, LLC has about 19% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED81
LARGE-CAP12.8
MEGA-CAP6.2

Stocks belong to which Index?

About 18.3% of the stocks held by Seven Springs Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others81.7
S&P 50018.3
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
37.7 %
GOOG
alphabet inc
37.3 %
ORCL
oracle corp
28.6 %
CMI
cummins inc
28.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.6 M
AAPL
apple inc
0.8 M
IJR
ishares tr
0.6 M
IJR
ishares tr
0.4 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-17.2 %
CRM
salesforce inc
-13.1 %
CI
the cigna group
-12.8 %
PM
philip morris intl inc
-10.9 %
KO
coca cola co
-6.3 %
Top 5 Losers ($)$
CI
the cigna group
-5.3 M
ACN
accenture plc ireland
-0.1 M
CRM
salesforce inc
0.0 M
PM
philip morris intl inc
0.0 M
KO
coca cola co
0.0 M

Sailer Financial LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sailer Financial LLC

Seven Springs Wealth Group, LLC has 80 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. CI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Seven Springs Wealth Group, LLC last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions