Seven Post Investment Office LP 13F Holdings

CIK 0001554308 · SAN FRANCISCO, CA

As of Sep 30, 2025, Seven Post Investment Office LP reported 33 positions worth $277.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD REAL ESTATE INDEX FUNDVNQ—833,186$76.2M27.44%
SPDR S&P 500 ETF TRUSTSPY—75,199$50.1M18.04%
EQUITY RESIDENTIALEQRReal Estate321,344$20.8M7.49%
VANGUARD TOTAL STOCK MKT ETFVTI—51,288 6.8M6.06%
PROLOGIS INCPLDReal Estate146,673 6.8M6.05%
VANGUARD TAX-MANAGED FUNDSVEA—244,909 4.7M5.29%
EQUITY LIFESTYLE PROPERTIES INCELSReal Estate193,318 1.7M4.23%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—70,329$9.7M3.49%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy302,130$9.4M3.40%
PUBLIC STORAGEPSAReal Estate29,821$8.6M3.10%
AMERICOLD REALTY TRUSTCOLDReal Estate555,865$6.8M2.45%
SPDR GOLD MINISHARES TRUSTGLDM—68,825$5.3M1.90%
ISHARES SILVER TRUSTSLV—119,501$5.1M1.82%
WILLIAMS COMPANIES INCWMBEnergy61,760$3.9M1.41%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—67,097$3.6M1.31%
ISHARES S&P 100 ETFOEF—9,086$3.0M1.09%
ISHARES CORE S&P 500 ETFIVV—3,860$2.6M0.93%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services4,818$2.4M0.87%
ISHARES CORE MSCI EAFE ETFIEFA—20,507 .8M0.64%
APPLE INCAAPLTechnology4,951 .3M0.45%
VANGUARD LARGE-CAP INDEX FUNDVV—3,800 .2M0.42%
ISHARES MSCI EAFE ETFEFA—11,268 .1M0.38%
ISHARES CORE S&P SMALL-CAP ETFIJR—6,298$748.4K0.27%
VANGUARD RUSSELL 1000 VALUE INDEX FUNDVONV—7,825$699.3K0.25%
MICROSOFT CORPMSFTTechnology1,275$660.4K0.24%