Seven Post Investment Office LP — 13F Holdings & Portfolio
CIK 1554308 · latest 13F-HR filed 2026-07-28
Seven Post Investment Office LP manages $352.3M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VNQ (23.47%), SPY (14.82%), EQR (11.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 24, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SAN FRANCISCO, CA 94104
$352.3M
Long-equity book
42
Distinct positions
2026-06-30
Filed 2026-07-28
+6 / −0 / ↑24 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$7.3M +9.7%
- STATE STR SPDR S&P 500 ETF T$6.8M +15.0%
- EQUITY RESIDENTIAL$5.9M +16.8%
- AMERICOLD REALTY TRUST INC$2.5M +39.7%
- VANGUARD INDEX FDS$2.2M +14.5%
Top Trims
- ISHARES SILVER TR-$1.5M -17.9%
- ALPHABET INC-$324.7K -31.9%
- ETFS GOLD TR-$128.4K -14.3%
New Positions
- ORACLE CORP$8.3M
- LENNOX INTL INC$1.7M
- JPMORGAN CHASE & CO$365.6K
- COSTCO WHOLESALE CORPORATION$316.2K
- GOLDMAN SACHS GROUP INC$303.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VNQ | 922908553 | $82.7M | 23.47% | 857,363 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $52.2M | 14.82% | 69,908 | SH |
| 3 | EQUITY RESIDENTIAL | EQR | 29476L107 | $41.0M | 11.63% | 603,185 | SH |
| 4 | PROLOGIS INC. | PLD | 74340W103 | $20.3M | 5.78% | 150,185 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $17.0M | 4.83% | 45,938 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $15.7M | 4.46% | 21 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.0M | 3.98% | 196,873 | SH |
| 8 | EQUITY LIFESTYLE PROPERTIES | ELS | 29472R108 | $12.8M | 3.63% | 198,260 | SH |
| 9 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $11.3M | 3.20% | 306,976 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $11.0M | 3.13% | 70,182 | SH |
| 11 | PUBLIC STORAGE | PSA | 74460D109 | $9.8M | 2.78% | 30,780 | SH |
| 12 | AMERICOLD REALTY TRUST INC | COLD | 03064D108 | $8.9M | 2.53% | 566,170 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.5M | 2.42% | 17,043 | SH |
| 14 | ORACLE CORP | ORCL | 68389X105 | $8.3M | 2.36% | 56,722 | SH |
| 15 | ISHARES SILVER TR | SLV | 46428Q109 | $6.7M | 1.90% | 125,061 | SH |
| 16 | WORLD GOLD TR | GLDM | 98149E303 | $6.3M | 1.79% | 79,348 | SH |
| 17 | WILLIAMS COS INC | WMB | 969457100 | $4.6M | 1.30% | 61,760 | SH |
| 18 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.6M | 1.04% | 61,114 | SH |
| 19 | ISHARES TR | IEFA | 46432F842 | $1.8M | 0.51% | 18,548 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $1.7M | 0.49% | 5,951 | SH |
| 21 | LENNOX INTL INC | LII | 526107107 | $1.7M | 0.49% | 3,000 | SH |
| 22 | VANGUARD INDEX FDS | VV | 922908637 | $1.3M | 0.37% | 3,800 | SH |
| 23 | ISHARES TR | EFA | 464287465 | $1.2M | 0.33% | 11,268 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.0M | 0.29% | 5,093 | SH |
| 25 | ISHARES TR | IJR | 464287804 | $934.1K | 0.27% | 6,298 | SH |
| 26 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $831.9K | 0.24% | 7,825 | SH |
| 27 | ISHARES TR | IVV | 464287200 | $823.8K | 0.23% | 1,100 | SH |
| 28 | ETFS GOLD TR | SGOL | 00326A104 | $768.2K | 0.22% | 20,093 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $693.3K | 0.20% | 1,940 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $589.6K | 0.17% | 7,461 | SH |
| 31 | ISHARES INC | IEMG | 46434G103 | $547.2K | 0.16% | 6,606 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $475.6K | 0.14% | 1,275 | SH |
| 33 | ISHARES TR | ESGU | 46435G425 | $414.4K | 0.12% | 2,532 | SH |
| 34 | ISHARES TR | ACWI | 464288257 | $391.5K | 0.11% | 2,494 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $365.6K | 0.10% | 1,117 | SH |
| 36 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $316.2K | 0.09% | 338 | SH |
| 37 | TANGER INC | SKT | 875465106 | $315.8K | 0.09% | 8,000 | SH |
| 38 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $303.4K | 0.09% | 300 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $286.0K | 0.08% | 1,200 | SH |
| 40 | ALPHABET INC | GOOG | 02079K107 | $254.4K | 0.07% | 720 | SH |
| 41 | PEBBLEBROOK HOTEL TR | PEB | 70509V100 | $232.9K | 0.07% | 12,000 | SH |
| 42 | VANGUARD INDEX FDS | VOO | 922908363 | $208.8K | 0.06% | 304 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $352.3M | 42 | 0001172661-26-002851 |
| 2026-03-31 | 2026-05-14 | $309.5M | 36 | 0001172661-26-001848 |
| 2025-12-31 | 2026-01-29 | $279.7M | 37 | 0001172661-26-000384 |
| 2025-09-30 | 2025-10-30 | $277.6M | 33 | 0001172661-25-004514 |