Seven Post Investment Office

Latest statistics and disclosures from Seven Post Investment Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VNQ, SPY, EQR, PLD, VTI, and represent 64.72% of Seven Post Investment Office's stock portfolio.
  • Added to shares of these 10 stocks: GOOGL, AVGO, VCSH, VNQ, NVDA, SPY, GOOG, EQR, PLD, ELS.
  • Started 5 new stock positions in NVDA, GOOGL, VCSH, GOOG, AVGO.
  • Reduced shares in these 8 stocks: OEF, IVV, VTI, VEA, BRK.B, VWO, IEMG, VOO.
  • Sold out of its position in OEF.
  • Seven Post Investment Office was a net seller of stock by $-2.3M.
  • Seven Post Investment Office has $280M in assets under management (AUM), dropping by 0.74%.
  • Central Index Key (CIK): 0001554308

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Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 26.6 $74M 841k 88.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.4 $52M 76k 681.92
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Equity Residential Sh Ben Int (EQR) 7.3 $20M 324k 63.04
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Prologis (PLD) 6.7 $19M 148k 127.66
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Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $16M -8% 47k 335.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $14M -5% 231k 62.47
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Equity Lifestyle Properties (ELS) 4.2 $12M 195k 60.61
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.6 $9.9M 71k 141.06
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Enterprise Products Partners (EPD) 3.5 $9.7M 302k 32.06
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Public Storage (PSA) 2.8 $7.8M 30k 259.50
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Ishares Silver Tr Ishares (SLV) 2.8 $7.7M 120k 64.42
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Americold Rlty Tr (COLD) 2.6 $7.1M 556k 12.86
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World Gold Tr Spdr Gld Minis (GLDM) 2.1 $5.9M 69k 85.37
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Williams Companies (WMB) 1.3 $3.7M 62k 60.11
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.6M 66k 53.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.1M -11% 4.2k 502.65
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.8M 21k 89.46
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Apple (AAPL) 0.5 $1.3M 5.0k 271.86
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.2M 3.8k 314.80
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M NEW 3.5k 313.00
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Broadcom (AVGO) 0.4 $1.1M NEW 3.1k 346.10
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.1M 11k 96.03
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $757k 6.3k 120.18
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $753k -71% 1.1k 684.94
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $738k NEW 9.3k 79.73
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $722k 7.8k 92.30
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $636k 16k 41.08
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Microsoft Corporation (MSFT) 0.2 $617k 1.3k 483.62
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NVIDIA Corporation (NVDA) 0.2 $588k NEW 3.2k 186.50
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Ishares Core Msci Emkt (IEMG) 0.2 $493k -4% 7.3k 67.22
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $377k 2.5k 148.98
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $352k 2.5k 141.49
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Amazon (AMZN) 0.1 $277k 1.2k 230.82
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Tanger Factory Outlet Centers (SKT) 0.1 $267k 8.0k 33.37
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Alphabet Cap Stk Cl C (GOOG) 0.1 $226k NEW 720.00 313.80
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $221k -7% 352.00 627.13
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Pebblebrook Hotel Trust (PEB) 0.0 $136k 12k 11.32
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Past Filings by Seven Post Investment Office

SEC 13F filings are viewable for Seven Post Investment Office going back to 2012

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