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, BRK.A, and represent 61.59% of Seven Post Investment Office's stock portfolio.
  • Added to shares of these 10 stocks: EQR (+$16M), BRK.A (+$15M), BRK.B (+$5.3M), VNQ, SGOL, PLD, GLDM, ELS, EPD, PSA.
  • Started 1 new stock position in BRK.A.
  • Reduced shares in these 10 stocks: SPY, VEA, AVGO, VOO, VTI, VWO, VCSH, VT, NVDA, IEMG.
  • Sold out of its positions in AVGO, VOO.
  • Seven Post Investment Office was a net buyer of stock by $30M.
  • Seven Post Investment Office has $310M in assets under management (AUM), dropping by 10.67%.
  • Central Index Key (CIK): 0001554308

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Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 24.4 $75M 850k 88.70
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.7 $45M -7% 70k 650.34
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Equity Residential Sh Ben Int (EQR) 11.3 $35M +82% 593k 59.15
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Prologis (PLD) 6.4 $20M 149k 132.18
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Berkshire Hathaway Inc Del Cl A (BRK.A) 4.9 $15M NEW 21.00 718140.00
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Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $15M 46k 320.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $13M -13% 200k 64.08
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Equity Lifestyle Properties (ELS) 4.0 $12M 197k 62.42
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Enterprise Products Partners (EPD) 3.7 $12M 305k 37.84
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.1 $9.7M 70k 138.32
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Public Storage (PSA) 2.7 $8.3M 31k 270.88
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Ishares Silver Tr Ishares (SLV) 2.6 $8.1M 120k 68.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $7.3M +260% 15k 479.20
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World Gold Tr Spdr Gld Minis (GLDM) 2.1 $6.5M +2% 71k 92.69
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Americold Rlty Tr (COLD) 2.1 $6.4M 556k 11.46
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Williams Companies (WMB) 1.5 $4.5M 62k 72.78
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.4M -5% 63k 54.05
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.9M 21k 90.53
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Apple (AAPL) 0.4 $1.3M 5.0k 253.79
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.1M 3.8k 298.85
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.1M 11k 97.13
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 3.5k 287.56
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $897k +29% 20k 44.62
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $783k 6.3k 124.31
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $734k 7.8k 93.74
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $719k 1.1k 653.21
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $616k -16% 7.8k 79.27
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Ishares Core Msci Emkt (IEMG) 0.2 $511k 7.3k 69.75
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NVIDIA Corporation (NVDA) 0.2 $509k -7% 2.9k 174.40
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Microsoft Corporation (MSFT) 0.2 $472k 1.3k 370.17
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $358k 2.5k 141.42
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $345k 2.5k 138.37
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Tanger Factory Outlet Centers (SKT) 0.1 $272k 8.0k 33.98
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Amazon (AMZN) 0.1 $250k 1.2k 208.27
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Alphabet Cap Stk Cl C (GOOG) 0.1 $207k 720.00 286.86
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Pebblebrook Hotel Trust (PEB) 0.0 $152k 12k 12.63
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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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