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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 60.52% of Seven Post Investment Office's stock portfolio.
Added to shares of these 10 stocks: ORCL (+$8.3M), LII, BRK.B, VNQ, GLDM, EQR, NVDA, JPM, COST, GS.
Started 6 new stock positions in ORCL, VOO, COST, GS, LII, JPM.
Reduced shares in these 7 stocks: GOOGL, VEA, IEFA, VTI, VWO, IEMG, VCSH.
Seven Post Investment Office was a net buyer of stock by $15M.
Seven Post Investment Office has $352M in assets under management (AUM), dropping by 13.81%.
Central Index Key (CIK): 0001554308

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Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Real Estate Etf (VNQ)	23.5	$83M		857k	96.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	14.8	$52M		70k	746.77	View chart
Equity Residential Sh Ben Int (EQR)	11.6	$41M		603k	67.93	View chart
Prologis (PLD)	5.8	$20M		150k	135.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.8	$17M		46k	370.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.5	$16M		21.00	748850.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$14M		197k	71.25	View chart
Equity Lifestyle Properties (ELS)	3.6	$13M		198k	64.45	View chart
Enterprise Products Partners (EPD)	3.2	$11M		307k	36.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.1	$11M		70k	156.95	View chart
Public Storage (PSA)	2.8	$9.8M		31k	318.31	View chart
Americold Rlty Tr (COLD)	2.5	$8.9M		566k	15.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$8.5M	+11%	17k	500.39	View chart
Oracle Corporation (ORCL)	2.4	$8.3M	NEW	57k	146.55	View chart
Ishares Silver Tr Ishares (SLV)	1.9	$6.7M	+4%	125k	53.47	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.8	$6.3M	+12%	79k	79.42	View chart
Williams Companies (WMB)	1.3	$4.6M		62k	74.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$3.6M	-2%	61k	59.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.8M	-9%	19k	96.58	View chart
Apple (AAPL)	0.5	$1.7M	+20%	6.0k	289.36	View chart
Lennox International (LII)	0.5	$1.7M	NEW	3.0k	572.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.3M		3.8k	343.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		11k	103.88	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	+74%	5.1k	200.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$934k		6.3k	148.31	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$832k		7.8k	106.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$824k		1.1k	748.89	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$768k		20k	38.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$693k	-45%	1.9k	357.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$590k	-4%	7.5k	79.03	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$547k	-9%	6.6k	82.84	View chart
Microsoft Corporation (MSFT)	0.1	$476k		1.3k	373.02	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$414k		2.5k	163.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$392k		2.5k	156.97	View chart
JPMorgan Chase & Co. (JPM)	0.1	$366k	NEW	1.1k	327.33	View chart
Costco Wholesale Corporation (COST)	0.1	$316k	NEW	338.00	935.47	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$316k		8.0k	39.47	View chart
Goldman Sachs (GS)	0.1	$303k	NEW	300.00	1011.37	View chart
Amazon (AMZN)	0.1	$286k		1.2k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$254k		720.00	353.33	View chart
Pebblebrook Hotel Trust (PEB)	0.1	$233k		12k	19.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$209k	NEW	304.00	686.81	View chart

Past Filings by Seven Post Investment Office

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

Seven Post Investment Office 2026 Q2 filed July 28, 2026
Seven Post Investment Office 2026 Q1 filed May 14, 2026
Seven Post Investment Office 2025 Q4 filed Jan. 29, 2026
Seven Post Investment Office 2025 Q3 filed Oct. 30, 2025
Seven Post Investment Office 2025 Q2 filed July 15, 2025
Seven Post Investment Office 2025 Q1 filed April 17, 2025
Seven Post Investment Office 2024 Q4 filed Jan. 16, 2025
Seven Post Investment Office 2024 Q3 filed Oct. 31, 2024
Seven Post Investment Office 2024 Q2 filed Aug. 5, 2024
Seven Post Investment Office 2024 Q1 filed April 25, 2024
Seven Post Investment Office 2023 Q4 filed Feb. 6, 2024
Seven Post Investment Office 2023 Q3 filed Nov. 2, 2023
Seven Post Investment Office 2023 Q2 filed Aug. 8, 2023
Seven Post Investment Office 2023 Q1 filed May 2, 2023
Seven Post Investment Office 2022 Q4 filed Jan. 31, 2023
Seven Post Investment Office 2022 Q3 filed Nov. 7, 2022

View all past filings

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