Seven Post Investment Office

Seven Post Investment Office as of June 30, 2025

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 27.7 $74M 825k 89.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.7 $44M 72k 617.85
Equity Residential Sh Ben Int (EQR) 8.1 $22M 319k 67.49
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $16M 51k 303.93
Prologis (PLD) 5.8 $15M 145k 105.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $13M 235k 57.01
Equity Lifestyle Properties (ELS) 4.5 $12M 192k 61.67
Enterprise Products Partners (EPD) 3.5 $9.4M 302k 31.01
Americold Rlty Tr (COLD) 3.5 $9.2M 556k 16.63
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.4 $9.0M 70k 128.52
Public Storage (PSA) 3.3 $8.7M 30k 293.42
World Gold Tr Spdr Gld Minis (GLDM) 1.7 $4.5M 69k 65.52
Ishares Silver Tr Ishares (SLV) 1.5 $3.9M 120k 32.81
Williams Companies (WMB) 1.5 $3.9M 62k 62.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.2M 64k 49.46
Ishares Tr S&p 100 Etf (OEF) 1.0 $2.8M 9.1k 304.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.4M 5.0k 485.77
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.4M 3.9k 620.90
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.8M 20k 89.39
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.7M 21k 83.48
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.1M 3.8k 285.30
Apple (AAPL) 0.4 $1.0M 5.0k 205.17
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $688k 6.3k 109.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $667k 7.8k 85.21
Microsoft Corporation (MSFT) 0.2 $634k 1.3k 497.41
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $521k 17k 31.54
Ishares Core Msci Emkt (IEMG) 0.2 $462k 7.7k 60.03
Palantir Technologies Cl A (PLTR) 0.2 $409k 3.0k 136.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $343k 2.5k 135.30
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $320k 2.5k 128.60
Amazon (AMZN) 0.1 $263k 1.2k 219.39
Tanger Factory Outlet Centers (SKT) 0.1 $245k 8.0k 30.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $216k 380.00 568.03
Pebblebrook Hotel Trust (PEB) 0.0 $120k 12k 9.99