Seven Post Investment Office

Seven Post Investment Office as of June 30, 2026

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