Institutions / Seven Post Investment Office LP
Seven Post Investment Office LP
CIK 1554308 · Institution · as of Dec 31, 2025
Portfolio value
$279.69M
Positions
37
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 37 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $74.42M | 26.6% |
| SPDR S&P 500 ETF Tr | $51.58M | 18.4% |
| Equity Residential | $20.43M | 7.3% |
| Prologis Inc | $18.87M | 6.7% |
| Vanguard Index Fds | $15.71M | 5.6% |
| Vanguard Tax-Managed Fds | $14.43M | 5.2% |
| Equity Lifestyle Properties Inc | $11.81M | 4.2% |
| Vanguard Intl Equity Index F | $9.94M | 3.6% |
| Enterprise Products Partners L.P.EPD | $9.69M | 3.5% |
| Public Storage | $7.83M | 2.8% |
| iShares Silver Tr | $7.70M | 2.8% |
| Americold Realty Trust, Inc. | $7.15M | 2.6% |
| World Gold Tr | $5.90M | 2.1% |
| Williams Cos Inc/The | $3.71M | 1.3% |
| Vanguard Intl Equity Index F | $3.56M | 1.3% |
| Warren E. Buffett | $2.14M | 0.8% |
| iShares Tr | $1.83M | 0.7% |
| Apple Inc. | $1.35M | 0.5% |
| Vanguard Index Fds | $1.20M | 0.4% |
| Alphabet Inc. | $1.11M | 0.4% |
| Broadcom Inc. | $1.09M | 0.4% |
| iShares Tr | $1.08M | 0.4% |
| iShares Tr | $756.9K | 0.3% |
| iShares Tr | $753.4K | 0.3% |
| Vanguard Scottsdale Fds | $737.9K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.