CIK: 0001554308
Total reported value
$309.5M
Reporting period: 2026-03-31 · Number of holdings: 36
Seven Post Investment Office LP disclosed 36 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $309.5M and a quarterly turnover rate of 18.2%.
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Seven Post Investment Office LP's disclosed holdings carry a Herfindahl concentration index of 0.111 — mathematically equivalent to about 9 equally-sized positions, well below its 36 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.76), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 35% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add EQR
+83.0% $14.6M
Trim SPY
-7.7% -$6.2M
Trim VNQ
+1.1% $966.4K
Add BRK-B
+260.1% $5.2M
Trim VEA
-13.3% -$1.6M
Trim VTI
-1.3% -$867.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 24.36% | -2.25% | +1.06% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.67% | -3.77% | -7.71% | |
| 3 | EQR | Equity Residential | Stock-Real Estate | 11.33% | +4.02% | +82.97% | |
| 4 | PLD | Prologis INC | Stock-Real Estate | 6.36% | -0.39% | +0.82% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.87% | +4.87% | NEW | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.80% | -0.82% | -1.26% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.14% | -1.02% | -13.33% | |
| 8 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.96% | -0.26% | +0.87% | |
| 9 | EPD | Enterprise Products Partners | Stock-Energy | 3.72% | +0.26% | +0.82% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.13% | -0.43% | -0.56% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 2.67% | -0.13% | +1.11% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 2.63% | -0.12% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.37% | +1.61% | +260.13% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.11% | — | +2.01% | |
| 15 | COLD | Americold Realty Trust INC | Stock-Real Estate | 2.06% | -0.50% | — | |
| 16 | WMB | Williams Cos INC | Stock-Energy | 1.45% | +0.12% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | -0.17% | -5.17% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.06% | — | |
| 19 | AAPL | Apple INC | Stock-Tech | 0.41% | -0.07% | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | -0.06% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.04% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | -0.07% | — | |
| 23 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.29% | +0.06% | +29.74% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | -0.02% | — | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.24% | -0.02% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.04% | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | -0.06% | -16.00% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | -0.02% | -0.20% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.05% | -7.33% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.07% | — | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.12% | -0.01% | — | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.11% | -0.02% | +0.24% | |
| 33 | SKT | Tanger INC | Stock-Real Estate | 0.09% | -0.01% | — | |
| 34 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.08% | -0.02% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | -0.01% | — | |
| 36 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.05% | — | — |
Performance for Q3 2026
+4.4%
Performance Last 4 Quarters
+21.7%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 36 | $309.5M | 18 | |
| 2025-12-31 | 37 | $279.7M | 8 | |
| 2025-09-30 | 33 | $277.6M | 30 | |
| 2025-06-30 | 34 | $265.5M | 0 | |
| 2025-03-31 | 33 | $261.8M | 100 | |
| 2024-12-31 | 33 | $261.2M | 0 | |
| 2024-09-30 | 55 | $661.7M | 0 | |
| 2024-06-30 | 55 | $539.9M | 0 | |
| 2024-03-31 | 55 | $409.6M | 0 | |
| 2023-12-31 | 53 | $397.1M | 0 | |
| 2023-09-30 | 53 | $361.7M | 0 | |
| 2023-06-30 | 54 | $328.2M | 0 | |
| 2023-03-31 | 55 | $277.1M | 0 | |
| 2022-12-31 | 55 | $284.4M | 0 | |
| 2022-09-30 | 44 | $257.1M | 0 | |
| 2022-06-30 | 48 | $268.9M | 0 | |
| 2022-03-31 | 49 | $327.7M | 0 | |
| 2021-12-31 | 49 | $370.1M | 0 | |
| 2021-09-30 | 4 | $70.0M | 0 | 129476l229472r374340w |
| 2021-06-30 | 37 | $181.0M | 0 | |
| 2021-03-31 | 10 | $132.9M | 0 | |
| 2020-12-31 | 11 | $110.8M | 0 | |
| 2020-09-30 | 32 | $136.3M | 0 | |
| 2020-06-30 | 12 | $115.8M | 0 | |
| 2020-03-31 | 35 | $186.7M | 0 | |
| 2019-12-31 | 28 | $137.9M | 14 | |
| 2019-09-30 | 25 | $139.6M | 10 | |
| 2019-06-30 | 22 | $147.4M | 12 | |
| 2019-03-31 | 22 | $141.4M | 26 | |
| 2018-12-31 | 21 | $128.6M | 24 | |
| 2018-09-30 | 16 | $120.1M | 100 | |
| 2018-06-30 | 5 | $23.8M | 4 | |
| 2018-03-31 | 5 | $23.9M | 5 | |
| 2017-12-31 | 5 | $22.8M | 4 | |
| 2017-09-30 | 5 | $21.9M | 5 | |
| 2017-06-30 | 5 | $20.8M | 3 | |
| 2017-03-31 | 5 | $20.3M | 6 | |
| 2016-12-31 | 5 | $19.0M | 5 | |
| 2016-09-30 | 5 | $19.7M | 5 | |
| 2016-06-30 | 5 | $18.8M | 20 | |
| 2016-03-31 | 5 | $22.8M | 16 | |
| 2015-12-31 | 5 | $25.3M | 100 | |
| 2015-09-30 | 7 | $113.2M | 22 | |
| 2015-06-30 | 8 | $126.9M | 7 | |
| 2015-03-31 | 8 | $122.1M | 11 | |
| 2014-12-31 | 8 | $112.5M | 27 | |
| 2014-09-30 | 8 | $121.7M | 36 | |
| 2014-06-30 | 6 | $84.7M | 0 | |
| 2014-03-31 | 6 | $84.7M | 12 | |
| 2013-12-31 | 8 | $88.9M | 6 | |
| 2013-09-30 | 6 | $83.3M | 10 | |
| 2013-06-30 | 6 | $75.2M | 0 |
Seven Post Investment Office LP's most significant position changes for 2026-03-31: New buy: Berkshire Hathaway Inc-cl A (BRK-A); Sold out: Broadcom INC (AVGO); Sold out: Vanguard S&p 500 ETF (VOO); Add: Equity Residential (EQR) — shares +82.97%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -7.71%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQR | Equity Residential | +4% | +82.97% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.6% | +260.13% | Add |
| 3 | EPD | Enterprise Products Partners | +0.3% | +0.82% | Add |
| 4 | WMB | Williams Cos INC | +0.1% | — | Unchanged |
| 5 | SGOL | Abrdn Physical Gold Shares | +0.1% | +29.74% | Add |
| 6 | GLDM | Spdr Gold Minishares Trust | — | +2.01% | Add |
| 7 | PEB | Pebblebrook Hotel Trust | — | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 9 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Unchanged |
| 10 | SKT | Tanger INC | 0% | — | Unchanged |
| 11 | AMZN | Amazon.com INC | 0% | — | Unchanged |
| 12 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 13 | IEMG | Ishares Core Msci Emerging | 0% | -0.20% | Trim |
| 14 | VONV | Vanguard Russell 1000 Value | 0% | — | Unchanged |
| 15 | ACWI | Ishares Msci Acwi ETF | 0% | +0.24% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | -0.1% | -7.33% | Trim |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -16.00% | Trim |
| 20 | VV | Vanguard Large-cap ETF | -0.1% | — | Unchanged |
| 21 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 22 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 24 | AAPL | Apple INC | -0.1% | — | Unchanged |
| 25 | SLV | Ishares Silver Trust | -0.1% | — | Unchanged |
| 26 | PSA | Public Storage | -0.1% | +1.11% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -5.17% | Trim |
| 28 | ELS | Equity Lifestyle Properties | -0.3% | +0.87% | Add |
| 29 | PLD | Prologis INC | -0.4% | +0.82% | Add |
| 30 | VT | Vanguard Tot World Stk ETF | -0.4% | -0.56% | Trim |
| 31 | COLD | Americold Realty Trust INC | -0.5% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -1.26% | Trim |
| 33 | VEA | Vanguard Ftse Developed ETF | -1% | -13.33% | Trim |
| 34 | VNQ | Vanguard Real Estate ETF | -2.3% | +1.06% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.8% | -7.71% | Trim |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 37 | AVGO | Broadcom INC | — | EXIT | Sold out |
| 38 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-17 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-02 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-08 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-09-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-06-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-03-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-12-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-09-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-06-30 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-03-31 | 2022-03-18 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-06 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-03 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-27 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-09 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-30 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-08 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-28 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-24 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-16 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-29 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-18 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-01 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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