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CIK: 0001554308
Total reported value
$327.8M
$327.8M
42 檔
65.0%
At the close of Q2 2026, Seven Post Investment Office LP disclosed equity holdings valued at approximately $327.8M, spread across 42 reported holdings.
In Q2 2026, Seven Post Investment Office LP displayed an active expansion posture, initiating 6 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 23.47% | +0.19% | +0.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.82% | -1.72% | +0.14% | |
| 3 | EQR | Equity Residential | Stock-Real Estate | 11.63% | -0.29% | +1.70% | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 5.78% | +0.22% | +0.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.83% | -0.02% | -0.71% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.46% | +0.33% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | -0.45% | -1.65% | |
| 8 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.63% | -0.07% | +0.85% | |
| 9 | EPD | Enterprise Products Partners | Stock-Energy | 3.20% | +0.16% | +0.78% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.13% | +0.25% | +0.11% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 2.78% | -0.12% | +0.93% | |
| 12 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 2.53% | -2.53% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | +0.39% | +11.38% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.36% | +0.02% | — | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 1.90% | -0.48% | +4.65% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.79% | +1.10% | +12.55% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.30% | -0.02% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | +0.06% | -2.81% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.01% | -9.55% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.11% | +20.20% | |
| 21 | LII | Lennox International Inc | Stock-Industrials | 0.49% | +1.13% | — | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | +0.04% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | +0.03% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.02% | +74.42% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | -0.01% | — | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.24% | +0.02% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.03% | — | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.22% | +0.01% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +1.39% | -45.20% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.01% | -4.03% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | — | -9.80% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | +0.06% | — | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.12% | +0.01% | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.11% | +0.01% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.01% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | — | — | |
| 37 | SKT | Tanger Inc | Stock-Real Estate | 0.09% | -0.01% | — | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.01% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 41 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.07% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.4% | NEW | New buy |
| 2 | LII | Lennox International Inc | +0.5% | NEW | New buy |
| 3 | COLD | Americold Realty Trust Inc | +0.5% | +1.85% | Add |
| 4 | EQR | Equity Residential | +0.3% | +1.70% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.14% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | +74.42% | Add |
| 7 | PSA | Public Storage | +0.1% | +0.93% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 9 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 11 | AAPL | Apple Inc | +0.1% | +20.20% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.38% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.71% | Trim |
| 15 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 16 | PEB | Pebblebrook Hotel Trust | 0% | — | Unchanged |
| 17 | VT | Vanguard Tot World Stk ETF | — | +0.11% | Add |
| 18 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 20 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 21 | ESGU | Ishares Esg Aware Msci USA | — | — | Unchanged |
| 22 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 23 | ACWI | Ishares Msci Acwi ETF | — | — | Unchanged |
| 24 | SKT | Tanger Inc | — | — | Unchanged |
| 25 | IEMG | Ishares Core Msci Emerging | — | -9.80% | Trim |
| 26 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 27 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -4.03% | Trim |
| 30 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.81% | Trim |
| 31 | SGOL | Abrdn Physical Gold Shares | -0.1% | — | Unchanged |
| 32 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -9.55% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -45.20% | Trim |
| 34 | WMB | Williams Cos Inc | -0.2% | — | Unchanged |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.2% | -1.65% | Trim |
| 36 | GLDM | Spdr Gold Minishares Trust | -0.3% | +12.55% | Add |
| 37 | ELS | Equity Lifestyle Properties | -0.3% | +0.85% | Add |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 39 | EPD | Enterprise Products Partners | -0.5% | +0.78% | Add |
| 40 | PLD | Prologis Inc | -0.6% | +0.77% | Add |
| 41 | SLV | Ishares Silver Trust | -0.7% | +4.65% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | -0.9% | +0.87% | Add |
According to official SEC Form 13F filings, Seven Post Investment Office LP reported a total U.S. public equity portfolio value of $327.8M across 42 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VNQ, SPY, EQR) accounted for 65.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
ORCL
市值: $8.3M
Top Position Liquidated / Trimmed
VTI
前期市值: $14.8M
During Q2 2026, Seven Post Investment Office LP's top holdings by market value included VNQ (23.5%)、SPY (14.8%)、EQR (11.6%). The largest single position, VNQ, represented 23.5% of total portfolio value.
In Q2 2026, Seven Post Investment Office LP made 27 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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