Q1 2026 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001848
$309.5M
Reported value
36
Positions
2026-03-31
Period end
The Brief · Seven Post Investment Office LP · Q1 2026
AI · grounded in 13F
Seven Post Investment Office LP established a new position in BRK/A valued at $15.08M. The fund also increased its holdings in BRK/B by 260.13% and EQR by 82.97%. On the sell side, the fund closed its positions in AVGO, reducing exposure by $1.09M, and VOO, reducing exposure by $220,750.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $75.4M | 24.4% | 849,940 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $45.4M | 14.7% | 69,811 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $35.1M | 11.3% | 593,090 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $19.7M | 6.36% | 149,038 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.1M | 4.87% | 21 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $14.8M | 4.80% | 46,265 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $12.8M | 4.14% | 200,180 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PROPERTIES | $12.3M | 3.96% | 196,584 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $11.5M | 3.72% | 304,608 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $9.7M | 3.13% | 70,103 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $8.3M | 2.67% | 30,497 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $8.1M | 2.63% | 119,501 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 2.37% | 15,302 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $6.5M | 2.11% | 70,501 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $6.4M | 2.06% | 555,865 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $4.5M | 1.45% | 61,760 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.10% | 62,883 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.9M | 0.60% | 20,507 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.3M | 0.41% | 4,951 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.1M | 0.37% | 3,800 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.1M | 0.35% | 11,268 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.0M | 0.33% | 3,540 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $896,550 | 0.29% | 20,093 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $782,904 | 0.25% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $733,515 | 0.24% | 7,825 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $718,531 | 0.23% | 1,100 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $616,271 | 0.20% | 7,774 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $510,849 | 0.17% | 7,324 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $509,248 | 0.16% | 2,920 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $471,967 | 0.15% | 1,275 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $358,075 | 0.12% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $345,095 | 0.11% | 2,494 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $271,840 | 0.09% | 8,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $249,924 | 0.08% | 1,200 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $206,539 | 0.07% | 720 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $151,560 | 0.05% | 12,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.