Q2 2026 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2026-07-28 · accession 0001172661-26-002851
$352.3M
Reported value
42
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $82.7M | 23.5% | 857,363 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $52.2M | 14.8% | 69,908 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $41.0M | 11.6% | 603,185 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $20.3M | 5.78% | 150,185 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $17.0M | 4.83% | 45,938 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.7M | 4.46% | 21 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $14.0M | 3.98% | 196,873 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PROPERTIES | $12.8M | 3.63% | 198,260 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $11.3M | 3.20% | 306,976 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $11.0M | 3.13% | 70,182 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE | $9.8M | 2.78% | 30,780 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $8.9M | 2.53% | 566,170 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.5M | 2.42% | 17,043 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $8.3M | 2.36% | 56,722 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $6.7M | 1.90% | 125,061 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $6.3M | 1.79% | 79,348 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $4.6M | 1.30% | 61,760 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.04% | 61,114 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.8M | 0.51% | 18,548 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.7M | 0.49% | 5,951 | Common | SOLE |
| 526107107 | LII | LENNOX INTL INC | $1.7M | 0.49% | 3,000 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.3M | 0.37% | 3,800 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.2M | 0.33% | 11,268 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.0M | 0.29% | 5,093 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $934,056 | 0.27% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $831,876 | 0.24% | 7,825 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $823,779 | 0.23% | 1,100 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $768,155 | 0.22% | 20,093 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $693,298 | 0.20% | 1,940 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $589,620 | 0.17% | 7,461 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $547,241 | 0.16% | 6,606 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $475,600 | 0.14% | 1,275 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $414,412 | 0.12% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $391,483 | 0.11% | 2,494 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $365,628 | 0.10% | 1,117 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $316,189 | 0.09% | 338 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $315,760 | 0.09% | 8,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $303,411 | 0.09% | 300 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $286,008 | 0.08% | 1,200 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $254,398 | 0.07% | 720 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $232,920 | 0.07% | 12,000 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $208,790 | 0.06% | 304 | 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.