Institutional
Seven Post Investment Office LP
CIK 0001554308
$309.5M
Reported AUM
36
Positions
Q1 2026
Period
2026-05-14
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | $96.79 | 0.72% | 11.98% | 9.39% | $75.4M | 24.36% | +8,904 | +1.1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $45.4M | 14.67% | −5,828 | −7.7% |
| 3 | EQR | EQUITY RESIDENTIAL | $68.19 | 0.43% | 4.01% | -2.39% | $35.1M | 11.33% | +268,944 | +83.0% |
| 4 | PLD | PROLOGIS INC. | $144.54 | 0.52% | 37.48% | 29.45% | $19.7M | 6.36% | +1,210 | +0.8% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $15.1M | 4.87% | +21 | NEW |
| 6 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $14.8M | 4.80% | −591 | −1.3% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | 26.80% | 55.20% | $12.8M | 4.14% | −30,794 | −13.3% |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | $62.43 | 0.99% | 3.77% | -15.13% | $12.3M | 3.96% | +1,689 | +0.9% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | $37.81 | -0.97% | 28.31% | 139.92% | $11.5M | 3.72% | +2,478 | +0.8% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | 24.82% | 62.43% | $9.7M | 3.13% | −397 | −0.6% |
| 11 | PSA | PUBLIC STORAGE OPER CO | $309.68 | 0.98% | 6.56% | 22.23% | $8.3M | 2.67% | +334 | +1.1% |
| 12 | SLV | ISHARES SILVER TR | $61.57 | -8.08% | 88.35% | 160.56% | $8.1M | 2.63% | — | HELD |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $7.3M | 2.37% | +11,053 | +260.1% |
| 14 | GLDM | WORLD GOLD TR | $85.42 | -3.67% | 30.23% | 136.75% | $6.5M | 2.11% | +1,390 | +2.0% |
| 15 | COLD | AMERICOLD REALTY TRUST INC | $14.71 | -1.74% | -8.33% | -54.14% | $6.4M | 2.06% | — | HELD |
| 16 | WMB | WILLIAMS COS INC | $71.96 | -0.65% | 22.72% | 258.62% | $4.5M | 1.45% | — | HELD |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | 23.65% | 32.53% | $3.4M | 1.10% | −3,427 | −5.2% |
| 18 | IEFA | ISHARES TR | $95.56 | -2.60% | 18.86% | 46.61% | $1.9M | 0.60% | — | HELD |
| 19 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $1.3M | 0.41% | — | HELD |
| 20 | VV | VANGUARD INDEX FDS | $339.76 | -2.62% | 24.19% | 76.59% | $1.1M | 0.37% | — | HELD |
| 21 | EFA | ISHARES TR | $102.26 | -2.56% | 18.03% | 48.24% | $1.1M | 0.35% | — | HELD |
| 22 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $1.0M | 0.33% | — | HELD |
| 23 | SGOL | ETFS GOLD TR | $41.12 | -3.61% | 30.13% | 136.05% | $897K | 0.29% | +4,606 | +29.7% |
| 24 | IJR | ISHARES TR | $137.68 | -1.84% | 29.63% | 34.80% | $783K | 0.25% | — | HELD |
| 25 | VONV | VANGUARD SCOTTSDALE FDS | $103.72 | -1.88% | 26.28% | 63.20% | $734K | 0.24% | — | HELD |
| 26 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $719K | 0.23% | — | HELD |
| 27 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.29% | 4.93% | 11.78% | $616K | 0.20% | −1,481 | −16.0% |
| 28 | IEMG | ISHARES INC | $78.63 | -6.40% | 38.44% | 42.72% | $511K | 0.17% | −15 | −0.2% |
| 29 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $509K | 0.16% | −231 | −7.3% |
| 30 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $472K | 0.15% | — | HELD |
| 31 | ESGU | ISHARES TR | $161.16 | -2.76% | — | — | $358K | 0.12% | — | HELD |
| 32 | ACWI | ISHARES TR | $154.39 | -2.98% | — | — | $345K | 0.11% | +6 | +0.2% |
| 33 | SKT | TANGER INC | $37.09 | 2.01% | — | — | $272K | 0.09% | — | HELD |
| 34 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $250K | 0.08% | — | HELD |
| 35 | GOOG | ALPHABET INC | $365.76 | -0.95% | — | — | $207K | 0.07% | — | HELD |
| 36 | PEB | PEBBLEBROOK HOTEL TR | $16.89 | 0.30% | — | — | $152K | 0.05% | — | HELD |
| 37 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | — | — | −3,147 | EXITED |
| 38 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | — | — | — | — | −352 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001848. 13F discloses long positions only — shorts, foreign equities, and options are excluded.