Seven Post Investment Office Lp Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Seven Post Investment Office Lp disclosed 42 stock positions valued at approximately $327.80M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, STATE STR SPDR S&P 500 ETF T, and VIVMARK RESIDENTIAL.
- Report Period
- September 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $327.80M
Holdings by Sector
Seven Post Investment Office Lp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VNQ | Other | 23.66% | 865,175 | +7,812 | +0.91% | $77,545,618 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 13.10% | 56,310 | -13,598 | -19.45% | $42,943,660 |
| VIVMARK RESIDENTIAL | EQR | Real Estate | 11.34% | 611,908 | +8,723 | +1.45% | $37,179,534 |
| PROLOGIS INC. | PLD | Real Estate | 6.00% | 151,405 | +1,220 | +0.81% | $19,658,420 |
| VANGUARD INDEX FDS | VTI | Other | 4.81% | 42,092 | -3,846 | -8.37% | $15,752,394 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.79% | 21 | - | - | $15,687,105 |
| EQUITY LIFESTYLE PROPERTIES | ELS | Real Estate | 3.56% | 199,944 | +1,684 | +0.85% | $11,662,735 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.53% | 163,996 | -32,877 | -16.70% | $11,579,769 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 3.38% | 70,238 | +56 | +0.08% | $11,087,125 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 3.36% | 309,458 | +2,482 | +0.81% | $11,019,799 |
| WORLD GOLD TR | GLDM | Other | 2.89% | 115,323 | +35,975 | +45.34% | $9,477,244 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.81% | 18,485 | +1,442 | +8.46% | $9,204,606 |
| PUBLIC STORAGE | PSA | Real Estate | 2.66% | 30,780 | - | - | $8,705,839 |
| ORACLE CORP | ORCL | Technology | 2.38% | 56,722 | - | - | $7,787,931 |
| LENNOX INTL INC | LII | Industrials | 1.62% | 15,000 | +12,000 | +400.00% | $5,325,300 |
| ALPHABET INC | GOOGL | Communication Services | 1.59% | 15,140 | +13,200 | +680.41% | $5,209,371 |
| ISHARES SILVER TR | SLV | Other | 1.42% | 85,156 | -39,905 | -31.91% | $4,641,854 |
| WILLIAMS COS INC | WMB | Energy | 1.28% | 61,760 | - | - | $4,197,827 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.10% | 61,052 | -62 | -0.10% | $3,620,987 |
| APPLE INC | AAPL | Technology | 0.60% | 5,951 | - | - | $1,981,802 |
| ISHARES TR | IEFA | Other | 0.52% | 17,618 | -930 | -5.01% | $1,706,832 |
| VANGUARD INDEX FDS | VV | Other | 0.41% | 3,800 | - | - | $1,337,030 |
| ISHARES TR | EFA | Other | 0.36% | 11,268 | - | - | $1,170,633 |
| NVIDIA CORPORATION | NVDA | Technology | 0.27% | 3,820 | -1,273 | -25.00% | $872,412 |
| ISHARES TR | IJR | Other | 0.26% | 6,298 | - | - | $856,780 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.26% | 7,825 | - | - | $850,577 |
| ISHARES TR | IVV | Other | 0.26% | 1,100 | - | - | $842,435 |
| ETFS GOLD TR | SGOL | Other | 0.23% | 19,319 | -774 | -3.85% | $764,260 |
| MICROSOFT CORP | MSFT | Technology | 0.20% | 1,275 | - | - | $653,947 |
| ISHARES INC | IEMG | Other | 0.16% | 6,606 | - | - | $536,143 |
Showing 30 of 42 holdings in the latest reporting period.