Seven Post Investment Office Lp Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Seven Post Investment Office Lp disclosed 42 stock positions valued at approximately $352.28M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, STATE STR SPDR S&P 500 ETF T, and EQUITY RESIDENTIAL.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $352.28M
Holdings by Sector
Seven Post Investment Office Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VNQ | Other | 23.47% | 857,363 | +7,423 | +0.87% | $82,675,546 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.82% | 69,908 | +97 | +0.14% | $52,205,486 |
| EQUITY RESIDENTIAL | EQR | Real Estate | 11.63% | 603,185 | +10,095 | +1.70% | $40,974,349 |
| PROLOGIS INC. | PLD | Real Estate | 5.78% | 150,185 | +1,147 | +0.77% | $20,345,545 |
| VANGUARD INDEX FDS | VTI | Other | 4.83% | 45,938 | -327 | -0.71% | $16,998,761 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.46% | 21 | - | - | $15,725,850 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.98% | 196,873 | -3,307 | -1.65% | $14,027,176 |
| EQUITY LIFESTYLE PROPERTIES | ELS | Real Estate | 3.63% | 198,260 | +1,676 | +0.85% | $12,777,826 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 3.20% | 306,976 | +2,368 | +0.78% | $11,284,438 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 3.13% | 70,182 | +79 | +0.11% | $11,015,128 |
| PUBLIC STORAGE | PSA | Real Estate | 2.78% | 30,780 | +283 | +0.93% | $9,797,609 |
| AMERICOLD REALTY TRUST INC | COLD | Real Estate | 2.53% | 566,170 | +10,305 | +1.85% | $8,900,194 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.42% | 17,043 | +1,741 | +11.38% | $8,528,147 |
| ORACLE CORP | ORCL | Technology | 2.36% | 56,722 | +56,722 | +100.00% | $8,312,609 |
| ISHARES SILVER TR | SLV | Other | 1.90% | 125,061 | +5,560 | +4.65% | $6,687,012 |
| WORLD GOLD TR | GLDM | Other | 1.79% | 79,348 | +8,847 | +12.55% | $6,301,818 |
| WILLIAMS COS INC | WMB | Energy | 1.30% | 61,760 | - | - | $4,591,238 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.04% | 61,114 | -1,769 | -2.81% | $3,647,894 |
| ISHARES TR | IEFA | Other | 0.51% | 18,548 | -1,959 | -9.55% | $1,791,366 |
| APPLE INC | AAPL | Technology | 0.49% | 5,951 | +1,000 | +20.20% | $1,721,981 |
| LENNOX INTL INC | LII | Industrials | 0.49% | 3,000 | +3,000 | +100.00% | $1,718,850 |
| VANGUARD INDEX FDS | VV | Other | 0.37% | 3,800 | - | - | $1,306,858 |
| ISHARES TR | EFA | Other | 0.33% | 11,268 | - | - | $1,170,520 |
| NVIDIA CORPORATION | NVDA | Technology | 0.29% | 5,093 | +2,173 | +74.42% | $1,019,058 |
| ISHARES TR | IJR | Other | 0.27% | 6,298 | - | - | $934,056 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.24% | 7,825 | - | - | $831,876 |
| ISHARES TR | IVV | Other | 0.23% | 1,100 | - | - | $823,779 |
| ETFS GOLD TR | SGOL | Other | 0.22% | 20,093 | - | - | $768,155 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 1,940 | -1,600 | -45.20% | $693,298 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.17% | 7,461 | -313 | -4.03% | $589,620 |
Showing 30 of 42 holdings in the latest reporting period.