Seven Post Investment Office LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Seven Post Investment Office LP reported 42 stock positions worth $352.3 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 23.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.8%) and Vivmark Residential (VMRK, 11.6%). Compared with Q1 2026, it opened 6 new positions, added to 14 and reduced 7. The biggest buy was a new position in Oracle (ORCL) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $352.3M (Q2 2026)
- SEC Filing
- 0001172661-26-002851 ↗ filed Jul 28, 2026
Holdings Value
Holdings 42 stocks · $352.3M
| VNQ Vanguard Real Estate ETF | 23.47% | 857,363 | $82.7M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.82% | 69,908 | $52.2M | Add +0.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 11.63% | 603,185 | $41.0M | Add +1.7% |
| PLD Prologis Inc. | 5.78% | 150,185 | $20.3M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.83% | 45,938 | $17.0M | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.46% | 21 | $15.7M | No change |
| VEA Vanguard Ftse Developed ETF | 3.98% | 196,873 | $14.0M | Reduce -1.6% |
| ELS Equity Lifestyle Properties | 3.63% | 198,260 | $12.8M | Add +0.8% |
| EPD Enterprise Products Partners | 3.20% | 306,976 | $11.3M | Add +0.8% |
| VT Vanguard Tot World STK ETF | 3.13% | 70,182 | $11.0M | Add +0.1% |
| PSA Public Storage | 2.78% | 30,780 | $9.8M | Add +0.9% |
| COLD Americold Realty Trust Inc. | 2.53% | 566,170 | $8.9M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.42% | 17,043 | $8.5M | Add +11.4% |
| ORCL Oracle Corp. | 2.36% | 56,722 | $8.3M | New |
| SLV iShares Silver Trust | 1.90% | 125,061 | $6.7M | Add +4.7% |
| GLDM SPDR Gold Minishares Trust | 1.79% | 79,348 | $6.3M | Add +12.6% |
| WMB Williams Cos Inc. | 1.30% | 61,760 | $4.6M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.04% | 61,114 | $3.6M | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 18,548 | $1.8M | Reduce -9.6% |
| AAPL Apple Inc. | 0.49% | 5,951 | $1.7M | Add +20.2% |
| LII Lennox International Inc. | 0.49% | 3,000 | $1.7M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.37% | 3,800 | $1.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.33% | 11,268 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.29% | 5,093 | $1.0M | Add +74.4% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 6,298 | $934K | No change |
| VONV Vanguard Russell 1000 Value | 0.24% | 7,825 | $832K | No change |
| IVV iShares Core S&P 500 ETF | 0.23% | 1,100 | $824K | No change |
| SGOL Abrdn Physical Gold Shares | 0.22% | 20,093 | $768K | No change |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,940 | $693K | Reduce -45.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 7,461 | $590K | Reduce -4.0% |
| IEMG iShares Core MSCI Emerging | 0.16% | 6,606 | $547K | Reduce -9.8% |
| MSFT Microsoft Corp. | 0.14% | 1,275 | $476K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 2,532 | $414K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,494 | $391K | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 1,117 | $366K | New |
| COST Costco Wholesale Corp. | 0.09% | 338 | $316K | New |
| SKT Tanger Inc. | 0.09% | 8,000 | $316K | No change |
| GS Goldman Sachs Group Inc. | 0.09% | 300 | $303K | New |
| AMZN Amazon.com Inc. | 0.08% | 1,200 | $286K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 720 | $254K | No change |
| PEB Pebblebrook Hotel Trust | 0.07% | 12,000 | $233K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 304 | $209K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VEA Vanguard Ftse Developed ETF | Reduce -1.6% | 3.98% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -45.2% | 0.20% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.6% | 0.51% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.8% | 1.04% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.0% | 0.17% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -9.8% | 0.16% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 4.83% | +0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| ORCL Oracle Corp. | New | 2.36% | +2.36 |
| LII Lennox International Inc. | New | 0.49% | +0.49 |
| COLD Americold Realty Trust Inc. | Add +1.9% | 2.53% | +0.47 |
| VMRK Vivmark Residential | Add +1.7% | 11.63% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 14.82% | +0.15 |
| NVDA Nvidia Corp. | Add +74.4% | 0.29% | +0.12 |
| PSA Public Storage | Add +0.9% | 2.78% | +0.11 |
| JPM JPMorgan Chase & Co. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| AAPL Apple Inc. | Add +20.2% | 0.49% | +0.08 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.4% | 2.42% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 3.13% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Add +12.6% | 1.79% | −0.32 |
| ELS Equity Lifestyle Properties | Add +0.8% | 3.63% | −0.34 |
| EPD Enterprise Products Partners | Add +0.8% | 3.20% | −0.52 |
| PLD Prologis Inc. | Add +0.8% | 5.78% | −0.59 |
| SLV iShares Silver Trust | Add +4.7% | 1.90% | −0.73 |
| VNQ Vanguard Real Estate ETF | Add +0.9% | 23.47% | −0.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $352.3M | VNQ, SPY, VMRK, PLD, VTI |
| Q1 2026 | 36 | $309.5M | VNQ, SPY, VMRK, PLD, BRK.A |
| Q4 2025 | 37 | $279.7M | VNQ, SPY, VMRK, PLD, VTI |
| Q3 2025 | 33 | $277.6M | VNQ, SPY, VMRK, VTI, PLD |
| Q2 2025 | 34 | $265.5M | VNQ, SPY, VMRK, VTI, PLD |
| Q1 2025 | 33 | $261.8M | VNQ, SPY, VMRK, SHV, PLD |
| Q4 2024 | 33 | $261.2M | VNQ, SPY, VMRK, SHV, VTI |
| Q3 2024 | 55 | $661.7M | LII, INTU, VNQ, GOOGL, GOOG |
| Q2 2024 | 55 | $539.9M | LII, INTU, VNQ, SPY, VMRK |
| Q1 2024 | 55 | $409.6M | LII, VNQ, SPY, PLD, VMRK |