Q2 2026 13F · SEC CIK 1554308

Seven Post Investment Office LP

Asset managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $352.3M
Reported positions: 42
Top holdings a year, 3 yrs: +15.0%
Assets under management: $9.6B

Seven Post Investment Office LP is an asset manager that reported 42 positions worth $352.3M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Real Estate ETF (VNQ, 23.5%), Spdr S&p 500 ETF Tr (SPY, 14.8%), Equity Residential (EQR, 11.6%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Seven Post Investment Office LP holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seven Post Investment Office LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VNQVanguard Real Estate ETF	23.5%	24.4%	857,363	+0.9%	$82.7M
SPYSpdr S&p 500 ETF Tr	14.8%	14.7%	69,908	+0.1%	$52.2M
EQREquity Residential	11.6%	11.3%	603,185	+1.7%	$41.0M
PLDPrologis Inc	5.8%	6.4%	150,185	+0.8%	$20.3M
VTIVanguard Index Fds	4.8%	4.8%	45,938	-0.7%	$17.0M
BRK-ABerkshire Hathaway Inc Del	4.5%	4.9%	21	+0.0%	$15.7M
VEAVanguard Tax-Managed Fds	4.0%	4.1%	196,873	-1.7%	$14.0M
ELSEquity Lifestyle Properties	3.6%	4.0%	198,260	+0.9%	$12.8M
EPDEnterprise Prods Partners L	3.2%	3.7%	306,976	+0.8%	$11.3M
VTVanguard Total World Stock Index Fund Et	3.1%	3.1%	70,182	+0.1%	$11.0M
PSAPublic Storage	2.8%	2.7%	30,780	+0.9%	$9.8M
COLDAmericold Realty Trust Inc	2.5%	2.1%	566,170	+1.9%	$8.9M
BRK-BBerkshire Hathaway Inc Del	2.4%	2.4%	17,043	+11.4%	$8.5M
ORCLOracle Corp	2.4%	New	56,722	—	$8.3M
SLVIshares Silver Tr	1.9%	2.6%	125,061	+4.7%	$6.7M
GLDMWorld Gold Tr	1.8%	2.1%	79,348	+12.5%	$6.3M
WMBWilliams Companies	1.3%	1.5%	61,760	+0.0%	$4.6M
VWOVanguard Intl Equity Index F	1.0%	1.1%	61,114	-2.8%	$3.6M
IEFAIshares Core Msci Eafe ETF	0.5%	0.6%	18,548	-9.6%	$1.8M
AAPLApple Inc	0.5%	0.4%	5,951	+20.2%	$1.7M
LIILennox Intl Inc	0.5%	New	3,000	—	$1.7M
VVVanguard Inx Lrg	0.4%	0.4%	3,800	+0.0%	$1.3M
EFAiShs MSCI EAFE	0.3%	0.4%	11,268	+0.0%	$1.2M
NVDANvidia Corporation Com	0.3%	0.2%	5,093	+74.4%	$1.0M
IJRIshares Core S&p Small Cap ETF	0.3%	0.3%	6,298	+0.0%	$934K
VONVVanguard Russell 1000 Value ETF	0.2%	0.2%	7,825	+0.0%	$832K
IVVIshares Core S&p 500 ETF	0.2%	0.2%	1,100	+0.0%	$824K
SGOLEtfs Gold Tr	0.2%	0.3%	20,093	+0.0%	$768K
GOOGLAlphabet Inc	0.2%	0.3%	1,940	-45.2%	$693K
VCSHVanguard Scottsdale Fds	0.2%	0.2%	7,461	-4.0%	$590K
IEMGIshares	0.2%	0.2%	6,606	-9.8%	$547K
MSFTMicrosoft Corp	0.1%	0.2%	1,275	+0.0%	$476K
ESGUIshares Msci Usa Esg	0.1%	0.1%	2,532	+0.0%	$414K
ACWIIshares Tr	0.1%	0.1%	2,494	+0.0%	$391K
JPMJpmorgan Chase & Co	0.1%	New	1,117	—	$366K
COSTCostco Whsl Corp New	0.1%	New	338	—	$316K
SKTTanger Inc	0.1%	0.1%	8,000	+0.0%	$316K
GSGoldman Sachs Group Inc	0.1%	New	300	—	$303K
AMZNAmazon Com Inc Com	0.1%	0.1%	1,200	+0.0%	$286K
GOOGAlphabet Inc	0.1%	0.1%	720	+0.0%	$254K
PEBPebblebrook Hotel Tr	0.1%	0.0%	12,000	+0.0%	$233K
VOOVanguard S&p 500 ETF	0.1%	New	304	—	$209K

What Seven Post Investment Office LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

NVDA Nvidia Corporation Com+74.4% shares
AAPL Apple Inc+20.2% shares
GLDM World Gold Tr+12.5% shares
BRK-B Berkshire Hathaway Inc Del+11.4% shares

Reduced

GOOGL Alphabet Inc-45.2% shares
IEMG Ishares-9.8% shares
IEFA Ishares Core Msci Eafe ETF-9.6% shares

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$352.3M	42
Q1 2026	$309.5M	36
Q4 2025	$279.7M	37
Q3 2025	$277.6M	33
Q2 2025	$265.5M	34
Q1 2025	$261.8M	33
Q4 2024	$261.2M	33
Q3 2024	$661.7M	55
Q2 2024	$539.9M	55
Q1 2024	$409.6M	55
Q4 2023	$391.7M	52
Q3 2023	$356.8M	52

Questions about Seven Post Investment Office LP's portfolio

What stocks does Seven Post Investment Office LP own?

Seven Post Investment Office LP's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 42 positions worth $352.3M. The largest are Vanguard Real Estate ETF (VNQ) at 23.5%, Spdr S&p 500 ETF Tr (SPY) at 14.8%, Equity Residential (EQR) at 11.6%, Prologis Inc (PLD) at 5.8% and Vanguard Index Fds (VTI) at 4.8%.

What did Seven Post Investment Office LP buy last quarter?

In Q2 2026, Seven Post Investment Office LP added a new position in Oracle Corp (ORCL), a new position in Lennox Intl Inc (LII), a new position in Jpmorgan Chase & Co (JPM), a new position in Costco Whsl Corp New (COST), a new position in Goldman Sachs Group Inc (GS), Nvidia Corporation Com (NVDA) (+74.4% shares), Apple Inc (AAPL) (+20.2% shares) and World Gold Tr (GLDM) (+12.5% shares), compared with its Q1 2026 filing.

What did Seven Post Investment Office LP sell last quarter?

In Q2 2026, Seven Post Investment Office LP Alphabet Inc (GOOGL) (-45.2% shares), Ishares (IEMG) (-9.8% shares) and Ishares Core Msci Eafe ETF (IEFA) (-9.6% shares), compared with its Q1 2026 filing.

How has Seven Post Investment Office LP's portfolio performed?

A portfolio copying Seven Post Investment Office LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +9.1% a year against +13.0%.

When is Seven Post Investment Office LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seven Post Investment Office LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Seven Post Investment Office LP manage?

Seven Post Investment Office LP reported $9.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $352.3M.