13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001172661-25-002608
Total Value
$265.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908553 | 825,347 | $73.5M | 27.69% |
| 2 | SPDR S&P 500 ETF TR | SPY | 71,865 | $44.4M | 16.73% |
| 3 | EQUITY RESIDENTIAL | EQR | 319,190 | $21.5M | 8.12% |
| 4 | VANGUARD INDEX FDS | 922908769 | 51,338 | $15.6M | 5.88% |
| 5 | PROLOGIS INC. | PLDGP | 145,392 | $15.3M | 5.76% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 235,339 | $13.4M | 5.05% |
| 7 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 191,726 | $11.8M | 4.45% |
| 8 | ENTERPRISE PRODS PARTNERS L | 293792107 | 302,130 | $9.4M | 3.53% |
| 9 | AMERICOLD REALTY TRUST INC | COLD | 555,865 | $9.2M | 3.48% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042742 | 70,254 | $9.0M | 3.40% |
| 11 | PUBLIC STORAGE OPER CO | PSA-PS | 29,524 | $8.7M | 3.26% |
| 12 | WORLD GOLD TR | GLDW | 68,825 | $4.5M | 1.70% |
| 13 | ISHARES SILVER TR | SLV | 119,501 | $3.9M | 1.48% |
| 14 | WILLIAMS COS INC | 969457100 | 61,760 | $3.9M | 1.46% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 64,355 | $3.2M | 1.20% |
| 16 | ISHARES TR | 464287101 | 9,086 | $2.8M | 1.04% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,950 | $2.4M | 0.91% |
| 18 | ISHARES TR | 464287200 | 3,860 | $2.4M | 0.90% |
| 19 | ISHARES TR | 464287465 | 20,289 | $1.8M | 0.68% |
| 20 | ISHARES TR | 46432F842 | 20,507 | $1.7M | 0.64% |
| 21 | VANGUARD INDEX FDS | 922908637 | 3,800 | $1.1M | 0.41% |
| 22 | APPLE INC | AAPL | 4,951 | $1.0M | 0.38% |
| 23 | ISHARES TR | 464287804 | 6,298 | $688,308 | 0.26% |
| 24 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,825 | $666,768 | 0.25% |
| 25 | MICROSOFT CORP | MSFT | 1,275 | $634,198 | 0.24% |
| 26 | ETFS GOLD TR | 00326A104 | 16,527 | $521,262 | 0.20% |
| 27 | ISHARES INC | 46434G103 | 7,693 | $461,811 | 0.17% |
| 28 | PALANTIR TECHNOLOGIES INC | PLTR | 3,000 | $408,960 | 0.15% |
| 29 | ISHARES TR | 46435G425 | 2,532 | $342,580 | 0.13% |
| 30 | ISHARES TR | 464288257 | 2,488 | $319,957 | 0.12% |
| 31 | AMAZON COM INC | AMZN | 1,200 | $263,268 | 0.10% |
| 32 | TANGER INC | SKT | 8,000 | $244,640 | 0.09% |
| 33 | VANGUARD INDEX FDS | 922908363 | 380 | $215,851 | 0.08% |
| 34 | PEBBLEBROOK HOTEL TR | PEB-PH | 12,000 | $119,880 | 0.05% |