Institutional Manager · CIK 0001554308
Seven Post Investment Office LP
San Francisco, CA · File #028-15323
Latest AUM
$279.7M
Positions
37
Top-10 Concentration
83.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | ISHARES TR | 464287101 | -9,086 | -$3.0M | $0 |
| REDUCE | ISHARES TR | 464287200 | -2,760 | -$1.9M | +$60,370 |
| REDUCE | VANGUARD INDEX FDS | 922908769 | -4,432 | -$1.5M | +$364,022 |
| NEW | ALPHABET INC | GOOG | +3,540 | +$1.1M | $0 |
| NEW | BROADCOM INC | AVGO | +3,147 | +$1.1M | $0 |
| REDUCE | VANGUARD TAX-MANAGED FDS | 921943858 | -13,935 | -$870,519 | +$624,509 |
| NEW | VANGUARD SCOTTSDALE FDS | 92206C409 | +9,255 | +$737,866 | $0 |
| ADD | VANGUARD INDEX FDS | 922908553 | +7,850 | +$694,647 | -$2.4M |
| NEW | NVIDIA CORPORATION | NVDA | +3,151 | +$587,661 | $0 |
| ADD | SPDR S&P 500 ETF TR | SPY | +440 | +$300,043 | +$1.2M |
Sector Allocation
Filing History
- 13F COMBINATION REPORTQ/E Dec 202537 pos · $279.7M
- 13F COMBINATION REPORTQ/E Sep 202533 pos · $277.6M
- 13F COMBINATION REPORTQ/E Jun 202534 pos · $265.5M
- 13F COMBINATION REPORTQ/E Mar 202533 pos · $261.8M
- 13F COMBINATION REPORTQ/E Dec 202433 pos · $261.2M
- 13F COMBINATION REPORTQ/E Sep 202455 pos · $661.7M
- 13F COMBINATION REPORTQ/E Jun 202455 pos · $539.9M
- 13F COMBINATION REPORTQ/E Mar 202455 pos · $409.6M
- 13F COMBINATION REPORTQ/E Dec 202353 pos · $361.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908553 | 841,036 | $74.4M | 26.61% |
| 2 | SPDR S&P 500 ETF TR | SPY | 75,639 | $51.6M | 18.44% |
| 3 | EQUITY RESIDENTIAL | EQR | 324,146 | $20.4M | 7.31% |
| 4 | PROLOGIS INC. | PLDGP | 147,828 | $18.9M | 6.75% |
| 5 | VANGUARD INDEX FDS | 922908769 | 46,856 | $15.7M | 5.62% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 230,974 | $14.4M | 5.16% |
| 7 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 194,895 | $11.8M | 4.22% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042742 | 70,500 | $9.9M | 3.56% |
| 9 | ENTERPRISE PRODS PARTNERS L | 293792107 | 302,130 | $9.7M | 3.46% |
| 10 | PUBLIC STORAGE OPER CO | PSA-PS | 30,163 | $7.8M | 2.80% |
| 11 | ISHARES SILVER TR | SLV | 119,501 | $7.7M | 2.75% |
| 12 | AMERICOLD REALTY TRUST INC | COLD | 555,865 | $7.1M | 2.56% |
| 13 | WORLD GOLD TR | GLDW | 69,111 | $5.9M | 2.11% |
| 14 | WILLIAMS COS INC | 969457100 | 61,760 | $3.7M | 1.33% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 66,310 | $3.6M | 1.27% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,249 | $2.1M | 0.76% |
| 17 | ISHARES TR | 46432F842 | 20,507 | $1.8M | 0.66% |
| 18 | APPLE INC | AAPL | 4,951 | $1.3M | 0.48% |
| 19 | VANGUARD INDEX FDS | 922908637 | 3,800 | $1.2M | 0.43% |
| 20 | ALPHABET INC | GOOG | 3,540 | $1.1M | 0.40% |