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Seven Post Investment Office LP
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $327,801,231
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $77,545,618
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $42,943,660
- VIVMARK RESIDENTIAL · SH BEN INT · 29476L107 · shares: $37,179,534
- PROLOGIS INC. · COM · 74340W103 · shares: $19,658,420
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $15,752,394
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $15,687,105
- EQUITY LIFESTYLE PROPERTIES · COM · 29472R108 · shares: $11,662,735
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $11,579,769
- VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF · 922042742 · shares: $11,087,125
- ENTERPRISE PRODS PARTNERS L · COM · 293792107 · shares: $11,019,799
Reported holdings
42 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 865,175 shares | $77,545,618 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 56,310 shares | $42,943,660 |
| VIVMARK RESIDENTIAL | SH BEN INT | 29476L107 | — | 611,908 shares | $37,179,534 |
| PROLOGIS INC. | COM | 74340W103 | — | 151,405 shares | $19,658,420 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 42,092 shares | $15,752,394 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 21 shares | $15,687,105 |
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | — | 199,944 shares | $11,662,735 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 163,996 shares | $11,579,769 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 70,238 shares | $11,087,125 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 309,458 shares | $11,019,799 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 115,323 shares | $9,477,244 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 18,485 shares | $9,204,606 |
| PUBLIC STORAGE | COM | 74460D109 | — | 30,780 shares | $8,705,839 |
| ORACLE CORP | COM | 68389X105 | — | 56,722 shares | $7,787,931 |
| LENNOX INTL INC | COM | 526107107 | — | 15,000 shares | $5,325,300 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 15,140 shares | $5,209,371 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 85,156 shares | $4,641,854 |
| WILLIAMS COS INC | COM | 969457100 | — | 61,760 shares | $4,197,827 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 61,052 shares | $3,620,987 |
| APPLE INC | COM | 037833100 | — | 5,951 shares | $1,981,802 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 17,618 shares | $1,706,832 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 3,800 shares | $1,337,030 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 11,268 shares | $1,170,633 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 3,820 shares | $872,412 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 6,298 shares | $856,780 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 7,825 shares | $850,577 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,100 shares | $842,435 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 19,319 shares | $764,260 |
| MICROSOFT CORP | COM | 594918104 | — | 1,275 shares | $653,947 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,606 shares | $536,143 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 6,829 shares | $527,556 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 2,532 shares | $422,338 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 2,494 shares | $395,960 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,117 shares | $369,537 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 300 shares | $319,533 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 338 shares | $307,695 |
| AMAZON COM INC | COM | 023135106 | — | 1,200 shares | $298,980 |
| MARATHON PETE CORP | COM | 56585A102 | — | 720 shares | $284,702 |
| TANGER INC | COM | 875465106 | — | 8,000 shares | $274,400 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 300 shares | $270,108 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 720 shares | $245,333 |
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | — | 12,000 shares | $225,120 |