Seven Post Investment Office

$310M 13F equity value
38 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
VNQVANGUARD INDEX FDS849,940$75M24.4%
SPYSTATE STR SPDR S&P 500 ETF T69,811$45M14.7%
EQREQUITY RESIDENTIAL593,090$35M11.3%
PLDPROLOGIS INC.149,038$20M6.4%
BRKABERKSHIRE HATHAWAY INC DEL21$15M4.9%
VTIVANGUARD INDEX FDS46,265$15M4.8%
VEAVANGUARD TAX-MANAGED FDS200,180$13M4.1%
ELSEQUITY LIFESTYLE PROPERTIES196,584$12M4.0%
EPDENTERPRISE PRODS PARTNERS L304,608$12M3.7%
VTVANGUARD INTL EQUITY INDEX F70,103$10M3.1%

Track Seven Post Investment Office's 13F portfolio: $310M in reported holdings, 38 positions. Top holdings and quarterly changes on SentiSense.