Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $274 Million
  • Q4 2025

Seven Post Investment Office LP has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $274 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $75.3M, Spdr S&P 500 ETF Trust with a value of $50.4M, Equity Residential with a value of $19.3M, Prologis, Inc. with a value of $18.3M, and Vanguard Total Stock Market Et with a value of $15.5M.

Examining the 13F form we can see an decrease of $3.08M in the current position value, from $277M to 274M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
ETFs: $189 Million
Real Estate: $64.3 Million
Energy: $13.5 Million
Technology: $3.64 Million
Financial Services: $2.16 Million
Communication Services: $1.18 Million
Consumer Cyclical: $281,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.3 Million 27.52% of portfolio
841,036
Q4 2025 Added 0.94%
$0
$50.4 Million 18.39% of portfolio
75,639
Q4 2025 Added 0.59%
$0
$15.5 Million 5.64% of portfolio
46,856
Q4 2025 Reduced 8.64%
$0
$14.2 Million 5.17% of portfolio
230,974
Q4 2025 Reduced 5.69%
$0
$9.82 Million 3.58% of portfolio
70,500
Q4 2025 Added 0.24%
$11.9B
$5.59 Million 2.04% of portfolio
69,111
Q4 2025 Added 0.42%
$24.1B
$5.49 Million 2.01% of portfolio
119,501
Q4 2024 Reduced 50.0%
$0
$3.64 Million 1.33% of portfolio
66,310
Q4 2025 Reduced 1.17%
$0
$1.82 Million 0.66% of portfolio
20,507
Q4 2023 Reduced 0.87%
$0
$1.18 Million 0.43% of portfolio
3,800
Q2 2025 New
$0
$1.07 Million 0.39% of portfolio
11,268
Q3 2025 Reduced 44.46%
$0
$736,000 0.27% of portfolio
9,255
Q4 2025 New
$0
$735,000 0.27% of portfolio
6,298
Q4 2023 Reduced 28.6%
$0
$742,000 0.27% of portfolio
1,100
Q4 2025 Reduced 71.5%
$0
$703,000 0.26% of portfolio
7,825
Q2 2024 Reduced 5.39%
$5.65B
$603,000 0.22% of portfolio
15,487
Q3 2025 Reduced 6.29%
$0
$393,000 0.14% of portfolio
7,339
Q4 2025 Reduced 4.6%
$0
$348,000 0.13% of portfolio
2,488
Q4 2022 New
$0
$217,000 0.08% of portfolio
352
Q4 2025 Reduced 7.37%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $274 Million
  • Prior Value $277 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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