Seven Post Investment Office LP
Q3 2026 13F filing
Updated 10 days ago42 disclosed positions worth $327.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $77.5M | 865.2K | 23.66% | Added(+0.9%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $42.9M | 56.3K | 13.10% | Trimmed(-19.4%) |
| 3 | E VIVMARK RESIDENTIAL | $37.2M | 611.9K | 11.34% | Added(+1.4%) |
| 4 | P PROLOGIS INC. | $19.7M | 151.4K | 6.00% | Added(+0.8%) |
| 5 | V VANGUARD INDEX FDS | $15.8M | 42.1K | 4.81% | Trimmed(-8.4%) |
| 6 | B BERKSHIRE HATHAWAY INC DEL | $15.7M | 21 | 4.79% | Unchanged |
| 7 | E EQUITY LIFESTYLE PROPERTIES | $11.7M | 199.9K | 3.56% | Added(+0.8%) |
| 8 | V VANGUARD TAX-MANAGED FDS | $11.6M | 164.0K | 3.53% | Trimmed(-16.7%) |
| 9 | V VANGUARD INTL EQUITY INDEX F | $11.1M | 70.2K | 3.38% | Added(+0.1%) |
| 10 | E ENTERPRISE PRODS PARTNERS L | $11M | 309.5K | 3.36% | Added(+0.8%) |
| 11 | G WORLD GOLD TR | $9.5M | 115.3K | 2.89% | Added(+45.3%) |
| 12 | B BERKSHIRE HATHAWAY INC DEL | $9.2M | 18.5K | 2.81% | Added(+8.5%) |
| 13 | P PUBLIC STORAGE | $8.7M | 30.8K | 2.66% | Unchanged |
| 14 | O ORACLE CORP | $7.8M | 56.7K | 2.38% | Unchanged |
| 15 | L LENNOX INTL INC | $5.3M | 15.0K | 1.62% | Added(+400.0%) |
| 16 | G ALPHABET INC | $5.2M | 15.1K | 1.59% | Added(+680.4%) |
| 17 | S ISHARES SILVER TR | $4.6M | 85.2K | 1.42% | Trimmed(-31.9%) |
| 18 | F WILLIAMS COS INC | $4.2M | 61.8K | 1.28% | Unchanged |
| 19 | V VANGUARD INTL EQUITY INDEX F | $3.6M | 61.1K | 1.10% | Trimmed(-0.1%) |
| 20 | A APPLE INC | $2M | 6.0K | 0.60% | Unchanged |
| 21 | E ISHARES TR | $1.7M | 17.6K | 0.52% | Trimmed(-5.0%) |
| 22 | V VANGUARD INDEX FDS | $1.3M | 3.8K | 0.41% | Unchanged |
| 23 | E ISHARES TR | $1.2M | 11.3K | 0.36% | Unchanged |
| 24 | N NVIDIA CORPORATION | $872K | 3.8K | 0.27% | Trimmed(-25.0%) |
| 25 | E ISHARES TR | $857K | 6.3K | 0.26% | Unchanged |
| 26 | V VANGUARD SCOTTSDALE FDS | $851K | 7.8K | 0.26% | Unchanged |
| 27 | E ISHARES TR | $842K | 1.1K | 0.26% | Unchanged |
| 28 | S ETFS GOLD TR | $764K | 19.3K | 0.23% | Trimmed(-3.9%) |
| 29 | M MICROSOFT CORP | $654K | 1.3K | 0.20% | Unchanged |
| 30 | E ISHARES INC | $536K | 6.6K | 0.16% | Unchanged |
| 31 | V VANGUARD SCOTTSDALE FDS | $528K | 6.8K | 0.16% | Trimmed(-8.5%) |
| 32 | E ISHARES TR | $422K | 2.5K | 0.13% | Unchanged |
| 33 | B ISHARES TR | $396K | 2.5K | 0.12% | Unchanged |
| 34 | J JPMORGAN CHASE & CO | $370K | 1.1K | 0.11% | Unchanged |
| 35 | M MICRON TECHNOLOGY INC | $320K | 300 | 0.10% | — |
| 36 | C COSTCO WHOLESALE CORPORATION | $308K | 338 | 0.09% | Unchanged |
| 37 | A AMAZON COM INC | $299K | 1.2K | 0.09% | Unchanged |
| 38 | M MARATHON PETE CORP | $285K | 720 | 0.09% | — |
| 39 | S TANGER INC | $274K | 8.0K | 0.08% | Unchanged |
| 40 | G GOLDMAN SACHS GROUP INC | $270K | 300 | 0.08% | Unchanged |
| 41 | G ALPHABET INC | $245K | 720 | 0.07% | Unchanged |
| 42 | P PEBBLEBROOK HOTEL TR | $225K | 12.0K | 0.07% | Unchanged |