Seven Post Investment Office LP

San Francisco, CA · CIK 1554308 · 13F filing filed 2026-07-28

SEC-registered investment adviser since 2011 · limited partnership

Assets managed$9.6bn
Staff22 · 14 in investment roles
Main clients (by assets)High net worth individuals 42%
Websitesevenpost.com
Form ADV · 2026-09-30SEC adviser record

Others nearbySan Francisco, CA

$352.3m reported value +13.8% vs Q1 2026

42positions

78.9%in top 10

6 new 14 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	857,363	$82.7m23.47%	23.47%	Added +7.4k	+7,423 0.9%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	69,908	$52.2m14.82%	14.82%	Added +97	+97 0.1%
3	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	603,185	$41.0m11.63%	11.63%	Added +10.1k	+10,095 1.7%
4	PROLOGIS INC. COM PLD	PLD	150,185	$20.3m5.78%	5.78%	Added +1.1k	+1,147 0.8%
5	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	45,938	$17.0m4.83%	4.83%	Reduced -327	-327 -0.7%
6	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	21	$15.7m4.46%	4.46%	Unchanged
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	196,873	$14.0m3.98%	3.98%	Reduced -3.3k	-3,307 -1.6%
8	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	198,260	$12.8m3.63%	3.63%	Added +1.7k	+1,676 0.8%
9	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	306,976	$11.3m3.20%	3.20%	Added +2.4k	+2,368 0.8%
10	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	70,182	$11.0m3.13%	3.13%	Added +79	+79 0.1%
11	PUBLIC STORAGE COM PSA	PSA	30,780	$9.8m2.78%	2.78%	Added +283	+283 0.9%
12	AMERICOLD REALTY TRUST INC COM COLD	COLD	566,170	$8.9m2.53%	2.53%	Added +10.3k	+10,305 1.9%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,043	$8.5m2.42%	2.42%	Added +1.7k	+1,741 11.4%
14	ORACLE CORP COM ORCL	ORCL	56,722	$8.3m2.36%	2.36%	New
15	ISHARES SILVER TR ISHARES SLV	SLV	125,061	$6.7m1.90%	1.90%	Added +5.6k	+5,560 4.7%
16	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	79,348	$6.3m1.79%	1.79%	Added +8.8k	+8,847 12.6%
17	WILLIAMS COS INC COM WMB	WMB	61,760	$4.6m1.30%	1.30%	Unchanged
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	61,114	$3.6m1.04%	1.04%	Reduced -1.8k	-1,769 -2.8%
19	ISHARES TR CORE MSCI EAFE IEFA	IEFA	18,548	$1.8m0.51%	0.51%	Reduced -2.0k	-1,959 -9.6%
20	APPLE INC COM AAPL	AAPL	5,951	$1.7m0.49%	0.49%	Added +1.0k	+1,000 20.2%
21	LENNOX INTL INC COM LII	LII	3,000	$1.7m0.49%	0.49%	New
22	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,800	$1.3m0.37%	0.37%	Unchanged
23	ISHARES TR MSCI EAFE ETF EFA	EFA	11,268	$1.2m0.33%	0.33%	Unchanged
24	NVIDIA CORPORATION COM NVDA	NVDA	5,093	$1.0m0.29%	0.29%	Added +2.2k	+2,173 74.4%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,298	$934.1k0.27%	0.27%	Unchanged
26	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	7,825	$831.9k0.24%	0.24%	Unchanged
27	ISHARES TR CORE S&P500 ETF IVV	IVV	1,100	$823.8k0.23%	0.23%	Unchanged
28	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	20,093	$768.2k0.22%	0.22%	Unchanged
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,940	$693.3k0.20%	0.20%	Reduced -1.6k	-1,600 -45.2%
30	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,461	$589.6k0.17%	0.17%	Reduced -313	-313 -4.0%
31	ISHARES INC CORE MSCI EMKT IEMG	IEMG	6,606	$547.2k0.16%	0.16%	Reduced -718	-718 -9.8%
32	MICROSOFT CORP COM MSFT	MSFT	1,275	$475.6k0.14%	0.14%	Unchanged
33	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,532	$414.4k0.12%	0.12%	Unchanged
34	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,494	$391.5k0.11%	0.11%	Unchanged
35	JPMORGAN CHASE & CO COM JPM	JPM	1,117	$365.6k0.10%	0.10%	New
36	COSTCO WHSL CORP NEW COM COST	COST	338	$316.2k0.09%	0.09%	New
37	TANGER INC COM SKT	SKT	8,000	$315.8k0.09%	0.09%	Unchanged
38	GOLDMAN SACHS GROUP INC COM GS	GS	300	$303.4k0.09%	0.09%	New
39	AMAZON COM INC COM AMZN	AMZN	1,200	$286.0k0.08%	0.08%	Unchanged
40	ALPHABET INC CAP STK CL C GOOG	GOOG	720	$254.4k0.07%	0.07%	Unchanged
41	PEBBLEBROOK HOTEL TR COM PEB	PEB	12,000	$232.9k0.07%	0.07%	Unchanged
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	304	$208.8k0.06%	0.06%	New