Seven Post Investment Office LP

San Francisco, CA · CIK 1554308 · 13F filing filed 2023-08-08

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

$323.2m reported value +16.6% vs Q1 2023

53positions

82.0%in top 10

4 new 7 added 9 reduced 6 sold out vs Q1 2023

Options: 0 call positions (— notional), 1 put positions ($5.1m notional) – listed below, not included above.

Holdings, Q2 2023

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	LENNOX INTL INC COM LII	LII	247,076	$80.6m24.93%	24.93%	Unchanged
2	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	753,365	$63.0m19.48%	19.48%	Added +1.3k	+1,254 0.2%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	70,361	$31.2m9.65%	9.65%	Added +1.4k	+1,440 2.1%
4	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	293,270	$19.3m5.99%	5.99%	New
5	PROLOGIS INC. COM PLD	PLD	155,099	$19.0m5.89%	5.89%	Added +972	+972 0.6%
6	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	181,050	$12.1m3.75%	3.75%	Unchanged
7	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	52,680	$11.6m3.59%	3.59%	Reduced -3.7k	-3,744 -6.6%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	250,494	$11.6m3.58%	3.58%	Reduced -22.0k	-22,028 -8.1%
9	MATSON INC COM MATX	MATX	106,977	$8.3m2.57%	2.57%	Added +356	+356 0.3%
10	PUBLIC STORAGE COM PSA	PSA	27,966	$8.2m2.53%	2.53%	Added +1.1k	+1,091 4.1%
11	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	71,647	$6.9m2.15%	2.15%	Reduced -2.0k	-1,975 -2.7%
12	ISHARES TR SHORT TREAS BD SHV	SHV	41,901	$4.6m1.43%	1.43%	New
13	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	96,726	$4.6m1.42%	1.42%	Reduced -3.2k	-3,226 -3.2%
14	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	103,568	$4.2m1.30%	1.30%	Added +974	+974 0.9%
15	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	67,862	$3.9m1.21%	1.21%	Reduced -20.3k	-20,339 -23.1%
16	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	26,408	$3.9m1.20%	1.20%	Unchanged
17	APPLE INC COM AAPL	AAPL	13,639	$2.6m0.82%	0.82%	Reduced -58	-58 -0.4%
18	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,415	$2.3m0.71%	0.71%	Unchanged
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,918	$2.2m0.67%	0.67%	Unchanged
20	ISHARES TR MSCI EAFE ETF EFA	EFA	26,365	$1.9m0.59%	0.59%	Unchanged
21	ISHARES TR CORE S&P500 ETF IVV	IVV	3,860	$1.7m0.53%	0.53%	New
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,409	$1.5m0.47%	0.47%	Reduced -175	-175 -3.8%
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	20,687	$1.4m0.43%	0.43%	Reduced -200	-200 -1.0%
24	VANGUARD INDEX FDS VALUE ETF VTV	VTV	8,945	$1.3m0.39%	0.39%	Unchanged
25	ALPHABET INC CAP STK CL C GOOG	GOOG	9,280	$1.1m0.35%	0.35%	Unchanged
26	UBER TECHNOLOGIES INC COM UBER	UBER	25,000	$1.1m0.33%	0.33%	Unchanged
27	KKR & CO INC COM KKR	KKR	18,700	$1.0m0.32%	0.32%	Unchanged
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,821	$879.0k0.27%	0.27%	Unchanged
29	META PLATFORMS INC CL A META	META	3,035	$871.0k0.27%	0.27%	Unchanged
30	ARISTA NETWORKS INC COM COM		4,900	$794.1k0.25%	0.25%	Unchanged
31	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	15,923	$765.3k0.24%	0.24%	Reduced -43.3k	-43,256 -73.1%
32	MICROSOFT CORP COM MSFT	MSFT	1,937	$659.6k0.20%	0.20%	Unchanged
33	TESLA INC COM TSLA	TSLA	2,250	$589.0k0.18%	0.18%	Unchanged
34	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	8,271	$572.4k0.18%	0.18%	Unchanged
35	AMAZON COM INC COM AMZN	AMZN	4,220	$550.1k0.17%	0.17%	Unchanged
36	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	29,493	$541.8k0.17%	0.17%	Added +1.2k	+1,189 4.2%
37	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$517.8k0.16%	0.16%	Unchanged
38	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,021	$489.0k0.15%	0.15%	Unchanged
39	INTEGER HLDGS CORP COM ITGR	ITGR	5,295	$469.2k0.15%	0.15%	Unchanged
40	MASTERCARD INCORPORATED CL A MA	MA	1,165	$458.2k0.14%	0.14%	Unchanged
41	NETFLIX INC COM NFLX	NFLX	1,031	$454.1k0.14%	0.14%	Unchanged
42	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,693	$379.2k0.12%	0.12%	Unchanged
43	FIRST HAWAIIAN INC COM FHB	FHB	20,769	$374.1k0.12%	0.12%	Unchanged
44	CHARLES RIV LABS INTL INC COM CRL	CRL	1,624	$341.4k0.11%	0.11%	Unchanged
45	D R HORTON INC COM DHI	DHI	2,710	$329.8k0.10%	0.10%	Unchanged
46	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,900	$316.5k0.10%	0.10%	Unchanged
47	MERCADOLIBRE INC COM MELI	MELI	266	$315.1k0.10%	0.10%	Unchanged
48	DISNEY WALT CO COM DIS	DIS	2,924	$261.1k0.08%	0.08%	Unchanged
49	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,532	$246.8k0.08%	0.08%	Unchanged
50	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,488	$238.7k0.07%	0.07%	Unchanged
51	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,980	$237.0k0.07%	0.07%	Unchanged
52	SPDR GOLD TR GOLD SHS GLD	GLD	1,205	$214.8k0.07%	0.07%	Unchanged
53	FREIGHTOS LTD ORD SHS CRGO	CRGO	35,756	$123.0k0.04%	0.04%	New

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
BLACKSTONE INC BX	BX	9,251	$812.6k9.3k shares
ALIBABA GROUP HLDG LTD BABA	BABA	2,870	$293.3k2.9k shares
NIKE INC NKE	NKE	1,740	$213.4k1.7k shares
STARBUCKS CORP SBUX	SBUX	2,003	$208.6k2.0k shares
SUMO LOGIC INC		17,000	$203.7k17.0k shares
BLACKROCK INC BLK	BLK	300	$200.7k300 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	11,400	$5.1m11.4k shares	New