Seven Post Investment Office LP

San Francisco, CA · CIK 1554308 · 13F filing filed 2025-07-15

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

$265.5m reported value +1.4% vs Q1 2025

34positions

84.1%in top 10

8 new 9 added 4 reduced 7 sold out vs Q1 2025

Holdings, Q2 2025

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	825,347	$73.5m27.69%	27.69%	Added +7.6k	+7,647 0.9%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	71,865	$44.4m16.73%	16.73%	Added +1.4k	+1,445 2.0%
3	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	319,190	$21.5m8.12%	8.12%	Added +2.1k	+2,150 0.7%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	51,338	$15.6m5.88%	5.88%	Reduced -4.7k	-4,664 -8.3%
5	PROLOGIS INC. COM PLD	PLD	145,392	$15.3m5.76%	5.76%	Added +1.4k	+1,384 1.0%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	235,339	$13.4m5.05%	5.05%	Added +4.4k	+4,351 1.9%
7	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	191,726	$11.8m4.45%	4.45%	Added +1.5k	+1,541 0.8%
8	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	302,130	$9.4m3.53%	3.53%	New
9	AMERICOLD REALTY TRUST INC COM COLD	COLD	555,865	$9.2m3.48%	3.48%	New
10	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	70,254	$9.0m3.40%	3.40%	Added +102	+102 0.1%
11	PUBLIC STORAGE COM PSA	PSA	29,524	$8.7m3.26%	3.26%	Added +274	+274 0.9%
12	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	68,825	$4.5m1.70%	1.70%	Reduced -249	-249 -0.4%
13	ISHARES SILVER TR ISHARES SLV	SLV	119,501	$3.9m1.48%	1.48%	Unchanged
14	WILLIAMS COS INC COM WMB	WMB	61,760	$3.9m1.46%	1.46%	New
15	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	64,355	$3.2m1.20%	1.20%	Added +103	+103 0.2%
16	ISHARES TR S&P 100 ETF OEF	OEF	9,086	$2.8m1.04%	1.04%	New
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,950	$2.4m0.91%	0.91%	Reduced -556	-556 -10.1%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	3,860	$2.4m0.90%	0.90%	Unchanged
19	ISHARES TR MSCI EAFE ETF EFA	EFA	20,289	$1.8m0.68%	0.68%	Unchanged
20	ISHARES TR CORE MSCI EAFE IEFA	IEFA	20,507	$1.7m0.64%	0.64%	Unchanged
21	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,800	$1.1m0.41%	0.41%	New
22	APPLE INC COM AAPL	AAPL	4,951	$1.0m0.38%	0.38%	Unchanged
23	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,298	$688.3k0.26%	0.26%	Unchanged
24	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	7,825	$666.8k0.25%	0.25%	Unchanged
25	MICROSOFT CORP COM MSFT	MSFT	1,275	$634.2k0.24%	0.24%	Unchanged
26	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	16,527	$521.3k0.20%	0.20%	Unchanged
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,693	$461.8k0.17%	0.17%	Unchanged
28	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,000	$409.0k0.15%	0.15%	New
29	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,532	$342.6k0.13%	0.13%	Unchanged
30	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,488	$320.0k0.12%	0.12%	Unchanged
31	AMAZON COM INC COM AMZN	AMZN	1,200	$263.3k0.10%	0.10%	Unchanged
32	TANGER INC COM SKT	SKT	8,000	$244.6k0.09%	0.09%	New
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	380	$215.9k0.08%	0.08%	Reduced -20	-20 -5.0%
34	PEBBLEBROOK HOTEL TR COM PEB	PEB	12,000	$119.9k0.05%	0.05%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ISHARES TR SHV	SHV	163,736	$18.1m163.7k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	91,987	$5.4m92.0k shares
VANGUARD MALVERN FDS VTIP	VTIP	57,614	$2.9m57.6k shares
NETFLIX INC NFLX	NFLX	1,030	$960.5k1.0k shares
SCHWAB STRATEGIC TR SCHO	SCHO	25,221	$613.9k25.2k shares
META PLATFORMS INC META	META	1,030	$593.7k1.0k shares
D R HORTON INC DHI	DHI	2,710	$344.5k2.7k shares