Q3 2026 13F · SEC CIK 1554308

Seven Post Investment Office LP

Asset managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $327.8M
Reported positions: 42
Top holdings a year, 3 yrs: +15.0%
Assets under management: $9.6B

Seven Post Investment Office LP is an asset manager that reported 42 positions worth $327.8M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VNQ, 23.7%), State Str Spdr S&p 500 ETF T (SPY, 13.1%), Vivmark Residential (EQR, 11.3%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Seven Post Investment Office LP holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seven Post Investment Office LP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VNQVanguard Index Fds	23.7%	23.5%	865,175	+0.9%	$77.5M
SPYState Str Spdr S&p 500 ETF T	13.1%	14.8%	56,310	-19.5%	$42.9M
EQRVivmark Residential	11.3%	11.6%	611,908	+1.4%	$37.2M
PLDPrologis Inc	6.0%	5.8%	151,405	+0.8%	$19.7M
VTIVanguard Index Fds	4.8%	4.8%	42,092	-8.4%	$15.8M
BRK-ABerkshire Hathaway Inc Del	4.8%	4.5%	21	+0.0%	$15.7M
ELSEquity Lifestyle Properties	3.6%	3.6%	199,944	+0.8%	$11.7M
VEAVanguard Ftse Developed Markets Index Fu	3.5%	4.0%	163,996	-16.7%	$11.6M
VTVanguard Intl Equity Index F	3.4%	3.1%	70,238	+0.1%	$11.1M
EPDEnterprise Prods Partners L	3.4%	3.2%	309,458	+0.8%	$11.0M
GLDMWorld Gold Tr	2.9%	1.8%	115,323	+45.3%	$9.5M
BRK-BBerkshire Hathaway Inc Del	2.8%	2.4%	18,485	+8.5%	$9.2M
PSAPublic Storage	2.7%	2.8%	30,780	+0.0%	$8.7M
ORCLOracle Corp	2.4%	2.4%	56,722	+0.0%	$7.8M
LIILennox Intl Inc	1.6%	0.5%	15,000	+400.0%	$5.3M
GOOGLAlphabet Inc	1.6%	0.2%	15,140	+680.4%	$5.2M
SLVIshares Silver Tr	1.4%	1.9%	85,156	-31.9%	$4.6M
WMBWilliams Cos	1.3%	1.3%	61,760	+0.0%	$4.2M
VWOVanguard Intl Equity Index F	1.1%	1.0%	61,052	-0.1%	$3.6M
AAPLApple Inc	0.6%	0.5%	5,951	+0.0%	$2.0M
IEFAIshares Tr	0.5%	0.5%	17,618	-5.0%	$1.7M
VVVanguard Index Fds	0.4%	0.4%	3,800	+0.0%	$1.3M
EFAIshares Tr	0.4%	0.3%	11,268	+0.0%	$1.2M
NVDANvidia Corporation	0.3%	0.3%	3,820	-25.0%	$872K
IJRIshares Tr	0.3%	0.3%	6,298	+0.0%	$857K
VONVVanguard Scottsdale Fds	0.3%	0.2%	7,825	+0.0%	$851K
IVVIshares Tr	0.3%	0.2%	1,100	+0.0%	$842K
SGOLEtfs Gold Tr	0.2%	0.2%	19,319	-3.9%	$764K
MSFTMicrosoft Corp	0.2%	0.1%	1,275	+0.0%	$654K
IEMGIshares Inc	0.2%	0.2%	6,606	+0.0%	$536K
VCSHVanguard Scottsdale Fds	0.2%	0.2%	6,829	-8.5%	$528K
ESGUIshares Tr	0.1%	0.1%	2,532	+0.0%	$422K
ACWIIshares Tr	0.1%	0.1%	2,494	+0.0%	$396K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,117	+0.0%	$370K
MUMicron Technology Inc	0.1%	New	300	—	$320K
COSTCostco Wholesale Corporation	0.1%	0.1%	338	+0.0%	$308K
AMZNAmazon Com Inc	0.1%	0.1%	1,200	+0.0%	$299K
MPCMarathon Petroleum	0.1%	New	720	—	$285K
SKTTanger Factory Outlet Centers,	0.1%	0.1%	8,000	+0.0%	$274K
GSGoldman Sachs Group Inc	0.1%	0.1%	300	+0.0%	$270K
GOOGAlphabet Inc	0.1%	0.1%	720	+0.0%	$245K
PEBPebblebrook Hotel Tr	0.1%	0.1%	12,000	+0.0%	$225K

What Seven Post Investment Office LP bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$327.8M	42
Q2 2026	$352.3M	42
Q1 2026	$309.5M	36
Q4 2025	$279.7M	37
Q3 2025	$277.6M	33
Q2 2025	$265.5M	34
Q1 2025	$261.8M	33
Q4 2024	$261.2M	33
Q3 2024	$661.7M	55
Q2 2024	$539.9M	55
Q1 2024	$409.6M	55
Q4 2023	$391.7M	52

Questions about Seven Post Investment Office LP's portfolio

What stocks does Seven Post Investment Office LP own?

Seven Post Investment Office LP's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 42 positions worth $327.8M. The largest are Vanguard Index Fds (VNQ) at 23.7%, State Str Spdr S&p 500 ETF T (SPY) at 13.1%, Vivmark Residential (EQR) at 11.3%, Prologis Inc (PLD) at 6.0% and Vanguard Index Fds (VTI) at 4.8%.

What did Seven Post Investment Office LP buy last quarter?

In Q3 2026, Seven Post Investment Office LP added a new position in Micron Technology Inc (MU), a new position in Marathon Petroleum (MPC), Alphabet Inc (GOOGL) (+680.4% shares), Lennox Intl Inc (LII) (+400.0% shares) and World Gold Tr (GLDM) (+45.3% shares), compared with its Q2 2026 filing.

What did Seven Post Investment Office LP sell last quarter?

In Q3 2026, Seven Post Investment Office LP sold all of Americold Realty Trust Inc (COLD), sold all of Vanguard Index Fds (VOO), Ishares Silver Tr (SLV) (-31.9% shares), Nvidia Corporation (NVDA) (-25.0% shares) and State Str Spdr S&p 500 ETF T (SPY) (-19.5% shares), compared with its Q2 2026 filing.

How has Seven Post Investment Office LP's portfolio performed?

A portfolio copying Seven Post Investment Office LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +9.1% a year against +13.0%.

When is Seven Post Investment Office LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seven Post Investment Office LP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Seven Post Investment Office LP manage?

Seven Post Investment Office LP reported $9.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $327.8M.