Institutional Fund
Seven Post Investment Office LP
San Francisco, CACIK 15543085 filings on record
Portfolio Value
$309.54M
Q1 2026
Holdings
36
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+10.7%
from $279.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.4%
- Spdr S&P 500 ETF Tr14.7%
- Equity Residential11.3%
- Prologis Inc.6.4%
- Berkshire Hathaway Inc Del4.9%
- Vanguard Index Fds4.8%
- Other33.6%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 849.9K | $75.39M | 24.4% | +8.9K | Added |
| 2 | Spdr S&P 500 ETF Tr | 69.8K | $45.40M | 14.7% | −5.8K | Reduced |
| 3 | Equity Residential | 593.1K | $35.08M | 11.3% | +268.9K | Added |
| 4 | Prologis Inc. | 149.0K | $19.70M | 6.4% | +1.2K | Added |
| 5 | Berkshire Hathaway Inc Del | 21 | $15.08M | 4.9% | +21 | New |
| 6 | Vanguard Index Fds | 46.3K | $14.84M | 4.8% | −591 | Reduced |
| 7 | Vanguard Tax-Managed Fds | 200.2K | $12.83M | 4.1% | −30.8K | Reduced |
| 8 | Equity Lifestyle Pptys Inc | 196.6K | $12.27M | 4.0% | +1.7K | Added |
| 9 | Enterprise Prods Partners L | 304.6K | $11.53M | 3.7% | +2.5K | Added |
| 10 | Vanguard Intl Equity Index F | 70.1K | $9.70M | 3.1% | −397 | Reduced |
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