DOSSIER · 13F-HR · Q2 2026

Seven Post Investment Office LP

$352M in tracked AUM across 42 positions as of Q2 2026.

SP
CIK 0001554308 · last filed Jun 30, 2026
Total AUM
$352M
as of Q2 2026
Holdings
42
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Seven Post Investment Office LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VNQ
VANGUARD INDEX FDS
$83M857K23.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$52M70K14.8%
03
EQR
EQUITY RESIDENTIAL
$41M603K11.6%
04
PLD
PROLOGIS INC.
$20M150K5.8%
05
VTI
VANGUARD INDEX FDS
$17M46K4.8%
06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$16M214.5%
07
VEA
VANGUARD TAX-MANAGED FDS
$14M197K4.0%
08
ELS
EQUITY LIFESTYLE PROPERTIES
$13M198K3.6%
09
EPD
ENTERPRISE PRODS PARTNERS L
$11M307K3.2%
10
VT
VANGUARD INTL EQUITY INDEX F
$11M70K3.1%

Filing history

2026Q2Jun 30
$352M 13.8%
42 positionsView →
2026Q1Mar 31
$310M 10.7%
36 positionsView →
2025Q4Dec 31
$280M 0.7%
37 positionsView →
2025Q3Sep 30
$278M 4.6%
33 positionsView →
2025Q2Jun 30
$265M 1.4%
34 positionsLocked
2025Q1Mar 31
$262M 0.2%
33 positionsLocked
2024Q4Dec 31
$261M 60.5%
33 positionsLocked
2024Q3Sep 30
$662M 22.6%
55 positionsLocked
2024Q2Jun 30
$540M 31.8%
55 positionsLocked
2024Q1Mar 31
$410M 3.1%
55 positionsLocked
2023Q4Dec 31
$397M 9.8%
53 positionsLocked
2023Q3Sep 30
$362M 10.2%
53 positionsLocked
Showing 12 of 53