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SPIO

Seven Post Investment Office Portfolio holdings

AUM $352M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+9.58%
1 Year Est. Return
+16.44%
3 Year Est. Return
+52.57%
5 Year Est. Return
+45.88%
10 Year Est. Return
+181.66%
AUM
$352M
AUM Growth
+$42.7M
Cap. Flow
+$16.4M
Cap. Flow %
4.67%
Top 10 Hldgs %
78.92%
Holding
42
New
6
Increased
14
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$10.3M
2
LII icon
Lennox International
LII
+$1.53M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$837K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$790K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$709K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$576K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$230K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$188K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$117K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$104K

Sector Composition

Rank Sector Weight
1 Real Estate 26.5%
2 Financials 7.07%
3 Energy 4.51%
4 Technology 3.27%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$39.2B
$82.7M 23.47%
857,363
+7,423
+0.9% +$709K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$52.2M 14.82%
69,908
+97
+0.1% +$70.3K
EQR icon
3
Equity Residential
EQR
$24.9B
$41M 11.63%
603,185
+10,095
+2% +$654K
PLD icon
4
Prologis
PLD
$135B
$20.3M 5.78%
150,185
+1,147
+0.8% +$163K
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$17M 4.83%
45,938
-327
-0.7% -$117K
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.1T
$15.7M 4.46%
21
– –
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$229B
$14M 3.98%
196,873
-3,307
-2% -$230K
ELS icon
8
Equity Lifestyle Properties
ELS
$12.6B
$12.8M 3.63%
198,260
+1,676
+0.9% +$106K
EPD icon
9
Enterprise Products Partners
EPD
$82.3B
$11.3M 3.2%
306,976
+2,368
+0.8% +$89.4K
VT icon
10
Vanguard Total World Stock ETF
VT
$77.1B
$11M 3.13%
70,182
+79
+0.1% +$12.1K
PSA icon
11
Public Storage
PSA
$60.5B
$9.8M 2.78%
30,780
+283
+0.9% +$86.6K
COLD icon
12
Americold
COLD
$4.02B
$8.9M 2.53%
566,170
+10,305
+2% +$141K
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.53M 2.42%
17,043
+1,741
+11% +$837K
ORCL icon
14
Oracle
ORCL
$374B
$8.31M 2.36%
+56,722
New +$10.3M
SLV icon
15
iShares Silver Trust
SLV
$28B
$6.69M 1.9%
125,061
+5,560
+5% +$369K
GLDM icon
16
SPDR Gold MiniShares Trust
GLDM
$27.5B
$6.3M 1.79%
79,348
+8,847
+13% +$790K
WMB icon
17
Williams Companies
WMB
$87.5B
$4.59M 1.3%
61,760
– –
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.65M 1.04%
61,114
-1,769
-3% -$104K
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$190B
$1.79M 0.51%
18,548
-1,959
-10% -$188K
AAPL icon
20
Apple
AAPL
$4.54T
$1.72M 0.49%
5,951
+1,000
+20% +$286K
LII icon
21
Lennox International
LII
$14.4B
$1.72M 0.49%
+3,000
New +$1.53M
VV icon
22
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$1.31M 0.37%
3,800
– –
EFA icon
23
iShares MSCI EAFE ETF
EFA
$78B
$1.17M 0.33%
11,268
– –
NVDA icon
24
NVIDIA
NVDA
$4.86T
$1.02M 0.29%
5,093
+2,173
+74% +$447K
IJR icon
25
iShares Core S&P Small-Cap ETF
IJR
$109B
$934K 0.27%
6,298
– –
1
2

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MCMU
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PIC
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FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ACA
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BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
HIA
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Seven Post Investment Office's Q2 2026 Portfolio in Review

As of Q2 2026, Seven Post Investment Office held 42 positions worth $352M, up 14% from $310M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Seven Post Investment Office deployed $16.4M of net new capital in Q2 2026, opening 6 new positions and adding to 14 existing holdings. Its largest new stake was Oracle: 56,722 shares worth $8.31M.

By sector, the portfolio is most concentrated in Real Estate at 26% of assets, down from 27% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $576K trimmed.

  • Seven Post Investment Office's largest Q2 2026 buy was Oracle: 56,722 shares worth $8.31M.
  • Seven Post Investment Office added most to Berkshire Hathaway Class B in Q2 2026, an estimated $837K increase.
  • Seven Post Investment Office's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $576K.
  • Seven Post Investment Office's ten largest holdings make up 79% of its $352M portfolio in Q2 2026.
  • Seven Post Investment Office opened 6 new positions and closed 0 in Q2 2026.
  • Seven Post Investment Office's portfolio value rose 14% quarter-over-quarter to $352M.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.