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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
VONV icon
26
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$832K 0.24%
7,825
– –
IVV icon
27
iShares Core S&P 500 ETF
IVV
$872B
$824K 0.23%
1,100
– –
SGOL icon
28
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$768K 0.22%
20,093
– –
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.36T
$693K 0.2%
1,940
-1,600
-45% -$576K
VCSH icon
30
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$590K 0.17%
7,461
-313
-4% -$24.7K
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$547K 0.16%
6,606
-718
-10% -$57.2K
MSFT icon
32
Microsoft
MSFT
$3.45T
$476K 0.14%
1,275
– –
ESGU icon
33
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$414K 0.12%
2,532
– –
ACWI icon
34
iShares MSCI ACWI ETF
ACWI
$32.5B
$391K 0.11%
2,494
– –
JPM icon
35
JPMorgan Chase
JPM
$935B
$366K 0.1%
+1,117
New +$347K
COST icon
36
Costco
COST
$422B
$316K 0.09%
+338
New +$337K
SKT icon
37
Tanger
SKT
$4.67B
$316K 0.09%
8,000
– –
GS icon
38
Goldman Sachs
GS
$300B
$303K 0.09%
+300
New +$292K
AMZN icon
39
Amazon
AMZN
$2.92T
$286K 0.08%
1,200
– –
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.36T
$254K 0.07%
720
– –
PEB icon
41
Pebblebrook Hotel Trust
PEB
$2.15B
$233K 0.07%
12,000
– –
VOO icon
42
Vanguard S&P 500 ETF
VOO
$979B
$209K 0.06%
+304
New +$203K
1
2

Similar funds

EC
Elmind Capital New York $352M AUM
MCMU
MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
HIA
HTG Investment Advisors New Canaan, Connecticut $352M AUM 17.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return

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.