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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
+0.91%
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
$262M
AUM Growth
+$586K
Cap. Flow
-$1.17M
Cap. Flow %
-0.45%
Top 10 Hldgs %
86.71%
Holding
33
New
–
Increased
8
Reduced
10
Closed
–

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$749K
2
EQR icon
Equity Residential
EQR
+$210K
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$204K
4
PLD icon
Prologis
PLD
+$150K
5
ELS icon
Equity Lifestyle Properties
ELS
+$92.6K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$732K
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$564K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$524K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$402K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$207K

Sector Composition

Rank Sector Weight
1 Real Estate 23.01%
2 Financials 1.12%
3 Technology 0.6%
4 Communication Services 0.59%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOL icon
26
abrdn Physical Gold Shares ETF
SGOL
$7.25B
$493K 0.19%
16,527
-36
-0.2% -$985
MSFT icon
27
Microsoft
MSFT
$3.71T
$479K 0.18%
1,275
– –
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$415K 0.16%
7,693
– –
DHI icon
29
D.R. Horton
DHI
$40.8B
$345K 0.13%
2,710
– –
ESGU icon
30
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$309K 0.12%
2,532
– –
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$33.3B
$290K 0.11%
2,488
– –
AMZN icon
32
Amazon
AMZN
$2.94T
$228K 0.09%
1,200
– –
VOO icon
33
Vanguard S&P 500 ETF
VOO
$1.01T
$206K 0.08%
400
-45
-10% -$24.3K
1
2

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PIC
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FWM
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Seven Post Investment Office's Q1 2025 Portfolio in Review

As of Q1 2025, Seven Post Investment Office held 33 positions worth $262M, up 0.22% from $261M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. Seven Post Investment Office opened no new positions and made no exits, leaving the 33-position portfolio largely intact.

By sector, the portfolio is most concentrated in Real Estate at 23% of assets, up from 23% a quarter earlier, followed by Financials and Technology.

  • Seven Post Investment Office added most to Vanguard Real Estate ETF in Q1 2025, an estimated $749K increase.
  • Seven Post Investment Office's biggest Q1 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $732K.
  • Seven Post Investment Office's ten largest holdings make up 87% of its $262M portfolio in Q1 2025.
  • Seven Post Investment Office opened 0 new positions and closed 0 in Q1 2025.
  • Seven Post Investment Office's portfolio value rose 0.22% quarter-over-quarter to $262M.

Based on Seven Post Investment Office's 13F filing for Q1 2025, filed 17 Apr 2025.