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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
+4.17%
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
$278M
AUM Growth
+$12.2M
Cap. Flow
+$2.68M
Cap. Flow %
0.96%
Top 10 Hldgs %
84.59%
Holding
34
New
–
Increased
9
Reduced
4
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.14M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$711K
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$558K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$141K
5
EQR icon
Equity Residential
EQR
+$141K

Top Sells

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$820K
2
PLTR icon
Palantir
PLTR
+$409K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$63.9K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$34.3K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$15.8K

Sector Composition

Rank Sector Weight
1 Real Estate 23.47%
2 Energy 4.81%
3 Financials 0.87%
4 Technology 0.69%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOL icon
26
abrdn Physical Gold Shares ETF
SGOL
$7.25B
$570K 0.21%
15,487
-1,040
-6% -$34.3K
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$507K 0.18%
7,693
– –
ESGU icon
28
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$369K 0.13%
2,532
– –
ACWI icon
29
iShares MSCI ACWI ETF
ACWI
$33.3B
$344K 0.12%
2,488
– –
SKT icon
30
Tanger
SKT
$4.52B
$271K 0.1%
8,000
– –
AMZN icon
31
Amazon
AMZN
$2.94T
$263K 0.09%
1,200
– –
VOO icon
32
Vanguard S&P 500 ETF
VOO
$1.01T
$233K 0.08%
380
– –
PEB icon
33
Pebblebrook Hotel Trust
PEB
$2.08B
$137K 0.05%
12,000
– –
PLTR icon
34
Palantir
PLTR
$375B
– –
-3,000
Closed -$409K
1
2

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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
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Seven Post Investment Office's Q3 2025 Portfolio in Review

As of Q3 2025, Seven Post Investment Office held 34 positions worth $278M, up 4.6% from $265M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.9%. Seven Post Investment Office opened no new positions and exited 1, leaving the 34-position portfolio largely intact.

By sector, the portfolio is most concentrated in Real Estate at 23% of assets, down from 25% a quarter earlier, followed by Energy and Financials.

  • Seven Post Investment Office added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $2.14M increase.
  • Seven Post Investment Office's biggest Q3 2025 reduction was iShares MSCI EAFE ETF, cutting an estimated $820K.
  • Seven Post Investment Office fully exited Palantir in Q3 2025, selling an estimated $409K.
  • Seven Post Investment Office's ten largest holdings make up 85% of its $278M portfolio in Q3 2025.
  • Seven Post Investment Office opened 0 new positions and closed 1 in Q3 2025.
  • Seven Post Investment Office's portfolio value rose 4.6% quarter-over-quarter to $278M.

Based on Seven Post Investment Office's 13F filing for Q3 2025, filed 30 Oct 2025.