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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
+2.39%
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
$280M
AUM Growth
+$2.06M
(+0.74%)
Cap. Flow
-$2.37M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
83.92%
Holding
38
New
5
Increased
8
Reduced
7
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$1.13M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.01M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$739K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$705K |
| 5 |
NVIDIA
NVDA
|
+$587K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 100 ETF
OEF
|
+$3.02M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.87M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.47M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$854K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$283K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 23.77% |
| 2 | Energy | 4.79% |
| 3 | Technology | 1.3% |
| 4 | Financials | 0.76% |
| 5 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Russell 1000 Value ETF
VONV
$21B
| $722K | 0.26% |
7,825
| – | – |
|
27
abrdn Physical Gold Shares ETF
SGOL
$7.25B
| $636K | 0.23% |
15,487
| – | – |
|
28
Microsoft
MSFT
$3.71T
| $617K | 0.22% |
1,275
| – | – |
|
|
29
NVIDIA
NVDA
$5.3T
| $588K | 0.21% |
+3,151
| New | +$587K |
|
30
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $493K | 0.18% |
7,339
-354
| -5% | -$23.8K |
|
31
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
| $377K | 0.13% |
2,532
| – | – |
|
32
iShares MSCI ACWI ETF
ACWI
$33.3B
| $352K | 0.13% |
2,488
| – | – |
|
33
Amazon
AMZN
$2.94T
| $277K | 0.1% |
1,200
| – | – |
|
34
Tanger
SKT
$4.52B
| $267K | 0.1% |
8,000
| – | – |
|
|
35
Alphabet (Google) Class C
GOOG
$4.36T
| $226K | 0.08% |
+720
| New | +$206K |
|
36
Vanguard S&P 500 ETF
VOO
$1.01T
| $221K | 0.08% |
352
-28
| -7% | -$17.4K |
|
37
Pebblebrook Hotel Trust
PEB
$2.08B
| $136K | 0.05% |
12,000
| – | – |
|
|
38
iShares S&P 100 ETF
OEF
$20.5B
| – | – |
-9,086
| Closed | -$3.02M |
|
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Seven Post Investment Office's Q4 2025 Portfolio in Review
As of Q4 2025, Seven Post Investment Office held 38 positions worth $280M, up 0.74% from $278M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Seven Post Investment Office's Q4 2025 filing shows 5 new, 8 increased, 7 reduced and 1 closed positions. Its largest new stake was Broadcom: 3,147 shares worth $1.09M. The largest sale was iShares S&P 100 ETF, an estimated $3.02M.
By sector, the portfolio is most concentrated in Real Estate at 24% of assets, up from 23% a quarter earlier, followed by Energy and Technology.
- Seven Post Investment Office's largest Q4 2025 buy was Broadcom: 3,147 shares worth $1.09M.
- Seven Post Investment Office added most to Vanguard Real Estate ETF in Q4 2025, an estimated $705K increase.
- Seven Post Investment Office's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.87M.
- Seven Post Investment Office fully exited iShares S&P 100 ETF in Q4 2025, selling an estimated $3.02M.
- Seven Post Investment Office's ten largest holdings make up 84% of its $280M portfolio in Q4 2025.
- Seven Post Investment Office opened 5 new positions and closed 1 in Q4 2025.
- Seven Post Investment Office's portfolio value rose 0.74% quarter-over-quarter to $280M.
Based on Seven Post Investment Office's 13F filing for Q4 2025, filed 29 Jan 2026.