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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
-0.37%
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
$310M
AUM Growth
+$29.8M
(+11%)
Cap. Flow
+$31.2M
Cap. Flow
% of AUM
10.07%
Top 10 Holdings %
Top 10 Hldgs %
81.35%
Holding
38
New
1
Increased
10
Reduced
8
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Equity Residential
EQR
|
+$16.6M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$15.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.43M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$816K |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$214K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.96M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.03M |
| 3 |
Broadcom
AVGO
|
+$1.09M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$221K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$198K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 26.53% |
| 2 | Financials | 7.24% |
| 3 | Energy | 5.18% |
| 4 | Technology | 0.72% |
| 5 | Communication Services | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$897B
| $719K | 0.23% |
1,100
| – | – |
|
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $616K | 0.2% |
7,774
-1,481
| -16% | -$118K |
|
28
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $511K | 0.17% |
7,324
-15
| -0.2% | -$1.08K |
|
29
NVIDIA
NVDA
$5.3T
| $509K | 0.16% |
2,920
-231
| -7% | -$42.4K |
|
30
Microsoft
MSFT
$3.71T
| $472K | 0.15% |
1,275
| – | – |
|
31
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
| $358K | 0.12% |
2,532
| – | – |
|
32
iShares MSCI ACWI ETF
ACWI
$33.3B
| $345K | 0.11% |
2,494
+6
| +0.2% | +$862 |
|
33
Tanger
SKT
$4.52B
| $272K | 0.09% |
8,000
| – | – |
|
34
Amazon
AMZN
$2.94T
| $250K | 0.08% |
1,200
| – | – |
|
35
Alphabet (Google) Class C
GOOG
$4.36T
| $207K | 0.07% |
720
| – | – |
|
36
Pebblebrook Hotel Trust
PEB
$2.08B
| $152K | 0.05% |
12,000
| – | – |
|
|
37
Broadcom
AVGO
$2T
| – | – |
-3,147
| Closed | -$1.09M |
|
|
38
Vanguard S&P 500 ETF
VOO
$1.01T
| – | – |
-352
| Closed | -$221K |
|
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Seven Post Investment Office's Q1 2026 Portfolio in Review
As of Q1 2026, Seven Post Investment Office held 38 positions worth $310M, up 11% from $280M the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Seven Post Investment Office deployed $31.2M of net new capital in Q1 2026, opening 1 new position and adding to 10 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 21 shares worth $15.1M.
By sector, the portfolio is most concentrated in Real Estate at 27% of assets, up from 24% a quarter earlier, followed by Financials and Energy.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $3.96M trimmed.
- Seven Post Investment Office's largest Q1 2026 buy was Berkshire Hathaway Class A: 21 shares worth $15.1M.
- Seven Post Investment Office added most to Equity Residential in Q1 2026, an estimated $16.6M increase.
- Seven Post Investment Office's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.96M.
- Seven Post Investment Office fully exited Broadcom in Q1 2026, selling an estimated $1.09M.
- Seven Post Investment Office's ten largest holdings make up 81% of its $310M portfolio in Q1 2026.
- Seven Post Investment Office opened 1 new position and closed 2 in Q1 2026.
- Seven Post Investment Office's portfolio value rose 11% quarter-over-quarter to $310M.
Based on Seven Post Investment Office's 13F filing for Q1 2026, filed 14 May 2026.