We are live on ! Find out more
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
VMRK
Vivmark Residential
VMRK
+$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 Miscellaneous 74.46%
2 Real Estate 23.01%
3 Financials 1.12%
4 Technology 0.6%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$37.1B
$74M 28.28%
817,700
+8,253
+1% +$749K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$804B
$39.4M 15.05%
70,420
-684
-1% -$402K
VMRK
3
Vivmark Residential
VMRK
$49.2B
$22.7M 8.67%
317,040
+2,977
+0.9% +$210K
SHV icon
4
iShares 0-1 Year Treasury Bond ETF
SHV
$21.1B
$18.1M 6.91%
163,736
-1,878
-1% -$207K
PLD icon
5
Prologis
PLD
$128B
$16.1M 6.15%
144,008
+1,299
+0.9% +$150K
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$15.4M 5.88%
56,002
-2,521
-4% -$732K
ELS icon
7
Equity Lifestyle Properties
ELS
$11.9B
$12.7M 4.85%
190,185
+1,387
+0.7% +$92.6K
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$236B
$11.7M 4.48%
230,988
+851
+0.4% +$43.1K
PSA icon
9
Public Storage
PSA
$55.7B
$8.75M 3.34%
29,250
+171
+0.6% +$51.1K
VT icon
10
Vanguard Total World Stock ETF
VT
$81.3B
$8.13M 3.11%
70,152
-1,120
-2% -$134K
VGSH icon
11
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$5.4M 2.06%
91,987
+3,488
+4% +$204K
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$32B
$4.27M 1.63%
69,074
-344
-0.5% -$19.5K
SLV icon
13
iShares Silver Trust
SLV
$32B
$3.7M 1.41%
119,501
– –
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.93M 1.12%
5,506
-130
-2% -$63.2K
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.91M 1.11%
64,252
-11,650
-15% -$524K
VTIP icon
16
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.4B
$2.87M 1.1%
57,614
-11,483
-17% -$564K
IVV icon
17
iShares Core S&P 500 ETF
IVV
$842B
$2.17M 0.83%
3,860
– –
EFA icon
18
iShares MSCI EAFE ETF
EFA
$78.4B
$1.66M 0.63%
20,289
– –
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$194B
$1.55M 0.59%
20,507
– –
AAPL icon
20
Apple
AAPL
$4.91T
$1.1M 0.42%
4,951
– –
NFLX icon
21
Netflix
NFLX
$315B
$961K 0.37%
10,300
– –
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$106B
$659K 0.25%
6,298
– –
VONV icon
23
Vanguard Russell 1000 Value ETF
VONV
$21.9B
$646K 0.25%
7,825
– –
SCHO icon
24
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
$614K 0.23%
25,221
+94
+0.4% +$2.28K
META icon
25
Meta Platforms (Facebook)
META
$1.73T
$594K 0.23%
1,030
– –
1
2

Similar funds

KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return
CA
Centerpoint Advisors Needham, Massachusetts $352M AUM 27.13% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

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 Miscellaneous at 74% of assets, down from 75% a quarter earlier, followed by Real Estate and Financials.

  • 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.