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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
+1.51%
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
$265M
AUM Growth
+$3.64M
Cap. Flow
-$891K
Cap. Flow %
-0.34%
Top 10 Hldgs %
84.09%
Holding
41
New
8
Increased
9
Reduced
4
Closed
7

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$10.1M
2
EPD icon
Enterprise Products Partners
EPD
+$9.41M
3
WMB icon
Williams Companies
WMB
+$3.65M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.53M
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1M

Top Sells

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$18.1M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.4M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.87M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.31M
5
NFLX icon
Netflix
NFLX
+$961K

Sector Composition

Rank Sector Weight
1 Real Estate 25.21%
2 Energy 4.99%
3 Financials 0.91%
4 Technology 0.78%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$39.2B
$73.5M 27.69%
825,347
+7,647
+0.9% +$674K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$44.4M 16.73%
71,865
+1,445
+2% +$826K
EQR icon
3
Equity Residential
EQR
$24.9B
$21.5M 8.12%
319,190
+2,150
+0.7% +$148K
VTI icon
4
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$15.6M 5.88%
51,338
-4,664
-8% -$1.31M
PLD icon
5
Prologis
PLD
$135B
$15.3M 5.76%
145,392
+1,384
+1% +$145K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$229B
$13.4M 5.05%
235,339
+4,351
+2% +$233K
ELS icon
7
Equity Lifestyle Properties
ELS
$12.6B
$11.8M 4.45%
191,726
+1,541
+0.8% +$98.3K
EPD icon
8
Enterprise Products Partners
EPD
$82.3B
$9.37M 3.53%
+302,130
New +$9.41M
COLD icon
9
Americold
COLD
$4.02B
$9.24M 3.48%
+555,865
New +$10.1M
VT icon
10
Vanguard Total World Stock ETF
VT
$77.1B
$9.03M 3.4%
70,254
+102
+0.1% +$12.2K
PSA icon
11
Public Storage
PSA
$60.5B
$8.66M 3.26%
29,524
+274
+0.9% +$81.1K
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$27.5B
$4.51M 1.7%
68,825
-249
-0.4% -$16.2K
SLV icon
13
iShares Silver Trust
SLV
$28B
$3.92M 1.48%
119,501
– –
WMB icon
14
Williams Companies
WMB
$87.5B
$3.88M 1.46%
+61,760
New +$3.65M
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.18M 1.2%
64,355
+103
+0.2% +$4.78K
OEF icon
16
iShares S&P 100 ETF
OEF
$20.1B
$2.77M 1.04%
+9,086
New +$2.53M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.4M 0.91%
4,950
-556
-10% -$282K
IVV icon
18
iShares Core S&P 500 ETF
IVV
$872B
$2.4M 0.9%
3,860
– –
EFA icon
19
iShares MSCI EAFE ETF
EFA
$78B
$1.81M 0.68%
20,289
– –
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$190B
$1.71M 0.64%
20,507
– –
VV icon
21
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$1.08M 0.41%
+3,800
New +$1M
AAPL icon
22
Apple
AAPL
$4.54T
$1.02M 0.38%
4,951
– –
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$688K 0.26%
6,298
– –
VONV icon
24
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$667K 0.25%
7,825
– –
MSFT icon
25
Microsoft
MSFT
$3.45T
$634K 0.24%
1,275
– –
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 Q2 2025 Portfolio in Review

As of Q2 2025, Seven Post Investment Office held 41 positions worth $265M, up 1.4% from $262M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Seven Post Investment Office's Q2 2025 filing shows 8 new, 9 increased, 4 reduced and 7 closed positions. Its largest new stake was Americold: 555,865 shares worth $9.24M. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $18.1M.

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

  • Seven Post Investment Office's largest Q2 2025 buy was Americold: 555,865 shares worth $9.24M.
  • Seven Post Investment Office added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $826K increase.
  • Seven Post Investment Office's biggest Q2 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.31M.
  • Seven Post Investment Office fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2025, selling an estimated $18.1M.
  • Seven Post Investment Office's ten largest holdings make up 84% of its $265M portfolio in Q2 2025.
  • Seven Post Investment Office opened 8 new positions and closed 7 in Q2 2025.
  • Seven Post Investment Office's portfolio value rose 1.4% quarter-over-quarter to $265M.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.