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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
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$39.2B
$76.2M 27.44%
833,186
+7,839
+0.9% +$711K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$50.1M 18.04%
75,199
+3,334
+5% +$2.14M
EQR icon
3
Equity Residential
EQR
$24.9B
$20.8M 7.49%
321,344
+2,154
+0.7% +$141K
VTI icon
4
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$16.8M 6.06%
51,288
-50
-0.1% -$15.8K
PLD icon
5
Prologis
PLD
$135B
$16.8M 6.05%
146,673
+1,281
+0.9% +$141K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$229B
$14.7M 5.29%
244,909
+9,570
+4% +$558K
ELS icon
7
Equity Lifestyle Properties
ELS
$12.6B
$11.7M 4.23%
193,318
+1,592
+0.8% +$96.6K
VT icon
8
Vanguard Total World Stock ETF
VT
$77.1B
$9.69M 3.49%
70,329
+75
+0.1% +$9.97K
EPD icon
9
Enterprise Products Partners
EPD
$82.3B
$9.45M 3.4%
302,130
– –
PSA icon
10
Public Storage
PSA
$60.5B
$8.61M 3.1%
29,821
+297
+1% +$85.2K
COLD icon
11
Americold
COLD
$4.02B
$6.8M 2.45%
555,865
– –
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$27.5B
$5.26M 1.9%
68,825
– –
SLV icon
13
iShares Silver Trust
SLV
$28B
$5.06M 1.82%
119,501
– –
WMB icon
14
Williams Companies
WMB
$87.5B
$3.91M 1.41%
61,760
– –
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.64M 1.31%
67,097
+2,742
+4% +$141K
OEF icon
16
iShares S&P 100 ETF
OEF
$20.1B
$3.02M 1.09%
9,086
– –
IVV icon
17
iShares Core S&P 500 ETF
IVV
$872B
$2.58M 0.93%
3,860
– –
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.42M 0.87%
4,818
-132
-3% -$63.9K
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$190B
$1.79M 0.64%
20,507
– –
AAPL icon
20
Apple
AAPL
$4.54T
$1.26M 0.45%
4,951
– –
VV icon
21
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$1.17M 0.42%
3,800
– –
EFA icon
22
iShares MSCI EAFE ETF
EFA
$78B
$1.05M 0.38%
11,268
-9,021
-44% -$820K
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$748K 0.27%
6,298
– –
VONV icon
24
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$699K 0.25%
7,825
– –
MSFT icon
25
Microsoft
MSFT
$3.45T
$660K 0.24%
1,275
– –
1
2

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MCMU
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PIC
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FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
HIA
HTG Investment Advisors New Canaan, Connecticut $352M AUM 17.26% 1-Year Est. Return
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Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return

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.