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
+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
Cap. Flow
-$2.37M
Cap. Flow %
-0.85%
Top 10 Hldgs %
83.92%
Holding
38
New
5
Increased
8
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$1.13M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$739K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$705K
5
NVDA icon
NVIDIA
NVDA
+$587K

Top Sells

Rank Stock Value
1
OEF icon
iShares S&P 100 ETF
OEF
+$3.02M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$283K

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.79%
2 Real Estate 23.77%
3 Energy 4.79%
4 Technology 1.3%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$37.1B
$74.4M 26.61%
841,036
+7,850
+0.9% +$705K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$804B
$51.6M 18.44%
75,639
+440
+0.6% +$297K
VMRK
3
Vivmark Residential
VMRK
$49.2B
$20.4M 7.31%
324,146
+2,802
+0.9% +$172K
PLD icon
4
Prologis
PLD
$128B
$18.9M 6.75%
147,828
+1,155
+0.8% +$144K
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$15.7M 5.62%
46,856
-4,432
-9% -$1.47M
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$236B
$14.4M 5.16%
230,974
-13,935
-6% -$854K
ELS icon
7
Equity Lifestyle Properties
ELS
$11.9B
$11.8M 4.22%
194,895
+1,577
+0.8% +$97.5K
VT icon
8
Vanguard Total World Stock ETF
VT
$81.3B
$9.94M 3.56%
70,500
+171
+0.2% +$23.9K
EPD icon
9
Enterprise Products Partners
EPD
$83.1B
$9.69M 3.46%
302,130
– –
PSA icon
10
Public Storage
PSA
$55.7B
$7.83M 2.8%
30,163
+342
+1% +$95.7K
SLV icon
11
iShares Silver Trust
SLV
$32B
$7.7M 2.75%
119,501
– –
COLD icon
12
Americold
COLD
$4.24B
$7.15M 2.56%
555,865
– –
GLDM icon
13
SPDR Gold MiniShares Trust
GLDM
$32B
$5.9M 2.11%
69,111
+286
+0.4% +$23.5K
WMB icon
14
Williams Companies
WMB
$88.2B
$3.71M 1.33%
61,760
– –
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$3.56M 1.27%
66,310
-787
-1% -$42.8K
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.14M 0.76%
4,249
-569
-12% -$283K
IEFA icon
17
iShares Core MSCI EAFE ETF
IEFA
$194B
$1.83M 0.66%
20,507
– –
AAPL icon
18
Apple
AAPL
$4.91T
$1.35M 0.48%
4,951
– –
VV icon
19
Vanguard Morningstar Large-Cap ETF
VV
$54B
$1.2M 0.43%
3,800
– –
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.22T
$1.11M 0.4%
+3,540
New +$1.01M
AVGO icon
21
Broadcom
AVGO
$1.66T
$1.09M 0.39%
+3,147
New +$1.13M
EFA icon
22
iShares MSCI EAFE ETF
EFA
$78.4B
$1.08M 0.39%
11,268
– –
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$106B
$757K 0.27%
6,298
– –
IVV icon
24
iShares Core S&P 500 ETF
IVV
$842B
$753K 0.27%
1,100
-2,760
-72% -$1.87M
VCSH icon
25
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$738K 0.26%
+9,255
New +$739K
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 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 Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Real Estate and Energy.

  • 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.