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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
Cap. Flow
+$31.2M
Cap. Flow %
10.07%
Top 10 Hldgs %
81.35%
Holding
38
New
1
Increased
10
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
VMRK
Vivmark Residential
VMRK
+$16.6M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$15.5M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$816K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$214K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.96M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.03M
3
AVGO icon
Broadcom
AVGO
+$1.09M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$198K

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.86%
2 Real Estate 26.53%
3 Financials 7.24%
4 Energy 5.18%
5 Technology 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$37.1B
$75.4M 24.36%
849,940
+8,904
+1% +$816K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$804B
$45.4M 14.67%
69,811
-5,828
-8% -$3.96M
VMRK
3
Vivmark Residential
VMRK
$49.2B
$35.1M 11.33%
593,090
+268,944
+83% +$16.6M
PLD icon
4
Prologis
PLD
$128B
$19.7M 6.36%
149,038
+1,210
+0.8% +$162K
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.09T
$15.1M 4.87%
+21
New +$15.5M
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$14.8M 4.8%
46,265
-591
-1% -$198K
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$236B
$12.8M 4.14%
200,180
-30,794
-13% -$2.03M
ELS icon
8
Equity Lifestyle Properties
ELS
$11.9B
$12.3M 3.96%
196,584
+1,689
+0.9% +$109K
EPD icon
9
Enterprise Products Partners
EPD
$83.1B
$11.5M 3.72%
304,608
+2,478
+0.8% +$87.7K
VT icon
10
Vanguard Total World Stock ETF
VT
$81.3B
$9.7M 3.13%
70,103
-397
-0.6% -$57.1K
PSA icon
11
Public Storage
PSA
$55.7B
$8.26M 2.67%
30,497
+334
+1% +$95.8K
SLV icon
12
iShares Silver Trust
SLV
$32B
$8.14M 2.63%
119,501
– –
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.09T
$7.33M 2.37%
15,302
+11,053
+260% +$5.43M
GLDM icon
14
SPDR Gold MiniShares Trust
GLDM
$32B
$6.53M 2.11%
70,501
+1,390
+2% +$134K
COLD icon
15
Americold
COLD
$4.24B
$6.37M 2.06%
555,865
– –
WMB icon
16
Williams Companies
WMB
$88.2B
$4.49M 1.45%
61,760
– –
VWO icon
17
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$3.4M 1.1%
62,883
-3,427
-5% -$192K
IEFA icon
18
iShares Core MSCI EAFE ETF
IEFA
$194B
$1.86M 0.6%
20,507
– –
AAPL icon
19
Apple
AAPL
$4.91T
$1.26M 0.41%
4,951
– –
VV icon
20
Vanguard Morningstar Large-Cap ETF
VV
$54B
$1.14M 0.37%
3,800
– –
EFA icon
21
iShares MSCI EAFE ETF
EFA
$78.4B
$1.09M 0.35%
11,268
– –
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.22T
$1.02M 0.33%
3,540
– –
SGOL icon
23
abrdn Physical Gold Shares ETF
SGOL
$7.29B
$897K 0.29%
20,093
+4,606
+30% +$214K
IJR icon
24
iShares Core S&P Small-Cap ETF
IJR
$106B
$783K 0.25%
6,298
– –
VONV icon
25
Vanguard Russell 1000 Value ETF
VONV
$21.9B
$734K 0.24%
7,825
– –
1
2

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CA
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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 Miscellaneous at 60% of assets, down from 69% a quarter earlier, followed by Real Estate and Financials.

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 Vivmark 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.