AI Portfolio Summary
In 2025 Q4, Seven Post Investment Office LP maintained a portfolio of 38 distinct positions. The most significant new addition to the portfolio was ALPHABET INC, which now represents 0.40% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.9%. Conversely, Seven Post Investment Office LP completely exited their position in ISHARES TR.
Total Positions
38
Quarter
2025 Q4
Top Holding
VNQ (26.6%)
Top 10 Concentration
83.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VNQ
VANGUARD INDEX ...
|
ETF | 26.61% | 27.44% |
#1
Prev: #1
|
6.5 | 7,850 | 0.9% |
P
S
|
841,036 | $74,423,277 |
$59.02
+48.7%
|
2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
SPY
SPDR S&P 500 ET...
|
ETF | 18.44% | 18.04% |
#2
Prev: #2
|
6.0 | 440 | 0.6% |
P
S
|
75,639 | $51,579,513 |
$369.83
+85.5%
|
2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 7.31% | 7.49% |
#3
Prev: #3
|
4.4 | 2,802 | 0.9% |
P
S
|
324,146 | $20,434,136 |
$69.44
-13.3%
|
2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
PLD
PROLOGIS INC.
|
Real Estate | 6.75% | 6.05% |
#4
1
Prev: #5
|
3.7 | 1,155 | 0.8% |
P
S
|
147,828 | $18,871,707 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.62% | 6.06% |
#5
1
Prev: #4
|
3.2 | -4,432 | -8.6% |
P
S
|
46,856 | $15,709,290 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.16% | 5.29% |
#6
Prev: #6
|
2.6 | -13,935 | -5.7% |
P
S
|
230,974 | $14,428,946 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ELS
EQUITY LIFESTYL...
|
Real Estate | 4.22% | 4.23% |
#7
Prev: #7
|
2.2 | 1,577 | 0.8% |
P
S
|
194,895 | $11,812,609 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
VANGUARD INTL E...
|
ETF | 3.56% | 3.49% |
#8
Prev: #8
|
1.9 | 171 | 0.2% |
P
S
|
70,500 | $9,944,783 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 3.46% | 3.40% |
#9
Prev: #9
|
2.4 | no change | no change |
P
S
|
302,130 | $9,686,288 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSA
PUBLIC STORAGE ...
|
Real Estate | 2.80% | 3.10% |
#10
Prev: #10
|
1.6 | 342 | 1.1% |
P
S
|
30,163 | $7,827,209 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLV
ISHARES SILVER ...
|
ETF | 2.75% | 1.82% |
#11
2
Prev: #13
|
2.1 | no change | no change |
P
S
|
119,501 | $7,698,254 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COLD
AMERICOLD REALT...
|
Real Estate | 2.56% | 2.45% |
#12
1
Prev: #11
|
2.0 | no change | no change |
P
S
|
555,865 | $7,148,424 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.11% | 1.90% |
#13
1
Prev: #12
|
1.3 | 286 | 0.4% |
P
S
|
69,111 | $5,900,006 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.33% | 1.41% |
#14
Prev: #14
|
1.5 | no change | no change |
P
S
|
61,760 | $3,712,394 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.27% | 1.31% |
#15
Prev: #15
|
1.0 | -787 | -1.2% |
P
S
|
66,310 | $3,564,852 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.76% | 0.87% |
#16
2
Prev: #18
|
0.8 | -569 | -11.8% |
P
S
|
4,249 | $2,135,760 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 0.66% | 0.64% |
#17
2
Prev: #19
|
1.3 | no change | no change |
P
S
|
20,507 | $1,834,556 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.48% | 0.45% |
#18
2
Prev: #20
|
1.2 | no change | no change |
P
S
|
4,951 | $1,345,979 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.43% | 0.42% |
#19
2
Prev: #21
|
1.2 | no change | no change |
P
S
|
3,800 | $1,196,240 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.40% | — |
#20
Prev: #—
|
3.7 | 3,540 | no change |
NEW
|
3,540 | $1,108,020 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.39% | — |
#21
Prev: #—
|
3.7 | 3,147 | no change |
NEW
|
3,147 | $1,089,177 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 0.39% | 0.38% |
#22
Prev: #22
|
1.2 | no change | no change |
P
S
|
11,268 | $1,082,066 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.27% | 0.27% |
#23
Prev: #23
|
1.1 | no change | no change |
P
S
|
6,298 | $756,894 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 0.27% | 0.93% |
#24
7
Prev: #17
|
0.1 | -2,760 | -71.5% |
P
S
|
1,100 | $753,434 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.26% | — |
#25
Prev: #—
|
3.6 | 9,255 | no change |
NEW
|
9,255 | $737,866 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.26% | 0.25% |
#26
2
Prev: #24
|
1.1 | no change | no change |
P
S
|
7,825 | $722,247 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.23% | 0.21% |
#27
1
Prev: #26
|
1.1 | no change | no change |
P
S
|
15,487 | $636,206 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.22% | 0.24% |
#28
3
Prev: #25
|
1.1 | no change | no change |
P
S
|
1,275 | $616,615 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.21% | — |
#29
Prev: #—
|
3.6 | 3,151 | no change |
NEW
|
3,151 | $587,661 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.18% | 0.18% |
#30
3
Prev: #27
|
0.6 | -354 | -4.6% |
P
S
|
7,339 | $493,328 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 0.13% | 0.13% |
#31
3
Prev: #28
|
1.1 | no change | no change |
P
S
|
2,532 | $377,217 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWI
ISHARES TR
|
ETF | 0.13% | 0.12% |
#32
3
Prev: #29
|
1.1 | no change | no change |
P
S
|
2,488 | $352,027 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.10% | 0.09% |
#33
2
Prev: #31
|
1.0 | no change | no change |
P
S
|
1,200 | $276,984 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SKT
TANGER INC
|
Real Estate | 0.10% | 0.10% |
#34
4
Prev: #30
|
1.0 | no change | no change |
P
S
|
8,000 | $266,960 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.08% | — |
#35
Prev: #—
|
3.5 | 720 | no change |
NEW
|
720 | $225,936 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#36
4
Prev: #32
|
0.5 | -28 | -7.4% |
P
S
|
352 | $220,750 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEB
PEBBLEBROOK HOT...
|
Real Estate | 0.05% | 0.05% |
#37
4
Prev: #33
|
1.0 | no change | no change |
P
S
|
12,000 | $135,840 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OEF
ISHARES TR
|
ETF | 0.00% | 1.09% |
Sold All 😨
(Was: #16) |
0.0 | -9,086 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-38 of 38 holdings