account_balance
Investment manager · 13F filer · SEC CIK 1554308
Seven Post Investment Office LP
Reported value$328Mas of Sep 30, 2026
Positions42 2 new, 2 sold out
Top 10 weight77.5%VNQ alone is 24%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VNQVanguard Index FDS
23.7%
SPYSPDR S&P 500 ETF Trust
13.1%Trimmed −19%
VMRKVivmark Residential
11.3%
PLDPrologis, Inc.
6.0%
VTIVanguard Index FDS
4.8%Trimmed −8%
ELSEquity Lifestyle Properties Inc
3.6%
VEAVanguard Tax-Managed FDS
3.5%−17%
VTVanguard Intl Equity Index F
3.4%
EPDEnterprise Products Partners L.P.
3.4%
GLDMWorld Gold Trust
2.9%Added +45%
BRK-BBerkshire Hathaway Inc
2.8%
VNQVanguard Index FDS
23.7%
SPYSPDR S&P 500 ETF Trust
13.1%−19%
VMRKVivmark Residential
11.3%
PLDPrologis, Inc.
6.0%
VTIVanguard Index FDS
4.8%
VEA3.5%
VT3.4%
EPD3.4%GLDMBRK-BBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VNQ Vanguard Index FDS 23.7% Held
SPY SPDR S&P 500 ETF Trust 13.1% Trimmed −19%VMRK Vivmark Residential 11.3% HeldPLD Prologis, Inc. 6.0% HeldVTI Vanguard Index FDS 4.8% Trimmed −8%
Berkshire Hathaway Inc 4.8% Held
ELS Equity Lifestyle Properties Inc 3.6% HeldVEA Vanguard Tax-Managed FDS 3.5% Trimmed −17%
VT Vanguard Intl Equity Index F 3.4% Held
EPD Enterprise Products Partners L.P. 3.4% HeldGLDM World Gold Trust 2.9% Added +45%BRK-B Berkshire Hathaway Inc 2.8% Added +8%What changed
Biggest moves since Jun 30, 2026
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