Seven Post Investment Office LP

Portfolio Overview

Seven Post Investment Office LP disclosed 42 positions worth $352.3M in its Form 13F-HR for Q2 2026, followed by $SPY and $VMRK. During the quarter the fund opened 6 new positions and exited 0 — including a new stake in $ORCL. The portfolio is most concentrated in Other (50.7% of disclosed assets). All figures are sourced directly from Seven Post Investment Office LP’s Form 13F-HR filing with the SEC under CIK 1554308.

• VANGUARD INDEX FDS - REAL ESTATE ETF

  —

  Quality

  $82.7M857,363 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $52.2M69,908 sh
• 

  VIVMARK RESIDENTIAL

  $VMRK

  64.0#572

  Quality

  $41.0M603,185 sh
• 

  Prologis, Inc.

  $PLD

  68.3

  Quality

  $20.3M150,185 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $17.0M45,938 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.A

  73.8

  Quality

  $15.7M21 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $14.0M196,873 sh
• 

  EQUITY LIFESTYLE PROPERTIES INC

  $ELS

  64.2

  Quality

  $12.8M198,260 sh
• 

  ENTERPRISE PRODUCTS PARTNERS L.P.

  $EPD

  61.4

  Quality

  $11.3M306,976 sh
• 

  DOVER Corp

  $DOV

  58.1

  Quality

  $11.0M70,182 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - REAL ESTATE ETF	—	$82.7M	857,363
SPDR S&P 500 ETF TRUST$SPY	—	$52.2M	69,908
VIVMARK RESIDENTIAL$VMRK	64.0#572	$41.0M	603,185
Prologis, Inc.$PLD	68.3	$20.3M	150,185
VANGUARD INDEX FDS - TOTAL STK MKT	—	$17.0M	45,938
BERKSHIRE HATHAWAY INC$BRK.A	73.8	$15.7M	21
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$14.0M	196,873
EQUITY LIFESTYLE PROPERTIES INC$ELS	64.2	$12.8M	198,260
ENTERPRISE PRODUCTS PARTNERS L.P.$EPD	61.4	$11.3M	306,976
DOVER Corp$DOV	58.1	$11.0M	70,182

Showing top 10 of 42 holdings.

Full Holdings — Seven Post Investment Office LP (Q2 2026)

All 42 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$82.7M	23.5%	+1%	—
2	$SPY	SPDR S&P 500 ETF TRUST	$52.2M	14.8%	+0%	—
3	$VMRK	VIVMARK RESIDENTIAL	$41.0M	11.6%	+2%	64
4	$PLD	Prologis, Inc.	$20.3M	5.8%	+1%	68.3
5	—	VANGUARD INDEX FDS - TOTAL STK MKT	$17.0M	4.8%	-1%	—
6	$BRK.A	BERKSHIRE HATHAWAY INC	$15.7M	4.5%	+0%	73.8
7	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$14.0M	4.0%	-2%	—
8	$ELS	EQUITY LIFESTYLE PROPERTIES INC	$12.8M	3.6%	+1%	64.2
9	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$11.3M	3.2%	+1%	61.4
10	$DOV	DOVER Corp	$11.0M	3.1%	+0%	58.1
11	$PSA	Public Storage	$9.8M	2.8%	+1%	69.1
12	$COLD	AMERICOLD REALTY TRUST	$8.9M	2.5%	+2%	17.4
13	$BRK.B	BERKSHIRE HATHAWAY INC	$8.5M	2.4%	+11%	73.8
14	$ORCL	ORACLE CORP	$8.3M	2.4%	NEW	66.2
15	$SLV	iShares Silver Trust	$6.7M	1.9%	+5%	—
16	$GLDM	World Gold Trust	$6.3M	1.8%	+13%	—
17	$WMB	WILLIAMS COMPANIES, INC.	$4.6M	1.3%	+0%	64.3
18	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$3.6M	1.0%	-3%	—
19	—	ISHARES TR - CORE MSCI EAFE	$1.8M	0.5%	-10%	—
20	$AAPL	Apple Inc.	$1.7M	0.5%	+20%	76.4
21	$LII	LENNOX INTERNATIONAL INC	$1.7M	0.5%	NEW	61.3
22	—	VANGUARD INDEX FDS - LARGE CAP ETF	$1.3M	0.4%	+0%	—
23	—	ISHARES TR - MSCI EAFE ETF	$1.2M	0.3%	+0%	—
24	$NVDA	NVIDIA CORP	$1.0M	0.3%	+74%	85.9
25	—	ISHARES TR - CORE S&P SCP ETF	$934,056	0.3%	+0%	—
26	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	$831,876	0.2%	+0%	—
27	—	ISHARES TR - CORE S&P500 ETF	$823,779	0.2%	+0%	—
28	$SGOL	abrdn Gold ETF Trust	$768,155	0.2%	+0%	—
29	$GOOG	Alphabet Inc.	$693,298	0.2%	-45%	78.2
30	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$589,620	0.2%	-4%	—
31	—	ISHARES INC - CORE MSCI EMKT	$547,241	0.2%	-10%	—
32	$MSFT	MICROSOFT CORP	$475,600	0.1%	+0%	79.8
33	—	ISHARES TR - ESG AWR MSCI USA	$414,412	0.1%	+0%	—
34	—	ISHARES TR - MSCI ACWI ETF	$391,483	0.1%	+0%	—
35	$JPM	JPMORGAN CHASE & CO	$365,628	0.1%	NEW	70.7
36	$COST	COSTCO WHOLESALE CORP /NEW	$316,189	0.1%	NEW	66.2
37	$SKT	TANGER INC.	$315,760	0.1%	+0%	67.5
38	$GS	GOLDMAN SACHS GROUP INC	$303,411	0.1%	NEW	73.5
39	$AMZN	AMAZON COM INC	$286,008	0.1%	+0%	68.7
40	$GOOGL	Alphabet Inc.	$254,398	0.1%	+0%	78.2
41	$PEB	Pebblebrook Hotel Trust	$232,920	0.1%	+0%	48.3
42	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$208,790	0.1%	NEW	—