Seven Post Investment Office LP holds a concentrated book of 42 reported positions worth $352.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Oracle Corp and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Real Estate ETF at 23% of the reported non-option book. Cloning the disclosed picks since 2024 would be +13% (+7.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Seven Post Investment Office LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seven Post Investment Office LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Power Alpha Investment Ltd | 4 / 42 | $993.6M |
| Innovator Capital Management, LLC | 7 / 42 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 42 | $4.4B |
| West Virginia University Foundation, Inc | 4 / 42 | $1.2B |
| Granger Management LLC | 6 / 42 | $308.4M |
| Hoffman, Alan N Investment Management | 8 / 42 | $160.9M |
| Swiss Re Ltd | 15 / 42 | $1.0B |
| P/E Global LLC | 5 / 42 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Seven Post Investment Office LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS REAL ESTATE ETF | $82.7M | 857.4K | 23.5% | ▲+0.9% Added · +7K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $52.2M | 69.9K | 14.8% | ▲+0.1% Added · +97 sh | |
| 3 | Equity Residential SH BEN INT | $41.0M | 603.2K | 11.6% | ▲+1.7% Added · +10K sh | |
| 4 | Prologis Inc. COM | $20.3M | 150.2K | 5.8% | ▲+0.8% Added · +1K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $17.0M | 45.9K | 4.8% | ▼−0.7% Reduced · −327 sh | |
| 6 | Berkshire Hathaway Inc Del CL A | $15.7M | 21 | 4.5% | —Held | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $14.0M | 196.9K | 4.0% | ▼−1.6% Reduced · −3K sh | |
| 8 | Equity Lifestyle Properties COM | $12.8M | 198.3K | 3.6% | ▲+0.8% Added · +2K sh | |
| 9 | Enterprise Prods Partners L COM | $11.3M | 307.0K | 3.2% | ▲+0.8% Added · +2K sh | |
| 10 | Vanguard Intl Equity Index F TT WRLD ST ETF | $11.0M | 70.2K | 3.1% | ▲+0.1% Added · +79 sh | |
| 11 | Public Storage COM | $9.8M | 30.8K | 2.8% | ▲+0.9% Added · +283 sh | |
| 12 | Americold Realty Trust Inc COM | $8.9M | 566.2K | 2.5% | ▲+1.9% Added · +10K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $8.5M | 17.0K | 2.4% | ▲+11% Added · +2K sh | |
| 14 | Oracle Corp COM | $8.3M | 56.7K | 2.4% | ▲New New position | |
| 15 | Ishares Silver TR ISHARES | $6.7M | 125.1K | 1.9% | ▲+4.7% Added · +6K sh | |
| 16 | World Gold TR SPDR GLD MINIS | $6.3M | 79.3K | 1.8% | ▲+13% Added · +9K sh | |
| 17 | Williams Cos Inc COM | $4.6M | 61.8K | 1.3% | —Held | |
| 18 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.6M | 61.1K | 1.0% | ▼−2.8% Reduced · −2K sh | |
| 19 | Ishares TR CORE MSCI EAFE | $1.8M | 18.5K | 0.5% | ▼−9.6% Reduced · −2K sh | |
| 20 | Apple Inc COM | $1.7M | 6.0K | 0.5% | ▲+20% Added · +1K sh | |
| 21 | Lennox Intl Inc COM | $1.7M | 3.0K | 0.5% | ▲New New position | |
| 22 | Vanguard Index FDS LARGE CAP ETF | $1.3M | 3.8K | 0.4% | —Held | |
| 23 | Ishares TR MSCI EAFE ETF | $1.2M | 11.3K | 0.3% | —Held | |
| 24 | Nvidia Corporation COM | $1.0M | 5.1K | 0.3% | ▲+74% Added · +2K sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $934K | 6.3K | 0.3% | —Held | |
| 26 | Vanguard Scottsdale FDS VNG RUS1000VAL | $832K | 7.8K | 0.2% | —Held | |
| 27 | Ishares TR CORE S&P500 ETF | $824K | 1.1K | 0.2% | —Held | |
| 28 | Etfs Gold TR PHYSCL GOLD SHS | $768K | 20.1K | 0.2% | —Held | |
| 29 | Alphabet Inc CAP STK CL A | $693K | 1.9K | 0.2% | ▼−45% Reduced · −2K sh | |
| 30 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $590K | 7.5K | 0.2% | ▼−4.0% Reduced · −313 sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $547K | 6.6K | 0.2% | ▼−9.8% Reduced · −718 sh | |
| 32 | Microsoft Corp COM | $476K | 1.3K | 0.1% | —Held | |
| 33 | Ishares TR ESG AWR MSCI USA | $414K | 2.5K | 0.1% | —Held | |
| 34 | Ishares TR MSCI ACWI ETF | $391K | 2.5K | 0.1% | —Held | |
| 35 | JPMorgan Chase & Co COM | $366K | 1.1K | 0.1% | ▲New New position | |
| 36 | Costco Wholesale Corporation COM | $316K | 338 | 0.1% | ▲New New position | |
| 37 | Tanger Inc COM | $316K | 8.0K | 0.1% | —Held | |
| 38 | Goldman Sachs Group Inc COM | $303K | 300 | 0.1% | ▲New New position | |
| 39 | Amazon Com Inc COM | $286K | 1.2K | 0.1% | —Held | |
| 40 | Alphabet Inc CAP STK CL C | $254K | 720 | 0.1% | —Held | |
| 41 | Pebblebrook Hotel TR COM | $233K | 12.0K | 0.1% | —Held | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $209K | 304 | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Seven Post Investment Office LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 42 | $352.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 36 | $309.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 37 | $279.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 33 | $277.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 34 | $265.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 33 | $261.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 55 | $661.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.