Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $277 Million
  • Q3 2025

Seven Post Investment Office LP has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $76.2M, Spdr S&P 500 ETF Trust with a value of $50.1M, Equity Residential with a value of $20.8M, Vanguard Total Stock Market Et with a value of $16.8M, and Prologis, Inc. with a value of $16.8M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $265M to 277M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $277 Million
ETFs: $194 Million
Real Estate: $65.2 Million
Energy: $13.4 Million
Financial Services: $2.42 Million
Technology: $1.92 Million
Consumer Cyclical: $263,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76.2 Million 27.51% of portfolio
833,186
Q3 2025 Added 0.95%
$0
$50.1 Million 18.09% of portfolio
75,199
Q3 2025 Added 4.64%
$22.5B
$20.8 Million 7.51% of portfolio
321,344
Q3 2025 Added 0.67%
$0
$16.8 Million 6.08% of portfolio
51,288
Q3 2025 Reduced 0.1%
$114B
$16.8 Million 6.07% of portfolio
146,673
Q3 2025 Added 0.88%
$0
$14.7 Million 5.3% of portfolio
244,909
Q3 2025 Added 4.07%
$11.6B
$11.7 Million 4.24% of portfolio
193,318
Q3 2025 Added 0.83%
$0
$9.69 Million 3.5% of portfolio
70,329
Q3 2025 Added 0.11%
$70.2B
$9.45 Million 3.41% of portfolio
302,130
Q2 2025 New
$48.1B
$8.61 Million 3.11% of portfolio
29,821
Q3 2025 Added 1.01%
$2.91B
$6.8 Million 2.46% of portfolio
555,865
Q2 2025 New
$11.9B
$5.26 Million 1.9% of portfolio
68,825
Q2 2025 Reduced 0.36%
$24.1B
$5.06 Million 1.83% of portfolio
119,501
Q4 2024 Reduced 50.0%
$74.3B
$3.91 Million 1.41% of portfolio
61,760
Q2 2025 New
$0
$3.64 Million 1.31% of portfolio
67,097
Q3 2025 Added 4.26%
$0
$2.58 Million 0.93% of portfolio
3,860
Q2 2023 New
$662B
$2.42 Million 0.87% of portfolio
4,818
Q3 2025 Reduced 2.67%
$0
$1.79 Million 0.65% of portfolio
20,507
Q4 2023 Reduced 0.87%
$4.3T
$1.26 Million 0.46% of portfolio
4,951
Q4 2024 Reduced 58.67%
$0
$1.17 Million 0.42% of portfolio
3,800
Q2 2025 New
$0
$1.05 Million 0.38% of portfolio
11,268
Q3 2025 Reduced 44.46%
$0
$748,000 0.27% of portfolio
6,298
Q4 2023 Reduced 28.6%
$0
$699,000 0.25% of portfolio
7,825
Q2 2024 Reduced 5.39%
$3.78T
$660,000 0.24% of portfolio
1,275
Q4 2024 Reduced 80.27%
$5.65B
$570,000 0.21% of portfolio
15,487
Q3 2025 Reduced 6.29%
$0
$412,000 0.15% of portfolio
7,693
Q1 2023 Reduced 58.66%
$0
$368,000 0.13% of portfolio
2,532
Q1 2022 New
$0
$343,000 0.12% of portfolio
2,488
Q4 2022 New
$3.54B
$270,000 0.1% of portfolio
8,000
Q2 2025 New
$2.39T
$263,000 0.09% of portfolio
1,200
Q4 2024 Reduced 15.49%
$0
$232,000 0.08% of portfolio
380
Q2 2025 Reduced 5.0%
$1.46B
$136,000 0.05% of portfolio
12,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $277 Million
  • Prior Value $265 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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