Seven Post Investment Office Lp Top Holdings and 13F Report (2025) About Seven Post Investment Office LpInvestment ActivitySeven Post Investment Office Lp has $261.23 million in total holdings as of December 31, 2024.Seven Post Investment Office Lp owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 150.22% of the portfolio was sold this quarter.This quarter, Seven Post Investment Office Lp has purchased 55 new stocks and bought additional shares in 11 stocks.Seven Post Investment Office Lp sold shares of 14 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard Real Estate ETF $72,105,530SPDR S&P 500 ETF Trust $41,672,675Equity Residential $22,537,182iShares Short Treasury Bond ETF $18,235,774Vanguard Total Stock Market ETF $16,960,494 Largest Purchases this Quarter SPDR Gold MiniShares Trust 65,183 shares (about $3.39M)SPDR S&P 500 ETF Trust 1,761 shares (about $1.03M)iShares Short Treasury Bond ETF 8,635 shares (about $950.80K)Vanguard Real Estate ETF 9,272 shares (about $825.95K)Schwab Short-Term U.S. Treasury ETF 12,591 shares (about $302.94K) Largest Sales this Quarter iShares Silver Trust 119,499 shares (about $3.15M)Microsoft 5,187 shares (about $2.19M)Prologis 17,662 shares (about $1.87M)Apple 7,029 shares (about $1.76M)Meta Platforms 1,807 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Post Investment Office Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNQVanguard Real Estate ETF$72,105,530$825,950 ▲1.2%809,44727.6%ETFSPYSPDR S&P 500 ETF Trust$41,672,675$1,032,088 ▲2.5%71,10416.0%FinanceEQREquity Residential$22,537,182$158,016 ▲0.7%314,0638.6%FinanceSHViShares Short Treasury Bond ETF$18,235,774$950,801 ▲5.5%165,6147.0%ETFVTIVanguard Total Stock Market ETF$16,960,494$392,981 ▼-2.3%58,5236.5%ETFPLDPrologis$15,084,364$1,866,876 ▼-11.0%142,7095.8%FinanceELSEquity LifeStyle Properties$12,573,927$89,510 ▲0.7%188,7984.8%FinanceVEAVanguard FTSE Developed Markets ETF$11,005,133$162,875 ▲1.5%230,1374.2%ETFPSAPublic Storage$8,707,317$85,938 ▲1.0%29,0793.3%FinanceVTVanguard Total World Stock ETF$8,373,048$18,444 ▲0.2%71,2723.2%ETFVGSHVanguard Short-Term Treasury Index ETF$5,148,872$40,377 ▼-0.8%88,4992.0%ETFGLDMSPDR Gold MiniShares Trust$3,609,042$3,388,864 ▲1,539.1%69,4181.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,345,677$299,671 ▼-8.2%69,0971.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,342,717$598,326 ▼-15.2%75,9021.3%ETFSLViShares Silver Trust$3,146,461$3,146,408 ▼-50.0%119,5011.2%ETFBRK.BBerkshire Hathaway$2,554,686$104,254 ▼-3.9%5,6361.0%FinanceIVViShares Core S&P 500 ETF$2,272,3050.0%3,8600.9%ETFEFAiShares MSCI EAFE ETF$1,534,051$150,010 ▼-8.9%20,2890.6%FinanceIEFAiShares Core MSCI EAFE ETF$1,441,2320.0%20,5070.6%ETFAAPLApple$1,239,829$1,760,202 ▼-58.7%4,9510.5%Computer and TechnologyNFLXNetflix$918,060$891 ▼-0.1%1,0300.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$725,6560.0%6,2980.3%ETFVONVVanguard Russell 1000 Value$635,7810.0%7,8250.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$604,566$302,945 ▲100.4%25,1270.2%ETFMETAMeta Platforms$603,075$1,058,016 ▼-63.7%1,0300.2%Computer and TechnologyMSFTMicrosoft$537,412$2,186,318 ▼-80.3%1,2750.2%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$414,903$28,782 ▼-6.5%16,5630.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$401,7280.0%7,6930.2%ETFDHID.R. Horton$378,9120.0%2,7100.1%ConstructionESGUiShares ESG Aware MSCI USA ETF$326,1720.0%2,5320.1%ManufacturingACWIiShares MSCI ACWI ETF$292,3400.0%2,4880.1%ManufacturingAMZNAmazon.com$263,268$48,266 ▼-15.5%1,2000.1%Retail/WholesaleVOOVanguard S&P 500 ETF$239,770$4,310 ▲1.8%4450.1%ETFLIILennox International$0$149,305,556 ▼-100.0%00.0%ConstructionINTUIntuit$0$101,589,390 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$52,874,473 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$44,861,190 ▼-100.0%00.0%Computer and TechnologyMATXMatson$0$13,855,386 ▼-100.0%00.0%TransportationCRWDCrowdStrike$0$7,406,652 ▼-100.0%00.0%Computer and TechnologyKKRKKR & Co. Inc.$0$2,441,846 ▼-100.0%00.0%FinanceBUZZFEED INC$0$1,816,006 ▼-100.0%00.0%CL A NEWGILDGilead Sciences$0$981,934 ▼-100.0%00.0%MedicalBRK.ABerkshire Hathaway$0$691,180 ▼-100.0%00.0%FinanceITGRInteger$0$688,350 ▼-100.0%00.0%MedicalCSCOCisco Systems$0$621,290 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$588,667 ▼-100.0%00.0%Auto/Tires/TrucksMAMastercard$0$575,277 ▼-100.0%00.0%Business ServicesMELIMercadoLibre$0$545,821 ▼-100.0%00.0%Retail/WholesaleFHBFirst Hawaiian$0$480,802 ▼-100.0%00.0%FinanceCRLCharles River Laboratories International$0$319,879 ▼-100.0%00.0%MedicalGLDSPDR Gold Shares$0$292,887 ▼-100.0%00.0%FinanceCOSTCostco Wholesale$0$277,481 ▼-100.0%00.0%Retail/WholesaleAPOApollo Global Management$0$264,809 ▼-100.0%00.0%FinanceUDMYUdemy$0$140,720 ▼-100.0%00.0%Computer and TechnologyCRGOFreightos$0$115,481 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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