Seven Post Investment Office LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001554308 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $280M (100.0% shares, 0.0% debt)

Holdings (37)

VNQ VANGUARD INDEX FDS 26.6%

Value $74.42M Shares 841,036 Share Price $88.49 Est. Cost/Share $72.09 Unrealized @ Report Date —

SPY SPDR S&P 500 ETF TR 18.4%

Value $51.58M Shares 75,639 Share Price $681.92 Est. Cost/Share $481.36 Unrealized @ Report Date —

EQR EQUITY RESIDENTIAL 7.3%

Value $20.43M Shares 324,146 Share Price $63.04 * Est. Cost/Share $55.96 Unrealized @ Report Date +8.4%

PLD PROLOGIS INC. 6.7%

Value $18.87M Shares 147,828 Share Price $127.66 * Est. Cost/Share $124.05 Unrealized @ Report Date -0.2%

VTI VANGUARD INDEX FDS 5.6%

Value $15.71M Shares 46,856 Share Price $335.27 Est. Cost/Share $191.53 Unrealized @ Report Date —

VEA VANGUARD TAX-MANAGED FDS 5.2%

Value $14.43M Shares 230,974 Share Price $62.47 Est. Cost/Share $45.37 Unrealized @ Report Date —

ELS EQUITY LIFESTYLE PPTYS INC 4.2%

Value $11.81M Shares 194,895 Share Price $60.61 Est. Cost/Share $87.66 Unrealized @ Report Date —

VT VANGUARD INTL EQUITY INDEX F 3.6%

Value $9.945M Shares 70,500 Share Price $141.06 Est. Cost/Share $60.08 Unrealized @ Report Date —

EPD ENTERPRISE PRODS PARTNERS L 3.5%

Value $9.686M Shares 302,130 Share Price $32.06 Est. Cost/Share $31.01 Unrealized @ Report Date —

PSA PUBLIC STORAGE OPER CO 2.8%

Value $7.827M Shares 30,163 Share Price $259.50 * Est. Cost/Share $274.42 Unrealized @ Report Date +1.0%

SLV ISHARES SILVER TR 2.8%

Value $7.698M Shares 119,501 Share Price $64.42 Est. Cost/Share $20.34 Unrealized @ Report Date —

COLD AMERICOLD REALTY TRUST INC 2.6%

Value $7.148M Shares 555,865 Share Price $12.86 Est. Cost/Share $16.63 Unrealized @ Report Date —

GLDM WORLD GOLD TR 2.1%

Value $5.9M Shares 69,111 Share Price $85.37 Est. Cost/Share $52.00 Unrealized @ Report Date —

WMB WILLIAMS COS INC 1.3%

Value $3.712M Shares 61,760 Share Price $60.11 Est. Cost/Share $57.67 Unrealized @ Report Date +4.2%

VWO VANGUARD INTL EQUITY INDEX F 1.3%

Value $3.565M Shares 66,310 Share Price $53.76 Est. Cost/Share $46.43 Unrealized @ Report Date —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%

Value $2.136M Shares 4,249 Share Price $502.65 Est. Cost/Share $329.20 Unrealized @ Report Date +51.1%

IEFA ISHARES TR 0.7%

Value $1.835M Shares 20,507 Share Price $89.46 Est. Cost/Share $63.86 Unrealized @ Report Date —

AAPL APPLE INC 0.5%

Value $1.346M Shares 4,951 Share Price $271.86 Est. Cost/Share $116.48 Unrealized @ Report Date +130.4%

VV VANGUARD INDEX FDS 0.4%

Value $1.196M Shares 3,800 Share Price $314.80 Est. Cost/Share $285.30 Unrealized @ Report Date —

GOOGL ALPHABET INC 0.4%

Value $1.108M Shares 3,540 Share Price $313.00 * Est. Cost/Share $285.60 Unrealized @ Report Date 0.0%

AVGO BROADCOM INC 0.4%

Value $1.089M Shares 3,147 Share Price $346.10 * Est. Cost/Share $357.00 Unrealized @ Report Date 0.0%

EFA ISHARES TR 0.4%

Value $1.082M Shares 11,268 Share Price $96.03 Est. Cost/Share $58.32 Unrealized @ Report Date —

IJR ISHARES TR 0.3%

Value $757K Shares 6,298 Share Price $120.18 Est. Cost/Share $92.43 Unrealized @ Report Date —

IVV ISHARES TR 0.3%

Value $753K Shares 1,100 Share Price $684.94 Est. Cost/Share $445.71 Unrealized @ Report Date —

VCSH VANGUARD SCOTTSDALE FDS 0.3%

Value $738K Shares 9,255 Share Price $79.73 Est. Cost/Share $79.73 Unrealized @ Report Date —

VONV VANGUARD SCOTTSDALE FDS 0.3%

Value $722K Shares 7,825 Share Price $92.30 Est. Cost/Share $62.15 Unrealized @ Report Date —

SGOL ETFS GOLD TR 0.2%

Value $636K Shares 15,487 Share Price $41.08 Est. Cost/Share $17.74 Unrealized @ Report Date —

MSFT MICROSOFT CORP 0.2%

Value $617K Shares 1,275 Share Price $483.62 * Est. Cost/Share $383.41 Unrealized @ Report Date +30.6%

NVDA NVIDIA CORPORATION 0.2%

Value $588K Shares 3,151 Share Price $186.50 Est. Cost/Share $186.13 Unrealized @ Report Date 0.0%

IEMG ISHARES INC 0.2%

Value $493K Shares 7,339 Share Price $67.22 Est. Cost/Share $46.70 Unrealized @ Report Date —

ESGU ISHARES TR 0.1%

Value $377K Shares 2,532 Share Price $148.98 Est. Cost/Share $101.50 Unrealized @ Report Date —

ACWI ISHARES TR 0.1%

Value $352K Shares 2,488 Share Price $141.49 Est. Cost/Share $84.88 Unrealized @ Report Date —

AMZN AMAZON COM INC 0.1%

Value $277K Shares 1,200 Share Price $230.82 Est. Cost/Share $126.61 Unrealized @ Report Date +80.7%

SKT TANGER INC 0.1%

Value $267K Shares 8,000 Share Price $33.37 Est. Cost/Share $30.58 Unrealized @ Report Date —

GOOG ALPHABET INC 0.1%

Value $226K Shares 720 Share Price $313.80 * Est. Cost/Share $286.33 Unrealized @ Report Date 0.0%

VOO VANGUARD INDEX FDS 0.1%

Value $221K Shares 352 Share Price $627.13 Est. Cost/Share $482.27 Unrealized @ Report Date —

PEB PEBBLEBROOK HOTEL TR 0.0%

Value $136K Shares 12,000 Share Price $11.32 Est. Cost/Share $9.99 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VNQ	VANGUARD INDEX FDS	841,036	$74.42M	26.6%	$88.49	$72.09	—	REAL ESTATE ETF	922908553
SPY	SPDR S&P 500 ETF TR	75,639	$51.58M	18.4%	$681.92	$481.36	—	TR UNIT	78462F103
EQR	EQUITY RESIDENTIAL	324,146	$20.43M	7.3%	$63.04 *	$55.96	+8.4%	SH BEN INT	29476L107
PLD	PROLOGIS INC.	147,828	$18.87M	6.7%	$127.66 *	$124.05	-0.2%	COM	74340W103
VTI	VANGUARD INDEX FDS	46,856	$15.71M	5.6%	$335.27	$191.53	—	TOTAL STK MKT	922908769
VEA	VANGUARD TAX-MANAGED FDS	230,974	$14.43M	5.2%	$62.47	$45.37	—	VAN FTSE DEV MKT	921943858
ELS	EQUITY LIFESTYLE PPTYS INC	194,895	$11.81M	4.2%	$60.61	$87.66	—	COM	29472R108
VT	VANGUARD INTL EQUITY INDEX F	70,500	$9.945M	3.6%	$141.06	$60.08	—	TT WRLD ST ETF	922042742
EPD	ENTERPRISE PRODS PARTNERS L	302,130	$9.686M	3.5%	$32.06	$31.01	—	COM	293792107
PSA	PUBLIC STORAGE OPER CO	30,163	$7.827M	2.8%	$259.50 *	$274.42	+1.0%	COM	74460D109
SLV	ISHARES SILVER TR	119,501	$7.698M	2.8%	$64.42	$20.34	—	ISHARES	46428Q109
COLD	AMERICOLD REALTY TRUST INC	555,865	$7.148M	2.6%	$12.86	$16.63	—	COM	03064D108
GLDM	WORLD GOLD TR	69,111	$5.9M	2.1%	$85.37	$52.00	—	SPDR GLD MINIS	98149E303
WMB	WILLIAMS COS INC	61,760	$3.712M	1.3%	$60.11	$57.67	+4.2%	COM	969457100
VWO	VANGUARD INTL EQUITY INDEX F	66,310	$3.565M	1.3%	$53.76	$46.43	—	FTSE EMR MKT ETF	922042858
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,249	$2.136M	0.8%	$502.65	$329.20	+51.1%	CL B NEW	084670702
IEFA	ISHARES TR	20,507	$1.835M	0.7%	$89.46	$63.86	—	CORE MSCI EAFE	46432F842
AAPL	APPLE INC	4,951	$1.346M	0.5%	$271.86	$116.48	+130.4%	COM	037833100
VV	VANGUARD INDEX FDS	3,800	$1.196M	0.4%	$314.80	$285.30	—	LARGE CAP ETF	922908637
GOOGL	ALPHABET INC	3,540	$1.108M	0.4%	$313.00 *	$285.60	0.0%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	3,147	$1.089M	0.4%	$346.10 *	$357.00	0.0%	COM	11135F101
EFA	ISHARES TR	11,268	$1.082M	0.4%	$96.03	$58.32	—	MSCI EAFE ETF	464287465
IJR	ISHARES TR	6,298	$757K	0.3%	$120.18	$92.43	—	CORE S&P SCP ETF	464287804
IVV	ISHARES TR	1,100	$753K	0.3%	$684.94	$445.71	—	CORE S&P500 ETF	464287200
VCSH	VANGUARD SCOTTSDALE FDS	9,255	$738K	0.3%	$79.73	$79.73	—	SHRT TRM CORP BD	92206C409
VONV	VANGUARD SCOTTSDALE FDS	7,825	$722K	0.3%	$92.30	$62.15	—	VNG RUS1000VAL	92206C714
SGOL	ETFS GOLD TR	15,487	$636K	0.2%	$41.08	$17.74	—	PHYSCL GOLD SHS	00326A104
MSFT	MICROSOFT CORP	1,275	$617K	0.2%	$483.62 *	$383.41	+30.6%	COM	594918104
NVDA	NVIDIA CORPORATION	3,151	$588K	0.2%	$186.50	$186.13	0.0%	COM	67066G104
IEMG	ISHARES INC	7,339	$493K	0.2%	$67.22	$46.70	—	CORE MSCI EMKT	46434G103
ESGU	ISHARES TR	2,532	$377K	0.1%	$148.98	$101.50	—	ESG AWR MSCI USA	46435G425
ACWI	ISHARES TR	2,488	$352K	0.1%	$141.49	$84.88	—	MSCI ACWI ETF	464288257
AMZN	AMAZON COM INC	1,200	$277K	0.1%	$230.82	$126.61	+80.7%	COM	023135106
SKT	TANGER INC	8,000	$267K	0.1%	$33.37	$30.58	—	COM	875465106
GOOG	ALPHABET INC	720	$226K	0.1%	$313.80 *	$286.33	0.0%	CAP STK CL C	02079K107
VOO	VANGUARD INDEX FDS	352	$221K	0.1%	$627.13	$482.27	—	S&P 500 ETF SHS	922908363
PEB	PEBBLEBROOK HOTEL TR	12,000	$136K	0.0%	$11.32	$9.99	—	COM	70509V100