Seven Post Investment Office LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001554308 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $310M (100.0% shares, 0.0% debt)

Holdings (36)

VNQ VANGUARD INDEX FDS 24.4%

Value $75.39M Shares 849,940 Share Price $88.70 Est. Cost/Share $72.26 Unrealized @ Report Date —

SPY STATE STR SPDR S&P 500 ETF T 14.7%

Value $45.4M Shares 69,811 Share Price $650.34 Est. Cost/Share $481.36 Unrealized @ Report Date —

EQR EQUITY RESIDENTIAL 11.3%

Value $35.08M Shares 593,090 Share Price $59.15 * Est. Cost/Share $58.72 Unrealized @ Report Date +5.6%

PLD PROLOGIS INC. 6.4%

Value $19.7M Shares 149,038 Share Price $132.18 * Est. Cost/Share $124.05 Unrealized @ Report Date +4.0%

BRK/A BERKSHIRE HATHAWAY INC DEL 4.9%

Value $15.08M Shares 21 Share Price $718140.00 * Est. Cost/Share $740378.25 Unrealized @ Report Date 0.0%

VTI VANGUARD INDEX FDS 4.8%

Value $14.84M Shares 46,265 Share Price $320.81 Est. Cost/Share $191.53 Unrealized @ Report Date —

VEA VANGUARD TAX-MANAGED FDS 4.1%

Value $12.83M Shares 200,180 Share Price $64.08 Est. Cost/Share $45.37 Unrealized @ Report Date —

ELS EQUITY LIFESTYLE PROPERTIES 4.0%

Value $12.27M Shares 196,584 Share Price $62.42 Est. Cost/Share $87.66 Unrealized @ Report Date —

EPD ENTERPRISE PRODS PARTNERS L 3.7%

Value $11.53M Shares 304,608 Share Price $37.84 Est. Cost/Share $31.01 Unrealized @ Report Date —

VT VANGUARD INTL EQUITY INDEX F 3.1%

Value $9.697M Shares 70,103 Share Price $138.32 Est. Cost/Share $60.08 Unrealized @ Report Date —

PSA PUBLIC STORAGE OPER CO 2.7%

Value $8.261M Shares 30,497 Share Price $270.88 * Est. Cost/Share $274.24 Unrealized @ Report Date -5.8%

SLV ISHARES SILVER TR 2.6%

Value $8.143M Shares 119,501 Share Price $68.14 Est. Cost/Share $20.34 Unrealized @ Report Date —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%

Value $7.333M Shares 15,302 Share Price $479.20 * Est. Cost/Share $447.86 Unrealized @ Report Date +10.2%

GLDM WORLD GOLD TR 2.1%

Value $6.535M Shares 70,501 Share Price $92.69 Est. Cost/Share $52.80 Unrealized @ Report Date —

COLD AMERICOLD REALTY TRUST INC 2.1%

Value $6.37M Shares 555,865 Share Price $11.46 Est. Cost/Share $16.63 Unrealized @ Report Date —

WMB WILLIAMS COS INC 1.5%

Value $4.495M Shares 61,760 Share Price $72.78 * Est. Cost/Share $57.67 Unrealized @ Report Date +15.1%

VWO VANGUARD INTL EQUITY INDEX F 1.1%

Value $3.399M Shares 62,883 Share Price $54.05 Est. Cost/Share $46.43 Unrealized @ Report Date —

IEFA ISHARES TR 0.6%

Value $1.856M Shares 20,507 Share Price $90.53 Est. Cost/Share $63.86 Unrealized @ Report Date —

AAPL APPLE INC 0.4%

Value $1.257M Shares 4,951 Share Price $253.79 * Est. Cost/Share $116.48 Unrealized @ Report Date +125.6%

VV VANGUARD INDEX FDS 0.4%

Value $1.136M Shares 3,800 Share Price $298.85 Est. Cost/Share $285.30 Unrealized @ Report Date —

EFA ISHARES TR 0.4%

Value $1.094M Shares 11,268 Share Price $97.13 Est. Cost/Share $58.32 Unrealized @ Report Date —

GOOGL ALPHABET INC 0.3%

Value $1.018M Shares 3,540 Share Price $287.56 * Est. Cost/Share $285.60 Unrealized @ Report Date +13.2%

SGOL ETFS GOLD TR 0.3%

Value $897K Shares 20,093 Share Price $44.62 Est. Cost/Share $23.90 Unrealized @ Report Date —

IJR ISHARES TR 0.3%

Value $783K Shares 6,298 Share Price $124.31 Est. Cost/Share $92.43 Unrealized @ Report Date —

VONV VANGUARD SCOTTSDALE FDS 0.2%

Value $734K Shares 7,825 Share Price $93.74 Est. Cost/Share $62.15 Unrealized @ Report Date —

IVV ISHARES TR 0.2%

Value $719K Shares 1,100 Share Price $653.21 Est. Cost/Share $445.71 Unrealized @ Report Date —

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value $616K Shares 7,774 Share Price $79.27 Est. Cost/Share $79.73 Unrealized @ Report Date —

IEMG ISHARES INC 0.2%

Value $511K Shares 7,324 Share Price $69.75 Est. Cost/Share $46.70 Unrealized @ Report Date —

NVDA NVIDIA CORPORATION 0.2%

Value $509K Shares 2,920 Share Price $174.40 * Est. Cost/Share $186.13 Unrealized @ Report Date +0.3%

MSFT MICROSOFT CORP 0.2%

Value $472K Shares 1,275 Share Price $370.17 * Est. Cost/Share $383.41 Unrealized @ Report Date +13.4%

ESGU ISHARES TR 0.1%

Value $358K Shares 2,532 Share Price $141.42 Est. Cost/Share $101.50 Unrealized @ Report Date —

ACWI ISHARES TR 0.1%

Value $345K Shares 2,494 Share Price $138.37 Est. Cost/Share $84.88 Unrealized @ Report Date —

SKT TANGER INC 0.1%

Value $272K Shares 8,000 Share Price $33.98 Est. Cost/Share $30.58 Unrealized @ Report Date —

AMZN AMAZON COM INC 0.1%

Value $250K Shares 1,200 Share Price $208.27 * Est. Cost/Share $126.61 Unrealized @ Report Date +79.2%

GOOG ALPHABET INC 0.1%

Value $207K Shares 720 Share Price $286.86 * Est. Cost/Share $286.33 Unrealized @ Report Date +13.0%

PEB PEBBLEBROOK HOTEL TR 0.0%

Value $152K Shares 12,000 Share Price $12.63 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	849,940	$75.39M	24.4%	$88.70	$72.26	—	REAL ESTATE ETF	922908553
SPY	STATE STR SPDR S&P 500 ETF T	69,811	$45.4M	14.7%	$650.34	$481.36	—	TR UNIT	78462F103
EQR	EQUITY RESIDENTIAL	593,090	$35.08M	11.3%	$59.15 *	$58.72	+5.6%	SH BEN INT	29476L107
PLD	PROLOGIS INC.	149,038	$19.7M	6.4%	$132.18 *	$124.05	+4.0%	COM	74340W103
BRK/A	BERKSHIRE HATHAWAY INC DEL	21	$15.08M	4.9%	$718140.00 *	$740378.25	0.0%	CL A	084670108
VTI	VANGUARD INDEX FDS	46,265	$14.84M	4.8%	$320.81	$191.53	—	TOTAL STK MKT	922908769
VEA	VANGUARD TAX-MANAGED FDS	200,180	$12.83M	4.1%	$64.08	$45.37	—	VAN FTSE DEV MKT	921943858
ELS	EQUITY LIFESTYLE PROPERTIES	196,584	$12.27M	4.0%	$62.42	$87.66	—	COM	29472R108
EPD	ENTERPRISE PRODS PARTNERS L	304,608	$11.53M	3.7%	$37.84	$31.01	—	COM	293792107
VT	VANGUARD INTL EQUITY INDEX F	70,103	$9.697M	3.1%	$138.32	$60.08	—	TT WRLD ST ETF	922042742
PSA	PUBLIC STORAGE OPER CO	30,497	$8.261M	2.7%	$270.88 *	$274.24	-5.8%	COM	74460D109
SLV	ISHARES SILVER TR	119,501	$8.143M	2.6%	$68.14	$20.34	—	ISHARES	46428Q109
BRK/B	BERKSHIRE HATHAWAY INC DEL	15,302	$7.333M	2.4%	$479.20 *	$447.86	+10.2%	CL B NEW	084670702
GLDM	WORLD GOLD TR	70,501	$6.535M	2.1%	$92.69	$52.80	—	SPDR GLD MINIS	98149E303
COLD	AMERICOLD REALTY TRUST INC	555,865	$6.37M	2.1%	$11.46	$16.63	—	COM	03064D108
WMB	WILLIAMS COS INC	61,760	$4.495M	1.5%	$72.78 *	$57.67	+15.1%	COM	969457100
VWO	VANGUARD INTL EQUITY INDEX F	62,883	$3.399M	1.1%	$54.05	$46.43	—	FTSE EMR MKT ETF	922042858
IEFA	ISHARES TR	20,507	$1.856M	0.6%	$90.53	$63.86	—	CORE MSCI EAFE	46432F842
AAPL	APPLE INC	4,951	$1.257M	0.4%	$253.79 *	$116.48	+125.6%	COM	037833100
VV	VANGUARD INDEX FDS	3,800	$1.136M	0.4%	$298.85	$285.30	—	LARGE CAP ETF	922908637
EFA	ISHARES TR	11,268	$1.094M	0.4%	$97.13	$58.32	—	MSCI EAFE ETF	464287465
GOOGL	ALPHABET INC	3,540	$1.018M	0.3%	$287.56 *	$285.60	+13.2%	CAP STK CL A	02079K305
SGOL	ETFS GOLD TR	20,093	$897K	0.3%	$44.62	$23.90	—	PHYSCL GOLD SHS	00326A104
IJR	ISHARES TR	6,298	$783K	0.3%	$124.31	$92.43	—	CORE S&P SCP ETF	464287804
VONV	VANGUARD SCOTTSDALE FDS	7,825	$734K	0.2%	$93.74	$62.15	—	VNG RUS1000VAL	92206C714
IVV	ISHARES TR	1,100	$719K	0.2%	$653.21	$445.71	—	CORE S&P500 ETF	464287200
VCSH	VANGUARD SCOTTSDALE FDS	7,774	$616K	0.2%	$79.27	$79.73	—	SHRT TRM CORP BD	92206C409
IEMG	ISHARES INC	7,324	$511K	0.2%	$69.75	$46.70	—	CORE MSCI EMKT	46434G103
NVDA	NVIDIA CORPORATION	2,920	$509K	0.2%	$174.40 *	$186.13	+0.3%	COM	67066G104
MSFT	MICROSOFT CORP	1,275	$472K	0.2%	$370.17 *	$383.41	+13.4%	COM	594918104
ESGU	ISHARES TR	2,532	$358K	0.1%	$141.42	$101.50	—	ESG AWR MSCI USA	46435G425
ACWI	ISHARES TR	2,494	$345K	0.1%	$138.37	$84.88	—	MSCI ACWI ETF	464288257
SKT	TANGER INC	8,000	$272K	0.1%	$33.98	$30.58	—	COM	875465106
AMZN	AMAZON COM INC	1,200	$250K	0.1%	$208.27 *	$126.61	+79.2%	COM	023135106
GOOG	ALPHABET INC	720	$207K	0.1%	$286.86 *	$286.33	+13.0%	CAP STK CL C	02079K107
PEB	PEBBLEBROOK HOTEL TR	12,000	$152K	0.0%	$12.63	$9.99	—	COM	70509V100