Seven Post Investment Office LP Long-Term Concentrated

CIK: 0001554308 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 29, 2026

Total Value ($000): $279,693 (100.0% shares, 0.0% debt)

Holdings (37)

New Positions (5)

GOOGL ALPHABET INC 0.4%

Value ($000) $1,108 Shares 3,540 Est. Cost $285.60 Unrealized 0.0%

AVGO BROADCOM INC 0.4%

Value ($000) $1,089 Shares 3,147 Est. Cost $357.00 Unrealized 0.0%

VCSH VANGUARD SCOTTSDALE FDS 0.3%

Value ($000) $738 Shares 9,255 Est. Cost $79.73 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value ($000) $588 Shares 3,151 Est. Cost $186.13 Unrealized 0.0%

GOOG ALPHABET INC 0.1%

Value ($000) $226 Shares 720 Est. Cost $286.33 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	3,540	$1,108	0.4%	$285.60	0.0%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	3,147	$1,089	0.4%	$357.00	0.0%	COM	11135F101
VCSH	VANGUARD SCOTTSDALE FDS	9,255	$738	0.3%	$79.73	—	SHRT TRM CORP BD	92206C409
NVDA	NVIDIA CORPORATION	3,151	$588	0.2%	$186.13	0.0%	COM	67066G104
GOOG	ALPHABET INC	720	$226	0.1%	$286.33	0.0%	CAP STK CL C	02079K107

Increased Positions (1)

PSA PUBLIC STORAGE OPER CO 2.8%

Value ($000) $7,827 (-9.1%) Shares 30,163 (+1.1%) Est. Cost $274.42 Unrealized +1.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PSA	PUBLIC STORAGE OPER CO	30,163 (+1.1%)	$7,827 (-9.1%)	2.8%	$274.42	+1.0%	COM	74460D109

Exited Positions (1)

OEF ISHARES TR 1.1%

Value ($000) $3,024 Shares 9,086 Est. Cost $304.35 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
OEF	ISHARES TR	9,086	$3,024	1.1%	$304.35	—	—	464287101

Decreased Positions (7)

IVV ISHARES TR 0.3%

Value ($000) $753 (-70.8%) Shares 1,100 (-71.5%) Est. Cost $445.71 Unrealized —

VTI VANGUARD INDEX FDS 5.6%

Value ($000) $15,709 (-6.7%) Shares 46,856 (-8.6%) Est. Cost $191.53 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%

Value ($000) $2,136 (-11.8%) Shares 4,249 (-11.8%) Est. Cost $329.20 Unrealized +51.1%

VEA VANGUARD TAX-MANAGED FDS 5.2%

Value ($000) $14,429 (-1.7%) Shares 230,974 (-5.7%) Est. Cost $45.37 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 1.3%

Value ($000) $3,565 (-1.9%) Shares 66,310 (-1.2%) Est. Cost $46.43 Unrealized —

IEMG ISHARES INC 0.2%

Value ($000) $493 (-2.7%) Shares 7,339 (-4.6%) Est. Cost $46.70 Unrealized —

VOO VANGUARD INDEX FDS 0.1%

Value ($000) $221 (-5.1%) Shares 352 (-7.4%) Est. Cost $482.27 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	1,100 (-71.5%)	$753 (-70.8%)	0.3%	$445.71	—	CORE S&P500 ETF	464287200
VTI	VANGUARD INDEX FDS	46,856 (-8.6%)	$15,709 (-6.7%)	5.6%	$191.53	—	TOTAL STK MKT	922908769
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,249 (-11.8%)	$2,136 (-11.8%)	0.8%	$329.20	+51.1%	CL B NEW	084670702
VEA	VANGUARD TAX-MANAGED FDS	230,974 (-5.7%)	$14,429 (-1.7%)	5.2%	$45.37	—	VAN FTSE DEV MKT	921943858
VWO	VANGUARD INTL EQUITY INDEX F	66,310 (-1.2%)	$3,565 (-1.9%)	1.3%	$46.43	—	FTSE EMR MKT ETF	922042858
IEMG	ISHARES INC	7,339 (-4.6%)	$493 (-2.7%)	0.2%	$46.70	—	CORE MSCI EMKT	46434G103
VOO	VANGUARD INDEX FDS	352 (-7.4%)	$221 (-5.1%)	0.1%	$482.27	—	S&P 500 ETF SHS	922908363

Unchanged Positions (24)

SLV ISHARES SILVER TR 2.8%

Value ($000) $7,698 Shares 119,501 Est. Cost $20.34 Unrealized —

PLD PROLOGIS INC. 6.7%

Value ($000) $18,872 Shares 147,828 Est. Cost $124.05 Unrealized -0.2%

VNQ VANGUARD INDEX FDS 26.6%

Value ($000) $74,423 Shares 841,036 Est. Cost $72.09 Unrealized —

SPY SPDR S&P 500 ETF TR 18.4%

Value ($000) $51,580 Shares 75,639 Est. Cost $481.36 Unrealized —

GLDM WORLD GOLD TR 2.1%

Value ($000) $5,900 Shares 69,111 Est. Cost $52.00 Unrealized —

EQR EQUITY RESIDENTIAL 7.3%

Value ($000) $20,434 Shares 324,146 Est. Cost $55.96 Unrealized +8.4%

COLD AMERICOLD REALTY TRUST INC 2.6%

Value ($000) $7,148 Shares 555,865 Est. Cost $16.63 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 3.6%

Value ($000) $9,945 Shares 70,500 Est. Cost $60.08 Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 3.5%

Value ($000) $9,686 Shares 302,130 Est. Cost $31.01 Unrealized —

WMB WILLIAMS COS INC 1.3%

Value ($000) $3,712 Shares 61,760 Est. Cost $57.67 Unrealized +4.2%

AAPL APPLE INC 0.5%

Value ($000) $1,346 Shares 4,951 Est. Cost $116.48 Unrealized +130.4%

ELS EQUITY LIFESTYLE PPTYS INC 4.2%

Value ($000) $11,813 Shares 194,895 Est. Cost $87.66 Unrealized —

SGOL ETFS GOLD TR 0.2%

Value ($000) $636 Shares 15,487 Est. Cost $17.74 Unrealized —

IEFA ISHARES TR 0.7%

Value ($000) $1,835 Shares 20,507 Est. Cost $63.86 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value ($000) $617 Shares 1,275 Est. Cost $383.41 Unrealized +30.6%

EFA ISHARES TR 0.4%

Value ($000) $1,082 Shares 11,268 Est. Cost $58.32 Unrealized —

VV VANGUARD INDEX FDS 0.4%

Value ($000) $1,196 Shares 3,800 Est. Cost $285.30 Unrealized —

VONV VANGUARD SCOTTSDALE FDS 0.3%

Value ($000) $722 Shares 7,825 Est. Cost $62.15 Unrealized —

AMZN AMAZON COM INC 0.1%

Value ($000) $277 Shares 1,200 Est. Cost $126.61 Unrealized +80.7%

ESGU ISHARES TR 0.1%

Value ($000) $377 Shares 2,532 Est. Cost $101.50 Unrealized —

IJR ISHARES TR 0.3%

Value ($000) $757 Shares 6,298 Est. Cost $92.43 Unrealized —

ACWI ISHARES TR 0.1%

Value ($000) $352 Shares 2,488 Est. Cost $84.88 Unrealized —

SKT TANGER INC 0.1%

Value ($000) $267 Shares 8,000 Est. Cost $30.58 Unrealized —

PEB PEBBLEBROOK HOTEL TR 0.0%

Value ($000) $136 Shares 12,000 Est. Cost $9.99 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SLV	ISHARES SILVER TR	119,501	$7,698	2.8%	$20.34	—	ISHARES	46428Q109
PLD	PROLOGIS INC.	147,828	$18,872	6.7%	$124.05	-0.2%	COM	74340W103
VNQ	VANGUARD INDEX FDS	841,036	$74,423	26.6%	$72.09	—	REAL ESTATE ETF	922908553
SPY	SPDR S&P 500 ETF TR	75,639	$51,580	18.4%	$481.36	—	TR UNIT	78462F103
GLDM	WORLD GOLD TR	69,111	$5,900	2.1%	$52.00	—	SPDR GLD MINIS	98149E303
EQR	EQUITY RESIDENTIAL	324,146	$20,434	7.3%	$55.96	+8.4%	SH BEN INT	29476L107
COLD	AMERICOLD REALTY TRUST INC	555,865	$7,148	2.6%	$16.63	—	COM	03064D108
VT	VANGUARD INTL EQUITY INDEX F	70,500	$9,945	3.6%	$60.08	—	TT WRLD ST ETF	922042742
EPD	ENTERPRISE PRODS PARTNERS L	302,130	$9,686	3.5%	$31.01	—	COM	293792107
WMB	WILLIAMS COS INC	61,760	$3,712	1.3%	$57.67	+4.2%	COM	969457100
AAPL	APPLE INC	4,951	$1,346	0.5%	$116.48	+130.4%	COM	037833100
ELS	EQUITY LIFESTYLE PPTYS INC	194,895	$11,813	4.2%	$87.66	—	COM	29472R108
SGOL	ETFS GOLD TR	15,487	$636	0.2%	$17.74	—	PHYSCL GOLD SHS	00326A104
IEFA	ISHARES TR	20,507	$1,835	0.7%	$63.86	—	CORE MSCI EAFE	46432F842
MSFT	MICROSOFT CORP	1,275	$617	0.2%	$383.41	+30.6%	COM	594918104
EFA	ISHARES TR	11,268	$1,082	0.4%	$58.32	—	MSCI EAFE ETF	464287465
VV	VANGUARD INDEX FDS	3,800	$1,196	0.4%	$285.30	—	LARGE CAP ETF	922908637
VONV	VANGUARD SCOTTSDALE FDS	7,825	$722	0.3%	$62.15	—	VNG RUS1000VAL	92206C714
AMZN	AMAZON COM INC	1,200	$277	0.1%	$126.61	+80.7%	COM	023135106
ESGU	ISHARES TR	2,532	$377	0.1%	$101.50	—	ESG AWR MSCI USA	46435G425
IJR	ISHARES TR	6,298	$757	0.3%	$92.43	—	CORE S&P SCP ETF	464287804
ACWI	ISHARES TR	2,488	$352	0.1%	$84.88	—	MSCI ACWI ETF	464288257
SKT	TANGER INC	8,000	$267	0.1%	$30.58	—	COM	875465106
PEB	PEBBLEBROOK HOTEL TR	12,000	$136	0.0%	$9.99	—	COM	70509V100