Filed: 10/26/2026ACC: 0001172661-26-004689
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $327.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$327.80M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
REAL ESTATE ETF$77.55M23.7%
COM$74.22M22.6%
TR UNIT$42.94M13.1%
SH BEN INT$37.18M11.3%
MRNGSTR TTL STK$15.75M4.8%
CL A$15.69M4.8%
VAN FTSE DEV MKT$11.58M3.5%
Portfolio Concentration
Top 3$157.67M48.1%
4–10$96.45M29.4%
11–25$66.10M20.2%
Rest$7.59M2.3%
Top 3 weight
48.1%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
3.03M
shares
% of voting shares99.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.75K
shares
% of voting shares0.7%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings42
Rows:
VANGUARD INDEX FDS
SOLEShares865.17K
TypeSH
Market value$77.55M
23.66%
Sole
865.17K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares56.31K
TypeSH
Market value$42.94M
13.10%
Sole
56.31K
Shared
0.00
None
0.00
VIVMARK RESIDENTIAL
SOLEShares611.91K
TypeSH
Market value$37.18M
11.34%
Sole
610.92K
Shared
0.00
None
988.00
PROLOGIS INC.
SOLEShares151.41K
TypeSH
Market value$19.66M
6.00%
Sole
151.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares42.09K
TypeSH
Market value$15.75M
4.81%
Sole
28.89K
Shared
0.00
None
13.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.00
TypeSH
Market value$15.69M
4.79%
Sole
21.00
Shared
0.00
None
0.00
EQUITY LIFESTYLE PROPERTIES
SOLEShares199.94K
TypeSH
Market value$11.66M
3.56%
Sole
199.94K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares164K
TypeSH
Market value$11.58M
3.53%
Sole
164K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.24K
TypeSH
Market value$11.09M
3.38%
Sole
70.24K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares309.46K
TypeSH
Market value$11.02M
3.36%
Sole
309.46K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares115.32K
TypeSH
Market value$9.48M
2.89%
Sole
115.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.48K
TypeSH
Market value$9.20M
2.81%
Sole
17.83K
Shared
0.00
None
653.00
PUBLIC STORAGE
SOLEShares30.78K
TypeSH
Market value$8.71M
2.66%
Sole
30.78K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares56.72K
TypeSH
Market value$7.79M
2.38%
Sole
56.72K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares15K
TypeSH
Market value$5.33M
1.62%
Sole
15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.14K
TypeSH
Market value$5.21M
1.59%
Sole
15.14K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares85.16K
TypeSH
Market value$4.64M
1.42%
Sole
85.16K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$4.20M
1.28%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares61.05K
TypeSH
Market value$3.62M
1.10%
Sole
61.05K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.95K
TypeSH
Market value$1.98M
0.60%
Sole
5.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.62K
TypeSH
Market value$1.71M
0.52%
Sole
17.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.34M
0.41%
Sole
3.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.27K
TypeSH
Market value$1.17M
0.36%
Sole
11.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.82K
TypeSH
Market value$872.4K
0.27%
Sole
3.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$856.8K
0.26%
Sole
6.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 865.17K | SH | $77.55M 23.66% | 865.17K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 56.31K | SH | $42.94M 13.10% | 56.31K | 0.00 | 0.00 |
VIVMARK RESIDENTIALSOLE | SH BEN INT | 611.91K | SH | $37.18M 11.34% | 610.92K | 0.00 | 988.00 |
PROLOGIS INC.SOLE | COM | 151.41K | SH | $19.66M 6.00% | 151.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 42.09K | SH | $15.75M 4.81% | 28.89K | 0.00 | 13.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.69M 4.79% | 21.00 | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 199.94K | SH | $11.66M 3.56% | 199.94K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 164K | SH | $11.58M 3.53% | 164K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.24K | SH | $11.09M 3.38% | 70.24K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 309.46K | SH | $11.02M 3.36% | 309.46K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 115.32K | SH | $9.48M 2.89% | 115.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.48K | SH | $9.20M 2.81% | 17.83K | 0.00 | 653.00 |
PUBLIC STORAGESOLE | COM | 30.78K | SH | $8.71M 2.66% | 30.78K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 56.72K | SH | $7.79M 2.38% | 56.72K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 15K | SH | $5.33M 1.62% | 15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.14K | SH | $5.21M 1.59% | 15.14K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 85.16K | SH | $4.64M 1.42% | 85.16K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.20M 1.28% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 61.05K | SH | $3.62M 1.10% | 61.05K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.95K | SH | $1.98M 0.60% | 5.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 17.62K | SH | $1.71M 0.52% | 17.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 3.80K | SH | $1.34M 0.41% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.17M 0.36% | 11.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.82K | SH | $872.4K 0.27% | 3.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $856.8K 0.26% | 6.30K | 0.00 | 0.00 |
Page 1 of 2