Seven Post Investment Office LP

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
33
Total value ($000)
$277,638
Net value change ($000)
+12,185 (4.6%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 5,694 12.8%
VNQ 2,665 3.6%
PLD 1,513 9.9%
VEA 1,258 9.4%
VTI 1,228 7.9%
SLV 1,142 29.1%
GLDM 753 16.7%
VT 662 7.3%
VWO 452 14.2%
OEF 259 9.4%
Top Reduces (Value $000, Stocks/ETFs)
COLD -2,440 -26.4%
EFA -762 -42.0%
EQR -741 -3.4%
PLTR -409 -100.0%
ELS -90 -0.8%
PSA -49 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type