Seven Post Investment Office LP

Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$279,693
Net value change ($000)
+2,055 (0.7%)
New positions
5
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SLV 2,635 52.0%
PLD 2,075 12.4%
SPY 1,484 3.0%
GOOGL 1,108 NEW
AVGO 1,089 NEW
VCSH 738 NEW
GLDM 638 12.1%
NVDA 588 NEW
COLD 344 5.1%
VT 254 2.6%
Top Reduces (Value $000, Stocks/ETFs)
OEF -3,024 -100.0%
IVV -1,830 -70.8%
VNQ -1,747 -2.3%
VTI -1,122 -6.7%
PSA -787 -9.1%
EQR -367 -1.8%
BRK-B -286 -11.8%
VEA -246 -1.7%
WMB -200 -5.1%
VWO -70 -1.9%
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