1620 INVESTMENT ADVISORS, INC.

Name: 1620 INVESTMENT ADVISORS, INC. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001907281 · PLYMOUTH, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗

1620 INVESTMENT ADVISORS, INC. reported 677 positions worth $161.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPIB (3.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$161.5M

2026 Q2

Positions

677

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

22.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 677 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	SH	$5.0M	3.08%	148,865	—	—
▸ 2	FRDM	FREEDOM 100 EMERGING MARKETS ETF	SH	$4.4M	2.70%	59,857	—	—
▸ 3	QEFA	STATE STREET MSCI EAFE STRATEGICFACTORS ETF	SH	$4.2M	2.60%	43,724	—	—
▸ 4	IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	SH	$3.8M	2.35%	72,427	—	—
▸ 5	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	SH	$3.6M	2.22%	37,970	—	—
▸ 6	AVES	AVANTIS EMERGING MARKETS VALUE ETF	SH	$3.4M	2.13%	52,320	—	—
▸ 7	TY	TRI CONTL CORP COM	SH	$3.1M	1.93%	90,360	—	—
▸ 8	SPTS	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	SH	$3.1M	1.91%	106,100	—	—
▸ 9	JPM	JPMORGAN CHASE & CO COM	SH	$2.8M	1.75%	8,618	—	—
▸ 10	AAPL	APPLE INC COM	SH	$2.6M	1.63%	9,114	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does 1620 INVESTMENT ADVISORS, INC. hold as of Q2 2026?

1620 INVESTMENT ADVISORS, INC. reported 677 positions worth $161.5M in its Q2 2026 13F filing. Largest positions: SPIB (3.1%), FRDM (2.7%), QEFA (2.6%), IGSB (2.4%) and IEF (2.2%).

What did 1620 INVESTMENT ADVISORS, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did 1620 INVESTMENT ADVISORS, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.