Q2 2026 13F · SEC CIK 1907281

1620 Investment Advisors, Inc.

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.5M
Reported positions: 677
Top holdings a year, 3 yrs: +13.3%
Assets under management: $241.6M

1620 Investment Advisors, Inc. is a wealth manager that reported 677 positions worth $161.5M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Spdr Series Trust (SPIB, 3.1%), Ea Series Trust (FRDM, 2.7%), State Street ETF/USA (QEFA, 2.6%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

1620 Investment Advisors, Inc. holdings largest 50 of 677 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

1620 Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPIBSpdr Series Trust	3.1%	3.3%	148,865	+2.7%	$5.0M
FRDMEa Series Trust	2.7%	2.3%	59,857	-3.8%	$4.4M
QEFAState Street ETF/USA	2.6%	2.7%	43,724	+0.5%	$4.2M
IGSBIshares 1-3 Yr Credit Bond ETF	2.4%	1.7%	72,427	+49.4%	$3.8M
IEFiShs 7-10 ys Tsy	2.2%	2.4%	37,970	+1.8%	$3.6M
AVESAmerican Centy ETF Tr	2.1%	—	52,320	—	$3.4M
TYTri Contl Corp Com	1.9%	2.0%	90,360	-2.5%	$3.1M
SPTSSpdr Series Trust	1.9%	2.1%	106,100	-0.5%	$3.1M
JPMJpmorgan Chase & Co	1.7%	1.8%	8,618	-3.0%	$2.8M
AAPLApple Inc	1.6%	1.6%	9,114	-3.2%	$2.6M
TSMTaiwan Semiconductor Manufac	1.6%	1.6%	5,284	-24.9%	$2.5M
SCHPSchwab Strategic Tr	1.5%	1.6%	92,062	+0.9%	$2.4M
JSIJanus Henderson Securitized Income ETF	1.4%	1.6%	45,291	+0.8%	$2.3M
TJXTjx Cos Inc New Com	1.4%	1.7%	15,015	-6.6%	$2.3M
RTXRtx Corporation Com	1.1%	1.3%	9,486	-5.8%	$1.8M
ABBVAbbvie Inc	1.1%	1.1%	7,146	-5.1%	$1.8M
SUBIshares Tr	1.1%	1.2%	16,314	+0.7%	$1.7M
GLWCorning Inc.	1.0%	0.7%	6,623	-6.3%	$1.7M
MSFTMicrosoft Corp	1.0%	1.0%	4,447	+6.4%	$1.7M
ANGLVaneck ETF Trust	1.0%	1.1%	54,560	+0.9%	$1.6M
JHPIJohn Hancock Exchange Traded	0.9%	1.0%	67,434	+3.8%	$1.5M
TOTLSsga Active ETF Tr	0.9%	1.0%	37,480	-4.0%	$1.5M
NVSNovartis AG	0.9%	0.9%	9,183	+1.0%	$1.4M
MPCMarathon Petroleum Corporation	0.9%	0.9%	5,557	-0.2%	$1.4M
STXSeagate Technology Hldngs Pl	0.9%	0.9%	1,454	-57.9%	$1.4M
EMTLSsga Active Tr	0.8%	0.8%	29,750	+1.4%	$1.3M
CVXChevron Corp New	0.8%	1.1%	7,457	-5.8%	$1.2M
EPREPR Properties	0.8%	0.7%	21,172	-3.6%	$1.2M
ITMVanEck ETFs/USA	0.8%	0.8%	26,082	+0.0%	$1.2M
JCIJohnson Controls Internation	0.7%	0.7%	7,867	-0.3%	$1.1M
NTAPNetapp Inc	0.7%	—	7,193	—	$1.1M
ETNEaton Corp PLC	0.6%	0.7%	2,444	-12.8%	$1.0M
BMYBristol-Myers Squibb Co Com	0.6%	0.7%	17,612	+1.8%	$1.0M
SOSouthern Co.	0.6%	0.7%	10,600	-7.2%	$1.0M
GOOGLAlphabet Inc	0.6%	0.5%	2,722	-0.3%	$973K
AZNAstrazeneca PLC ADR (USA)	0.6%	0.7%	5,058	+0.6%	$959K
BXBlackstone Inc Com	0.6%	—	8,070	—	$950K
FHIFederated Hermes Inc	0.6%	0.7%	17,183	-0.3%	$949K
SCHRSchwab Inter Tsy	0.6%	0.8%	38,040	-15.6%	$938K
QUSSpdr Series Trust	0.6%	0.6%	4,848	-8.4%	$906K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	1,770	-0.1%	$886K
TPRTapestry Inc	0.5%	0.6%	6,002	+1.3%	$879K
PFEPfizer Inc	0.5%	0.7%	36,100	-1.7%	$869K
DRHDiamondrock Hospitality Co	0.5%	—	68,135	—	$830K
TYGTortoise Energy Infrstrctr C	0.5%	0.6%	18,700	-0.7%	$802K
AMZNAmazon Com Inc Com	0.5%	—	3,350	—	$798K
HDHome Depot Inc Com	0.5%	—	2,245	—	$792K
LEALear Corp	0.5%	—	5,898	—	$791K
VZVerizon Communications Inc Com	0.5%	0.7%	18,644	-9.2%	$789K
TRVTravelers Companies Inc	0.5%	—	2,374	—	$784K

What 1620 Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$161.5M	677
Q1 2026	$147.8M	658
Q4 2025	$150.0M	647
Q3 2025	$147.3M	649
Q2 2025	$141.0M	680
Q1 2025	$130.7M	683
Q4 2024	$131.9M	698
Q3 2024	$138.7M	703
Q2 2024	$130.5M	594
Q1 2024	$99.5M	144
Q4 2023	$91.5M	136
Q3 2023	$88.3M	141

Questions about 1620 Investment Advisors, Inc.'s portfolio

What stocks does 1620 Investment Advisors, Inc. own?

1620 Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 677 positions worth $161.5M. The largest are Spdr Series Trust (SPIB) at 3.1%, Ea Series Trust (FRDM) at 2.7%, State Street ETF/USA (QEFA) at 2.6%, Ishares 1-3 Yr Credit Bond ETF (IGSB) at 2.4% and iShs 7-10 ys Tsy (IEF) at 2.2%.

What did 1620 Investment Advisors, Inc. buy last quarter?

In Q2 2026, 1620 Investment Advisors, Inc. added Ishares 1-3 Yr Credit Bond ETF (IGSB) (+49.4% shares) and Microsoft Corp (MSFT) (+6.4% shares), compared with its Q1 2026 filing.

What did 1620 Investment Advisors, Inc. sell last quarter?

In Q2 2026, 1620 Investment Advisors, Inc. cut from its top 50 Pimco ETF Tr (BOND), cut from its top 50 Powell Industries Inc (POWL), cut from its top 50 Gilead Sciences (GILD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vaneck ETF Trust (MOAT), Seagate Technology Hldngs Pl (STX) (-57.9% shares), Taiwan Semiconductor Manufac (TSM) (-24.9% shares) and Schwab Inter Tsy (SCHR) (-15.6% shares), compared with its Q1 2026 filing.

How has 1620 Investment Advisors, Inc.'s portfolio performed?

A portfolio copying 1620 Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +10.0% a year against +15.9%.

When is 1620 Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. 1620 Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 1620 Investment Advisors, Inc. manage?

1620 Investment Advisors, Inc. reported $241.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $161.5M.