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1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+4.32%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
-$6.04M
Cap. Flow %
-4.08%
Top 10 Hldgs %
21.7%
Holding
675
New
28
Increased
156
Reduced
149
Closed
17

Top Buys

Rank Stock Value
1
SWK icon
Stanley Black & Decker
SWK
+$299K
2
WDAY icon
Workday
WDAY
+$193K
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.95M
2
POWL icon
Powell Industries
POWL
+$686K
3
GLW icon
Corning
GLW
+$568K
4
MDT icon
Medtronic
MDT
+$498K
5
AES icon
AES
AES
+$491K

Sector Composition

Rank Sector Weight
1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHI icon
226
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$108K 0.07%
4,772
– –
SCYB icon
227
Schwab High Yield Bond ETF
SCYB
$2.75B
$108K 0.07%
4,150
-1,650
-28% -$43.5K
ALGM icon
228
Allegro MicroSystems
ALGM
$8.16B
$108K 0.07%
3,415
-1,163
-25% -$40.1K
CP icon
229
Canadian Pacific Kansas City
CP
$80.5B
$107K 0.07%
1,362
-20
-1% -$1.58K
AZZ icon
230
AZZ Inc
AZZ
$4.54B
$104K 0.07%
833
-20
-2% -$2.52K
NBIX icon
231
Neurocrine Biosciences
NBIX
$16.6B
$104K 0.07%
787
-125
-14% -$16.6K
ROK icon
232
Rockwell Automation
ROK
$49B
$103K 0.07%
287
– –
PHYS icon
233
Sprott Physical Gold
PHYS
$15.7B
$103K 0.07%
2,897
– –
MRK icon
234
Merck
MRK
$318B
$101K 0.07%
842
– –
AMD icon
235
Advanced Micro Devices
AMD
$789B
$101K 0.07%
497
-123
-20% -$26.3K
IDA icon
236
Idacorp
IDA
$8.2B
$100K 0.07%
700
-23
-3% -$3.15K
GE icon
237
GE Aerospace
GE
$384B
$99.2K 0.07%
349
– –
IEI icon
238
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$98.4K 0.07%
830
+19
+2% +$2.27K
EBAY icon
239
eBay
EBAY
$49.8B
$97.5K 0.07%
1,071
-22
-2% -$1.98K
HIG icon
240
Hartford Financial Services
HIG
$39.3B
$97K 0.07%
717
– –
CRUS icon
241
Cirrus Logic
CRUS
$6.26B
$96.5K 0.07%
667
-3
-0.4% -$404
EQR icon
242
Equity Residential
EQR
$25.1B
$95K 0.06%
1,606
+68
+4% +$4.19K
INTC icon
243
Intel
INTC
$513B
$93.9K 0.06%
2,128
-5
-0.2% -$229
WFC icon
244
Wells Fargo
WFC
$264B
$93.1K 0.06%
1,170
– –
NFLX icon
245
Netflix
NFLX
$309B
$93K 0.06%
967
+110
+13% +$9.69K
TFI icon
246
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$92.9K 0.06%
2,049
– –
MCHP icon
247
Microchip Technology
MCHP
$46B
$92.8K 0.06%
1,437
+25
+2% +$1.8K
RBRK icon
248
Rubrik
RBRK
$18.5B
$92.8K 0.06%
+1,895
New +$109K
CRM icon
249
Salesforce
CRM
$158B
$92.7K 0.06%
496
-8
-2% -$1.66K
CELH icon
250
Celsius Holdings
CELH
$7.03B
$90.7K 0.06%
2,556
+20
+0.8% +$948
8 9
10
11 12

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM

1620 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1620 Investment Advisors held 675 positions worth $148M, down 1.5% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors withdrew a net $6.04M in Q1 2026, closing 17 positions and reducing 149 holdings. Its most notable exit was Avantis Emerging Markets Value ETF, an estimated $2.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

Against the trend, 1620 Investment Advisors opened a new position in Stanley Black & Decker worth $265K.

  • 1620 Investment Advisors's largest Q1 2026 buy was Stanley Black & Decker: 3,728 shares worth $265K.
  • 1620 Investment Advisors added most to Workday in Q1 2026, an estimated $193K increase.
  • 1620 Investment Advisors's biggest Q1 2026 reduction was Powell Industries, cutting an estimated $686K.
  • 1620 Investment Advisors fully exited Avantis Emerging Markets Value ETF in Q1 2026, selling an estimated $2.95M.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $148M portfolio in Q1 2026.
  • 1620 Investment Advisors opened 28 new positions and closed 17 in Q1 2026.
  • 1620 Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $148M.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.