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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
+2.48%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$2.75M
Cap. Flow
+$853K
Cap. Flow %
0.57%
Top 10 Hldgs %
21.52%
Holding
678
New
29
Increased
112
Reduced
220
Closed
31

Top Buys

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.91M
2
AES icon
AES
AES
+$483K
3
OUT icon
Outfront Media
OUT
+$459K
4
SMG icon
ScottsMiracle-Gro
SMG
+$422K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$294K

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$723K
2
GLPI icon
Gaming and Leisure Properties
GLPI
+$425K
3
JPM icon
JPMorgan Chase
JPM
+$310K
4
DD icon
DuPont de Nemours
DD
+$309K
5
MCHP icon
Microchip Technology
MCHP
+$265K

Sector Composition

Rank Sector Weight
1 Technology 13.41%
2 Financials 10.93%
3 Healthcare 8.67%
4 Consumer Discretionary 7.86%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITIC
251
Investors Title Co
ITIC
$534M
$84.4K 0.06%
338
+5
+2% +$1.31K
BOOT icon
252
Boot Barn
BOOT
$5.06B
$82.1K 0.05%
465
– –
VRTX icon
253
Vertex Pharmaceuticals
VRTX
$134B
$80.8K 0.05%
178
– –
MTB icon
254
M&T Bank
MTB
$36.2B
$80.6K 0.05%
400
– –
NFLX icon
255
Netflix
NFLX
$314B
$80.4K 0.05%
857
-3
-0.3% -$323
CL icon
256
Colgate-Palmolive
CL
$74.2B
$79.9K 0.05%
1,011
– –
CRUS icon
257
Cirrus Logic
CRUS
$6.15B
$79.4K 0.05%
670
+5
+0.8% +$616
IDCC icon
258
InterDigital
IDCC
$9.02B
$79.3K 0.05%
249
– –
INTC icon
259
Intel
INTC
$498B
$78.7K 0.05%
2,133
– –
WAY
260
Waystar Holding Corp
WAY
$4.76B
$77.5K 0.05%
+2,366
New +$84.3K
NTGR icon
261
NETGEAR
NTGR
$628M
$77.1K 0.05%
3,144
– –
HDSN
262
Hudson Technologies
HDSN
$238M
$77K 0.05%
11,245
-241
-2% -$1.9K
SYF icon
263
Synchrony
SYF
$25.4B
$77K 0.05%
923
-16
-2% -$1.22K
BXP icon
264
Boston Properties
BXP
$10.8B
$76.9K 0.05%
1,140
-352
-24% -$25K
META icon
265
Meta Platforms (Facebook)
META
$1.51T
$74.6K 0.05%
113
– –
NOW icon
266
ServiceNow
NOW
$132B
$73.5K 0.05%
480
+5
+1% +$858
ROP icon
267
Roper Technologies
ROP
$40B
$72.6K 0.05%
163
– –
TOL icon
268
Toll Brothers
TOL
$14.1B
$71.9K 0.05%
532
+52
+11% +$7.06K
VOO icon
269
Vanguard S&P 500 ETF
VOO
$1.03T
$71.5K 0.05%
114
-1
-0.9% -$621
MRGR icon
270
ProShares Merger ETF
MRGR
$15.9M
$70.9K 0.05%
1,594
– –
DKNG icon
271
DraftKings
DKNG
$12.1B
$70.2K 0.05%
2,036
+2,026
+20,260% +$66.6K
JMUB icon
272
JPMorgan Municipal ETF
JMUB
$8.5B
$69.9K 0.05%
1,385
+8
+0.6% +$405
TTD icon
273
Trade Desk
TTD
$6.15B
$67.1K 0.04%
1,767
-36
-2% -$1.6K
FWRG icon
274
First Watch Restaurant Group
FWRG
$736M
$67.1K 0.04%
4,447
+588
+15% +$9.91K
VCSH icon
275
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$65.9K 0.04%
826
-1
-0.1% -$80
9 10
11
12 13

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CCW
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GPA
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SWMG
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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
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KCPT
Kingstone Capital Partners Texas Frisco, Texas $162M AUM 29.56% 1-Year Est. Return

1620 Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 1620 Investment Advisors held 678 positions worth $150M, up 1.9% from $147M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors's Q4 2025 filing shows 29 new, 112 increased, 220 reduced and 31 closed positions. Its largest new stake was AES: 34,240 shares worth $491K. The largest sale was Seagate, an estimated $723K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q4 2025 buy was AES: 34,240 shares worth $491K.
  • 1620 Investment Advisors added most to Avantis Emerging Markets Value ETF in Q4 2025, an estimated $2.91M increase.
  • 1620 Investment Advisors's biggest Q4 2025 reduction was Seagate, cutting an estimated $723K.
  • 1620 Investment Advisors fully exited Gaming and Leisure Properties in Q4 2025, selling an estimated $425K.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $150M portfolio in Q4 2025.
  • 1620 Investment Advisors opened 29 new positions and closed 31 in Q4 2025.
  • 1620 Investment Advisors's portfolio value rose 1.9% quarter-over-quarter to $150M.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.