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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
AMP icon
251
Ameriprise Financial
AMP
$48.8B
$88.9K 0.06%
200
– –
DKS icon
252
Dick's Sporting Goods
DKS
$18.7B
$87.8K 0.06%
443
-334
-43% -$67.8K
GOOG icon
253
Alphabet (Google) Class C
GOOG
$4.32T
$87.8K 0.06%
305
-7
-2% -$2.2K
CMG icon
254
Chipotle Mexican Grill
CMG
$41.5B
$87.7K 0.06%
2,739
+2,731
+34,138% +$101K
GWRE icon
255
Guidewire Software
GWRE
$14.2B
$86.9K 0.06%
+581
New +$88.4K
CL icon
256
Colgate-Palmolive
CL
$74.4B
$86.2K 0.06%
1,011
– –
CPRT icon
257
Copart
CPRT
$27.5B
$85.6K 0.06%
2,577
-35
-1% -$1.31K
DFCF icon
258
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$85.5K 0.06%
2,025
+625
+45% +$26.7K
AR icon
259
Antero Resources
AR
$10.7B
$83.6K 0.06%
+1,971
New +$71.9K
WMG icon
260
Warner Music
WMG
$13.8B
$83.3K 0.06%
+3,263
New +$92.5K
JMST icon
261
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$83K 0.06%
1,629
+450
+38% +$23K
MTB icon
262
M&T Bank
MTB
$36.2B
$82.7K 0.06%
400
– –
FTI icon
263
TechnipFMC
FTI
$27.3B
$82.7K 0.06%
1,196
– –
HUBS icon
264
HubSpot
HUBS
$10.5B
$79.3K 0.05%
+325
New +$91.2K
FRPT icon
265
Freshpet
FRPT
$3.22B
$78.4K 0.05%
+1,330
New +$93.5K
VRTX icon
266
Vertex Pharmaceuticals
VRTX
$126B
$78.2K 0.05%
175
-3
-2% -$1.4K
CSRE
267
Cohen & Steers Real Estate Active ETF
CSRE
$541M
$77.1K 0.05%
2,933
+469
+19% +$12.6K
AMGN icon
268
Amgen
AMGN
$222B
$76.6K 0.05%
217
-60
-22% -$21.4K
IDCC icon
269
InterDigital
IDCC
$8.89B
$75.2K 0.05%
249
– –
MRGR icon
270
ProShares Merger ETF
MRGR
$15.9M
$74.3K 0.05%
1,649
+55
+3% +$2.46K
CNK icon
271
Cinemark Holdings
CNK
$4.32B
$73.6K 0.05%
2,582
– –
ITIC
272
Investors Title Co
ITIC
$547M
$73.5K 0.05%
338
– –
GEV icon
273
GE Vernova
GEV
$264B
$73.3K 0.05%
84
– –
PR
274
Permian Resources
PR
$16.9B
$73.1K 0.05%
3,428
– –
TOL icon
275
Toll Brothers
TOL
$14.5B
$72.6K 0.05%
532
– –
9 10
11
12 13

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CCW
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FC
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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.