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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
DFAC icon
326
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$40.6K 0.03%
+1,025
New +$40K
DVY icon
327
iShares Select Dividend ETF
DVY
$23.6B
$40.1K 0.03%
284
– –
HON icon
328
Honeywell
HON
$78B
$40K 0.03%
205
-13
-6% -$2.54K
INVX
329
Innovex International
INVX
$1.97B
$39.5K 0.03%
1,807
– –
IRMD icon
330
iRadimed
IRMD
$1.18B
$39.1K 0.03%
402
– –
SHO icon
331
Sunstone Hotel Investors
SHO
$2.06B
$36.6K 0.02%
4,097
-860
-17% -$7.89K
VNO icon
332
Vornado Realty Trust
VNO
$7.38B
$36K 0.02%
1,082
+28
+3% +$1.02K
PGNY icon
333
Progyny
PGNY
$2.2B
$35.9K 0.02%
1,398
– –
HYD icon
334
VanEck High Yield Muni ETF
HYD
$4.4B
$35.9K 0.02%
702
– –
VTI icon
335
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$35.9K 0.02%
107
– –
CHWY icon
336
Chewy
CHWY
$9.63B
$34.9K 0.02%
1,056
-15
-1% -$521
AMCR icon
337
Amcor
AMCR
$22.1B
$34.9K 0.02%
836
+12
+1% +$495
AA icon
338
Alcoa
AA
$13.2B
$34.3K 0.02%
645
– –
MKC icon
339
McCormick & Company Non-Voting
MKC
$14.2B
$34.1K 0.02%
500
– –
LNTH icon
340
Lantheus
LNTH
$6.59B
$33.1K 0.02%
497
– –
OMCL icon
341
Omnicell
OMCL
$1.68B
$33K 0.02%
728
-18
-2% -$659
BMO icon
342
Bank of Montreal
BMO
$127B
$33K 0.02%
254
– –
NSC icon
343
Norfolk Southern
NSC
$75.1B
$32K 0.02%
111
-25
-18% -$7.23K
BAB icon
344
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$31.7K 0.02%
1,165
– –
UL icon
345
Unilever
UL
$136B
$31.7K 0.02%
484
– –
COLB icon
346
Columbia Banking Systems
COLB
$8.84B
$31.3K 0.02%
1,120
+12
+1% +$325
OFG icon
347
OFG Bancorp
OFG
$2.21B
$31.1K 0.02%
760
– –
IGIB icon
348
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$30.7K 0.02%
570
+60
+12% +$3.24K
HTH icon
349
Hilltop Holdings
HTH
$2.24B
$30.5K 0.02%
899
– –
SMOT icon
350
VanEck Morningstar SMID Moat ETF
SMOT
$336M
$30.2K 0.02%
835
+335
+67% +$12.1K
12 13
14
15 16

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FC
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GPA
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SWMG
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FPWM
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LIM
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RCWM
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AXA
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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.