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1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+13.61%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$13.6M
Cap. Flow
-$983K
Cap. Flow %
-0.61%
Top 10 Hldgs %
22.3%
Holding
703
New
46
Increased
126
Reduced
221
Closed
26

Top Buys

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$3.43M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.26M
3
FLCC
Federated Hermes MDT Large Cap Core ETF
FLCC
+$698K
4
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$375K
5
SPG icon
Simon Property Group
SPG
+$362K

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$1.53M
2
POWL icon
Powell Industries
POWL
+$714K
3
TSM icon
TSMC
TSM
+$711K
4
MRVL icon
Marvell Technology
MRVL
+$440K
5
PANW icon
Palo Alto Networks
PANW
+$324K

Sector Composition

Rank Sector Weight
1 Technology 14.72%
2 Financials 10.26%
3 Healthcare 7.97%
4 Consumer Discretionary 7.16%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BINC icon
351
BlackRock Flexible Income ETF
BINC
$16.1B
$37K 0.02%
+707
New +$36.9K
ALNY icon
352
Alnylam Pharmaceuticals
ALNY
$38.5B
$36.7K 0.02%
+122
New +$36.8K
HYD icon
353
VanEck High Yield Muni ETF
HYD
$4.45B
$36.2K 0.02%
702
– –
BROS icon
354
Dutch Bros
BROS
$8.89B
$36.1K 0.02%
503
-84
-14% -$4.82K
EMBJ
355
Embraer S.A. ADS
EMBJ
$12B
$35.8K 0.02%
561
-124
-18% -$7.61K
C icon
356
Citigroup
C
$216B
$35.7K 0.02%
255
+1
+0.4% +$130
ONEY icon
357
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$690M
$35.2K 0.02%
+275
New +$34.7K
NSC icon
358
Norfolk Southern
NSC
$75.7B
$34.9K 0.02%
111
– –
BSCS icon
359
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$34.6K 0.02%
1,700
+400
+31% +$8.16K
INVX
360
Innovex International
INVX
$1.79B
$34.2K 0.02%
1,378
-429
-24% -$11.7K
DFAS icon
361
Dimensional US Small Cap ETF
DFAS
$15.3B
$34.2K 0.02%
415
– –
NMT icon
362
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$131M
$33.8K 0.02%
2,602
-1,650
-39% -$21K
AA icon
363
Alcoa
AA
$11.3B
$33.6K 0.02%
645
– –
COLB icon
364
Columbia Banking Systems
COLB
$8.82B
$33.2K 0.02%
1,037
-83
-7% -$2.46K
SMOT icon
365
VanEck Morningstar SMID Moat ETF
SMOT
$338M
$32.8K 0.02%
845
-340
-29% -$12.8K
IRMD icon
366
iRadimed
IRMD
$1.21B
$32K 0.02%
335
-67
-17% -$6.1K
PGNY icon
367
Progyny
PGNY
$2.46B
$32K 0.02%
1,110
-328
-23% -$7.33K
CBT icon
368
Cabot Corp
CBT
$4.67B
$31.9K 0.02%
351
– –
IUSB icon
369
iShares Core Universal USD Bond ETF
IUSB
$43B
$31.8K 0.02%
+688
New +$31.7K
VNQ icon
370
Vanguard Real Estate ETF
VNQ
$39.7B
$31.4K 0.02%
326
– –
IGIB icon
371
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$31.4K 0.02%
590
+20
+4% +$1.06K
BAB icon
372
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$31.3K 0.02%
1,165
– –
OFG icon
373
OFG Bancorp
OFG
$2.23B
$30.8K 0.02%
627
-133
-18% -$6.03K
DFIV icon
374
Dimensional International Value ETF
DFIV
$20.9B
$30.3K 0.02%
560
– –
AMLP icon
375
Alerian MLP ETF
AMLP
$13B
$30.1K 0.02%
581
– –
13 14
15
16 17

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GPA
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1620 Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, 1620 Investment Advisors held 703 positions worth $161M, up 9.2% from $148M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors's Q2 2026 filing shows 46 new, 126 increased, 221 reduced and 26 closed positions. Its largest new stake was Avantis Emerging Markets Value ETF: 52,320 shares worth $3.43M. The largest sale was Seagate, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q2 2026 buy was Avantis Emerging Markets Value ETF: 52,320 shares worth $3.43M.
  • 1620 Investment Advisors added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2026, an estimated $1.26M increase.
  • 1620 Investment Advisors's biggest Q2 2026 reduction was Seagate, cutting an estimated $1.53M.
  • 1620 Investment Advisors fully exited HubSpot in Q2 2026, selling an estimated $79.3K.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $161M portfolio in Q2 2026.
  • 1620 Investment Advisors opened 46 new positions and closed 26 in Q2 2026.
  • 1620 Investment Advisors's portfolio value rose 9.2% quarter-over-quarter to $161M.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.