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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
HBB icon
376
Hamilton Beach Brands
HBB
$422M
$23.9K 0.02%
1,454
– –
LIN icon
377
Linde
LIN
$226B
$23.8K 0.02%
55
-6
-10% -$2.57K
DFAS icon
378
Dimensional US Small Cap ETF
DFAS
$15.8B
$23.7K 0.02%
+340
New +$23.4K
IBIT icon
379
iShares Bitcoin Trust
IBIT
$48.4B
$23.6K 0.02%
475
– –
XYZ
380
Block Inc
XYZ
$47.5B
$23.4K 0.02%
360
-10
-3% -$690
CYBR
381
DELISTED
CyberArk
CYBR
$23.2K 0.02%
52
– –
MET icon
382
MetLife
MET
$62.1B
$23.1K 0.02%
292
– –
BROS icon
383
Dutch Bros
BROS
$9.26B
$22.7K 0.02%
370
+24
+7% +$1.36K
ETH
384
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$22.5K 0.02%
925
+863
+1,392% +$28.1K
USB icon
385
US Bancorp
USB
$99.6B
$22.4K 0.02%
420
-1
-0.2% -$49
ZBRA icon
386
Zebra Technologies
ZBRA
$17.8B
$22.3K 0.01%
92
-287
-76% -$76.8K
SPIP icon
387
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$22.1K 0.01%
850
– –
VIG icon
388
Vanguard Dividend Appreciation ETF
VIG
$114B
$22K 0.01%
100
– –
PFF icon
389
iShares Preferred and Income Securities ETF
PFF
$13.2B
$21.7K 0.01%
700
-700
-50% -$21.8K
CARR icon
390
Carrier Global
CARR
$52.8B
$21.5K 0.01%
407
-51
-11% -$2.83K
PCOR icon
391
Procore
PCOR
$8.67B
$21.3K 0.01%
293
– –
CTSH icon
392
Cognizant
CTSH
$26B
$21.2K 0.01%
256
– –
VYM icon
393
Vanguard High Dividend Yield ETF
VYM
$83.5B
$21.1K 0.01%
147
– –
SPAB icon
394
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
$20.9K 0.01%
813
– –
GWW icon
395
W.W. Grainger
GWW
$60.2B
$20.2K 0.01%
20
– –
IYM icon
396
iShares US Basic Materials ETF
IYM
$1.02B
$20K 0.01%
130
– –
GSHD icon
397
Goosehead Insurance
GSHD
$2.32B
$20K 0.01%
271
– –
ISRG icon
398
Intuitive Surgical
ISRG
$134B
$19.5K 0.01%
34
– –
AMPH icon
399
Amphastar Pharmaceuticals
AMPH
$916M
$19.2K 0.01%
718
+36
+5% +$927
AER icon
400
AerCap
AER
$23.8B
$19K 0.01%
132
-35
-21% -$4.64K
14 15
16
17 18

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CCW
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FC
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GPA
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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
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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.