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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
+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 Miscellaneous 34.99%
2 Technology 14.72%
3 Financials 10.26%
4 Healthcare 7.97%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBW icon
451
Invesco WilderHill Clean Energy ETF
PBW
$383M
$13.7K 0.01%
351
– –
NTRA icon
452
Natera
NTRA
$47.4B
$13.6K 0.01%
50
– –
MEGI
453
NYLIM CBRE Global Infrastructure Megatrends Term Fund
MEGI
$758M
$13.3K 0.01%
875
– –
FWRG icon
454
First Watch Restaurant Group
FWRG
$700M
$13.1K 0.01%
1,019
-283
-22% -$3.32K
AVY icon
455
Avery Dennison
AVY
$12.8B
$13K 0.01%
80
– –
EBND icon
456
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$13K 0.01%
620
– –
PECO icon
457
Phillips Edison & Co
PECO
$4.94B
$12.9K 0.01%
310
-100
-24% -$4K
AVMV icon
458
Avantis US Mid Cap Value ETF
AVMV
$769M
$12.9K 0.01%
160
– –
NFG icon
459
National Fuel Gas
NFG
$7.7B
$12.8K 0.01%
166
– –
XLU icon
460
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$12.7K 0.01%
280
– –
CF icon
461
CF Industries
CF
$20.1B
$12.7K 0.01%
117
– –
STIP icon
462
iShares 0-5 Year TIPS Bond ETF
STIP
$16.2B
$12.6K 0.01%
+123
New +$12.7K
MINT icon
463
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$12.5K 0.01%
124
– –
VNLA icon
464
Janus Henderson Short Duration Income ETF
VNLA
$3.44B
$12.5K 0.01%
255
– –
ITW icon
465
Illinois Tool Works
ITW
$76.4B
$12.4K 0.01%
46
– –
WTM icon
466
White Mountains Insurance
WTM
$4.9B
$12.4K 0.01%
6
– –
CMC icon
467
Commercial Metals
CMC
$7.43B
$12.4K 0.01%
198
– –
AMPH icon
468
Amphastar Pharmaceuticals
AMPH
$1.01B
$12.4K 0.01%
615
-103
-14% -$2.08K
DUHP icon
469
Dimensional US High Profitability ETF
DUHP
$12.7B
$12.4K 0.01%
296
-300
-50% -$12K
MLPX icon
470
Global X MLP & Energy Infrastructure ETF
MLPX
$3.65B
$12.3K 0.01%
167
– –
BAC icon
471
Bank of America
BAC
$438B
$12.3K 0.01%
215
– –
SUI icon
472
Sun Communities
SUI
$13.9B
$12.2K 0.01%
102
-21
-17% -$2.63K
INDB icon
473
Independent Bank
INDB
$3.92B
$12K 0.01%
143
– –
BTCO icon
474
Invesco Galaxy Bitcoin ETF
BTCO
$413M
$11.7K 0.01%
200
– –
ADM icon
475
Archer Daniels Midland
ADM
$41.8B
$11.5K 0.01%
150
– –
17 18
19
20 21

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BCA
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WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $161M AUM
CFGW
Chancellor Financial Group WB Wilkes-Barre, Pennsylvania $162M AUM 29.1% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
LAII
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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 Miscellaneous at 35% of assets, up from 33% a quarter earlier, followed by Technology and Financials.

  • 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.