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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 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
EMTL
26
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$1.27M 0.79%
29,750
+407
+1% +$17.4K
CVX icon
27
Chevron
CVX
$374B
$1.24M 0.77%
7,457
-455
-6% -$84.7K
EPR icon
28
EPR Properties
EPR
$4.93B
$1.23M 0.76%
21,172
-799
-4% -$45.4K
ITM icon
29
VanEck Intermediate Muni ETF
ITM
$2.15B
$1.23M 0.76%
26,082
– –
JCI icon
30
Johnson Controls International
JCI
$85.8B
$1.15M 0.71%
7,867
-27
-0.3% -$3.81K
NTAP icon
31
NetApp
NTAP
$34.2B
$1.11M 0.69%
7,193
-8
-0.1% -$1.05K
ETN icon
32
Eaton
ETN
$150B
$1.04M 0.65%
2,444
-359
-13% -$145K
BMY icon
33
Bristol-Myers Squibb
BMY
$130B
$1.01M 0.63%
17,612
+306
+2% +$17.6K
SO icon
34
Southern Company
SO
$109B
$1.01M 0.63%
10,600
-823
-7% -$77.5K
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.08T
$973K 0.6%
2,722
-9
-0.3% -$3.24K
AZN icon
36
AstraZeneca
AZN
$268B
$959K 0.59%
5,058
+29
+0.6% +$5.46K
BX icon
37
Blackstone
BX
$107B
$950K 0.59%
8,070
+2,826
+54% +$340K
FHI icon
38
Federated Hermes
FHI
$4.58B
$949K 0.59%
17,183
-51
-0.3% -$2.88K
SCHR
39
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$938K 0.58%
38,040
-7,030
-16% -$174K
QUS icon
40
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
$906K 0.56%
4,848
-442
-8% -$80.5K
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.1T
$886K 0.55%
1,770
-2
-0.1% -$962
TPR icon
42
Tapestry
TPR
$30.5B
$879K 0.54%
6,002
+77
+1% +$11K
PFE icon
43
Pfizer
PFE
$144B
$869K 0.54%
36,100
-638
-2% -$16.7K
DRH icon
44
Diamondrock Hospitality Co
DRH
$2.67B
$830K 0.51%
68,135
-933
-1% -$10.2K
TYG
45
Tortoise Energy Infrastructure Corp
TYG
$1.1B
$802K 0.5%
18,700
-138
-0.7% -$6.34K
AMZN icon
46
Amazon
AMZN
$2.49T
$798K 0.49%
3,350
+14
+0.4% +$3.51K
HD icon
47
Home Depot
HD
$344B
$792K 0.49%
2,245
+62
+3% +$20.2K
LEA icon
48
Lear
LEA
$7.43B
$791K 0.49%
5,898
+46
+0.8% +$6.16K
VZ icon
49
Verizon
VZ
$201B
$789K 0.49%
18,644
-1,891
-9% -$88.7K
TRV icon
50
Travelers Companies
TRV
$82.9B
$784K 0.49%
2,374
+28
+1% +$8.49K
1
2
3 4 5

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GWM
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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.