We are live on ! Find out more
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
JBLU icon
526
JetBlue
JBLU
$2.23B
$7K ﹤0.01%
1,221
-135
-10% -$688
ABSI icon
527
Absci
ABSI
$1.21B
$6.95K ﹤0.01%
600
– –
SRG
528
Seritage Growth Properties
SRG
$129M
$6.93K ﹤0.01%
2,636
-746
-22% -$1.96K
CMT icon
529
Core Molding Technologies
CMT
$207M
$6.92K ﹤0.01%
293
– –
DTM icon
530
DT Midstream
DTM
$14.1B
$6.9K ﹤0.01%
47
– –
WEC icon
531
WEC Energy
WEC
$37B
$6.89K ﹤0.01%
59
– –
BSCT icon
532
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$6.87K ﹤0.01%
+370
New +$6.89K
NKX icon
533
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$655M
$6.72K ﹤0.01%
536
– –
GEHC icon
534
GE HealthCare
GEHC
$29.2B
$6.66K ﹤0.01%
104
– –
SPTI icon
535
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$6.42K ﹤0.01%
226
– –
DAL icon
536
Delta Air Lines
DAL
$58.8B
$6.37K ﹤0.01%
68
– –
CEG icon
537
Constellation Energy
CEG
$92.8B
$6.21K ﹤0.01%
25
– –
FSTA icon
538
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$6.2K ﹤0.01%
118
– –
YUMC icon
539
Yum China
YUMC
$15.6B
$6.13K ﹤0.01%
150
-150
-50% -$6.87K
WRBY icon
540
Warby Parker
WRBY
$3.19B
$6.07K ﹤0.01%
200
– –
UNP icon
541
Union Pacific
UNP
$175B
$5.98K ﹤0.01%
22
– –
NEE icon
542
NextEra Energy
NEE
$186B
$5.97K ﹤0.01%
68
– –
EXR icon
543
Extra Space Storage
EXR
$32.2B
$5.96K ﹤0.01%
41
-3
-7% -$429
WAB icon
544
Wabtec
WAB
$51.7B
$5.93K ﹤0.01%
22
– –
GDV icon
545
Gabelli Dividend & Income Trust
GDV
$2.62B
$5.88K ﹤0.01%
200
– –
CHWY icon
546
Chewy
CHWY
$9.38B
$5.76K ﹤0.01%
293
-763
-72% -$17.3K
MBB icon
547
iShares MBS ETF
MBB
$39.2B
$5.67K ﹤0.01%
60
– –
SOBO
548
South Bow Corp
SOBO
$7.75B
$5.64K ﹤0.01%
160
– –
MP icon
549
MP Materials
MP
$7.35B
$5.6K ﹤0.01%
100
– –
RSP icon
550
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$5.32K ﹤0.01%
+25
New +$5.12K
20 21
22
23 24

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
GWM
Greenhouse Wealth Management Westport, Connecticut $162M AUM 19.94% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
CFA
Collaborative Fund Advisors Reno, Nevada $162M AUM
MF
Manuka Financial Richmond, Virginia $162M AUM 23.29% 1-Year Est. Return

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.