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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 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
IRM icon
551
Iron Mountain
IRM
$34.3B
$5.3K ﹤0.01%
42
– –
DFJ icon
552
WisdomTree Japan SmallCap Dividend Fund
DFJ
$442M
$5.26K ﹤0.01%
50
– –
NYT icon
553
New York Times
NYT
$10.8B
$5.25K ﹤0.01%
75
– –
TIP icon
554
iShares TIPS Bond ETF
TIP
$14.7B
$4.92K ﹤0.01%
45
– –
IR icon
555
Ingersoll Rand
IR
$28.3B
$4.92K ﹤0.01%
60
– –
EFA icon
556
iShares MSCI EAFE ETF
EFA
$78.9B
$4.88K ﹤0.01%
47
-25
-35% -$2.57K
PINS icon
557
Pinterest
PINS
$10.8B
$4.63K ﹤0.01%
220
– –
NVO
558
Novo Nordisk
NVO
$190B
$4.6K ﹤0.01%
96
– –
EFV icon
559
iShares MSCI EAFE Value ETF
EFV
$32B
$4.59K ﹤0.01%
60
– –
TAN icon
560
Invesco Solar ETF
TAN
$1.01B
$4.55K ﹤0.01%
77
– –
DFIP icon
561
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
$4.54K ﹤0.01%
110
-30
-21% -$1.26K
KRT icon
562
Karat Packaging
KRT
$936M
$4.52K ﹤0.01%
135
-15
-10% -$432
APH icon
563
Amphenol
APH
$207B
$4.29K ﹤0.01%
48
– –
WM icon
564
Waste Management
WM
$85.3B
$4.24K ﹤0.01%
19
– –
TMUS icon
565
T-Mobile US
TMUS
$196B
$4.19K ﹤0.01%
25
– –
SPSB icon
566
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$4.11K ﹤0.01%
137
– –
SNPS icon
567
Synopsys
SNPS
$76.2B
$4.01K ﹤0.01%
+9
New +$4.23K
IWF icon
568
iShares Russell 1000 Growth ETF
IWF
$125B
$3.97K ﹤0.01%
32
– –
EOG icon
569
EOG Resources
EOG
$77.3B
$3.89K ﹤0.01%
30
– –
CPA icon
570
Copa Holdings
CPA
$5.27B
$3.89K ﹤0.01%
25
– –
FXI icon
571
iShares China Large-Cap ETF
FXI
$4.11B
$3.63K ﹤0.01%
115
– –
GIS icon
572
General Mills
GIS
$19.2B
$3.58K ﹤0.01%
103
– –
PCAR icon
573
PACCAR
PCAR
$64.6B
$3.48K ﹤0.01%
29
– –
NVG icon
574
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.51B
$3.46K ﹤0.01%
270
– –
SPYG icon
575
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$3.45K ﹤0.01%
29
– –
21 22
23
24 25

Similar funds

PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
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
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 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 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.