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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
+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
DDOG icon
626
Datadog
DDOG
$84B
$544 ﹤0.01%
4
– –
LAR
627
Lithium Argentina AG
LAR
$1.14B
$491 ﹤0.01%
88
– –
WEX icon
628
WEX
WEX
$6.31B
$447 ﹤0.01%
3
– –
ELVR
629
Elevra Lithium Ltd
ELVR
$1.17B
$421 ﹤0.01%
+8
New +$275
INDS icon
630
Pacer Industrial Real Estate ETF
INDS
$117M
$403 ﹤0.01%
11
– –
CMG icon
631
Chipotle Mexican Grill
CMG
$41.5B
$296 ﹤0.01%
8
– –
OAKM
632
Oakmark U.S. Large Cap ETF
OAKM
$1.14B
$284 ﹤0.01%
10
– –
FCEL icon
633
FuelCell Energy
FCEL
$1.63B
$219 ﹤0.01%
30
– –
SNAP icon
634
Snap
SNAP
$9.01B
$210 ﹤0.01%
26
– –
NKE icon
635
Nike
NKE
$61.9B
$127 ﹤0.01%
2
– –
QGRO icon
636
American Century US Quality Growth ETF
QGRO
$2.01B
$115 ﹤0.01%
1
– –
SDVY icon
637
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$115 ﹤0.01%
3
– –
CROX icon
638
Crocs
CROX
$6.55B
$86 ﹤0.01%
1
– –
GSEW icon
639
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
$85 ﹤0.01%
1
– –
RDNT icon
640
RadNet
RDNT
$5.69B
$71 ﹤0.01%
1
– –
ONEW icon
641
OneWater Marine
ONEW
$201M
$65 ﹤0.01%
6
– –
HIMX
642
Himax Technologies
HIMX
$2.55B
$57 ﹤0.01%
7
– –
UAA icon
643
Under Armour
UAA
$2.6B
$55 ﹤0.01%
11
– –
SIRI icon
644
SiriusXM
SIRI
$10.1B
$40 ﹤0.01%
2
– –
DNUT icon
645
Krispy Kreme
DNUT
$577M
$32 ﹤0.01%
8
– –
GENK icon
646
GEN Restaurant Group
GENK
$10.5M
$32 ﹤0.01%
15
– –
BYND icon
647
Beyond Meat
BYND
$277M
$8 ﹤0.01%
10
– –
AAL icon
648
American Airlines Group
AAL
$10.6B
– –
-50
Closed -$562
ABNB icon
649
Airbnb
ABNB
$107B
– –
-20
Closed -$2.43K
ANET icon
650
Arista Networks
ANET
$238B
– –
-17
Closed -$2.42K
24 25
26
27 28

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
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
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM

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.