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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
+4.32%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
-$6.04M
Cap. Flow %
-4.08%
Top 10 Hldgs %
21.7%
Holding
675
New
28
Increased
156
Reduced
149
Closed
17

Top Buys

Rank Stock Value
1
SWK icon
Stanley Black & Decker
SWK
+$299K
2
WDAY icon
Workday
WDAY
+$193K
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.95M
2
POWL icon
Powell Industries
POWL
+$686K
3
GLW icon
Corning
GLW
+$568K
4
MDT icon
Medtronic
MDT
+$498K
5
AES icon
AES
AES
+$491K

Sector Composition

Rank Sector Weight
1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GROV icon
626
Grove Collaborative
GROV
$46.1M
$896 ﹤0.01%
700
– –
XBI icon
627
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$894 ﹤0.01%
7
– –
BXMT icon
628
Blackstone Mortgage Trust
BXMT
$2.38B
$823 ﹤0.01%
43
– –
NOK icon
629
Nokia
NOK
$51.5B
$804 ﹤0.01%
100
– –
URBN icon
630
Urban Outfitters
URBN
$6.79B
$760 ﹤0.01%
12
– –
PAYX icon
631
Paychex
PAYX
$42.8B
$737 ﹤0.01%
8
-8
-50% -$792
CSGP icon
632
CoStar Group
CSGP
$12.5B
$726 ﹤0.01%
18
– –
VT icon
633
Vanguard Total World Stock ETF
VT
$81.2B
$692 ﹤0.01%
5
– –
AVSC icon
634
Avantis US Small Cap Equity ETF
AVSC
$3.15B
$623 ﹤0.01%
10
– –
LAR
635
Lithium Argentina AG
LAR
$1.18B
$588 ﹤0.01%
88
– –
QQQ icon
636
Invesco QQQ Trust
QQQ
$480B
$577 ﹤0.01%
1
– –
MRP
637
Millrose Properties Inc
MRP
$4.79B
$560 ﹤0.01%
20
-114
-85% -$3.43K
DDOG icon
638
Datadog
DDOG
$87.4B
$472 ﹤0.01%
4
– –
ELVR
639
Elevra Lithium Ltd
ELVR
$1.17B
$471 ﹤0.01%
8
– –
WEX icon
640
WEX
WEX
$6.32B
$459 ﹤0.01%
3
– –
INDS icon
641
Pacer Industrial Real Estate ETF
INDS
$115M
$404 ﹤0.01%
11
– –
EVGO icon
642
EVgo
EVGO
$226M
$344 ﹤0.01%
200
– –
DKNG icon
643
DraftKings
DKNG
$12.3B
$259 ﹤0.01%
12
-2,024
-99% -$54.8K
GME.WS
644
GameStop Corp Warrants
GME.WS
$239 ﹤0.01%
+62
New +$242
FCEL icon
645
FuelCell Energy
FCEL
$1.61B
$196 ﹤0.01%
30
– –
AMC icon
646
AMC Entertainment Holdings
AMC
$2.21B
$167 ﹤0.01%
+170
New +$219
SNAP icon
647
Snap
SNAP
$8.96B
$120 ﹤0.01%
26
– –
NKE icon
648
Nike
NKE
$61.3B
$106 ﹤0.01%
2
– –
QGRO icon
649
American Century US Quality Growth ETF
QGRO
$2.01B
$105 ﹤0.01%
1
– –
GSEW icon
650
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
$85 ﹤0.01%
1
– –
23 24 25
26
27

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CCW
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FC
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GPA
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SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
FPWM
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LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
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AXA
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1620 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1620 Investment Advisors held 675 positions worth $148M, down 1.5% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors withdrew a net $6.04M in Q1 2026, closing 17 positions and reducing 149 holdings. Its most notable exit was Avantis Emerging Markets Value ETF, an estimated $2.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

Against the trend, 1620 Investment Advisors opened a new position in Stanley Black & Decker worth $265K.

  • 1620 Investment Advisors's largest Q1 2026 buy was Stanley Black & Decker: 3,728 shares worth $265K.
  • 1620 Investment Advisors added most to Workday in Q1 2026, an estimated $193K increase.
  • 1620 Investment Advisors's biggest Q1 2026 reduction was Powell Industries, cutting an estimated $686K.
  • 1620 Investment Advisors fully exited Avantis Emerging Markets Value ETF in Q1 2026, selling an estimated $2.95M.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $148M portfolio in Q1 2026.
  • 1620 Investment Advisors opened 28 new positions and closed 17 in Q1 2026.
  • 1620 Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $148M.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.