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
GLPI icon
651
Gaming and Leisure Properties
GLPI
$13B
$757 ﹤0.01%
+17
New +$795
QQQ icon
652
Invesco QQQ Trust
QQQ
$445B
$736 ﹤0.01%
1
– –
AVSC icon
653
Avantis US Small Cap Equity ETF
AVSC
$3.08B
$733 ﹤0.01%
10
– –
BXMT icon
654
Blackstone Mortgage Trust
BXMT
$2.81B
$729 ﹤0.01%
43
– –
LAR
655
Lithium Argentina AG
LAR
$919M
$728 ﹤0.01%
88
– –
MRP
656
Millrose Properties Inc
MRP
$4.75B
$601 ﹤0.01%
20
– –
ELVR
657
Elevra Lithium Ltd
ELVR
$895M
$545 ﹤0.01%
8
– –
INDS icon
658
Pacer Industrial Real Estate ETF
INDS
$120M
$442 ﹤0.01%
11
– –
EVGO icon
659
EVgo
EVGO
$230M
$382 ﹤0.01%
200
– –
NBIS
660
Nebius Group N.V.
NBIS
$43.1B
$369 ﹤0.01%
+1
New +$198
QGRO icon
661
American Century US Quality Growth ETF
QGRO
$1.96B
$354 ﹤0.01%
3
+2
+200% +$227
GME.WS
662
GameStop Corp Warrants
GME.WS
$307 ﹤0.01%
110
+48
+77% +$162
DKNG icon
663
DraftKings
DKNG
$12.2B
$303 ﹤0.01%
12
– –
J icon
664
Jacobs Solutions
J
$16.6B
$252 ﹤0.01%
+2
New +$246
VELO
665
Velo3D Inc
VELO
$281M
$162 ﹤0.01%
+9
New +$156
SNAP icon
666
Snap
SNAP
$8.02B
$115 ﹤0.01%
26
– –
HIMX
667
Himax Technologies
HIMX
$2.09B
$107 ﹤0.01%
7
– –
AMC icon
668
AMC Entertainment Holdings
AMC
$2.38B
$101 ﹤0.01%
53
-117
-69% -$201
GSEW icon
669
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.91B
$94 ﹤0.01%
1
– –
ONEW icon
670
OneWater Marine
ONEW
$217M
$68 ﹤0.01%
6
– –
RDNT icon
671
RadNet
RDNT
$4.97B
$62 ﹤0.01%
1
– –
SIRI icon
672
SiriusXM
SIRI
$10.7B
$59 ﹤0.01%
2
– –
GENK icon
673
GEN Restaurant Group
GENK
$10.8M
$30 ﹤0.01%
15
– –
DNUT icon
674
Krispy Kreme
DNUT
$564M
$28 ﹤0.01%
8
– –
DIV icon
675
Global X SuperDividend US ETF
DIV
$796M
$19 ﹤0.01%
+1
New +$19
25 26
27
28 29

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.