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
EMB icon
101
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$439K 0.27%
4,555
-28
-0.6% -$2.68K
TTE icon
102
TotalEnergies
TTE
$187B
$437K 0.27%
5,622
-1
-0% -$88
SMMD icon
103
iShares Russell 2500 ETF
SMMD
$3.59B
$429K 0.27%
4,677
+66
+1% +$5.67K
CUZ icon
104
Cousins Properties
CUZ
$5.22B
$426K 0.26%
14,215
-246
-2% -$6.45K
SKT icon
105
Tanger
SKT
$4.84B
$414K 0.26%
10,498
-164
-2% -$6.08K
ORCL icon
106
Oracle
ORCL
$346B
$414K 0.26%
2,825
-9
-0.3% -$1.63K
BNS icon
107
Scotiabank
BNS
$108B
$407K 0.25%
4,692
+18
+0.4% +$1.42K
MO icon
108
Altria Group
MO
$125B
$407K 0.25%
5,653
– –
GLD icon
109
SPDR Gold Trust
GLD
$131B
$404K 0.25%
1,096
– –
BBY icon
110
Best Buy
BBY
$18.9B
$396K 0.25%
5,223
+1,539
+42% +$102K
SPG icon
111
Simon Property Group
SPG
$76.8B
$393K 0.24%
+1,758
New +$362K
APD icon
112
Air Products & Chemicals
APD
$65.2B
$388K 0.24%
1,323
+8
+0.6% +$2.33K
VTRS icon
113
Viatris
VTRS
$20.8B
$384K 0.24%
24,191
-7,006
-22% -$109K
MNRO icon
114
Monro
MNRO
$537M
$383K 0.24%
22,362
+585
+3% +$9.57K
STZ icon
115
Constellation Brands
STZ
$22.5B
$380K 0.24%
2,734
+13
+0.5% +$1.93K
LAMR icon
116
Lamar Advertising Co
LAMR
$16.5B
$379K 0.24%
+2,433
New +$352K
OAKM
117
Oakmark U.S. Large Cap ETF
OAKM
$1.13B
$376K 0.23%
+13,356
New +$375K
HTGC icon
118
Hercules Capital
HTGC
$3.04B
$373K 0.23%
23,628
-7,365
-24% -$115K
MKSI icon
119
MKS Inc
MKSI
$19.3B
$370K 0.23%
832
-56
-6% -$17.5K
NEWT icon
120
NewtekOne
NEWT
$425M
$365K 0.23%
24,637
– –
SWK icon
121
Stanley Black & Decker
SWK
$14.6B
$364K 0.23%
3,872
+144
+4% +$11.3K
VFC icon
122
VF Corp
VFC
$7.16B
$357K 0.22%
21,410
+819
+4% +$14.6K
CSCO icon
123
Cisco
CSCO
$456B
$357K 0.22%
3,037
– –
OKE icon
124
Oneok
OKE
$55.9B
$357K 0.22%
4,103
– –
TMO icon
125
Thermo Fisher Scientific
TMO
$214B
$344K 0.21%
686
+17
+3% +$8.16K
3 4
5
6 7

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.