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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
SPIB icon
1
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$4.86M 3.29%
144,987
+5,512
+4% +$186K
QEFA icon
2
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.05B
$4.06M 2.74%
43,503
+872
+2% +$82.7K
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$3.56M 2.41%
37,291
+1,136
+3% +$109K
FRDM icon
4
Freedom 100 Emerging Markets ETF
FRDM
$3.15B
$3.4M 2.3%
62,240
+109
+0.2% +$6.24K
SPTS icon
5
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.11M 2.1%
106,607
+694
+0.7% +$20.3K
TY icon
6
TRI-Continental Corp
TY
$1.86B
$2.93M 1.98%
92,650
+312
+0.3% +$10.2K
JPM icon
7
JPMorgan Chase
JPM
$950B
$2.61M 1.77%
8,880
-17
-0.2% -$5.16K
TJX icon
8
TJX Companies
TJX
$178B
$2.57M 1.74%
16,074
-19
-0.1% -$2.96K
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$2.55M 1.72%
48,486
+173
+0.4% +$9.14K
SCHP icon
10
Schwab US TIPS ETF
SCHP
$16.4B
$2.43M 1.64%
91,203
+1,721
+2% +$45.9K
AAPL icon
11
Apple
AAPL
$4.99T
$2.39M 1.62%
9,415
+16
+0.2% +$4.16K
TSM icon
12
TSMC
TSM
$2.03T
$2.38M 1.61%
7,037
+26
+0.4% +$8.95K
JSI icon
13
Janus Henderson Securitized Income ETF
JSI
$1.51B
$2.32M 1.57%
44,929
+1,364
+3% +$71.2K
RTX icon
14
RTX Corp
RTX
$295B
$1.94M 1.31%
10,070
-1,799
-15% -$358K
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.73M 1.17%
16,199
-644
-4% -$68.9K
ABBV icon
16
AbbVie
ABBV
$465B
$1.64M 1.11%
7,533
+16
+0.2% +$3.55K
CVX icon
17
Chevron
CVX
$374B
$1.64M 1.11%
7,912
-27
-0.3% -$4.92K
ANGL icon
18
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$1.55M 1.05%
54,080
+1,473
+3% +$43.2K
TOTL icon
19
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$1.55M 1.05%
39,042
-45
-0.1% -$1.81K
MSFT icon
20
Microsoft
MSFT
$2.92T
$1.55M 1.05%
4,179
+19
+0.5% +$7.95K
JHPI icon
21
John Hancock Preferred Income ETF
JHPI
$213M
$1.47M 0.99%
64,970
+2,514
+4% +$57.9K
NVS icon
22
Novartis
NVS
$304B
$1.39M 0.94%
9,094
+60
+0.7% +$9.2K
MPC icon
23
Marathon Petroleum
MPC
$89.3B
$1.36M 0.92%
5,569
+45
+0.8% +$9.09K
STX icon
24
Seagate
STX
$169B
$1.35M 0.92%
3,455
-978
-22% -$373K
EMTL
25
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$1.25M 0.84%
29,343
+773
+3% +$33.4K
1
2 3 4 5

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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.