§ 13F · FUND PROFILE
1620 INVESTMENT ADVISORS, INC..
AUM · $161M (13F)Positions · 678Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 149K | $5M | 3.1% | +3% |
| 2 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 60K | $4M | 2.7% | −4% |
| 3 | QEFA | STATE STREET MSCI EAFE STRATEGICFACTORS ETF | 44K | $4M | 2.6% | +1% |
| 4 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 72K | $4M | 2.4% | +49% |
| 5 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 38K | $4M | 2.2% | +2% |
| 6 | AVES | AVANTIS EMERGING MARKETS VALUE ETF | 52K | $3M | 2.1% | NEW |
| 7 | TY | TRI CONTL CORP COM | 90K | $3M | 1.9% | −2% |
| 8 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 106K | $3M | 1.9% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO COM | 9K | $3M | 1.7% | −3% |
| 10 | AAPL | APPLE INC COM | 9K | $3M | 1.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 1620 SIGNAL
AC read
1620 INVESTMENT ADVISORS, INC. is a Other fund managing $161 million in assets. The fund runs a broad portfolio of 678 positions.
Read the full dossier →