§ 13F · FUND PROFILE
1620 INVESTMENT ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147M (13F)Positions · 649Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 145K | $5M | 3.3% | +4% |
| 2 | QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 44K | $4M | 2.7% | +2% |
| 3 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 37K | $4M | 2.4% | +3% |
| 4 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 62K | $3M | 2.3% | ±0% |
| 5 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 107K | $3M | 2.1% | +1% |
| 6 | TY | TRI CONTL CORP COM | 93K | $3M | 2.0% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO. COM | 9K | $3M | 1.8% | ±0% |
| 8 | TJX | TJX COS INC NEW COM | 16K | $3M | 1.7% | ±0% |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48K | $3M | 1.7% | ±0% |
| 10 | SCHP | SCHWAB US TIPS ETF | 91K | $2M | 1.6% | +2% |
§ 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 $147 million in assets. The fund runs a broad portfolio of 649 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed