DOSSIER · 13F-HR · Q2 2026

1620 INVESTMENT ADVISORS, INC.

$161M in tracked AUM across 678 positions as of Q2 2026.

1I
CIK 0001907281 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
678
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

1620 INVESTMENT ADVISORS, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$5M149K3.1%
02
FRDM
FREEDOM 100 EMERGING MARKETS ETF
$4M60K2.7%
03
QEFA
STATE STREET MSCI EAFE STRATEGICFACTORS ETF
$4M44K2.6%
04
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$4M72K2.4%
05
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
$4M38K2.2%
06
AVES
AVANTIS EMERGING MARKETS VALUE ETF
$3M52K2.1%
07
TY
TRI CONTL CORP COM
$3M90K1.9%
08
SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
$3M106K1.9%
09
JPM
JPMORGAN CHASE & CO COM
$3M9K1.7%
10
AAPL
APPLE INC COM
$3M9K1.6%

Filing history

2026Q2Jun 30
$161M 9.2%
678 positionsView →
2026Q1Mar 31
$148M 1.5%
658 positionsView →
2025Q4Dec 31
$150M 1.9%
647 positionsView →
2025Q3Sep 30
$147M 4.4%
649 positionsView →
2025Q2Jun 30
$141M 7.9%
681 positionsLocked
2025Q1Mar 31
$131M 1.0%
689 positionsLocked
2024Q4Dec 31
$132M 4.9%
705 positionsLocked
2024Q3Sep 30
$139M 6.3%
707 positionsLocked
2024Q2Jun 30
$131M 31.2%
597 positionsLocked
2024Q1Mar 31
$99M 8.7%
144 positionsLocked
2023Q4Dec 31
$92M 3.6%
136 positionsLocked
2023Q3Sep 30
$88M 4.2%
141 positionsLocked
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