1620 INVESTMENT ADVISORS, INC.
CIK: 0001907281Latest portfolio: $150.0M · Q4 2025
Holdings
647
Total Value
$150.0M
New Positions
30
Closed Positions
32
Top Holdings
View All 647 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 139,475 | $4.7M | 3.14% | +4K | |
| 2 | QEFASPDR MSCI EAFE STRATEGICFACTORS ETF | 42,631 | $3.9M | 2.58% | +210 | |
| 3 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 36,155 | $3.5M | 2.32% | +708 | |
| 4 | FRDMFREEDOM 100 EMERGING MARKETS ETF | 62,131 | $3.2M | 2.12% | -1,569 | |
| 5 | SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 105,913 | $3.1M | 2.07% | +368 | |
| 6 | TYTRI CONTL CORP COM | 92,338 | $3.0M | 2.01% | +579 | |
| 7 | AVESAVANTIS EMERGING MARKETS VALUE ETF | 50,525 | $2.9M | 1.96% | +50K | |
| 8 | JPMJPMORGAN CHASE & CO. COM | 8,897 | $2.9M | 1.91% | -1,000 | |
| 9 | AAPLAPPLE INC COM | 9,399 | $2.6M | 1.70% | -258 | |
| 10 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48,313 | $2.6M | 1.70% | -21 | |
| 11 | TJXTJX COS INC NEW COM | 16,093 | $2.5M | 1.65% | -507 | |
| 12 | SCHPSCHWAB US TIPS ETF | 89,482 | $2.4M | 1.58% | +2K | |
| 13 | JSIJANUS HENDERSON SECURITIZED INCOME ETF | 43,565 | $2.3M | 1.51% | +2K | |
| 14 | RTXRTX CORPORATION COM | 11,869 | $2.2M | 1.45% | -145 | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7,011 | $2.1M | 1.42% | -50 | |
| 16 | MSFTMICROSOFT CORP COM | 4,160 | $2.0M | 1.34% | -74 | |
| 17 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 16,843 | $1.8M | 1.20% | -341 | |
| 18 | ABBVABBVIE INC COM | 7,517 | $1.7M | 1.14% | -13 | |
| 19 | TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 39,087 | $1.6M | 1.05% | -3,275 | |
| 20 | ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF | 52,607 | $1.5M | 1.03% | +436 | |
| 21 | JHPIJOHN HANCOCK PREFERRED INCOME ETF | 62,456 | $1.4M | 0.95% | +3K | |
| 22 | NVSNNOVARTIS AG SPONSORED ADR | 9,034 | $1.2M | 0.83% | -30 | |
| 23 | EMTLSTATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 28,570 | $1.2M | 0.82% | -435 | |
| 24 | ITMVANECK INTERMEDIATE MUNI ETF | 26,082 | $1.2M | 0.82% | -235 | |
| 25 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 4,433 | $1.2M | 0.81% | -2,785 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.55521302012122e+187T)
Industrials0.0% ($2.1761015938892582e+111T)
Consumer Cyclical0.0% ($2.4728577857647447e+107T)
Healthcare0.0% ($1.717119491691391e+104T)
Consumer Defensive0.0% ($8.387466653603263e+63T)
Real Estate0.0% ($1.0876836096015845e+60T)
Energy0.0% ($1.2108987396564955e+53T)
Unknown0.0% ($1.2459454373943602e+50T)
Basic Materials0.0% ($6.65438306236114e+45T)
Utilities0.0% ($9.905385344914642e+39T)
Communication Services0.0% ($8.77742595153146e+21T)
Filing History
Fund Information
1620 INVESTMENT ADVISORS, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $150.0M across 647 holdings. The largest position is STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB), representing 3.1% of the portfolio. Compared to the previous quarter, the fund opened 32 new positions and closed 34 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.