Institutions / 1620 Investment Advisors, Inc.

1620 Investment Advisors, Inc.

CIK 1907281 · Institution · as of Dec 31, 2025

Portfolio value

$150.03M

Positions

647

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 647 →

Company	Class	Value	Shares	% of portfolio
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	—	$4.72M	139,475	3.1%
SPDR MSCI Eafe Strategicfactors ETF	—	$3.87M	42,631	2.6%
iShares 7-10 Year Treasury Bond ETF	—	$3.48M	36,155	2.3%
Freedom 100 Emerging Markets ETF	—	$3.19M	62,131	2.1%
State Street SPDR Portfolio Short Term Treasury ETF	—	$3.10M	105,913	2.1%
TRI-CONTINENTAL CorpTY	Closed-End Fund	$3.02M	92,338	2.0%
American Century ETF Trust	—	$2.95M	50,525	2.0%
JPMorgan Chase & Co	—	$2.87M	8,897	1.9%
Apple Inc.	—	$2.56M	9,399	1.7%
iShares 1-5 Year Investment Grade Corporate Bond ETF	—	$2.55M	48,313	1.7%
TJX Cos Inc/The	—	$2.47M	16,093	1.6%
Schwab US Tips ETF	—	$2.37M	89,482	1.6%
Janus Henderson Securitized Income ETF	—	$2.27M	43,565	1.5%
RTX Corp	—	$2.18M	11,869	1.5%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$2.13M	7,011	1.4%
Microsoft Corp	—	$2.01M	4,160	1.3%
iShares MSCI UAE ETF	—	$1.80M	16,843	1.2%
AbbVie Inc.	—	$1.72M	7,517	1.1%
State Street Doubleline Total Return Tactical ETF	—	$1.57M	39,087	1.0%
VanEck Fallen Angel High Yield Bond ETF	—	$1.54M	52,607	1.0%
John Hancock Preferred Income ETF	—	$1.43M	62,456	1.0%
Novartis AG Sponsored Adr	—	$1.25M	9,034	0.8%
SSGA Active Trust	—	$1.24M	28,570	0.8%
VanEck Intermediate Muni ETF	—	$1.23M	26,082	0.8%
Seagate Technology Holdings PLC	—	$1.22M	4,433	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.