1620 INVESTMENT ADVISORS, INC.
hedge fundUpdated 61 days agoManaged by 1620 Investment Advisors, Inc. • Latest filing Q2 2026
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $82.9M |
| Q2 2023 | $92.2M |
| Q3 2023 | $88.3M |
| Q4 2023 | $91.5M |
| Q1 2024 | $99.5M |
| Q2 2024 | $130.5M |
| Q3 2024 | $138.7M |
| Q4 2024 | $131.9M |
| Q1 2025 | $130.7M |
| Q2 2025 | $141M |
| Q3 2025 | $147.3M |
| Q4 2025 | $150M |
| Q1 2026 | $147.8M |
| Q2 2026 | $161.5M |
Top holdings
678 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $5M | 148.9K | 3.09% | Added(+2.7%) |
| 2 | ? N/A FREEDOM 100 EMERGING MARKETS ETF | $4.4M | 59.9K | 2.70% | Trimmed(-3.8%) |
| 3 | ? N/A STATE STREET MSCI EAFE STRATEGICFACTORS ETF | $4.2M | 43.7K | 2.60% | Added(+0.5%) |
| 4 | ? N/A ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.8M | 72.4K | 2.35% | Added(+49.4%) |
| 5 | E ETHA ISHARES 7-10 YEAR TREASURY BOND ETF | $3.6M | 38.0K | 2.22% | Added(+1.8%) |
| 6 | ? N/A AVANTIS EMERGING MARKETS VALUE ETF | $3.4M | 52.3K | 2.13% | — |
| 7 | ? N/A TRI CONTL CORP COM | $3.1M | 90.4K | 1.93% | Trimmed(-2.5%) |
| 8 | ? N/A STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3.1M | 106.1K | 1.91% | Trimmed(-0.5%) |
| 9 | J JPM-PM JPMORGAN CHASE & CO COM | $2.8M | 8.6K | 1.75% | Trimmed(-3.0%) |
| 10 | A AAPL APPLE INC COM | $2.6M | 9.1K | 1.63% | Trimmed(-3.2%) |
| 11 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.5M | 5.3K | 1.56% | Trimmed(-24.9%) |
| 12 | S SCHW-PJ SCHWAB US TIPS ETF | $2.4M | 92.1K | 1.51% | Added(+0.9%) |
| 13 | ? N/A JANUS HENDERSON SECURITIZED INCOME ETF | $2.3M | 45.3K | 1.44% | Added(+0.8%) |
| 14 | T TJX TJX COS INC NEW COM | $2.3M | 15.0K | 1.41% | Trimmed(-6.6%) |
| 15 | R RTX RTX CORPORATION COM | $1.8M | 9.5K | 1.11% | Trimmed(-5.8%) |
| 16 | A ABBV ABBVIE INC COM | $1.8M | 7.1K | 1.11% | Trimmed(-5.1%) |
| 17 | ? N/A ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.7M | 16.3K | 1.08% | Added(+0.7%) |
| 18 | G GLW CORNING INC COM | $1.7M | 6.6K | 1.05% | Trimmed(-6.3%) |
| 19 | M MSFT MICROSOFT CORP COM | $1.7M | 4.4K | 1.03% | Added(+6.4%) |
| 20 | ? N/A VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $1.6M | 54.6K | 0.99% | Added(+0.9%) |