1620 INVESTMENT ADVISORS, INC.
Q2 2026 13F filing
Updated 61 days ago678 disclosed positions worth $161.5M
Full holdings
Every line item disclosed in 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%) |
| 21 | ? N/A JOHN HANCOCK PREFERRED INCOME ETF | $1.5M | 67.4K | 0.95% | Added(+3.8%) |
| 22 | ? N/A STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $1.5M | 37.5K | 0.92% | Trimmed(-4.0%) |
| 23 | N NVSEF NOVARTIS AG SPONSORED ADR | $1.4M | 9.2K | 0.89% | Added(+1.0%) |
| 24 | M MPC MARATHON PETE CORP COM | $1.4M | 5.6K | 0.88% | Trimmed(-0.2%) |
| 25 | S STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.4M | 1.5K | 0.87% | Trimmed(-57.9%) |
| 26 | ? N/A STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $1.3M | 29.8K | 0.79% | Added(+1.4%) |
| 27 | C CVX CHEVRON CORPORATION COM | $1.2M | 7.5K | 0.77% | Trimmed(-5.8%) |
| 28 | E EPR-PG EPR PPTYS COM SH BEN INT | $1.2M | 21.2K | 0.76% | Trimmed(-3.6%) |
| 29 | ? N/A VANECK INTERMEDIATE MUNI ETF | $1.2M | 26.1K | 0.76% | Unchanged |
| 30 | J JCI JOHNSON CTLS INTL PLC SHS | $1.1M | 7.9K | 0.71% | Trimmed(-0.3%) |
| 31 | N NTAP NETAPP INC COM | $1.1M | 7.2K | 0.69% | Trimmed(-0.1%) |
| 32 | E ETN EATON CORP PLC SHS | $1M | 2.4K | 0.65% | Trimmed(-12.8%) |
| 33 | C CELG-RI BRISTOL-MYERS SQUIBB CO COM | $1M | 17.6K | 0.63% | Added(+1.8%) |
| 34 | S SOMN SOUTHERN CO COM | $1M | 10.6K | 0.63% | Trimmed(-7.2%) |
| 35 | G GOOGN ALPHABET INC CAP STK CL A | $973K | 2.7K | 0.60% | Trimmed(-0.3%) |
| 36 | A AZN ASTRAZENECA PLC ORD | $959K | 5.1K | 0.59% | Added(+0.6%) |
| 37 | B BX BLACKSTONE INC COM | $950K | 8.1K | 0.59% | Added(+53.9%) |
| 38 | F FMN FEDERATED HERMES INC CL B | $949K | 17.2K | 0.59% | Trimmed(-0.3%) |
| 39 | S SCHW-PJ SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $938K | 38.0K | 0.58% | Trimmed(-15.6%) |
| 40 | ? N/A STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $906K | 4.8K | 0.56% | Trimmed(-8.4%) |
| 41 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $886K | 1.8K | 0.55% | Trimmed(-0.1%) |
| 42 | ? N/A TAPESTRY INC COM | $879K | 6.0K | 0.54% | Added(+1.3%) |
| 43 | P PFE PFIZER INC COM | $869K | 36.1K | 0.54% | Trimmed(-1.7%) |
| 44 | D DRH DIAMONDROCK HOSPITALITY CO COM | $830K | 68.1K | 0.51% | Trimmed(-1.4%) |
| 45 | T TYG TORTOISE ENERGY INFRSTRCTR CP COM | $802K | 18.7K | 0.50% | Trimmed(-0.7%) |
| 46 | A AMZN AMAZON COM INC COM | $798K | 3.4K | 0.49% | Added(+0.4%) |
| 47 | H HD HOME DEPOT INC COM | $792K | 2.2K | 0.49% | Added(+2.8%) |
| 48 | L LEA LEAR CORP COM NEW | $791K | 5.9K | 0.49% | Added(+0.8%) |
| 49 | V VZ VERIZON COMMUNICATIONS INC COM | $789K | 18.6K | 0.49% | Trimmed(-9.2%) |
| 50 | T TRV TRAVELERS COMPANIES INC COM | $784K | 2.4K | 0.49% | Added(+1.2%) |