1620 INVESTMENT ADVISORS, INC.
CIK 1907281 · Holdings on Jun 30, 2026 · First reported Jul 14, 2026
Top ten holdings
Q2 2026- SPIB3.09%
- FRDM2.70%
- QEFA2.60%
- IGSB2.35%
- IEF2.22%
- AVES2.13%
- TY1.93%
- SPTS1.91%
- JPM1.75%
- AAPL1.63%
Share classes counted separately22.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IGSBWeight increased · +0.63 pp1.72% → 2.35%Shares +23.94K (+49.38%)
- FRDMWeight increased · +0.40 pp2.30% → 2.70%Shares -2.38K (-3.83%)
- GLWWeight increased · +0.40 pp0.65% → 1.05%Shares -449 (-6.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPIBSS SPDR P INT C CORP ETFETF View history and evidence | $4.98M | 3.09% | 148.87K shares | 3.29% → 3.09%-0.20 pp +3.88K (+2.67%) | Added | ▾ |
| 02 | FRDMFREEDOM 100 EMEGING MRKT ETFETF View history and evidence | $4.36M | 2.70% | 59.86K shares | 2.30% → 2.70%+0.40 pp -2.38K (-3.83%) | Reduced | ▾ |
| 03 | QEFASTSR SPD MSC EAF STGFS-US INETF View history and evidence | $4.20M | 2.60% | 43.72K shares | 2.74% → 2.60%-0.14 pp +221 (+0.51%) | Added | ▾ |
| 04 | IGSBISHARES 1-5Y INV GRADE CORPETF View history and evidence | $3.80M | 2.35% | 72.43K shares | 1.72% → 2.35%+0.63 pp +23.94K (+49.38%) | Added | ▾ |
| 05 | IEFISHARES 7-10 YEAR TREASURY BETF View history and evidence | $3.59M | 2.22% | 37.97K shares | 2.41% → 2.22%-0.19 pp +679 (+1.82%) | Added | ▾ |
| 06 | AVESAVANTIS EMERGING MARKETS VALetf View history and evidence | $3.43M | 2.13% | 52.32K shares | Prior unavailable +52.32K | New | ▾ |
| 07 | TYTRI-CONTINENTAL CORPCEF View history and evidence | $3.11M | 1.93% | 90.36K shares | 1.98% → 1.93%-0.05 pp -2.29K (-2.47%) | Reduced | ▾ |
| 08 | SPTSSS SPDR P ST TERM TSY ETFETF View history and evidence | $3.08M | 1.91% | 106.10K shares | 2.10% → 1.91%-0.19 pp -507 (-0.48%) | Reduced | ▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $2.82M | 1.75% | 8.62K shares | 1.77% → 1.75%-0.02 pp -262 (-2.95%) | Reduced | ▾ |
| 10 | AAPLAPPLE INC View history and evidence | $2.64M | 1.63% | 9.11K shares | 1.62% → 1.63%+0.01 pp -301 (-3.20%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HUBS HUBSPOT INC | Non-derivative | -325 | -$79.33K | SEC filing ↗ | SEC filing ↗ |
| ROP ROPER TECHNOLOGIES INC | Non-derivative | -163 | -$57.68K | SEC filing ↗ | SEC filing ↗ |
| KALV KALVISTA PHARMACEUTICALS INC | Non-derivative | -1,590 | -$32.01K | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907281 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161454361
}Research all 677 reported holdings.
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