Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
1620 INVESTMENT ADVISORS, INC. (CIK 1907281) reported $147.8M across 652 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPIB ($4.9M, 3.29%), QEFA ($4.1M, 2.74%), IEF ($3.6M, 2.41%), FRDM ($3.4M, 2.30%), SPTS ($3.1M, 2.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $4.9M | 3.29% | 144,987 | Added |
| 2 | QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | $4.1M | 2.74% | 43,503 | Added |
| 3 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3.6M | 2.41% | 37,291 | Added |
| 4 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $3.4M | 2.30% | 62,240 | Added |
| 5 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3.1M | 2.10% | 106,607 | Added |
| 6 | TY | TRI CONTL CORP COM | $2.9M | 1.98% | 92,650 | Added |
| 7 | JPM | JPMORGAN CHASE & CO. COM | $2.6M | 1.77% | 8,880 | Trimmed |
| 8 | TJX | TJX COS INC NEW COM | $2.6M | 1.74% | 16,074 | Trimmed |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2.5M | 1.72% | 48,486 | Added |
| 10 | SCHP | SCHWAB US TIPS ETF | $2.4M | 1.64% | 91,203 | Added |
| 11 | AAPL | APPLE INC COM | $2.4M | 1.62% | 9,415 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $2.4M | 1.61% | 7,037 | Added |
| 13 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $2.3M | 1.57% | 44,929 | Added |
| 14 | RTX | RTX CORPORATION COM | $1.9M | 1.31% | 10,070 | Trimmed |
| 15 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.7M | 1.17% | 16,199 | Trimmed |
| 16 | CVX | CHEVRON CORP NEW COM | $1.6M | 1.11% | 7,912 | Trimmed |
| 17 | ABBV | ABBVIE INC COM | $1.6M | 1.11% | 7,533 | Added |
| 18 | TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $1.6M | 1.05% | 39,042 | Trimmed |
| 19 | MSFT | MICROSOFT CORP COM | $1.5M | 1.05% | 4,179 | Added |
| 20 | ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $1.6M | 1.05% | 54,080 | Added |
| 21 | JHPI | JOHN HANCOCK PREFERRED INCOME ETF | $1.5M | 0.99% | 64,970 | Added |
| 22 | NVS | NOVARTIS AG SPONSORED ADR | $1.4M | 0.94% | 9,094 | Added |
| 23 | MPC | MARATHON PETE CORP COM | $1.4M | 0.92% | 5,569 | Added |
| 24 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.4M | 0.92% | 3,455 | Trimmed |
| 25 | EMTL | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $1.2M | 0.84% | 29,343 | Added |
Source: SEC Form 13F filings · as of 2026-03-31