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 $161.5M across 676 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPIB ($5.0M, 3.09%), FRDM ($4.4M, 2.70%), QEFA ($4.2M, 2.60%), IGSB ($3.8M, 2.35%), IEF ($3.6M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $5.0M | 3.09% | 148,865 | Added |
| 2 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $4.4M | 2.70% | 59,857 | Trimmed |
| 3 | QEFA | STATE STREET MSCI EAFE STRATEGICFACTORS ETF | $4.2M | 2.60% | 43,724 | Added |
| 4 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.8M | 2.35% | 72,427 | Added |
| 5 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $3.6M | 2.22% | 37,970 | Added |
| 6 | AVES | AVANTIS EMERGING MARKETS VALUE ETF | $3.4M | 2.13% | 52,320 | New |
| 7 | TY | TRI CONTL CORP COM | $3.1M | 1.93% | 90,360 | Trimmed |
| 8 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3.1M | 1.91% | 106,100 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO COM | $2.8M | 1.75% | 8,618 | Trimmed |
| 10 | AAPL | APPLE INC COM | $2.6M | 1.63% | 9,114 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.5M | 1.56% | 5,284 | Trimmed |
| 12 | SCHP | SCHWAB US TIPS ETF | $2.4M | 1.51% | 92,062 | Added |
| 13 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $2.3M | 1.44% | 45,291 | Added |
| 14 | TJX | TJX COS INC NEW COM | $2.3M | 1.41% | 15,015 | Trimmed |
| 15 | RTX | RTX CORPORATION COM | $1.8M | 1.11% | 9,486 | Trimmed |
| 16 | ABBV | ABBVIE INC COM | $1.8M | 1.11% | 7,146 | Trimmed |
| 17 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.7M | 1.08% | 16,314 | Added |
| 18 | GLW | CORNING INC COM | $1.7M | 1.05% | 6,623 | Trimmed |
| 19 | MSFT | MICROSOFT CORP COM | $1.7M | 1.03% | 4,447 | Added |
| 20 | ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $1.6M | 0.99% | 54,560 | Added |
| 21 | JHPI | JOHN HANCOCK PREFERRED INCOME ETF | $1.5M | 0.95% | 67,434 | Added |
| 22 | TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $1.5M | 0.92% | 37,480 | Trimmed |
| 23 | NVS | NOVARTIS AG SPONSORED ADR | $1.4M | 0.89% | 9,183 | Added |
| 24 | MPC | MARATHON PETE CORP COM | $1.4M | 0.88% | 5,557 | Trimmed |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.4M | 0.87% | 1,454 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30