1620 Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, 1620 Investment Advisors, Inc. disclosed 629 stock positions valued at approximately $161.45M as of quarter-end June 30, 2026. The largest holdings include STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, FREEDOM 100 EMERGING MARKETS ETF, and STATE STREET MSCI EAFE STRATEGICFACTORS ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 629
- Portfolio Value
- $161.45M
Holdings by Sector
1620 Investment Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | Other | 3.09% | 148,865 | +3,878 | +2.67% | $4,981,047 |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | Other | 2.70% | 59,857 | -2,383 | -3.83% | $4,363,607 |
| STATE STREET MSCI EAFE STRATEGICFACTORS ETF | QEFA | Other | 2.60% | 43,724 | +221 | +0.51% | $4,198,205 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | Other | 2.35% | 72,427 | +23,941 | +49.38% | $3,795,921 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | Other | 2.22% | 37,970 | +679 | +1.82% | $3,590,858 |
| AVANTIS EMERGING MARKETS VALUE ETF | AVES | Other | 2.13% | 52,320 | +1,795 | +3.55% | $3,432,192 |
| TRI CONTL CORP COM | TY | Financial Services | 1.93% | 90,360 | -2,290 | -2.47% | $3,110,223 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | SPTS | Other | 1.91% | 106,100 | -507 | -0.48% | $3,077,974 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.75% | 8,618 | -262 | -2.95% | $2,821,095 |
| APPLE INC COM | AAPL | Technology | 1.63% | 9,114 | -301 | -3.20% | $2,637,381 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.56% | 5,284 | -1,753 | -24.91% | $2,523,480 |
| SCHWAB US TIPS ETF | SCHP | Other | 1.51% | 92,062 | +859 | +0.94% | $2,439,666 |
| JANUS HENDERSON SECURITIZED INCOME ETF | JSI | Other | 1.44% | 45,291 | +362 | +0.81% | $2,319,358 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 1.41% | 15,015 | -1,059 | -6.59% | $2,274,800 |
| RTX CORPORATION COM | RTX | Industrials | 1.11% | 9,486 | -584 | -5.80% | $1,799,894 |
| ABBVIE INC COM | ABBV | Healthcare | 1.11% | 7,146 | -387 | -5.14% | $1,798,334 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 1.08% | 16,314 | +115 | +0.71% | $1,736,952 |
| CORNING INC COM | GLW | Technology | 1.05% | 6,623 | -449 | -6.35% | $1,691,847 |
| MICROSOFT CORP COM | MSFT | Technology | 1.03% | 4,447 | +268 | +6.41% | $1,658,854 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | Other | 0.99% | 54,560 | +480 | +0.89% | $1,595,344 |
| JOHN HANCOCK PREFERRED INCOME ETF | JHPI | Other | 0.95% | 67,434 | +2,464 | +3.79% | $1,530,747 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | Other | 0.92% | 37,480 | -1,562 | -4.00% | $1,479,353 |
| NOVARTIS AG SPONSORED ADR | NVS | Healthcare | 0.89% | 9,183 | +89 | +0.98% | $1,439,161 |
| MARATHON PETE CORP COM | MPC | Energy | 0.88% | 5,557 | -12 | -0.22% | $1,420,921 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 0.87% | 1,454 | -2,001 | -57.92% | $1,403,110 |
| STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | EMTL | Other | 0.79% | 29,750 | +407 | +1.39% | $1,270,457 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.77% | 7,457 | -455 | -5.75% | $1,236,194 |
| EPR PPTYS COM SH BEN INT | EPR | Real Estate | 0.76% | 21,172 | -799 | -3.64% | $1,228,223 |
| VANECK INTERMEDIATE MUNI ETF | ITM | Other | 0.76% | 26,082 | - | - | $1,225,593 |
| JOHNSON CTLS INTL PLC SHS | JCI | Industrials | 0.71% | 7,867 | -27 | -0.34% | $1,149,481 |
Showing 30 of 629 holdings in the latest reporting period.