—

1620 INVESTMENT ADVISORS, INC.

Q2 2026 13F Holdings

  • Location
    plymouth, MA
  • Num holdings

    678

  • Value ($000)

    $161,454

  • Date Filed
    07/14/2026
  • Form type
    13F-HR
  • CIK
    0001907281
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

ETF
78464A375
$4.98M
3 %

148,865

F
FRDM

FREEDOM 100 EMERGING MARKETS ETF

ETF
02072L607
$4.36M
3 %

59,857

---

STATE STREET MSCI EAFE STRATEGICFACTORS ETF

ETF
78463X434
$4.2M
3 %

43,724

I
IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF
464288646
$3.8M
2 %

72,427

I
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$3.59M
2 %

37,970

A
AVES

AVANTIS EMERGING MARKETS VALUE ETF

ETF
025072372
$3.43M
2 %

52,320

---

TRI CONTL CORP COM

CEF
895436103
$3.11M
2 %

90,360

K
KRE

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

ETF
78468R101
$3.08M
2 %

106,100

J
JPM

JPMORGAN CHASE & CO COM

COM
46625H100
$2.82M
2 %

8,618

A
AAPL

APPLE INC COM

COM
037833100
$2.64M
2 %

9,114

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 678