1620 Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), 1620 Investment Advisors, Inc. reported 675 stock positions worth $161.2 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.1% of the portfolio, followed by Freedom 100 Emeging MRKT ETF (FRDM, 2.7%) and STSR SPD MSC Eaf Stgfs-US (QEFA, 2.6%). Compared with Q1 2026, it opened 44 new positions, sold out of 26, added to 125 and reduced 221. The biggest buy was a new position in Avantis Emerging Markets Val (AVES) and the biggest sale Chevron (CVX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $161.2M (Q2 2026)
- SEC Filing
- 0001907281-26-000003 ↗ filed Jul 14, 2026
Holdings Value
Holdings 675 stocks · $161.2M
| SPIB SS SPDR P Int C Corp. ETF | 3.09% | 148,865 | $5.0M | Add +2.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.71% | 59,857 | $4.4M | Reduce -3.8% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.61% | 43,724 | $4.2M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.36% | 72,427 | $3.8M | Add +49.4% |
| IEF iShares 7-10 Year Treasury B | 2.23% | 37,970 | $3.6M | Add +1.8% |
| AVES Avantis Emerging Markets Val | 2.13% | 52,320 | $3.4M | New |
| TY Tri-Continental Corp. | 1.93% | 90,360 | $3.1M | Reduce -2.5% |
| SPTS SS SPDR P St Term TSY ETF | 1.91% | 106,100 | $3.1M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.75% | 8,618 | $2.8M | Reduce -3.0% |
| AAPL Apple Inc. | 1.64% | 9,114 | $2.6M | Reduce -3.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.57% | 5,284 | $2.5M | Reduce -24.9% |
| SCHP Schwab U.S. Tips ETF | 1.51% | 92,062 | $2.4M | Add +0.9% |
| JSI JH Securitized Income ETF | 1.44% | 45,291 | $2.3M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.41% | 15,015 | $2.3M | Reduce -6.6% |
| RTX RTX Corp. | 1.12% | 9,486 | $1.8M | Reduce -5.8% |
| ABBV Abbvie Inc. | 1.12% | 7,146 | $1.8M | Reduce -5.1% |
| SUB iShares Short-Term National | 1.08% | 16,314 | $1.7M | Add +0.7% |
| GLW Corning Inc. | 1.05% | 6,623 | $1.7M | Reduce -6.3% |
| MSFT Microsoft Corp. | 1.03% | 4,447 | $1.7M | Add +6.4% |
| ANGL Vaneck Fallen Angel High YLD | 0.99% | 54,560 | $1.6M | Add +0.9% |
| JHPI John Hancock Preferred Incom | 0.95% | 67,434 | $1.5M | Add +3.8% |
| TOTL SS Doubleline TR Tact ETF | 0.92% | 37,480 | $1.5M | Reduce -4.0% |
| NVS Novartis AG-Sponsored ADR | 0.89% | 9,183 | $1.4M | Add +1.0% |
| MPC Marathon Petroleum Corp. | 0.88% | 5,557 | $1.4M | Reduce -0.2% |
| STX Seagate Technology Holdings | 0.87% | 1,454 | $1.4M | Reduce -57.9% |
| SSGA ACTIVE TR | 0.79% | 29,750 | $1.3M | Add +1.4% |
| CVX Chevron Corp. | 0.77% | 7,457 | $1.2M | Reduce -5.8% |
| EPR Epr Properties filed as EPR PPTYS | 0.76% | 21,172 | $1.2M | Reduce -3.6% |
| ITM Vaneck Intermediate Muni ETF | 0.76% | 26,082 | $1.2M | No change |
| JCI Johnson Controls Internation | 0.71% | 7,867 | $1.1M | Reduce -0.3% |
| NTAP Netapp Inc. | 0.69% | 7,193 | $1.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.65% | 2,444 | $1.0M | Reduce -12.8% |
| BMY Bristol-Myers Squibb Co. | 0.63% | 17,612 | $1.0M | Add +1.8% |
| SO The Southern Co. | 0.63% | 10,600 | $1.0M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 0.60% | 2,722 | $973K | Reduce -0.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.60% | 5,058 | $959K | Add +0.6% |
| BX Blackstone Inc. | 0.59% | 8,070 | $950K | Add +53.9% |
| FHI Federated Hermes Inc. | 0.59% | 17,183 | $949K | Reduce -0.3% |
| SCHR Schwab Intermediate-Term US | 0.58% | 38,040 | $938K | Reduce -15.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.56% | 4,848 | $906K | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 1,770 | $886K | Reduce -0.1% |
| TPR Tapestry Inc. | 0.55% | 6,002 | $879K | Add +1.3% |
| PFE Pfizer Inc. | 0.54% | 36,100 | $869K | Reduce -1.7% |
| DRH Diamondrock Hospitality Co. | 0.52% | 68,135 | $830K | Reduce -1.4% |
| TYG Tortoise Energy Infrastruct | 0.50% | 18,700 | $802K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.50% | 3,350 | $798K | Add +0.4% |
| HD Home Depot Inc. | 0.49% | 2,245 | $792K | Add +2.8% |
| LEA Lear Corp. | 0.49% | 5,898 | $791K | Add +0.8% |
| VZ Verizon Communications Inc. | 0.49% | 18,644 | $789K | Reduce -9.2% |
| TRV The Travelers Cos Inc. | 0.49% | 2,374 | $784K | Add +1.2% |
| POWL Powell Industries Inc. | 0.48% | 2,727 | $781K | Reduce -49.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 2,773 | $780K | Reduce -11.1% |
| FLCC Fed Hermes Large Cap Core | 0.47% | 21,716 | $763K | Add +1570.5% |
| GILD Gilead Sciences Inc. | 0.47% | 5,976 | $755K | Reduce -10.4% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 12,739 | $737K | Add +2.3% |
| RPM RPM International Inc. | 0.46% | 6,608 | $735K | Add +1.5% |
| INVH Invitation Homes Inc. | 0.45% | 23,763 | $718K | Add +8.3% |
| PEP Pepsico Inc. | 0.45% | 5,297 | $717K | Add +0.2% |
| TFC Truist Financial Corp. | 0.44% | 14,382 | $717K | Add +0.3% |
| JNJ Johnson & Johnson | 0.44% | 2,820 | $716K | Add +1.3% |
| BOND PIMCO Active Bond Exchange-T | 0.44% | 7,756 | $715K | Reduce -28.7% |
| ADC Agree Realty Corp. | 0.44% | 9,407 | $713K | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.44% | 2,087 | $712K | Reduce -40.4% |
| RL Ralph Lauren Corp. | 0.43% | 1,727 | $693K | Add +0.6% |
| ARCC Ares Capital Corp. | 0.43% | 37,166 | $689K | Reduce -12.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 6,611 | $687K | Reduce -24.1% |
| TXN Texas Instruments Inc. | 0.42% | 2,284 | $681K | Add +2.2% |
| TFLR T Rowe Price Floating RT ETF | 0.41% | 13,267 | $669K | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 6,711 | $646K | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.40% | 4,713 | $644K | Reduce -13.6% |
| D Dominion Energy Inc. | 0.40% | 9,372 | $640K | Reduce -0.3% |
| LNG Cheniere Energy Inc. | 0.38% | 2,547 | $609K | Add +0.2% |
| CAH Cardinal Health Inc. | 0.37% | 2,485 | $590K | Add +4.2% |
| PGX Invesco Preferred ETF | 0.37% | 54,337 | $589K | Reduce -2.1% |
| MDT Medtronic PLC | 0.36% | 7,464 | $584K | Add +3.2% |
| LNC Lincoln National Corp. | 0.36% | 16,445 | $581K | Reduce -18.8% |
| PNW Pinnacle West Capital | 0.36% | 5,417 | $580K | Add +0.7% |
| IGEB iShares Investment Grade SYS | 0.36% | 12,792 | $577K | Reduce -15.3% |
| PEG Public Service Enterprise GP | 0.36% | 7,053 | $572K | Add +2.0% |
| CFG Citizens Financial Group | 0.35% | 8,045 | $564K | Add +0.4% |
| MGA Magna International Inc. | 0.34% | 8,417 | $553K | Add +1.4% |
| AVGO Broadcom Inc. | 0.34% | 1,452 | $549K | Reduce -35.4% |
| OUT Outfront Media Inc. | 0.34% | 16,540 | $542K | Reduce -26.6% |
| SMG Scotts Miracle-Gro Co. | 0.33% | 7,909 | $539K | Add +1.6% |
| R Ryder System Inc. | 0.32% | 1,969 | $519K | Reduce -24.7% |
| KMI Kinder Morgan Inc. | 0.32% | 16,235 | $519K | Reduce -18.0% |
| PFFD Global X US Preferred ETF | 0.32% | 27,336 | $511K | Add +10.5% |
| DD Dupont DE Nemours Inc. | 0.31% | 3,667 | $497K | Add +57.9% |
| EPD Enterprise Products Partners | 0.31% | 13,502 | $496K | Reduce -0.3% |
| WMT Walmart Inc. | 0.31% | 4,367 | $495K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.31% | 683 | $494K | No change |
| DRI Darden Restaurants Inc. | 0.29% | 2,294 | $473K | Add +3.4% |
| GRMN Garmin Ltd. | 0.29% | 1,984 | $471K | Reduce -1.1% |
| STWD Starwood Property Trust Inc. | 0.29% | 28,613 | $469K | Reduce -14.8% |
| DELL Dell Technologies -C | 0.29% | 1,080 | $466K | Reduce -1.5% |
| HASI Ha Sustainable Infrastructur | 0.29% | 11,911 | $465K | Add +2.6% |
| SCHO Schwab Short-Term US Treas | 0.28% | 18,796 | $454K | No change |
| GD General Dynamics Corp. | 0.28% | 1,276 | $452K | Reduce -26.0% |
| EMBD Global X Emerging Markets BD | 0.28% | 18,860 | $452K | Add +6.1% |
| WMB Williams Cos Inc. | 0.28% | 6,040 | $449K | Reduce -26.7% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $304K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | 4,879 | $304K | Add +3.4% |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 110 | $307 | Add +77.4% |
Total filed on the 13F, all lines: $161.5M.
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -5.8% | 0.77% | −0.34 |
| TJX TJX Companies Inc. | Reduce -6.6% | 1.41% | −0.33 |
| BOND PIMCO Active Bond Exchange-T | Reduce -28.7% | 0.44% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -13.6% | 0.40% | −0.23 |
| VZ Verizon Communications Inc. | Reduce -9.2% | 0.49% | −0.21 |
| RTX RTX Corp. | Reduce -5.8% | 1.12% | −0.20 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -0.5% | 1.91% | −0.20 |
| SCHR Schwab Intermediate-Term US | Reduce -15.6% | 0.58% | −0.18 |
| POWL Powell Industries Inc. | Reduce -49.1% | 0.48% | −0.17 |
| GILD Gilead Sciences Inc. | Reduce -10.4% | 0.47% | −0.16 |
| T AT&T Inc. | Reduce -23.3% | 0.16% | −0.16 |
| PFE Pfizer Inc. | Reduce -1.7% | 0.54% | −0.16 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -24.1% | 0.43% | −0.14 |
| TYG Tortoise Energy Infrastruct | Reduce -0.7% | 0.50% | −0.14 |
| Q Qnity Electronics Inc. | Reduce -66.4% | 0.11% | −0.14 |
| TOTL SS Doubleline TR Tact ETF | Reduce -4.0% | 0.92% | −0.13 |
| AVGO Broadcom Inc. | Reduce -35.4% | 0.34% | −0.13 |
| KMI Kinder Morgan Inc. | Reduce -18.0% | 0.32% | −0.13 |
| WMB Williams Cos Inc. | Reduce -26.7% | 0.28% | −0.13 |
| LNC Lincoln National Corp. | Reduce -18.8% | 0.36% | −0.13 |
| GD General Dynamics Corp. | Reduce -26.0% | 0.28% | −0.12 |
| SO The Southern Co. | Reduce -7.2% | 0.63% | −0.12 |
| HAS Hasbro Inc. | Reduce -27.0% | 0.16% | −0.11 |
| IGEB iShares Investment Grade SYS | Reduce -15.3% | 0.36% | −0.10 |
| STWD Starwood Property Trust Inc. | Reduce -14.8% | 0.29% | −0.10 |
| SAM Boston Beer Company Inc. Class A | Reduce -17.1% | 0.13% | −0.10 |
| ARCC Ares Capital Corp. | Reduce -12.5% | 0.43% | −0.09 |
| RITM Rithm Capital Corp. | Reduce -24.7% | 0.19% | −0.09 |
| HTGC Hercules Capital Inc. | Reduce -23.8% | 0.23% | −0.08 |
| ABT Abbott Laboratories | Reduce -17.2% | 0.16% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -43.6% | 0.08% | −0.08 |
| TTE Totalenergies SE | Reduce -0.0% | 0.27% | −0.08 |
| EPAM Epam Systems Inc. | Reduce -97.5% | 0.00% | −0.07 |
| FHI Federated Hermes Inc. | Reduce -0.3% | 0.59% | −0.07 |
| FIS Fidelity National Info Serv | Reduce -54.2% | 0.04% | −0.07 |
| OUT Outfront Media Inc. | Reduce -26.6% | 0.34% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.4% | 0.20% | −0.06 |
| NXT Nextpower Inc. | Reduce -32.0% | 0.10% | −0.06 |
| VLO Valero Energy Corp. | Reduce -21.9% | 0.17% | −0.06 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.05 |
| TY Tri-Continental Corp. | Reduce -2.5% | 1.93% | −0.05 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -8.4% | 0.56% | −0.05 |
| CRM Salesforce Inc. | Reduce -79.6% | 0.01% | −0.05 |
| VTRS Viatris Inc. | Reduce -22.5% | 0.24% | −0.05 |
| STX Seagate Technology Holdings | Reduce -57.9% | 0.87% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.9% | 1.57% | −0.05 |
| PGX Invesco Preferred ETF | Reduce -2.1% | 0.37% | −0.04 |
| ADC Agree Realty Corp. | Reduce -1.1% | 0.44% | −0.04 |
| XRAY Dentsply Sirona Inc. | Reduce -12.9% | 0.11% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -8.5% | 0.19% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AVES Avantis Emerging Markets Val | New | 2.13% | +2.13 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +49.4% | 2.36% | +0.63 |
| FLCC Fed Hermes Large Cap Core | Add +1570.5% | 0.47% | +0.45 |
| SPG Simon Property Group Inc. | New | 0.24% | +0.24 |
| LAMR Lamar Advertising Co. Class A | New | 0.24% | +0.24 |
| OAKM Oakmark US Large Cap ETF | New | 0.23% | +0.23 |
| BX Blackstone Inc. | Add +53.9% | 0.59% | +0.18 |
| GMOI GMO International Value ETF | New | 0.15% | +0.15 |
| TXN Texas Instruments Inc. | Add +2.2% | 0.42% | +0.13 |
| MORN Morningstar Inc. | New | 0.12% | +0.12 |
| OKTA Okta Inc. | Add +43.6% | 0.19% | +0.11 |
| DD Dupont DE Nemours Inc. | Add +57.9% | 0.31% | +0.09 |
| BBY Best Buy Co. Inc. | Add +41.8% | 0.25% | +0.09 |
| TRMB Trimble Inc. | New | 0.09% | +0.09 |
| JKHY Jack Henry & Associates Inc. | New | 0.08% | +0.08 |
| VMC Vulcan Materials Co. | New | 0.08% | +0.08 |
| VEEV Veeva Systems Inc. Class A | New | 0.08% | +0.08 |
| INVH Invitation Homes Inc. | Add +8.3% | 0.45% | +0.08 |
| COMP Compass Inc. Class A | Add +3.4% | 0.18% | +0.07 |
| BKMI BNY Mellon Muni Int ETF | New | 0.07% | +0.07 |
| ARE Alexandria Real Estate Equit | New | 0.06% | +0.06 |
| FOUR SHIFT4 Payments Inc. Class A | Add +60.0% | 0.16% | +0.06 |
| MANH Manhattan Associates Inc. | New | 0.06% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | New | 0.05% | +0.05 |
| TOST Toast Inc. Class A | Add +60.6% | 0.15% | +0.05 |
| CVS CVS Health Corp. | Add +4.7% | 0.18% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 0.15% | +0.05 |
| SWK Stanley Black & Decker Inc. | Add +3.9% | 0.23% | +0.05 |
| GNRC Generac Holdings Inc. | Add +2.9% | 0.14% | +0.04 |
| KLAC KLA Corp. | Add +1.8% | 0.09% | +0.04 |
| DEM Wisdomtree Emerging Markets | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +25.6% | 0.15% | +0.04 |
| GRC Gorman-Rupp Co. | Add +1.2% | 0.13% | +0.04 |
| VMRK Vivmark Residential | Add +47.0% | 0.10% | +0.04 |
| NBIX Neurocrine Biosciences Inc. | Add +26.7% | 0.10% | +0.03 |
| BNS Bank of Nova Scotia | Add +0.4% | 0.25% | +0.03 |
| DFIC Dimensional International Co. | Add +167.9% | 0.05% | +0.03 |
| BKMS BNY Mellon Muni Short ETF | New | 0.03% | +0.03 |
| RL Ralph Lauren Corp. | Add +0.6% | 0.43% | +0.03 |
| NOW ServiceNow Inc. | Add +111.3% | 0.07% | +0.03 |
| MGA Magna International Inc. | Add +1.4% | 0.34% | +0.03 |
| FDVV Fidelity High Dividend ETF | New | 0.03% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +1.4% | 0.27% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +360.3% | 0.03% | +0.03 |
| GXO Gxo Logistics Inc. | Add +32.4% | 0.17% | +0.03 |
| CLX Clorox Company | Add +37.7% | 0.18% | +0.03 |
| CAH Cardinal Health Inc. | Add +4.2% | 0.37% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.50% | +0.02 |
| CFG Citizens Financial Group | Add +0.4% | 0.35% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.02% | +0.02 |
Notes & Other Activity Q1 2026 → Q2 2026
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | Add +3.4% | 4,879 | $304K |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | Add +77.4% | 110 | $307 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 675 | $161.2M | SPIB, FRDM, QEFA, IGSB, IEF |
| Q1 2026 | 655 | $147.6M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q4 2025 | 645 | $149.7M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q3 2025 | 647 | $146.8M | SPIB, QEFA, IEF, JPM, TY |
| Q2 2025 | 656 | $138.1M | SPIB, QEFA, IEF, SPTS, JPM |
| Q1 2025 | 663 | $127.6M | SPIB, SPTS, IEF, QEFA, TY |
| Q4 2024 | 676 | $128.9M | SPIB, IEF, SPTS, TY, QEFA |
| Q3 2024 | 677 | $135.5M | SPIB, IEF, QEFA, SLY, TY |
| Q2 2024 | 572 | $127.6M | SPIB, IEF, QEFA, SPTS, TY |
| Q1 2024 | 144 | $99.5M | SPIB, IEF, QEFA, TY, JPM |