1620 Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), 1620 Investment Advisors, Inc. reported 645 stock positions worth $149.7 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.2% of the portfolio, followed by STSR SPD MSC Eaf Stgfs-US (QEFA, 2.6%) and iShares 7-10 Year Treasury B (IEF, 2.3%). Compared with Q3 2025, it opened 27 new positions, sold out of 32, added to 113 and reduced 218. The biggest buy was Avantis Emerging Markets Val (AVES, shares +22356%) and the biggest sale Seagate Technology (STX, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $149.7M (Q4 2025)
- SEC Filing
- 0001907281-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 645 stocks · $149.7M
| SPIB SS SPDR P Int C Corp. ETF | 3.15% | 139,475 | $4.7M | Add +3.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.58% | 42,631 | $3.9M | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 2.32% | 36,155 | $3.5M | Add +2.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.13% | 62,131 | $3.2M | Reduce -2.5% |
| SPTS SS SPDR P St Term TSY ETF | 2.07% | 105,913 | $3.1M | Add +0.3% |
| TY Tri-Continental Corp. | 2.02% | 92,338 | $3.0M | Add +0.6% |
| AVES Avantis Emerging Markets Val | 1.97% | 50,525 | $2.9M | Add +22355.6% |
| JPM JPMorgan Chase & Co. | 1.92% | 8,897 | $2.9M | Reduce -10.1% |
| AAPL Apple Inc. | 1.71% | 9,399 | $2.6M | Reduce -2.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.71% | 48,313 | $2.6M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.65% | 16,093 | $2.5M | Reduce -3.0% |
| SCHP Schwab U.S. Tips ETF | 1.58% | 89,482 | $2.4M | Add +1.7% |
| JSI JH Securitized Income ETF | 1.52% | 43,565 | $2.3M | Add +3.9% |
| RTX RTX Corp. | 1.45% | 11,869 | $2.2M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.42% | 7,011 | $2.1M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.34% | 4,160 | $2.0M | Reduce -1.8% |
| SUB iShares Short-Term National | 1.20% | 16,843 | $1.8M | Reduce -2.0% |
| ABBV Abbvie Inc. | 1.15% | 7,517 | $1.7M | Reduce -0.2% |
| TOTL SS Doubleline TR Tact ETF | 1.05% | 39,087 | $1.6M | Reduce -7.7% |
| ANGL Vaneck Fallen Angel High YLD | 1.03% | 52,607 | $1.5M | Add +0.8% |
| JHPI John Hancock Preferred Incom | 0.95% | 62,456 | $1.4M | Add +5.7% |
| NVS Novartis AG-Sponsored ADR | 0.83% | 9,034 | $1.2M | Reduce -0.3% |
| SSGA ACTIVE TR | 0.83% | 28,570 | $1.2M | Reduce -1.5% |
| ITM Vaneck Intermediate Muni ETF | 0.82% | 26,082 | $1.2M | Reduce -0.9% |
| STX Seagate Technology Holdings | 0.82% | 4,433 | $1.2M | Reduce -38.6% |
| CVX Chevron Corp. | 0.81% | 7,939 | $1.2M | Add +0.8% |
| MDT Medtronic PLC | 0.80% | 12,431 | $1.2M | Reduce -0.0% |
| SCHR Schwab Intermediate-Term US | 0.76% | 45,070 | $1.1M | Reduce -5.1% |
| EPR Epr Properties filed as EPR PPTYS | 0.73% | 21,787 | $1.1M | Reduce -4.7% |
| GLW Corning Inc. | 0.69% | 11,784 | $1.0M | Reduce -2.0% |
| POWL Powell Industries Inc. | 0.68% | 3,185 | $1.0M | Reduce -1.1% |
| BOND PIMCO Active Bond Exchange-T | 0.68% | 10,867 | $1.0M | Reduce -5.4% |
| VZ Verizon Communications Inc. | 0.66% | 24,403 | $994K | Reduce -5.1% |
| SO The Southern Co. | 0.66% | 11,359 | $991K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 1,880 | $945K | Reduce -3.0% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.63% | 5,395 | $940K | Reduce -1.8% |
| JCI Johnson Controls Internation | 0.63% | 7,834 | $938K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 3,109 | $921K | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.61% | 16,994 | $917K | Reduce -7.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.61% | 9,932 | $913K | Reduce -0.6% |
| LNC Lincoln National Corp. | 0.61% | 20,470 | $912K | Add +1.2% |
| PFE Pfizer Inc. | 0.61% | 36,367 | $906K | Reduce -10.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.60% | 8,686 | $900K | Add +2.3% |
| MPC Marathon Petroleum Corp. | 0.60% | 5,524 | $898K | Reduce -1.2% |
| ETN Eaton Corp. PLC | 0.60% | 2,802 | $892K | Reduce -3.6% |
| FHI Federated Hermes Inc. | 0.59% | 17,044 | $887K | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.59% | 2,802 | $877K | Reduce -0.4% |
| MNRO Monro Inc. | 0.57% | 42,783 | $857K | Reduce -15.2% |
| ARCC Ares Capital Corp. | 0.57% | 41,888 | $847K | Reduce -0.2% |
| WMT Walmart Inc. | 0.56% | 7,529 | $839K | Reduce -4.6% |
| GILD Gilead Sciences Inc. | 0.53% | 6,475 | $795K | Add +0.1% |
| AVGO Broadcom Inc. | 0.53% | 2,290 | $793K | Reduce -2.3% |
| BX Blackstone Inc. | 0.53% | 5,122 | $790K | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.53% | 3,405 | $786K | Reduce -0.8% |
| TPR Tapestry Inc. | 0.51% | 5,981 | $764K | Reduce -3.4% |
| TYG Tortoise Energy Infrastruct | 0.51% | 18,506 | $757K | Add +0.2% |
| NTAP Netapp Inc. | 0.50% | 7,013 | $751K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.50% | 5,203 | $747K | Reduce -0.2% |
| HD Home Depot Inc. | 0.50% | 2,165 | $745K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 6,523 | $742K | No change |
| KMI Kinder Morgan Inc. | 0.49% | 26,901 | $740K | Reduce 0.0% |
| TFC Truist Financial Corp. | 0.46% | 13,974 | $688K | Reduce -16.2% |
| ADC Agree Realty Corp. | 0.46% | 9,483 | $683K | Add +0.2% |
| TRV The Travelers Cos Inc. | 0.45% | 2,339 | $679K | Reduce -0.0% |
| MDLZ Mondelez International Inc. Class A | 0.44% | 12,360 | $665K | Add +1.1% |
| RPM RPM International Inc. | 0.44% | 6,394 | $665K | Reduce -0.3% |
| LEA Lear Corp. | 0.44% | 5,775 | $662K | Reduce -1.7% |
| IGEB iShares Investment Grade SYS | 0.44% | 14,448 | $660K | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.44% | 5,452 | $656K | No change |
| PGX Invesco Preferred ETF | 0.42% | 55,665 | $626K | Reduce -1.6% |
| TFLR T Rowe Price Floating RT ETF | 0.42% | 12,135 | $624K | Add +8.1% |
| DRH Diamondrock Hospitality Co. | 0.41% | 68,048 | $610K | Add +0.3% |
| INVH Invitation Homes Inc. | 0.40% | 21,631 | $601K | Reduce -2.4% |
| RL Ralph Lauren Corp. | 0.40% | 1,684 | $595K | Reduce -2.3% |
| T AT&T Inc. | 0.40% | 23,965 | $595K | Reduce -0.2% |
| STWD Starwood Property Trust Inc. | 0.39% | 32,480 | $585K | Reduce -1.4% |
| HTGC Hercules Capital Inc. | 0.39% | 30,993 | $583K | Reduce -0.2% |
| GD General Dynamics Corp. | 0.39% | 1,725 | $581K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.39% | 2,786 | $577K | Add +0.1% |
| VTRS Viatris Inc. | 0.38% | 46,205 | $575K | No change |
| OUT Outfront Media Inc. | 0.37% | 23,040 | $555K | Add +2227.3% |
| PANW Palo Alto Networks Inc. | 0.36% | 2,962 | $546K | Add +0.3% |
| PEG Public Service Enterprise GP | 0.36% | 6,702 | $538K | Reduce -0.1% |
| D Dominion Energy Inc. | 0.36% | 9,121 | $534K | No change |
| ORCL Oracle Corp. | 0.35% | 2,667 | $520K | Add +0.4% |
| R Ryder System Inc. | 0.34% | 2,663 | $510K | Reduce -0.2% |
| CAH Cardinal Health Inc. | 0.33% | 2,431 | $500K | Add +2.9% |
| WMB Williams Cos Inc. | 0.33% | 8,241 | $495K | Reduce -0.0% |
| AES AES Corp. | 0.33% | 34,240 | $491K | New |
| RITM Rithm Capital Corp. | 0.33% | 44,846 | $489K | No change |
| LNG Cheniere Energy Inc. | 0.32% | 2,457 | $478K | Add +0.2% |
| PNW Pinnacle West Capital | 0.31% | 5,240 | $465K | Add +1.4% |
| CFG Citizens Financial Group | 0.31% | 7,909 | $462K | Reduce -0.1% |
| SCHO Schwab Short-Term US Treas | 0.31% | 18,796 | $458K | Reduce -1.7% |
| SMG Scotts Miracle-Gro Co. | 0.29% | 7,522 | $439K | New |
| MGA Magna International Inc. | 0.29% | 8,232 | $439K | Add +2.7% |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 4,553 | $438K | Add +4.0% |
| GLD SPDR Gold Shares | 0.29% | 1,105 | $438K | Add +1.9% |
| ALEX Alexander & Baldwin Inc. | 0.29% | 21,045 | $434K | Reduce -3.7% |
| ABT Abbott Laboratories | 0.29% | 3,444 | $432K | Add +0.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $361K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | 4,508 | $361K | Reduce -8.3% |
Lines left out (1) · $3K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $3K |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $150.0M.
Portfolio Sells Q3 2025 → Q4 2025
| STX Seagate Technology Holdings | Reduce -38.6% | 0.82% | −0.34 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -10.1% | 1.92% | −0.21 |
| MCHP Microchip Technology Inc. | Reduce -75.3% | 0.06% | −0.19 |
| EPR Epr Properties | Reduce -4.7% | 0.73% | −0.18 |
| DD Dupont DE Nemours Inc. | Reduce -0.5% | 0.16% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.34% | −0.15 |
| ETN Eaton Corp. PLC | Reduce -3.6% | 0.60% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -1.2% | 0.60% | −0.13 |
| MO Altria Group Inc. | Reduce -25.6% | 0.22% | −0.12 |
| TOTL SS Doubleline TR Tact ETF | Reduce -7.7% | 1.05% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -5.1% | 0.66% | −0.11 |
| KMB Kimberly-Clark Corp. | Reduce -13.3% | 0.22% | −0.10 |
| PFE Pfizer Inc. | Reduce -10.1% | 0.61% | −0.10 |
| SYY Sysco Corp. | Reduce -26.0% | 0.18% | −0.10 |
| PINS Pinterest Inc. Class A | Reduce -93.7% | 0.00% | −0.08 |
| BX Blackstone Inc. | Reduce -1.5% | 0.53% | −0.08 |
| GRMN Garmin Ltd. | Reduce -3.6% | 0.27% | −0.08 |
| OKE Oneok Inc. | Reduce -26.3% | 0.21% | −0.08 |
| NEWT Newtekone Inc. | Reduce -26.6% | 0.19% | −0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -52.6% | 0.06% | −0.07 |
| RPM RPM International Inc. | Reduce -0.3% | 0.44% | −0.07 |
| NTAP Netapp Inc. | Reduce -0.6% | 0.50% | −0.07 |
| T AT&T Inc. | Reduce -0.2% | 0.40% | −0.06 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -75.7% | 0.01% | −0.06 |
| TFC Truist Financial Corp. | Reduce -16.2% | 0.46% | −0.06 |
| CUZ Cousins Properties Inc. | Reduce -8.1% | 0.24% | −0.06 |
| SCHR Schwab Intermediate-Term US | Reduce -5.1% | 0.76% | −0.06 |
| BOND PIMCO Active Bond Exchange-T | Reduce -5.4% | 0.68% | −0.05 |
| XRAY Dentsply Sirona Inc. | Reduce -17.2% | 0.15% | −0.05 |
| HASI Ha Sustainable Infrastructur | Reduce -18.5% | 0.24% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -0.5% | 0.26% | −0.05 |
| GPN Global Payments Inc. | Reduce -51.3% | 0.04% | −0.05 |
| SUB iShares Short-Term National | Reduce -2.0% | 1.20% | −0.05 |
| BBY Best Buy Co. Inc. | Reduce -12.1% | 0.16% | −0.05 |
| MKSI MKS Inc. | Reduce -46.8% | 0.10% | −0.05 |
| GPK Graphic Packaging Holding Co. | Reduce -6.8% | 0.11% | −0.05 |
| MNRO Monro Inc. | Reduce -15.2% | 0.57% | −0.04 |
| STWD Starwood Property Trust Inc. | Reduce -1.4% | 0.39% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.0% | 0.25% | −0.04 |
| INVH Invitation Homes Inc. | Reduce -2.4% | 0.40% | −0.04 |
| SSGA ACTIVE TR | Reduce -1.5% | 0.83% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.2% | 1.15% | −0.04 |
| IIPR Innovative Industrial Proper | Reduce -10.4% | 0.14% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.0% | 1.71% | −0.04 |
| MTN Vail Resorts Inc. | Reduce -1.9% | 0.22% | −0.04 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -48.3% | 0.04% | −0.03 |
| SCYB Schwab High Yield Bond ETF | Reduce -22.7% | 0.10% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -15.4% | 0.09% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AVES Avantis Emerging Markets Val | Add +22355.6% | 1.97% | +1.96 |
| OUT Outfront Media Inc. | Add +2227.3% | 0.37% | +0.36 |
| AES AES Corp. | New | 0.33% | +0.33 |
| SMG Scotts Miracle-Gro Co. | New | 0.29% | +0.29 |
| JEPI JPMorgan Equity Premium Inco | Add +1428.9% | 0.21% | +0.20 |
| CLX Clorox Company | New | 0.11% | +0.11 |
| CAH Cardinal Health Inc. | Add +2.9% | 0.33% | +0.08 |
| SOLS Solstice Adv Materials Inc. | Add +4493.2% | 0.08% | +0.07 |
| EBAY eBay Inc. | New | 0.06% | +0.06 |
| EMR Emerson Electric Co. | Add +78.2% | 0.14% | +0.06 |
| LNC Lincoln National Corp. | Add +1.2% | 0.61% | +0.05 |
| WAY Waystar Holding Corp. | New | 0.05% | +0.05 |
| DKNG Draftkings Inc. Class A | Add +20260.0% | 0.05% | +0.05 |
| FIS Fidelity National Info Serv | Add +42.9% | 0.16% | +0.05 |
| COMP Compass Inc. Class A | Add +10.9% | 0.15% | +0.05 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +0.5% | 2.58% | +0.04 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.53% | +0.04 |
| DFCF Dimensional Core Fixed Inc. | New | 0.04% | +0.04 |
| DRH Diamondrock Hospitality Co. | Add +0.3% | 0.41% | +0.04 |
| MGA Magna International Inc. | Add +2.7% | 0.29% | +0.03 |
| JNJ Johnson & Johnson | Add +0.1% | 0.39% | +0.03 |
| CSRE C&S Real Estate Active ETF | Add +374.8% | 0.04% | +0.03 |
| TEVA Teva Pharmaceutical-SP ADR | Add +1823.2% | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +1.9% | 0.29% | +0.03 |
| MOAT Vaneck Morningstar Wide Moat | Add +2.3% | 0.60% | +0.03 |
| KDP Keurig Dr Pepper Inc. | Add +37.2% | 0.09% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +3.1% | 3.15% | +0.03 |
| DFAC Dimensional US Core Equity 2 | New | 0.03% | +0.03 |
| JHX James Hardie Ind PLC | New | 0.03% | +0.03 |
| BNS Bank of Nova Scotia | Add +0.1% | 0.23% | +0.02 |
| AMCR Amcor PLC | New | 0.02% | +0.02 |
| TFLR T Rowe Price Floating RT ETF | Add +8.1% | 0.42% | +0.02 |
| JSI JH Securitized Income ETF | Add +3.9% | 1.52% | +0.02 |
| AMD Advanced Micro Devices | Add +1.6% | 0.09% | +0.02 |
| JHPI John Hancock Preferred Incom | Add +5.7% | 0.95% | +0.02 |
| TBUX T Rowe Price Ultra Short-Ter | Add +31.1% | 0.08% | +0.02 |
| SIHY Harbor Ares Systemt Hi YD-US | New | 0.02% | +0.02 |
| HXL Hexcel Corp. | Add +0.9% | 0.13% | +0.02 |
| DFAS Dimensional US Small Cap ETF | New | 0.02% | +0.02 |
| UTHR United Therapeutics Corp. | Add +0.3% | 0.13% | +0.02 |
| ADI Analog Devices Inc. | Add +5.0% | 0.12% | +0.01 |
| EEFT Euronet Worldwide Inc. | Add +123.1% | 0.03% | +0.01 |
| ETH Grayscale Ethereum Staking M | Add +1391.9% | 0.02% | +0.01 |
| SVRA Savara Inc. | New | 0.01% | +0.01 |
| WDC Western Digital Corp. | New | 0.01% | +0.01 |
| SMMD iShares Russell 2500 ETF | Add +5.3% | 0.24% | +0.01 |
| Q Qnity Electronics Inc. | Add +8.6% | 0.17% | +0.01 |
| EMBD Global X Emerging Markets BD | Add +4.6% | 0.28% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +4.0% | 0.29% | +0.01 |
| CRM Salesforce Inc. | Add +1.2% | 0.09% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | Reduce -8.3% | 4,508 | $361K |
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 |