1620 Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), 1620 Investment Advisors, Inc. reported 655 stock positions worth $147.6 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.3% of the portfolio, followed by STSR SPD MSC Eaf Stgfs-US (QEFA, 2.7%) and iShares 7-10 Year Treasury B (IEF, 2.4%). Compared with Q4 2025, it opened 27 new positions, sold out of 17, added to 155 and reduced 149. The biggest buy was Marathon Petroleum (MPC, shares +1%) and the biggest sale an exit from Avantis Emerging Markets Val (AVES).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $147.6M (Q1 2026)
- SEC Filing
- 0001907281-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 655 stocks · $147.6M
| SPIB SS SPDR P Int C Corp. ETF | 3.30% | 144,987 | $4.9M | Add +4.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.75% | 43,503 | $4.1M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 2.41% | 37,291 | $3.6M | Add +3.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.30% | 62,240 | $3.4M | Add +0.2% |
| SPTS SS SPDR P St Term TSY ETF | 2.11% | 106,607 | $3.1M | Add +0.7% |
| TY Tri-Continental Corp. | 1.98% | 92,650 | $2.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.77% | 8,880 | $2.6M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.74% | 16,074 | $2.6M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.73% | 48,486 | $2.5M | Add +0.4% |
| SCHP Schwab U.S. Tips ETF | 1.64% | 91,203 | $2.4M | Add +1.9% |
| AAPL Apple Inc. | 1.62% | 9,415 | $2.4M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.61% | 7,037 | $2.4M | Add +0.4% |
| JSI JH Securitized Income ETF | 1.57% | 44,929 | $2.3M | Add +3.1% |
| RTX RTX Corp. | 1.32% | 10,070 | $1.9M | Reduce -15.2% |
| SUB iShares Short-Term National | 1.17% | 16,199 | $1.7M | Reduce -3.8% |
| ABBV Abbvie Inc. | 1.11% | 7,533 | $1.6M | Add +0.2% |
| CVX Chevron Corp. | 1.11% | 7,912 | $1.6M | Reduce -0.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.05% | 54,080 | $1.6M | Add +2.8% |
| TOTL SS Doubleline TR Tact ETF | 1.05% | 39,042 | $1.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.05% | 4,179 | $1.5M | Add +0.5% |
| JHPI John Hancock Preferred Incom | 0.99% | 64,970 | $1.5M | Add +4.0% |
| NVS Novartis AG-Sponsored ADR | 0.94% | 9,094 | $1.4M | Add +0.7% |
| MPC Marathon Petroleum Corp. | 0.92% | 5,569 | $1.4M | Add +0.8% |
| STX Seagate Technology Holdings | 0.92% | 3,455 | $1.4M | Reduce -22.1% |
| SSGA ACTIVE TR | 0.85% | 29,343 | $1.2M | Add +2.7% |
| ITM Vaneck Intermediate Muni ETF | 0.82% | 26,082 | $1.2M | No change |
| SCHR Schwab Intermediate-Term US | 0.76% | 45,070 | $1.1M | No change |
| SO The Southern Co. | 0.75% | 11,423 | $1.1M | Add +0.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.74% | 21,971 | $1.1M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.71% | 17,306 | $1.0M | Add +1.8% |
| JCI Johnson Controls Internation | 0.70% | 7,894 | $1.0M | Add +0.8% |
| PFE Pfizer Inc. | 0.70% | 36,738 | $1.0M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.70% | 20,535 | $1.0M | Reduce -15.8% |
| BOND PIMCO Active Bond Exchange-T | 0.68% | 10,883 | $1.0M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.68% | 2,803 | $1.0M | Add +0.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.67% | 5,029 | $992K | Add +1.3% |
| FHI Federated Hermes Inc. | 0.66% | 17,234 | $977K | Add +1.1% |
| POWL Powell Industries Inc. | 0.65% | 1,786 | $966K | Reduce -43.9% |
| GLW Corning Inc. | 0.65% | 7,072 | $962K | Reduce -40.0% |
| TYG Tortoise Energy Infrastruct | 0.64% | 18,838 | $939K | Add +1.8% |
| GILD Gilead Sciences Inc. | 0.63% | 6,672 | $930K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.63% | 5,452 | $925K | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.62% | 5,290 | $908K | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,772 | $849K | Reduce -5.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 8,706 | $842K | Add +0.2% |
| TPR Tapestry Inc. | 0.57% | 5,925 | $836K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.56% | 5,285 | $821K | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.53% | 2,731 | $785K | Reduce -2.5% |
| ARCC Ares Capital Corp. | 0.52% | 42,465 | $765K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 3,118 | $756K | Add +0.3% |
| NTAP Netapp Inc. | 0.50% | 7,201 | $737K | Add +2.7% |
| LNG Cheniere Energy Inc. | 0.49% | 2,541 | $721K | Add +3.4% |
| LNC Lincoln National Corp. | 0.49% | 20,251 | $719K | Reduce -1.1% |
| HD Home Depot Inc. | 0.49% | 2,183 | $718K | Add +0.8% |
| MDLZ Mondelez International Inc. Class A | 0.49% | 12,455 | $718K | Add +0.8% |
| ADC Agree Realty Corp. | 0.49% | 9,508 | $717K | Add +0.3% |
| LEA Lear Corp. | 0.48% | 5,852 | $709K | Add +1.3% |
| AVGO Broadcom Inc. | 0.47% | 2,246 | $695K | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.47% | 3,336 | $695K | Reduce -2.0% |
| TRV The Travelers Cos Inc. | 0.46% | 2,346 | $684K | Add +0.3% |
| IGEB iShares Investment Grade SYS | 0.46% | 15,109 | $681K | Add +4.6% |
| JNJ Johnson & Johnson | 0.46% | 2,784 | $681K | Reduce -0.1% |
| KMI Kinder Morgan Inc. | 0.45% | 19,801 | $664K | Reduce -26.4% |
| TFC Truist Financial Corp. | 0.45% | 14,332 | $659K | Add +2.6% |
| TFLR T Rowe Price Floating RT ETF | 0.44% | 12,977 | $654K | Add +6.9% |
| RPM RPM International Inc. | 0.44% | 6,512 | $647K | Add +1.9% |
| DRH Diamondrock Hospitality Co. | 0.44% | 69,068 | $647K | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 6,554 | $632K | Add +0.5% |
| MDT Medtronic PLC | 0.42% | 7,234 | $627K | Reduce -41.8% |
| PGX Invesco Preferred ETF | 0.41% | 55,508 | $604K | Reduce -0.3% |
| BX Blackstone Inc. | 0.41% | 5,244 | $603K | Add +2.4% |
| WMB Williams Cos Inc. | 0.41% | 8,241 | $600K | No change |
| OUT Outfront Media Inc. | 0.40% | 22,540 | $597K | Reduce -2.2% |
| GD General Dynamics Corp. | 0.40% | 1,725 | $592K | No change |
| RL Ralph Lauren Corp. | 0.40% | 1,716 | $590K | Add +1.9% |
| D Dominion Energy Inc. | 0.39% | 9,396 | $581K | Add +3.0% |
| STWD Starwood Property Trust Inc. | 0.39% | 33,595 | $579K | Add +3.4% |
| PANW Palo Alto Networks Inc. | 0.38% | 3,502 | $562K | Add +18.2% |
| PEG Public Service Enterprise GP | 0.38% | 6,913 | $560K | Add +3.1% |
| INVH Invitation Homes Inc. | 0.37% | 21,939 | $545K | Add +1.4% |
| PNW Pinnacle West Capital | 0.37% | 5,377 | $542K | Add +2.6% |
| WMT Walmart Inc. | 0.37% | 4,356 | $541K | Reduce -42.1% |
| R Ryder System Inc. | 0.36% | 2,615 | $535K | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.35% | 13,547 | $513K | Add +1.8% |
| TTE Totalenergies SE | 0.35% | 5,623 | $512K | Add +1.1% |
| CAH Cardinal Health Inc. | 0.34% | 2,385 | $504K | Reduce -1.9% |
| CFG Citizens Financial Group | 0.33% | 8,010 | $480K | Add +1.3% |
| T AT&T Inc. | 0.32% | 16,339 | $474K | Reduce -31.8% |
| SMG Scotts Miracle-Gro Co. | 0.32% | 7,785 | $473K | Add +3.5% |
| GLD SPDR Gold Shares | 0.32% | 1,096 | $472K | Reduce -0.8% |
| GRMN Garmin Ltd. | 0.32% | 2,006 | $466K | Reduce -0.1% |
| MGA Magna International Inc. | 0.31% | 8,302 | $463K | Add +0.8% |
| HTGC Hercules Capital Inc. | 0.31% | 30,993 | $458K | No change |
| SCHO Schwab Short-Term US Treas | 0.31% | 18,796 | $456K | No change |
| PFFD Global X US Preferred ETF | 0.31% | 24,738 | $455K | Add +9.6% |
| DRI Darden Restaurants Inc. | 0.29% | 2,218 | $435K | Add +1.3% |
| TXN Texas Instruments Inc. | 0.29% | 2,234 | $434K | Add +6.3% |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 4,583 | $431K | Add +0.7% |
| HASI Ha Sustainable Infrastructur | 0.29% | 11,606 | $427K | Add +1.9% |
| VTRS Viatris Inc. | 0.29% | 31,197 | $421K | Reduce -32.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $253K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | 4,720 | $253K | Add +4.7% |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 62 | $239 | New |
Lines left out (1) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $2K |
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: $147.8M.
Portfolio Sells Q4 2025 → Q1 2026
| AVES Avantis Emerging Markets Val | Sold out | 0.00% | −1.97 |
| MDT Medtronic PLC | Reduce -41.8% | 0.42% | −0.37 |
| MNRO Monro Inc. | Reduce -49.1% | 0.24% | −0.34 |
| AES AES Corp. | Sold out | 0.00% | −0.33 |
| ALEX Alexander & Baldwin Inc. | Sold out | 0.00% | −0.29 |
| WMT Walmart Inc. | Reduce -42.1% | 0.37% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 1.77% | −0.15 |
| RTX RTX Corp. | Reduce -15.2% | 1.32% | −0.14 |
| LNC Lincoln National Corp. | Reduce -1.1% | 0.49% | −0.12 |
| MU Micron Technology Inc. | Reduce -57.8% | 0.12% | −0.12 |
| VTRS Viatris Inc. | Reduce -32.5% | 0.29% | −0.10 |
| COHR Coherent Corp. | Reduce -53.7% | 0.13% | −0.09 |
| T AT&T Inc. | Reduce -31.8% | 0.32% | −0.08 |
| ADBE Adobe Inc. | Reduce -96.3% | 0.00% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -75.6% | 0.02% | −0.07 |
| AMKR Amkor Technology Inc. | Reduce -47.3% | 0.09% | −0.06 |
| AVGO Broadcom Inc. | Reduce -1.9% | 0.47% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 0.58% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 0.47% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 0.53% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.4% | 0.24% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -3.0% | 0.11% | −0.05 |
| DKNG Draftkings Inc. Class A | Reduce -99.4% | 0.00% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -26.4% | 0.45% | −0.04 |
| RITM Rithm Capital Corp. | Reduce -1.9% | 0.28% | −0.04 |
| DKS Dick's Sporting Goods Inc. | Reduce -43.0% | 0.06% | −0.04 |
| EPAM Epam Systems Inc. | Reduce -2.9% | 0.07% | −0.04 |
| GLW Corning Inc. | Reduce -40.0% | 0.65% | −0.04 |
| FWRG First Watch Restaurant Group | Reduce -70.7% | 0.01% | −0.04 |
| MTN Vail Resorts Inc. | Reduce -13.9% | 0.19% | −0.03 |
| NTGR Netgear Inc. | Reduce -61.6% | 0.02% | −0.03 |
| EXPE Expedia Group Inc. | Reduce -1.0% | 0.15% | −0.03 |
| SUB iShares Short-Term National | Reduce -3.8% | 1.17% | −0.03 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.03 |
| SCYB Schwab High Yield Bond ETF | Reduce -28.4% | 0.07% | −0.03 |
| AXP American Express Co. | Reduce -1.3% | 0.12% | −0.03 |
| CRM Salesforce Inc. | Reduce -1.6% | 0.06% | −0.03 |
| POWL Powell Industries Inc. | Reduce -43.9% | 0.65% | −0.02 |
| AMD Advanced Micro Devices | Reduce -19.8% | 0.07% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 0.10% | −0.02 |
| ATXS Astria Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| TCMD Tactile Systems Technology I | Reduce -2.9% | 0.14% | −0.02 |
| NBIX Neurocrine Biosciences Inc. | Reduce -13.7% | 0.07% | −0.02 |
| XYZ Block Inc. | Sold out | 0.00% | −0.02 |
| BOOT Boot Barn Holdings Inc. | Reduce -14.6% | 0.04% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -1.3% | 0.08% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -3.3% | 0.20% | −0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -1.9% | 0.62% | −0.01 |
| HQY Healthequity Inc. | Reduce -0.1% | 0.15% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| MPC Marathon Petroleum Corp. | Add +0.8% | 0.92% | +0.32 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 1.61% | +0.19 |
| SWK Stanley Black & Decker Inc. | New | 0.18% | +0.18 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +0.2% | 2.30% | +0.18 |
| LNG Cheniere Energy Inc. | Add +3.4% | 0.49% | +0.17 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +2.0% | 2.75% | +0.17 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.0% | 3.30% | +0.14 |
| TYG Tortoise Energy Infrastruct | Add +1.8% | 0.64% | +0.13 |
| NVS Novartis AG-Sponsored ADR | Add +0.7% | 0.94% | +0.11 |
| WDAY Workday Inc. Class A | Add +7600.0% | 0.11% | +0.11 |
| TTE Totalenergies SE | Add +1.1% | 0.35% | +0.10 |
| SAM Boston Beer Company Inc. Class A | Add +48.4% | 0.23% | +0.10 |
| GILD Gilead Sciences Inc. | Add +3.0% | 0.63% | +0.10 |
| BMY Bristol-Myers Squibb Co. | Add +1.8% | 0.71% | +0.10 |
| PFE Pfizer Inc. | Add +1.0% | 0.70% | +0.09 |
| YOU Clear Secure Inc. Class A | New | 0.09% | +0.09 |
| IEF iShares 7-10 Year Treasury B | Add +3.1% | 2.41% | +0.09 |
| SO The Southern Co. | Add +0.6% | 0.75% | +0.09 |
| ETN Eaton Corp. PLC | Add +0.0% | 0.68% | +0.08 |
| JCI Johnson Controls Internation | Add +0.8% | 0.70% | +0.07 |
| FHI Federated Hermes Inc. | Add +1.1% | 0.66% | +0.07 |
| RBRK Rubrik Inc. Class A | New | 0.06% | +0.06 |
| EPD Enterprise Products Partners | Add +1.8% | 0.35% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.3% | 0.67% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Add +1.9% | 1.64% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +34137.5% | 0.06% | +0.06 |
| GWRE Guidewire Software Inc. | New | 0.06% | +0.06 |
| DD Dupont DE Nemours Inc. | Add +18.5% | 0.22% | +0.06 |
| PEP Pepsico Inc. | Add +1.6% | 0.56% | +0.06 |
| AR Antero Resources Corp. | New | 0.06% | +0.06 |
| PNW Pinnacle West Capital | Add +2.6% | 0.37% | +0.06 |
| WMG Warner Music Group Corp. Class A | New | 0.06% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +6.1% | 0.26% | +0.05 |
| JSI JH Securitized Income ETF | Add +3.1% | 1.57% | +0.05 |
| HUBS HubSpot Inc. | New | 0.05% | +0.05 |
| FRPT Freshpet Inc. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | Add +6.3% | 0.29% | +0.05 |
| HASI Ha Sustainable Infrastructur | Add +1.9% | 0.29% | +0.05 |
| CLX Clorox Company | Add +40.0% | 0.16% | +0.05 |
| RRX Regal Rexnord Corp. | Add +9.3% | 0.14% | +0.05 |
| TTD Trade Desk Inc./the Class A | Add +232.3% | 0.09% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +0.8% | 0.49% | +0.04 |
| JHPI John Hancock Preferred Incom | Add +4.0% | 0.99% | +0.04 |
| LEA Lear Corp. | Add +1.3% | 0.48% | +0.04 |
| D Dominion Energy Inc. | Add +3.0% | 0.39% | +0.04 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.7% | 2.11% | +0.04 |
| STZ Constellation Brands Inc. Class A | Add +4.0% | 0.28% | +0.04 |
| TOST Toast Inc. Class A | Add +110.1% | 0.10% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +73.7% | 0.08% | +0.03 |
| DRH Diamondrock Hospitality Co. | Add +1.5% | 0.44% | +0.03 |
Notes & Other Activity Q4 2025 → Q1 2026
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | Add +4.7% | 4,720 | $253K |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | New | 62 | $239 |
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 |