Filed: 2/5/2026ACC: 0001907281-26-000001
📋 What this filing means
1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 647 equity positions with a total reported market value of $150.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
647
Positions
$150.03M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
COM$93.91M62.6%
ETF$50.34M33.6%
CEF$5.41M3.6%
PFD$360.7K0.2%
Portfolio Concentration
Top 3$12.06M8.0%
4–10$20.23M13.5%
11–25$26.42M17.6%
Rest$91.32M60.9%
Top 3 weight
8.0%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 5.55M
Sole
Full voting authority
2.80M
shares
% of voting shares50.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.75M
shares
% of voting shares49.5%
Investment Discretion (by position count)
Sole647
Shared0
Other0
Dominant voting typeSole · 50.5% of voting shares
Institutional Holdings647
Rows:
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares139.47K
TypeSH
Market value$4.72M
3.14%
Sole
139.47K
Shared
0.00
None
105.55K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares42.63K
TypeSH
Market value$3.87M
2.58%
Sole
42.63K
Shared
0.00
None
97.00
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares36.16K
TypeSH
Market value$3.48M
2.32%
Sole
36.16K
Shared
0.00
None
80.00
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares62.13K
TypeSH
Market value$3.19M
2.12%
Sole
62.13K
Shared
0.00
None
9.66K
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares105.91K
TypeSH
Market value$3.10M
2.07%
Sole
105.91K
Shared
0.00
None
255.00
TRI CONTL CORP COM
SOLEShares92.34K
TypeSH
Market value$3.02M
2.01%
Sole
92.34K
Shared
0.00
None
46.00
AVANTIS EMERGING MARKETS VALUE ETF
SOLEShares50.52K
TypeSH
Market value$2.95M
1.96%
Sole
50.52K
Shared
0.00
None
170.00
JPMORGAN CHASE & CO. COM
SOLEShares8.90K
TypeSH
Market value$2.87M
1.91%
Sole
8.90K
Shared
0.00
None
1.36K
APPLE INC COM
SOLEShares9.40K
TypeSH
Market value$2.56M
1.70%
Sole
9.40K
Shared
0.00
None
9.66K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares48.31K
TypeSH
Market value$2.55M
1.70%
Sole
48.31K
Shared
0.00
None
333.00
TJX COS INC NEW COM
SOLEShares16.09K
TypeSH
Market value$2.47M
1.65%
Sole
16.09K
Shared
0.00
None
1.80K
SCHWAB US TIPS ETF
SOLEShares89.48K
TypeSH
Market value$2.37M
1.58%
Sole
89.48K
Shared
0.00
None
47.48K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares43.56K
TypeSH
Market value$2.27M
1.51%
Sole
43.56K
Shared
0.00
None
284.00
RTX CORPORATION COM
SOLEShares11.87K
TypeSH
Market value$2.18M
1.45%
Sole
11.87K
Shared
0.00
None
20.00
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.01K
TypeSH
Market value$2.13M
1.42%
Sole
7.01K
Shared
0.00
None
1.93K
MICROSOFT CORP COM
SOLEShares4.16K
TypeSH
Market value$2.01M
1.34%
Sole
4.16K
Shared
0.00
None
5.71K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares16.84K
TypeSH
Market value$1.80M
1.20%
Sole
16.84K
Shared
0.00
None
8.00
ABBVIE INC COM
SOLEShares7.52K
TypeSH
Market value$1.72M
1.14%
Sole
7.52K
Shared
0.00
None
7.53K
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares39.09K
TypeSH
Market value$1.57M
1.05%
Sole
39.09K
Shared
0.00
None
4.33K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares52.61K
TypeSH
Market value$1.54M
1.03%
Sole
52.61K
Shared
0.00
None
1.38K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares62.46K
TypeSH
Market value$1.43M
0.95%
Sole
62.46K
Shared
0.00
None
130.00
NOVARTIS AG SPONSORED ADR
SOLEShares9.03K
TypeSH
Market value$1.25M
0.83%
Sole
9.03K
Shared
0.00
None
80.00
STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares28.57K
TypeSH
Market value$1.24M
0.82%
Sole
28.57K
Shared
0.00
None
5.49K
VANECK INTERMEDIATE MUNI ETF
SOLEShares26.08K
TypeSH
Market value$1.23M
0.82%
Sole
26.08K
Shared
0.00
None
702.00
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SOLEShares4.43K
TypeSH
Market value$1.22M
0.81%
Sole
4.43K
Shared
0.00
None
456.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 139.47K | SH | $4.72M 3.14% | 139.47K | 0.00 | 105.55K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 42.63K | SH | $3.87M 2.58% | 42.63K | 0.00 | 97.00 |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 36.16K | SH | $3.48M 2.32% | 36.16K | 0.00 | 80.00 |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 62.13K | SH | $3.19M 2.12% | 62.13K | 0.00 | 9.66K |
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 105.91K | SH | $3.10M 2.07% | 105.91K | 0.00 | 255.00 |
TRI CONTL CORP COMSOLE | CEF | 92.34K | SH | $3.02M 2.01% | 92.34K | 0.00 | 46.00 |
AVANTIS EMERGING MARKETS VALUE ETFSOLE | ETF | 50.52K | SH | $2.95M 1.96% | 50.52K | 0.00 | 170.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 8.90K | SH | $2.87M 1.91% | 8.90K | 0.00 | 1.36K |
APPLE INC COMSOLE | COM | 9.40K | SH | $2.56M 1.70% | 9.40K | 0.00 | 9.66K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 48.31K | SH | $2.55M 1.70% | 48.31K | 0.00 | 333.00 |
TJX COS INC NEW COMSOLE | COM | 16.09K | SH | $2.47M 1.65% | 16.09K | 0.00 | 1.80K |
SCHWAB US TIPS ETFSOLE | ETF | 89.48K | SH | $2.37M 1.58% | 89.48K | 0.00 | 47.48K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 43.56K | SH | $2.27M 1.51% | 43.56K | 0.00 | 284.00 |
RTX CORPORATION COMSOLE | COM | 11.87K | SH | $2.18M 1.45% | 11.87K | 0.00 | 20.00 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.01K | SH | $2.13M 1.42% | 7.01K | 0.00 | 1.93K |
MICROSOFT CORP COMSOLE | COM | 4.16K | SH | $2.01M 1.34% | 4.16K | 0.00 | 5.71K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 16.84K | SH | $1.80M 1.20% | 16.84K | 0.00 | 8.00 |
ABBVIE INC COMSOLE | COM | 7.52K | SH | $1.72M 1.14% | 7.52K | 0.00 | 7.53K |
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 39.09K | SH | $1.57M 1.05% | 39.09K | 0.00 | 4.33K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 52.61K | SH | $1.54M 1.03% | 52.61K | 0.00 | 1.38K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 62.46K | SH | $1.43M 0.95% | 62.46K | 0.00 | 130.00 |
NOVARTIS AG SPONSORED ADRSOLE | COM | 9.03K | SH | $1.25M 0.83% | 9.03K | 0.00 | 80.00 |
STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 28.57K | SH | $1.24M 0.82% | 28.57K | 0.00 | 5.49K |
VANECK INTERMEDIATE MUNI ETFSOLE | ETF | 26.08K | SH | $1.23M 0.82% | 26.08K | 0.00 | 702.00 |
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSOLE | COM | 4.43K | SH | $1.22M 0.81% | 4.43K | 0.00 | 456.00 |
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