Filed: 5/13/2026ACC: 0001907281-26-000002
📋 What this filing means
1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 658 equity positions with a total reported market value of $147.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
658
Positions
$147.84M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$93.76M63.4%
ETF$48.54M32.8%
CEF$5.29M3.6%
PFD$253.2K0.2%
Portfolio Concentration
Top 3$12.48M8.4%
4–10$19.59M13.3%
11–25$25.50M17.2%
Rest$90.26M61.1%
Top 3 weight
8.4%
Top 10 weight
21.7%
Voting Authority Distribution
Total shares with voting rights: 5.32M
Sole
Full voting authority
2.66M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.66M
shares
% of voting shares50.0%
Investment Discretion (by position count)
Sole658
Shared0
Other0
Dominant voting typeNone · 50.0% of voting shares
Institutional Holdings658
Rows:
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares144.99K
TypeSH
Market value$4.86M
3.29%
Sole
144.99K
Shared
0.00
None
144.99K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares43.50K
TypeSH
Market value$4.06M
2.74%
Sole
43.50K
Shared
0.00
None
43.50K
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares37.29K
TypeSH
Market value$3.56M
2.41%
Sole
37.29K
Shared
0.00
None
37.29K
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares62.24K
TypeSH
Market value$3.40M
2.30%
Sole
62.24K
Shared
0.00
None
62.24K
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares106.61K
TypeSH
Market value$3.11M
2.10%
Sole
106.61K
Shared
0.00
None
106.61K
TRI CONTL CORP COM
SOLEShares92.65K
TypeSH
Market value$2.93M
1.98%
Sole
92.65K
Shared
0.00
None
92.65K
JPMORGAN CHASE & CO. COM
SOLEShares8.88K
TypeSH
Market value$2.61M
1.77%
Sole
8.88K
Shared
0.00
None
8.88K
TJX COS INC NEW COM
SOLEShares16.07K
TypeSH
Market value$2.57M
1.74%
Sole
16.07K
Shared
0.00
None
16.07K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares48.49K
TypeSH
Market value$2.55M
1.72%
Sole
48.49K
Shared
0.00
None
48.49K
SCHWAB US TIPS ETF
SOLEShares91.20K
TypeSH
Market value$2.43M
1.64%
Sole
91.20K
Shared
0.00
None
91.20K
APPLE INC COM
SOLEShares9.41K
TypeSH
Market value$2.39M
1.62%
Sole
9.41K
Shared
0.00
None
9.41K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.04K
TypeSH
Market value$2.38M
1.61%
Sole
7.04K
Shared
0.00
None
7.04K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares44.93K
TypeSH
Market value$2.32M
1.57%
Sole
44.93K
Shared
0.00
None
44.93K
RTX CORPORATION COM
SOLEShares10.07K
TypeSH
Market value$1.94M
1.31%
Sole
10.07K
Shared
0.00
None
10.07K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares16.20K
TypeSH
Market value$1.73M
1.17%
Sole
16.20K
Shared
0.00
None
16.20K
ABBVIE INC COM
SOLEShares7.53K
TypeSH
Market value$1.64M
1.11%
Sole
7.53K
Shared
0.00
None
7.53K
CHEVRON CORP NEW COM
SOLEShares7.91K
TypeSH
Market value$1.64M
1.11%
Sole
7.91K
Shared
0.00
None
7.91K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares54.08K
TypeSH
Market value$1.55M
1.05%
Sole
54.08K
Shared
0.00
None
54.08K
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares39.04K
TypeSH
Market value$1.55M
1.05%
Sole
39.04K
Shared
0.00
None
39.04K
MICROSOFT CORP COM
SOLEShares4.18K
TypeSH
Market value$1.55M
1.05%
Sole
4.18K
Shared
0.00
None
4.18K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares64.97K
TypeSH
Market value$1.47M
0.99%
Sole
64.97K
Shared
0.00
None
64.97K
NOVARTIS AG SPONSORED ADR
SOLEShares9.09K
TypeSH
Market value$1.39M
0.94%
Sole
9.09K
Shared
0.00
None
9.09K
MARATHON PETE CORP COM
SOLEShares5.57K
TypeSH
Market value$1.36M
0.92%
Sole
5.57K
Shared
0.00
None
5.57K
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SOLEShares3.46K
TypeSH
Market value$1.35M
0.92%
Sole
3.46K
Shared
0.00
None
3.46K
STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares29.34K
TypeSH
Market value$1.25M
0.84%
Sole
29.34K
Shared
0.00
None
29.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 144.99K | SH | $4.86M 3.29% | 144.99K | 0.00 | 144.99K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 43.50K | SH | $4.06M 2.74% | 43.50K | 0.00 | 43.50K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 37.29K | SH | $3.56M 2.41% | 37.29K | 0.00 | 37.29K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 62.24K | SH | $3.40M 2.30% | 62.24K | 0.00 | 62.24K |
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 106.61K | SH | $3.11M 2.10% | 106.61K | 0.00 | 106.61K |
TRI CONTL CORP COMSOLE | CEF | 92.65K | SH | $2.93M 1.98% | 92.65K | 0.00 | 92.65K |
JPMORGAN CHASE & CO. COMSOLE | COM | 8.88K | SH | $2.61M 1.77% | 8.88K | 0.00 | 8.88K |
TJX COS INC NEW COMSOLE | COM | 16.07K | SH | $2.57M 1.74% | 16.07K | 0.00 | 16.07K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 48.49K | SH | $2.55M 1.72% | 48.49K | 0.00 | 48.49K |
SCHWAB US TIPS ETFSOLE | ETF | 91.20K | SH | $2.43M 1.64% | 91.20K | 0.00 | 91.20K |
APPLE INC COMSOLE | COM | 9.41K | SH | $2.39M 1.62% | 9.41K | 0.00 | 9.41K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.04K | SH | $2.38M 1.61% | 7.04K | 0.00 | 7.04K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 44.93K | SH | $2.32M 1.57% | 44.93K | 0.00 | 44.93K |
RTX CORPORATION COMSOLE | COM | 10.07K | SH | $1.94M 1.31% | 10.07K | 0.00 | 10.07K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 16.20K | SH | $1.73M 1.17% | 16.20K | 0.00 | 16.20K |
ABBVIE INC COMSOLE | COM | 7.53K | SH | $1.64M 1.11% | 7.53K | 0.00 | 7.53K |
CHEVRON CORP NEW COMSOLE | COM | 7.91K | SH | $1.64M 1.11% | 7.91K | 0.00 | 7.91K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 54.08K | SH | $1.55M 1.05% | 54.08K | 0.00 | 54.08K |
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 39.04K | SH | $1.55M 1.05% | 39.04K | 0.00 | 39.04K |
MICROSOFT CORP COMSOLE | COM | 4.18K | SH | $1.55M 1.05% | 4.18K | 0.00 | 4.18K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 64.97K | SH | $1.47M 0.99% | 64.97K | 0.00 | 64.97K |
NOVARTIS AG SPONSORED ADRSOLE | COM | 9.09K | SH | $1.39M 0.94% | 9.09K | 0.00 | 9.09K |
MARATHON PETE CORP COMSOLE | COM | 5.57K | SH | $1.36M 0.92% | 5.57K | 0.00 | 5.57K |
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSOLE | COM | 3.46K | SH | $1.35M 0.92% | 3.46K | 0.00 | 3.46K |
STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 29.34K | SH | $1.25M 0.84% | 29.34K | 0.00 | 29.34K |
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