1620 Investment Advisors, Inc. holds a diversified book of 677 stocks worth $161.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Avantis Emerging Markets Val and trimmed Freedom 100 Emeging MRKT ETF. Their largest long position is SS SPDR P Int C Corp ETF at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1907281/holdings"
Use Arkolith to show 1620 INVESTMENT ADVISORS, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street SPDR Portfolio Intermediate Term Corporate Bond ETF ETF | $5.0M | 148.9K | 3.1% | ▲+2.7% Added · +4K sh | |
| 2 | Freedom 100 Emerging Markets ETF ETF | $4.4M | 59.9K | 2.7% | ▼−3.8% Reduced · −2K sh | |
| 3 | State Street Msci Eafe Strategicfactors ETF ETF | $4.2M | 43.7K | 2.6% | ▲+0.5% Added · +221 sh | |
| 4 | Ishares 1-5 Year Investment Grade Corporate Bond ETF ETF | $3.8M | 72.4K | 2.4% | ▲+49% Added · +24K sh | |
| 5 | Ishares 7-10 Year Treasury Bond ETF ETF | $3.6M | 38.0K | 2.2% | ▲+1.8% Added · +679 sh | |
| 6 | Avantis Emerging Markets Value ETF etf | $3.4M | 52.3K | 2.1% | ▲New New position | |
| 7 | Tri Contl Corp Com CEF | $3.1M | 90.4K | 1.9% | ▼−2.5% Reduced · −2K sh | |
| 8 | State Street SPDR Portfolio Short Term Treasury ETF ETF | $3.1M | 106.1K | 1.9% | ▼−0.5% Reduced · −507 sh | |
| 9 | JPMorgan Chase & Co Com COM | $2.8M | 8.6K | 1.7% | ▼−3.0% Reduced · −262 sh | |
| 10 | Apple Inc Com COM | $2.6M | 9.1K | 1.6% | ▼−3.2% Reduced · −301 sh | |
| 11 | Taiwan Semiconductor Manufact Sponsored Ads COM | $2.5M | 5.3K | 1.6% | ▼−25% Reduced · −2K sh | |
| 12 | Schwab US Tips ETF ETF | $2.4M | 92.1K | 1.5% | ▲+0.9% Added · +859 sh | |
| 13 | Janus Henderson Securitized Income ETF ETF | $2.3M | 45.3K | 1.4% | ▲+0.8% Added · +362 sh | |
| 14 | TJX Cos Inc New Com COM | $2.3M | 15.0K | 1.4% | ▼−6.6% Reduced · −1K sh | |
| 15 | RTX Corporation Com COM | $1.8M | 9.5K | 1.1% | ▼−5.8% Reduced · −584 sh | |
| 16 | Abbvie Inc Com COM | $1.8M | 7.1K | 1.1% | ▼−5.1% Reduced · −387 sh | |
| 17 | Ishares Short-Term National Muni Bond ETF ETF | $1.7M | 16.3K | 1.1% | ▲+0.7% Added · +115 sh | |
| 18 | Corning Inc Com COM | $1.7M | 6.6K | 1.0% | ▼−6.3% Reduced · −449 sh | |
| 19 | Microsoft Corp Com COM | $1.7M | 4.4K | 1.0% | ▲+6.4% Added · +268 sh | |
| 20 | Vaneck Fallen Angel High Yield Bond ETF ETF | $1.6M | 54.6K | 1.0% | ▲+0.9% Added · +480 sh | |
| 21 | John Hancock Preferred Income ETF ETF | $1.5M | 67.4K | 0.9% | ▲+3.8% Added · +2K sh | |
| 22 | State Street Doubleline Total Return Tactical ETF ETF | $1.5M | 37.5K | 0.9% | ▼−4.0% Reduced · −2K sh | |
| 23 | Novartis AG Sponsored ADR COM | $1.4M | 9.2K | 0.9% | ▲+1.0% Added · +89 sh | |
| 24 | Marathon Pete Corp Com COM | $1.4M | 5.6K | 0.9% | ▼−0.2% Reduced · −12 sh | |
| 25 | Seagate Technology HLDNGS PLC Ord SHS COM | $1.4M | 1.5K | 0.9% | ▼−58% Reduced · −2K sh | |
| 26 | State Street Doubleline Emerging Markets Fixed Income ETF ETF | $1.3M | 29.8K | 0.8% | ▲+1.4% Added · +407 sh | |
| 27 | Chevron Corporation Com COM | $1.2M | 7.5K | 0.8% | ▼−5.8% Reduced · −455 sh | |
| 28 | Epr Pptys Com SH Ben Int COM | $1.2M | 21.2K | 0.8% | ▼−3.6% Reduced · −799 sh | |
| 29 | Vaneck Intermediate Muni ETF ETF | $1.2M | 26.1K | 0.8% | —Held | |
| 30 | Johnson CTLS Intl PLC SHS COM | $1.1M | 7.9K | 0.7% | ▼−0.3% Reduced · −27 sh | |
| 31 | Netapp Inc Com COM | $1.1M | 7.2K | 0.7% | ▼−0.1% Reduced · −8 sh | |
| 32 | Eaton Corp PLC SHS COM | $1.0M | 2.4K | 0.6% | ▼−13% Reduced · −359 sh | |
| 33 | Bristol-Myers Squibb Co Com COM | $1.0M | 17.6K | 0.6% | ▲+1.8% Added · +306 sh | |
| 34 | Southern Co Com COM | $1.0M | 10.6K | 0.6% | ▼−7.2% Reduced · −823 sh | |
| 35 | Alphabet Inc Cap STK CL A COM | $973K | 2.7K | 0.6% | ▼−0.3% Reduced · −9 sh | |
| 36 | AstraZeneca PLC Ord COM | $959K | 5.1K | 0.6% | ▲+0.6% Added · +29 sh | |
| 37 | Blackstone Inc Com COM | $950K | 8.1K | 0.6% | ▲+54% Added · +3K sh | |
| 38 | Federated Hermes Inc CL B COM | $949K | 17.2K | 0.6% | ▼−0.3% Reduced · −51 sh | |
| 39 | Schwab Intermediate-Term US Treasury ETF ETF | $938K | 38.0K | 0.6% | ▼−16% Reduced · −7K sh | |
| 40 | State Street SPDR Msci USA Strategicfactors ETF ETF | $906K | 4.8K | 0.6% | ▼−8.3% Reduced · −442 sh | |
| 41 | Berkshire Hathaway Inc Del CL B New COM | $886K | 1.8K | 0.5% | ▼−0.1% Reduced · −2 sh | |
| 42 | Tapestry Inc Com COM | $879K | 6.0K | 0.5% | ▲+1.3% Added · +77 sh | |
| 43 | Pfizer Inc Com COM | $869K | 36.1K | 0.5% | ▼−1.7% Reduced · −638 sh | |
| 44 | Diamondrock Hospitality Co Com COM | $830K | 68.1K | 0.5% | ▼−1.4% Reduced · −933 sh | |
| 45 | Tortoise Energy Infrstrctr CP Com CEF | $802K | 18.7K | 0.5% | ▼−0.7% Reduced · −138 sh | |
| 46 | Amazon Com Inc Com COM | $798K | 3.4K | 0.5% | ▲+0.4% Added · +14 sh | |
| 47 | Home Depot Inc Com COM | $792K | 2.2K | 0.5% | ▲+2.8% Added · +62 sh | |
| 48 | Lear Corp Com New COM | $791K | 5.9K | 0.5% | ▲+0.8% Added · +46 sh | |
| 49 | Verizon Communications Inc Com COM | $789K | 18.6K | 0.5% | ▼−9.2% Reduced · −2K sh | |
| 50 | Travelers Companies Inc Com COM | $784K | 2.4K | 0.5% | ▲+1.2% Added · +28 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 678 | $161.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 658 | $147.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 647 | $150.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 649 | $147.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 681 | $141.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 689 | $130.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 705 | $131.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 707 | $138.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.