1620 Investment Advisors, Inc. holds a diversified book of 677 stocks worth $161.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-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.
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
Other tracked managers holding the same core names as 1620 Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $35.6B |
| MORGAN STANLEY | 78 / 80 | $339.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $8.7B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $222.0B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $85.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $55.5B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $33.3B |
| HighTower Advisors, LLC | 77 / 80 | $19.1B |
Ranked by the share of each fund's own book sitting in the names it shares with 1620 Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.