StockDriftsStockDriftsTop 50 1620 Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.09% | 148.9K | $5.0M | +2.67%(+3.88K) | $35.26(-6.03%) | 2026-06-30 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 2.7% | 59.9K | $4.4M | -3.83%(-2.38K) | $31.52(+117.03%) | 2026-06-30 | |
| QEFA | STATE STREET MSCI EAFE STRATEGICFACTORS ETF | 2.6% | 43.7K | $4.2M | +0.51%(+221) | $65.26(+55.30%) | 2026-06-30 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2.35% | 72.4K | $3.8M | +49.38%(+23.94K) | $51.33(+1.62%) | 2026-06-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2.22% | 38.0K | $3.6M | +1.82%(+679) | $107.26(-13.33%) | 2026-06-30 | |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | 2.13% | 52.3K | $3.4M | new | $61.71(+6.26%) | 2026-06-30 | |
| TY | TRI CONTL CORP COM | 1.93% | 90.4K | $3.1M | -2.47%(-2.29K) | $26.32(+36.54%) | 2026-06-30 | |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 1.91% | 106.1K | $3.1M | -0.48%(-507) | $28.99(-0.06%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 1.75% | 8.6K | $2.8M | -2.95%(-262) | $154.80(+135.61%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.63% | 9.1K | $2.6M | -3.20%(-301) | $161.34(+89.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.03% | — | — | +23.23% |
| Top 20 Holdings Unweighted | +11.83% | +39.86% | — | — | +30.81% |
1620 Investment Advisors INC reports $161.45M in US-listed equity holdings across 677 positions in its most recent 13F filing. Its largest disclosed positions are SPIB (3.1%), FRDM (2.7%) and QEFA (2.6%). The top 20 holdings account for 34.6% of reported assets. Its disclosed equity book has returned +36.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 1620 Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907281). View 1620 Investment Advisors INC’s 13F filings on SEC