1620 INVESTMENT ADVISORS, INC.: 13F holdings

CIK 19072812026Q2

Positions677
Reported value$161.5m
Filed2026-07-14

Change since last quarter

Positions677 (+19 vs prior quarter)
Reported value$161.5m (+9.2%)

Top 10 holdings

SecuritySharesValueWeight
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF148,865$5.0m3.1%
FRDM FREEDOM 100 EMERGING MARKETS ETF59,857$4.4m2.7%
QEFA STATE STREET MSCI EAFE STRATEGICFACTORS ETF43,724$4.2m2.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF72,427$3.8m2.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF37,970$3.6m2.2%
EWL AVANTIS EMERGING MARKETS VALUE ETF52,320$3.4m2.1%
TY TRI CONTL CORP COM90,360$3.1m1.9%
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF106,100$3.1m1.9%
JPM JPMORGAN CHASE & CO COM8,618$2.8m1.7%
AAPL APPLE INC COM9,114$2.6m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1907281")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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