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1620 INVESTMENT ADVISORS, INC.
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $160,393,390
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF · ETF · 78464A375 · shares: $5,292,947
- FREEDOM 100 EMERGING MARKETS ETF · ETF · 02072L607 · shares: $4,185,716
- ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF · ETF · 464288646 · shares: $3,958,470
- ISHARES 7-10 YEAR TREASURY BOND ETF · ETF · 464287440 · shares: $3,789,824
- AVANTIS EMERGING MARKETS VALUE ETF · ETF · 025072372 · shares: $3,480,808
- STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF · ETF · 78468R101 · shares: $3,376,574
- TRI CONTL CORP COM · CEF · 895436103 · shares: $3,177,940
- APPLE INC COM · COM · 037833100 · shares: $3,084,144
- JPMORGAN CHASE & CO COM · COM · 46625H100 · shares: $2,898,489
- STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF · ETF · 78463X434 · shares: $2,890,464
Reported holdings
709 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PACCAR INC COM | COM | 693718108 | — | 29 shares | $3,184 |
| COINBASE GLOBAL INC COM CL A | COM | 19260Q107 | — | 17 shares | $3,169 |
| STATE STREET BRIDGEWATER ALL WEATHER ETF | ETF | 78470P630 | — | 110 shares | $3,143 |
| ARCH CAP GROUP LTD ORD | COM | G0450A105 | — | 33 shares | $3,048 |
| ROKU INC COM CL A | COM | 77543R102 | — | 20 shares | $3,046 |
| EQT CORP COM | COM | 26884L109 | — | 61 shares | $2,962 |
| AXON ENTERPRISE INC COM | COM | 05464C101 | — | 7 shares | $2,958 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 46429B697 | — | 30 shares | $2,923 |
| NUVEEN AMT FREE MUN CR INC FD COM | CEF | 67071L106 | — | 270 shares | $2,865 |
| AMERICAN WTR WKS CO INC NEW COM | COM | 030420103 | — | 22 shares | $2,848 |
| STATE STREET SPDR S&P DIVIDEND ETF | ETF | 78464A763 | — | 19 shares | $2,783 |
| FIFTH THIRD BANCORP COM | COM | 316773100 | — | 55 shares | $2,782 |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE COM MARKET ETF | ETF | 78464A805 | — | 30 shares | $2,762 |
| BJS WHSL CLUB HLDGS INC COM | COM | 05550J101 | — | 30 shares | $2,760 |
| UNION BANKSHARES INC COM | COM | 905400107 | — | 120 shares | $2,760 |
| THE TRADE DESK INC COM CL A | COM | 88339J105 | — | 223 shares | $2,714 |
| DIAGEO PLC SPON COM NEW | COM | 25243Q205 | — | 32 shares | $2,712 |
| TARGA RES CORP COM | COM | 87612G101 | — | 10 shares | $2,595 |
| NUTANIX INC CL A | COM | 67059N108 | — | 36 shares | $2,535 |
| WHERE FOOD COMES FROM INC COM NEW | COM | 96327X200 | — | 225 shares | $2,486 |
| ALEXANDERS INC COM | COM | 014752109 | — | 10 shares | $2,465 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 78468R408 | — | 100 shares | $2,425 |
| BOEING CO COM | COM | 097023105 | — | 13 shares | $2,419 |
| INVESCO LTD SHS | COM | G491BT108 | — | 80 shares | $2,413 |
| VERTIV HOLDINGS CO COM CL A | COM | 92537N108 | — | 10 shares | $2,413 |
| PARKER-HANNIFIN CORP COM | COM | 701094104 | — | 3 shares | $2,399 |
| ACCENTURE PLC IRELAND SHS CLASS A | COM | G1151C101 | — | 13 shares | $2,384 |
| PALANTIR TECHNOLOGIES INC CL A | COM | 69608A108 | — | 13 shares | $2,381 |
| PRUDENTIAL FINL INC COM | COM | 744320102 | — | 20 shares | $2,272 |
| ALCON AG ORD SHS | COM | H01301128 | — | 35 shares | $2,266 |
| HINGHAM INSTN SVGS MASS COM | COM | 433323102 | — | 8 shares | $2,261 |
| MORGAN STANLEY COM NEW | COM | 617446448 | — | 12 shares | $2,257 |
| LKQ CORP COM | COM | 501889208 | — | 98 shares | $2,237 |
| BP PLC SPONSORED COM | COM | 055622104 | — | 50 shares | $2,200 |
| EPAM SYS INC COM | COM | 29414B104 | — | 20 shares | $2,167 |
| CAPITAL ONE FINL CORP COM | COM | 14040H105 | — | 11 shares | $2,124 |
| FORD MTR CO COM | COM | 345370860 | — | 176 shares | $2,123 |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | ETF | 464286681 | — | 19 shares | $2,115 |
| CME GROUP INC COM | COM | 12572Q105 | — | 8 shares | $2,096 |
| CINCINNATI FINL CORP COM | COM | 172062101 | — | 13 shares | $2,072 |
| CONSOLIDATED EDISON INC COM | COM | 209115104 | — | 20 shares | $2,044 |
| BOOKING HOLDINGS INC COM | COM | 09857L108 | — | 12 shares | $1,975 |
| ATLASSIAN CORPORATION CL A | COM | 049468101 | — | 11 shares | $1,972 |
| MAGNUM ICE CREAM CO NV ORD SHS | COM | N5505D105 | — | 109 shares | $1,938 |
| CASEYS GEN STORES INC COM | COM | 147528103 | — | 3 shares | $1,825 |
| DOLBY LABORATORIES INC COM CL A | COM | 25659T107 | — | 31 shares | $1,822 |
| SHAKE SHACK INC CL A | COM | 819047101 | — | 30 shares | $1,760 |
| HEALTHPEAK PROPERTIES INC COM | COM | 42250P103 | — | 85 shares | $1,697 |
| EVERCOMMERCE INC COM | COM | 29977X105 | — | 187 shares | $1,619 |
| S&P GLOBAL INC COM | COM | 78409V104 | — | 4 shares | $1,611 |
| GRAYSCALE ETHEREUM STAKING MINI ETF | ETF | 38964R203 | — | 62 shares | $1,580 |
| SOFI TECHNOLOGIES INC COM | COM | 83406F102 | — | 100 shares | $1,572 |
| AMERICAN INTL GROUP INC COM NEW | COM | 026874784 | — | 20 shares | $1,488 |
| ON HLDG AG NAMEN AKT A | COM | H5919C104 | — | 50 shares | $1,481 |
| PROGRESSIVE CORP COM | COM | 743315103 | — | 7 shares | $1,451 |
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 486606106 | — | 100 shares | $1,360 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 78467Y107 | — | 2 shares | $1,313 |
| OREILLY AUTOMOTIVE INC COM | COM | 67103H107 | — | 15 shares | $1,281 |
| PG&E CORP COM | COM | 69331C108 | — | 101 shares | $1,242 |
| 3M CO COM | COM | 88579Y101 | — | 7 shares | $1,188 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | COM | G66721104 | — | 80 shares | $1,173 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | 78464A870 | — | 7 shares | $1,104 |
| VANGUARD TOTAL INTERNATIONAL COM ETF | ETF | 921909768 | — | 13 shares | $1,104 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED COM | COM | 03524A108 | — | 15 shares | $1,102 |
| DTE ENERGY CO COM | COM | 233331107 | — | 9 shares | $1,096 |
| DATADOG INC CL A COM | COM | 23804L103 | — | 4 shares | $1,095 |
| MOTOROLA SOLUTIONS INC COM NEW | COM | 620076307 | — | 2 shares | $1,093 |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF | ETF | 46654Q575 | — | 22 shares | $1,063 |
| ZOETIS INC CL A | COM | 98978V103 | — | 15 shares | $1,047 |
| NOKIA CORP SPONSORED COM | COM | 654902204 | — | 100 shares | $1,014 |
| LIGAND PHARMACEUTICALS INC COM NEW | COM | 53220K504 | — | 3 shares | $937 |
| WELLTOWER INC COM | COM | 95040Q104 | — | 4 shares | $921 |
| URBAN OUTFITTERS INC COM | COM | 917047102 | — | 12 shares | $917 |
| COSTAR GROUP INC COM | COM | 22160N109 | — | 33 shares | $904 |
| DOUGLAS DYNAMICS INC COM | COM | 25960R105 | — | 23 shares | $903 |
| ARROWHEAD PHARMACEUTICALS INC COM | COM | 04280A100 | — | 13 shares | $851 |
| VANGUARD TOTAL WORLD COM ETF | ETF | 922042742 | — | 5 shares | $789 |
| GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | ETF | 381430438 | — | 8 shares | $745 |
| GROVE COLLABORATIVE HOLD INC COM CL A | COM | 39957D201 | — | 700 shares | $742 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 1 shares | $740 |
| KYNDRYL HLDGS INC COMMON COM | COM | 50155Q100 | — | 62 shares | $698 |
| AVANTIS U.S SMALL CAP EQUITY ETF | ETF | 025072323 | — | 10 shares | $691 |
| D R HORTON INC COM | COM | 23331A109 | — | 5 shares | $683 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | — | 6 shares | $645 |
| GAMING & LEISURE P COM | COM | 36467J108 | — | 17 shares | $645 |
| VITAL FARMS INC COM | COM | 92847W103 | — | 60 shares | $557 |
| MILLROSE PPTYS INC COM CL A | COM | 601137102 | — | 20 shares | $519 |
| FUELCELL ENERGY INC COM NEW | COM | 35952H700 | — | 30 shares | $493 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | COM | 09257W100 | — | 43 shares | $492 |
| LITHIUM ARGENTINA AG COM SHS | COM | H5012F103 | — | 88 shares | $484 |
| PACER INDUSTRIAL REAL ESTATE ETF | ETF | 69374H766 | — | 11 shares | $411 |
| AMERICAN CENTURY U.S. QUALITY GROWTH ETF | ETF | 025072307 | — | 3 shares | $352 |
| NEBIUS GROUP N.V. SHS CLASS A | COM | N97284108 | — | 1 shares | $315 |
| ELEVRA LITHIUM LTD SPONSORED ADS | COM | 805700101 | — | 8 shares | $312 |
| DRAFTKINGS INC NEW COM CL A | COM | 26142V105 | — | 16 shares | $304 |
| JACOBS SOLUTIONS INC COM | COM | 46982L108 | — | 2 shares | $271 |
| EVGO INC CL A COM | COM | 30052F100 | — | 200 shares | $252 |
| GAMESTOP CORP WT EXP 103026 | COM | 36467W117 | — | 110 shares | $251 |
| AMC ENTMT HLDGS INC CL A NEW | COM | 00165C302 | — | 53 shares | $159 |
| SNAP INC CL A | COM | 83304A106 | — | 26 shares | $140 |