SEC Form 13F

1620 INVESTMENT ADVISORS, INC. 13F Holdings

Inspect 1620 INVESTMENT ADVISORS, INC.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-15
Reported value
$161,454,361
Positions
678

Disclosed positions

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIBETF$4,981,047148,865SHNone
FREEDOM 100 EMERGING MARKETS ETFFRDMETF$4,363,60759,857SHNone
STATE STREET MSCI EAFE STRATEGICFACTORS ETFQEFAETF$4,198,20543,724SHNone
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSBETF$3,795,92172,427SHNone
ISHARES 7-10 YEAR TREASURY BOND ETFIEFETF$3,590,85837,970SHNone
AVANTIS EMERGING MARKETS VALUE ETFAVESetf$3,432,19252,320SHNone
TRI CONTL CORP COMTYCEF$3,110,22390,360SHNone
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTSETF$3,077,974106,100SHNone
JPMORGAN CHASE & CO COMJPMCOM$2,821,0958,618SHNone
APPLE INC COMAAPLCOM$2,637,3819,114SHNone
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMCOM$2,523,4805,284SHNone
SCHWAB US TIPS ETFSCHPETF$2,439,66692,062SHNone
JANUS HENDERSON SECURITIZED INCOME ETFJSIETF$2,319,35845,291SHNone
TJX COS INC NEW COMTJXCOM$2,274,80015,015SHNone
RTX CORPORATION COMRTXCOM$1,799,8949,486SHNone
ABBVIE INC COMABBVCOM$1,798,3347,146SHNone
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUBETF$1,736,95216,314SHNone
CORNING INC COMGLWCOM$1,691,8476,623SHNone
MICROSOFT CORP COMMSFTCOM$1,658,8544,447SHNone
VANECK FALLEN ANGEL HIGH YIELD BOND ETFANGLETF$1,595,34454,560SHNone
JOHN HANCOCK PREFERRED INCOME ETFJHPIETF$1,530,74767,434SHNone
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETFTOTLETF$1,479,35337,480SHNone
NOVARTIS AG SPONSORED ADRNVSCOM$1,439,1619,183SHNone
MARATHON PETE CORP COMMPCCOM$1,420,9215,557SHNone
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSTXCOM$1,403,1101,454SHNone
STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETFUnresolvedETF$1,270,45729,750SHNone
CHEVRON CORPORATION COMCVXCOM$1,236,1947,457SHNone
EPR PPTYS COM SH BEN INTEPRCOM$1,228,22321,172SHNone
VANECK INTERMEDIATE MUNI ETFITMETF$1,225,59326,082SHNone
JOHNSON CTLS INTL PLC SHSJCICOM$1,149,4817,867SHNone
NETAPP INC COMNTAPCOM$1,113,3147,193SHNone
EATON CORP PLC SHSETNCOM$1,041,4372,444SHNone
BRISTOL-MYERS SQUIBB CO COMBMYCOM$1,014,80717,612SHNone
SOUTHERN CO COMSOCOM$1,014,60310,600SHNone
ALPHABET INC CAP STK CL AGOOGLCOM$972,8662,722SHNone
ASTRAZENECA PLC ORDAZNCOM$959,2135,058SHNone
BLACKSTONE INC COMBXCOM$949,6678,070SHNone
FEDERATED HERMES INC CL BFHICOM$948,84517,183SHNone
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSCHRETF$938,06638,040SHNone
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETFQUSETF$905,9844,848SHNone
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK.BCOM$885,9831,770SHNone
TAPESTRY INC COMTPRCOM$878,7196,002SHNone
PFIZER INC COMPFECOM$869,31236,100SHNone
DIAMONDROCK HOSPITALITY CO COMDRHCOM$829,88468,135SHNone
TORTOISE ENERGY INFRSTRCTR CP COMTYGCEF$801,69118,700SHNone
AMAZON COM INC COMAMZNCOM$798,4513,350SHNone
HOME DEPOT INC COMHDCOM$791,7692,245SHNone
LEAR CORP COM NEWLEACOM$790,7745,898SHNone
VERIZON COMMUNICATIONS INC COMVZCOM$789,42118,644SHNone
TRAVELERS COMPANIES INC COMTRVCOM$783,9292,374SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 5 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.