ETF Holders

1620 Investment Advisors, Inc. ETF holdings

Plymouth, MA

Reported $53.9M in 165 ETFs in its Form 13F for June 30, 2026.

ETF value
$53.9M
ETFs held
165
Change from prior quarter
+15.3%
With price moves
ETFs as a share of its 13F
33.4%
of $161.5M

Top 10 of 165 ETF holdings

TickerFundValueSharesChange
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$5.0M148,865+3,878 shares
FRDMFreedom 100 Emerging Markets ETF$4.4M59,857−2,383 shares
QEFAState Street SPDR MSCI EAFE StrategicFactors ETF$4.2M43,724+221 shares
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3.8M72,427+23,941 shares
IEFiShares 7-10 Year Treasury Bond ETF$3.6M37,970+679 shares
AVESAvantis Emerging Markets Value ETF$3.4M52,320New position
SPTSState Street SPDR Portfolio Short Term Treasury Index ETF$3.1M106,100−507 shares
SCHPSchwab U.S. TIPS ETF$2.4M92,062+859 shares
JSIJanus Henderson Securitized Income ETF$2.3M45,291+362 shares
SUBiShares Short-Term National Muni Bond ETF$1.7M16,314+115 shares
155 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001907281. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does 1620 Investment Advisors, Inc. own?

1620 Investment Advisors, Inc. reported 165 ETF positions worth $53.9M in its Form 13F for June 30, 2026. The largest was SPIB, at $5.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.