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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) |
|---|---|---|---|---|---|
| GLOBAL X SUPERDIVIDEND US ETF | ETF | 37950E291 | — | 6 shares | $113 |
| VELO3D INC COM NEW | COM | 92259N302 | — | 9 shares | $101 |
| HIMAX TECHNOLOGIES INC SPONSORED COM | COM | 43289P106 | — | 7 shares | $98 |
| MOBILITY GLOBAL INC COM SHS | COM | 60744M106 | — | 4 shares | $69 |
| RADNET INC COM | COM | 750491102 | — | 1 shares | $69 |
| ONEWATER MARINE INC CL A COM | COM | 68280L101 | — | 6 shares | $57 |
| SIRIUSXM HOLDINGS INC COMMON COM | COM | 829933100 | — | 2 shares | $52 |
| GEN RESTAURENT GROUP CL A COM | COM | 36870C104 | — | 15 shares | $24 |
| KRISPY KREME INC COM | COM | 50101L106 | — | 8 shares | $23 |