1620 INVESTMENT ADVISORS, INC.
•CIK: 1907281•Filing: Q4 2025
**1620 INVESTMENT ADVISORS, INC.** manages $150M across a diversified portfolio of 646 positions. The strategy exhibits notable allocations to fixed income and technology, highlighted by top holdings including SPIB at $4.7M and QEFA at $3.9M. Further significant exposure is maintained in core assets such as IEF ($3.5M) and FRDM ($3.2M). This structure suggests a disciplined approach balancing fixed income stability with targeted equity growth.
Total AUM
$150.0M
QoQ Performance
+1.9%
Positions
646
Top 10 Concentration
23.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPIB3.1%
QEFA2.6%
IEF2.3%
FRDM2.1%
SPTS2.1%
TY2.0%
AVES2.0%
JPM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.9%
Technology6.5%
Healthcare5.5%
Financial3.1%
Industrial2.4%
Energy2.2%
Consumer2.1%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
+448 more exited positions
Changes from Q3 2025
NEW5 new positions
↑59 increased
↓118 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022