account_balance
Investment manager · 13F filer · SEC CIK 1907281
1620 Investment Advisors, Inc.
Reported value$160Mas of Sep 30, 2026
Positions709 47 new, 15 sold out
Top 10 weight22.5%SPIB alone is 3%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF
3.3%Added +10%
FRDMFreedom 100 Emerging Markets ETF
2.6%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
2.5%Added +7%
IEFiShares 7-10 Year Treasury Bond ETF
2.4%Added +12%
AVESAvantis Emerging Markets Value ETF
2.2%Added +2%
SPTSState Street SPDR Portfolio Short Term Treasury ETF
2.1%Added +11%
TYTri-continental Corp
2.0%Added +2%
AAPLApple Inc.
1.9%
JPMJPMorgan Chase & Co
1.8%
QEFAState Street SPDR MSCI EAFE Strategicfactors ETF
1.8%Trimmed −32%
JSIJanus Henderson Securitized Income ETF
1.8%Added +25%
SCHPSchwab US Tips ETF
1.6%
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF
3.3%+10%
FRDMFreedom 100 Emerging Markets ETF
2.6%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
2.5%
IEFiShares 7-10 Year Treasury Bond ETF
2.4%+12%
AVESAvantis Emerging Markets Value ETF
2.2%+2%
SPTSState Street SPDR Portfolio Short Term Treasury ETF
2.1%+11%
TYTri-continental Corp
2.0%
AAPLApple Inc.
1.9%
JPMJPMorgan Chase & Co
1.8%
QEFAState Street SPDR MSCI EAFE Strategicfactors ETF
1.8%
JSIJanus Henderson Securitized Income ETF
1.8%
SCHPSchwab US Tips ETF
1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 3.3% Added +10%
FRDM Freedom 100 Emerging Markets ETF 2.6% Held
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 2.5% Added +7%
IEF iShares 7-10 Year Treasury Bond ETF 2.4% Added +12%
AVES Avantis Emerging Markets Value ETF 2.2% Added +2%
SPTS State Street SPDR Portfolio Short Term Treasury ETF 2.1% Added +11%
TY Tri-continental Corp 2.0% Added +2%AAPL Apple Inc. 1.9% HeldJPM JPMorgan Chase & Co 1.8% HeldQEFA State Street SPDR MSCI EAFE Strategicfactors ETF 1.8% Trimmed −32%
JSI Janus Henderson Securitized Income ETF 1.8% Added +25%
SCHP Schwab US Tips ETF 1.6% Added +8%
What changed
Biggest moves since Jun 30, 2026
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