1620 INVESTMENT ADVISORS, INC.

Registered adviser

CIK

1907281

Location

PLYMOUTH, MA

Portfolio Value

Small $158,105,755

Diversification

Diversified

Filing Date

Global Rank

#7,209 / 8,816 ▼ 181

Top Industry

Asset Management 8.0%

Period ended 4 months ago

Filed Jul 14, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 119262

Roster of Oct 1, 2026

Regulatory AUM

$241,583,460

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$241,583,460	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$196,073,950	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$181,420,555	Individuals and high net worth (99%)
May 2023 to Mar 2024	$168,046,500	Individuals and high net worth (97%)
Apr 2023	$168,046,500	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$172,346,470	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 29.7%, 68.7 effective positions, active share 70.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 70.1%; sector active share 25.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

667 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.1%

+0.3 pts

Top 5

18.6%

−0.7 pts

Top 10

29.7%

−0.2 pts

HHI

146

Diversified−2

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.2%	$52,523,545	159
Technology	15.0%	$23,764,694	84
Financial Services	11.5%	$18,186,456	74
Healthcare	7.5%	$11,905,334	55
Consumer Cyclical	7.3%	$11,559,125	61
Industrials	6.0%	$9,557,555	63
Real Estate	5.1%	$7,993,650	38
Energy	4.7%	$7,392,653	27
Consumer Defensive	3.2%	$5,040,748	38
Utilities	2.4%	$3,736,870	21
Communication Services	2.1%	$3,360,399	20
Basic Materials	2.0%	$3,084,726	27

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+23,941	72,427	$3,795,899
FLCC	Federated Hermes MDT Large Cap Core ETF	+20,416	21,716	$762,969
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+3,878	148,865	$4,981,022
TOST	Toast, Inc.	+3,208	8,498	$236,414
BX	Blackstone Inc.	+2,826	8,070	$949,596
PFFD	Global X U.S. Preferred ETF	+2,598	27,336	$0
WAY	Waystar Holding Corp.	+2,569	7,560	$155,206
JHPI	John Hancock Preferred Income ETF	+2,464	67,434	$1,530,751
FOUR	Shift4 Payments, Inc.	+1,999	5,330	$259,251
INVH	Invitation Homes Inc.	+1,824	23,763	$717,880
BBY	Best Buy Co Inc	+1,539	5,223	$396,321
DFIC	Dimensional International Core Equity 2 ETF	+1,452	2,317	$86,331
GXO	GXO Logistics, Inc.	+1,307	5,343	$270,890
CELH	Celsius Holdings, Inc.	+1,091	3,647	$106,784
EMBD	Global X Emerging Markets Bond ETF	+1,090	18,860	$451,697
HDSN	Hudson Technologies Inc	+1,045	12,430	$71,348
POWL	Powell Industries Inc	+941	2,727	$780,903
SCHP	Schwab U.S. TIPS ETF	+859	92,062	$2,439,643
CLX	Clorox Co	+833	3,044	$290,519
VFC	V F Corp	+819	21,410	$357,118
COMP	Compass, Inc.	+784	23,749	$292,825
VMRK	Vivmark Residential	+755	2,361	$160,382
CLF	Cleveland-Cliffs Inc.	+734	2,014	$18,911
QTWO	Q2 Holdings, Inc.	+697	3,366	$161,904
IEF	iShares 7-10 Year Treasury Bond ETF	+679	37,970	$3,590,822
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	−10,875	33,108	$310,884
HTGC	Hercules Capital, Inc.	−7,365	23,628	$372,613
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−7,030	38,040	$938,066
VTRS	Viatris Inc	−7,006	24,191	$384,153
OUT	OUTFRONT Media Inc.	−6,000	16,540	$541,850
ARCC	Ares Capital Corp	−5,299	37,166	$688,685
STWD	Starwood Property Trust, Inc.	−4,982	28,613	$468,680
LNC	Lincoln National Corp	−3,806	16,445	$581,330
T	At&T Inc.	−3,799	12,540	$259,578
KMI	Kinder Morgan, Inc.	−3,566	16,235	$519,032
DD	DuPont de Nemours, Inc.	−3,301	3,667	$497,391
BOND	PIMCO Active Bond Exchange-Traded Fund	−3,127	7,756	$715,180
SCHD	Schwab U.S. Dividend Equity ETF	−2,558	10,011	$317,448
XRAY	DENTSPLY SIRONA Inc.	−2,544	17,200	$182,492
FRDM	Freedom 100 Emerging Markets ETF	−2,383	59,857	$4,363,575
IGEB	iShares Investment Grade Systematic Bond ETF	−2,317	12,792	$577,047
TY	TRI-CONTINENTAL Corp	−2,290	90,360	$3,110,191
WMB	Williams Companies, Inc.	−2,201	6,040	$449,013
MRVL	Marvell Technology, Inc.	−2,196	1,083	$322,614
MOAT	VanEck Morningstar Wide Moat ETF	−2,095	6,611	$687,279
Q	Qnity Electronics, Inc.	−2,083	1,056	$172,455
STX	Seagate Technology Holdings plc	−2,001	1,454	$1,403,110
VZ	Verizon Communications Inc	−1,891	18,644	$789,386
FIS	Fidelity National Information Services, Inc.	−1,864	1,577	$61,313
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,753	5,284	$2,523,479
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVES	Avantis Emerging Markets Value ETF	52,320	$3,432,192
SPG	Simon Property Group Inc.	1,758	$393,176
LAMR	Lamar Advertising Co	2,433	$379,499
OAKM	Oakmark U.S. Large Cap ETF	13,356	$376,238
—		6,549	$245,463
MORN	Morningstar, Inc.	1,190	$185,663
TRMB	Trimble Inc.	2,692	$137,776
JKHY	Jack Henry & Associates Inc	990	$136,362
VMC	Vulcan Materials CO	455	$134,229
VEEV	Veeva Systems Inc	733	$130,085
BKMI		4,104	$108,517
ARE	Alexandria Real Estate Equities, Inc.	1,939	$102,476
MANH	Manhattan Associates Inc	654	$91,069
IWR	iShares Russell Mid-Cap ETF	762	$84,063
DEM	WisdomTree Emerging Markets High Dividend Fund	1,168	$62,826
BKMS		1,956	$49,956
FDVV	Fidelity High Dividend ETF	672	$40,513
BINC		707	$37,004
ALNY	Alnylam Pharmaceuticals, Inc.	122	$36,725
—		275	$35,227
IUSB	iShares Core Universal USD Bond ETF	688	$31,751
JMBS	Janus Henderson Mortgage-Backed Securities ETF	559	$25,149
HONA	Honeywell Aerospace Inc.	102	$22,550
INTF	iShares International Equity Factor ETF	495	$20,275
DABS	DoubleLine Asset-Backed Securities ETF	400	$20,271
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	325	$79,332
ROP	Roper Technologies Inc	163	$57,679
IVLU	iShares MSCI Intl Value Factor ETF	649	$25,752
FIXT	Procure ETF Trust II	485	$18,375
FNDF	Schwab Fundamental International Equity ETF	317	$15,510
IDV	iShares International Select Dividend ETF	273	$11,618
BCRX	Biocryst Pharmaceuticals Inc	1,180	$11,233
MDXG	Mimedx Group, Inc.	2,525	$9,973
RBA	Rb Global Inc.	76	$7,284
CLH	Clean Harbors Inc	20	$5,734
ADBE	Adobe Inc.	12	$2,916
MA	Mastercard Inc	5	$2,498
CVY	Invesco Exchange-Traded Fund Trust	85	$2,300
BSX	Boston Scientific Corp	32	$2,008
WELL	Welltower Inc.	9	$1,779
GS	Goldman Sachs Group Inc	2	$1,691
SYK	Stryker Corp	4	$1,314
INTU	Intuit Inc.	3	$1,297
ECL	Ecolab Inc.	4	$1,064
MCO	Moodys Corp	2	$872
PAYX	Paychex Inc	8	$736
CSGP	Costar Group, Inc.	18	$726
WEX	WEX Inc.	3	$459
NKE	NIKE, Inc.	2	$105
CROX	Crocs, Inc.	1	$83
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

667 tracked positions · $158,105,755 total · filing declares 678 positions · $161,454,361 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 667 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	148,865	+3,878	$4,981,022	+2.4%	19	before history	3.15%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	59,857	-2,383	$4,363,575	+28.3%	17	unpriced	2.76%
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	Added	43,724	+221	$4,198,159	+3.5%	19	before history	2.66%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	72,427	+23,941	$3,795,899	+49.0%	17	unpriced	2.40%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	37,970	+679	$3,590,822	+0.9%	19	before history	2.27%
AVES	Avantis Emerging Markets Value ETF	NEW	52,320	NEW	$3,432,192	NEW	1	$65.51	2.17%
TY	TRI-CONTINENTAL Corp Financial Services	Reduced	90,360	-2,290	$3,110,191	+6.3%	19	before history	1.97%
		Reduced	106,100	-507	$3,077,961	−1.1%	16	$28.95	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,618	-262	$2,820,929	+8.0%	12	$150.89	1.78%
AAPL	Apple Inc. Technology	Reduced	9,114	-301	$2,637,227	+10.4%	19	before history	1.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,284	-1,753	$2,523,479	+6.1%	19	before history	1.60%
SCHP	Schwab U.S. TIPS ETF	Added	92,062	+859	$2,439,643	+0.5%	10	unpriced	1.54%
JSI	Janus Henderson Securitized Income ETF	Added	45,291	+362	$2,319,352	+0.1%	7	$52.13	1.47%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	15,015	-1,059	$2,274,772	−11.4%	19	before history	1.44%
RTX	RTX Corp Industrials	Reduced	9,486	-584	$1,799,778	−7.3%	9	$103.76	1.14%
ABBV	AbbVie Inc. Healthcare	Reduced	7,146	-387	$1,798,219	+9.8%	19	before history	1.14%
SUB	iShares Short-Term National Muni Bond ETF	Added	16,314	+115	$1,736,951	+0.7%	19	before history	1.10%
GLW	Corning Inc Technology	Reduced	6,623	-449	$1,691,712	+75.9%	19	before history	1.07%
MSFT	Microsoft Corp Technology	Added	4,447	+268	$1,658,819	+7.2%	19	before history	1.05%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Added	54,560	+480	$1,595,334	+2.7%	19	before history	1.01%
JHPI	John Hancock Preferred Income ETF	Added	67,434	+2,464	$1,530,751	+4.3%	17	$22.76	0.97%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Reduced	37,480	-1,562	$1,479,335	−4.6%	16	$40.25	0.94%
NVS	Novartis AG Healthcare	Added	9,183	+89	$1,439,159	+3.6%	11	$101.58	0.91%
MPC	Marathon Petroleum Corp Energy	Reduced	5,557	-12	$1,420,758	+4.5%	19	before history	0.90%
STX	Seagate Technology Holdings plc Technology	Reduced	1,454	-2,001	$1,403,110	+3.7%	19	before history	0.89%
CVX	Chevron Corp Energy	Reduced	7,457	-455	$1,236,072	−24.5%	19	before history	0.78%
EPR	Epr Properties Real Estate	Reduced	21,172	-799	$1,228,187	+11.9%	19	before history	0.78%
ITM	VanEck Intermediate Muni ETF	Held	26,082	0	$1,225,593	+1.2%	14	unpriced	0.78%
JCI	Johnson Controls International plc Industrials	Reduced	7,867	-27	$1,149,447	+11.2%	11	$54.34	0.73%
NTAP	NetApp, Inc. Technology	Reduced	7,193	-8	$1,113,188	+51.0%	19	before history	0.70%
ETN	Eaton Corp plc Industrials	Reduced	2,444	-359	$1,041,437	+3.9%	19	before history	0.66%
BMY	Bristol Myers Squibb Co Healthcare	Added	17,612	+306	$1,014,803	−3.3%	19	before history	0.64%
SO	Southern Co Utilities	Reduced	10,600	-823	$1,014,526	−8.0%	19	before history	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,722	-9	$972,761	+23.9%	12	$142.62	0.62%
BX	Blackstone Inc. Financial Services	Added	8,070	+2,826	$949,596	+57.5%	19	before history	0.60%
FHI	Federated Hermes, Inc. Financial Services	Reduced	17,183	-51	$948,845	−2.9%	12	$34.85	0.60%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	38,040	-7,030	$938,066	−16.4%	9	unpriced	0.59%
		Reduced	4,848	-442	$905,906	−0.2%	19	before history	0.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,770	-2	$885,690	+4.3%	11	$390.92	0.56%
TPR	Tapestry, Inc. Consumer Cyclical	Added	6,002	+77	$878,572	+5.1%	15	$43.78	0.56%
PFE	Pfizer Inc Healthcare	Reduced	36,100	-638	$869,288	−15.7%	19	before history	0.55%
DRH	DiamondRock Hospitality Co Real Estate	Reduced	68,135	-933	$829,884	+28.2%	10	$9.32	0.52%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Reduced	18,700	-138	$801,669	−14.6%	13	$32.06	0.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,350	+14	$798,439	+14.9%	19	before history	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,245	+62	$791,766	+10.3%	19	before history	0.50%
LEA	Lear Corp Consumer Cyclical	Added	5,898	+46	$790,685	+11.6%	7	$96.45	0.50%
VZ	Verizon Communications Inc Communication Services	Reduced	18,644	-1,891	$789,386	−23.4%	19	before history	0.50%
TRV	Travelers Companies, Inc. Financial Services	Added	2,374	+28	$783,704	+14.5%	7	$250.56	0.50%
POWL	Powell Industries Inc Industrials	Added	2,727	+941	$780,903	−19.2%	7	$89.24	0.49%
IBM	International Business Machines Corp Technology	Reduced	2,773	-345	$779,795	+3.2%	19	before history	0.49%

Showing the top 50 of 667 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.