1620 Investment Advisors
1620 Investment Advisors reported 677 stocks worth $161M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are SPIB (3.1%), FRDM (2.7%) and QEFA (2.6%). Compared with Q1 2026, the fund opened new positions in AVES, added to SPIB, QEFA and IGSB, trimmed FRDM, TY and SPTS and sold out of HUBS, ROP and IVLU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPIB Spdr Series Trust | $5M | 3.1% | 149K | +3,878 (+3%) | 8 of 8 | |
| 2 |  FRDM Freedom 100 Emerging Markets ETF | $4.4M | 2.7% | 60K | −2,383 (−4%) | 8 of 8 | |
| 3 |  QEFA Spdr Index | $4.2M | 2.6% | 44K | +221 (+1%) | 8 of 8 | |
| 4 |  IGSB Ishares TR | $3.8M | 2.4% | 72K | +24K (+49%) | 8 of 8 | |
| 5 |  IEF Ishares TR | $3.6M | 2.2% | 38K | +679 (+2%) | 8 of 8 | |
| 6 |  AVES American Centy ETF TR | $3.4M | 2.1% | 52K | New position | 7 of 8 | |
| 7 |  TY Tri Continental CF | $3.1M | 1.9% | 90K | −2,290 (−2%) | 8 of 8 | |
| 8 |  SPTS Spdr Series Trust | $3.1M | 1.9% | 106K | −507 (−0%) | 8 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $2.8M | 1.8% | 8,618 | −262 (−3%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $2.6M | 1.6% | 9,114 | −301 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HUBS Hubspot Inc | $79K | 325 |
 ROP Roper Technologies | $58K | 163 |
KALVISTA PHARMACEUTICALS INC | $32K | 1,590 |
 IVLU Ishares TR | $26K | 649 |
 FIXT Tcw ETF Trust | $18K | 485 |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →1620 Investment Advisors 13F FAQ
What does 1620 Investment Advisors own?
1620 Investment Advisors reported 677 stocks worth $161M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are SPIB (3.1%), FRDM (2.7%) and QEFA (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did 1620 Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 127 added to, 220 trimmed and 26 sold out. New positions include AVES. It sold all of HUBS, ROP and IVLU.
When will 1620 Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 1620 Investment Advisors's portfolio worth?
The Q2 2026 filing reports $161M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.