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1620 INVESTMENT ADVISORS, INC.

Q4 2025 13F Holdings

  • Location
    plymouth, MA
  • Num holdings

    647

  • Value ($000)

    $150,029

  • Date Filed
    02/05/2026
  • Form type
    13F-HR
  • CIK
    0001907281
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

ETF
78464A375
$4.72M
3 %

139,475

---

SPDR MSCI EAFE STRATEGICFACTORS ETF

ETF
78463X434
$3.87M
3 %

42,631

I
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$3.48M
2 %

36,155

F
FRDM

FREEDOM 100 EMERGING MARKETS ETF

ETF
02072L607
$3.19M
2 %

62,131

K
KRE

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

ETF
78468R101
$3.1M
2 %

105,913

---

TRI CONTL CORP COM

CEF
895436103
$3.02M
2 %

92,338

A
AVES

AVANTIS EMERGING MARKETS VALUE ETF

ETF
025072372
$2.95M
2 %

50,525

J
JPM

JPMORGAN CHASE & CO. COM

COM
46625H100
$2.87M
2 %

8,897

A
AAPL

APPLE INC COM

COM
037833100
$2.56M
2 %

9,399

I
IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF
464288646
$2.55M
2 %

48,313

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