13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907281
Total reported value
$161.5M
$161.5M
647 檔
11.4%
In Q4 2025, 1620 Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $161.5M, distributed across 647 disclosed stock positions.
In Q4 2025, 1620 Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 647 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.14% | -0.20% | +3.08% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.58% | -0.14% | +0.49% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.32% | -0.19% | +2.00% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.12% | +0.40% | -2.46% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.07% | -0.19% | +0.35% | |
| 6 | TY | Tri-continental CORP | Stock-Other | 2.01% | -0.05% | +0.63% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.96% | +2.13% | NEW | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.02% | -10.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.01% | -2.67% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.70% | +0.63% | -0.04% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.65% | -0.33% | -3.05% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.58% | -0.13% | +1.73% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-Other | 1.51% | -0.13% | +3.86% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.45% | -0.20% | -1.21% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | -0.05% | -0.71% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.02% | -1.75% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.20% | -0.09% | -1.98% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | — | -0.17% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.05% | -0.13% | -7.73% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.03% | -0.06% | +0.84% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.95% | -0.04% | +5.70% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.83% | -0.05% | -0.33% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.82% | -0.05% | -1.50% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.82% | -0.06% | -0.89% | |
| 25 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.81% | -0.05% | -38.58% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.34% | +0.80% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.80% | -0.06% | -0.02% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.75% | -0.18% | -5.07% | |
| 29 | EPR | Epr Properties | Stock-Real Estate | 0.72% | +0.02% | -4.66% | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.69% | +0.40% | -2.02% | |
| 31 | POWL | Powell Industries Inc | Stock-Industrials | 0.68% | -0.17% | -1.12% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.67% | -0.24% | -5.44% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.21% | -5.08% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.66% | -0.12% | +0.95% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | -3.04% | |
| 36 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.63% | -0.05% | -1.77% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.01% | -1.22% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | -0.03% | -0.67% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.61% | -0.08% | -7.19% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.61% | -0.08% | -0.56% | |
| 41 | LNC | Lincoln National CORP | Stock-Financials | 0.61% | -0.13% | +1.21% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | -0.16% | -10.13% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.60% | -0.14% | +2.30% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.60% | -0.04% | -1.23% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | -0.04% | -3.65% | |
| 46 | FHI | Federated Hermes Inc | Stock-Financials | 0.59% | -0.07% | -2.99% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.07% | -0.39% | |
| 48 | MNRO | Monro Inc | Stock-Other | 0.57% | — | -15.17% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.56% | -0.09% | -0.19% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.06% | -4.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVES | Avantis Emerging Markets Val | +2% | +22355.56% | Add |
| 2 | OUT | Outfront Media Inc | +0.4% | +2227.27% | Add |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | -2.46% | Trim |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1428.89% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.39% | Trim |
| 6 | RTX | Rtx CORP | +0.1% | -1.21% | Trim |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.56% | Trim |
| 8 | COHR | Coherent CORP | +0.1% | -0.28% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.71% | Trim |
| 10 | CAH | Cardinal Health Inc | +0.1% | +2.88% | Add |
| 11 | TCMD | Tactile Systems Technology I | +0.1% | -0.87% | Trim |
| 12 | VTRS | Viatris Inc | +0.1% | — | Unchanged |
| 13 | MU | Micron Technology Inc | +0.1% | -16.36% | Trim |
| 14 | EMR | Emerson Electric Co | +0.1% | +78.23% | Add |
| 15 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.1% | +0.49% | Add |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +3.08% | Add |
| 17 | OKE | Oneok Inc | -0.1% | -26.29% | Trim |
| 18 | NEWT | Newtekone Inc | -0.1% | -26.65% | Trim |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | -52.64% | Trim |
| 20 | BX | Blackstone Inc | -0.1% | -1.54% | Trim |
| 21 | LNG | Cheniere Energy Inc | -0.1% | +0.20% | Add |
| 22 | PINS | Pinterest Inc- Class A | -0.1% | -93.74% | Trim |
| 23 | FOUR 6 05-01-28Bond | Shift4 Payments Inc | -0.1% | -8.30% | Trim |
| 24 | GRMN | Garmin Ltd. | -0.1% | -3.65% | Trim |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | +1.05% | Add |
| 26 | KMB | Kimberly-clark CORP | -0.1% | -13.26% | Trim |
| 27 | SYY | Sysco CORP | -0.1% | -26.02% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | +0.09% | Add |
| 29 | PFE | Pfizer Inc | -0.1% | -10.13% | Trim |
| 30 | VZ | Verizon Communications Inc | -0.1% | -5.08% | Trim |
| 31 | TY | Tri-continental CORP | -0.1% | +0.63% | Add |
| 32 | MO | Altria Group Inc | -0.1% | -25.62% | Trim |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | -7.73% | Trim |
| 34 | MPC | Marathon Petroleum CORP | -0.1% | -1.23% | Trim |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | -0.51% | Trim |
| 36 | ETN | Eaton Corporation plc | -0.2% | -3.65% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.75% | Trim |
| 38 | ORCL | Oracle CORP | -0.2% | +0.41% | Add |
| 39 | EPR | Epr Properties | -0.2% | -4.66% | Trim |
| 40 | MCHP | Microchip Technology Inc | -0.2% | -75.27% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -10.10% | Trim |
| 42 | STX | Seagate Technology Holdings plc | -0.4% | -38.58% | Trim |
| 43 | AES | Aes CORP | — | NEW | New buy |
| 44 | SMG | Scotts Miracle-gro Co | — | NEW | New buy |
| 45 | GLPI | Gaming And Leisure Propertie | — | EXIT | Sold out |
| 46 | TTE | TotalEnergies SE | — | NEW | New buy |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 48 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 49 | CLX | Clorox Company | — | NEW | New buy |
| 50 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 647 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, QEFA, IEF) accounted for 11.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AES
市值: $491.0K
Top Position Liquidated / Trimmed
GLPI
前期市值: $425.1K
During Q4 2025, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.1%)、QEFA (2.6%)、IEF (2.3%). The largest single position, SPIB, represented 3.1% of total portfolio value.
In Q4 2025, 1620 Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 29 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.