1620 INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Plymouth, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 161,454
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 678 | 161,454 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q1 2026 | 5/13/2026 | 658 | 147,835 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q4 2025 | 2/5/2026 | 647 | 150,029 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q3 2025 | 10/7/2025 | 649 | 147,282 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q2 2025 | 8/7/2025 | 681 | 141,022 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.8 K | 65.5% | 6.539 K | 0 | 6.539 K |
| ETFs | 55.64 K | 34.5% | 7.09 K | 0 | 7.09 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
161,454
Holdings
678
QoQ value change ($000)
13,619
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.