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Michelle Johnstin

1620 Investment Advisors, Inc.

Assets Managed
$147.835M
Holdings
658
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-1.46%(2Q avg: 0.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in 1620 Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 658 positions.

Assets under management

The assets under management (AUM) of 1620 Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.835M in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Michelle Johnstin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 3.96%
3.29%
$4.863M
144,987 shares@ $33.55 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Increased 2.05%
2.75%
$4.058M
43,503 shares@ $93.28 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 3.15%
2.41%
$3.559M
37,291 shares@ $95.45 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 0.18%
2.31%
$3.401M
62,240 shares@ $54.66 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 0.66%
2.11%
$3.111M
106,607 shares@ $29.19 avg price
TY
Tri-continental Corp
Recent Activity
Increased 0.34%
1.98%
$2.927M
92,650 shares@ $31.6 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.19%
1.77%
$2.612M
8,880 shares@ $294.19 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.11%
1.74%
$2.567M
16,074 shares@ $159.71 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 0.36%
1.73%
$2.548M
48,486 shares@ $52.57 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 1.93%
1.65%
$2.427M
91,203 shares@ $26.62 avg price

1-10 of 658