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Michelle Johnston

1620 Investment Advisors, Inc.

Assets Managed
$161.454M
Holdings
677
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.22%(2Q avg: 3.88%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in 1620 Investment Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 677 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 161.454M in assets, with a quarterly growth rate of 9.22% and a 2-quarter average growth rate of 3.88%. The portfolio is managed by Michelle Johnston, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 2.68%
3.09%
$4.981M
148,865 shares@ $33.47 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -3.82%
2.71%
$4.364M
59,857 shares@ $72.91 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Increased 0.51%
2.61%
$4.198M
43,724 shares@ $96.02 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 49.38%
2.36%
$3.796M
72,427 shares@ $52.42 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 1.83%
2.23%
$3.591M
37,970 shares@ $94.58 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
New Position
2.13%
$3.432M
52,320 shares@ $65.6 avg price
TY
Tri-continental Corp
Recent Activity
Decreased -2.47%
1.93%
$3.11M
90,360 shares@ $34.43 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -0.47%
1.91%
$3.078M
106,100 shares@ $29.02 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.95%
1.75%
$2.821M
8,618 shares@ $327.35 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.19%
1.64%
$2.637M
9,114 shares@ $289.38 avg price

1-10 of 677