Arkolith/Funds/Nottingham Advisors, Inc.

Nottingham Advisors, Inc.

CIK 1093276
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Nottingham Advisors, Inc. holds a focused book of 122 stocks worth $837.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Pimco FDS Incm FD P and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show NOTTINGHAM ADVISORS, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
74
new positions
Added to
36
existing
Trimmed
40
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.1%
+12.4%/yr · since Oct '24
Their reported book
+20.7%
held from quarter-end
S&P 500
+29.2%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Nottingham Advisors, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.4 points over this window.

Growth of $10,000 cloning Nottingham Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
57%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Financials
2%
Information Technology
0%
Materials
0%
Utilities
0%
Consumer Discretionary
0%
Energy
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Nottingham Advisors, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$355.8B
LPL Financial LLC78 / 80$97.5B
ROYAL BANK OF CANADA78 / 80$92.8B
RAYMOND JAMES FINANCIAL INC78 / 80$76.2B
OSAIC HOLDINGS, INC.78 / 80$15.3B
ENVESTNET ASSET MANAGEMENT INC77 / 80$98.1B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$17.5B
BANK OF AMERICA CORP /DE/76 / 80$311.5B

Ranked by how many of Nottingham Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EAFE
$80.6M730.5K
9.6%
−14%
Reduced · −123K sh
2Ishares TR
MBS ETF
$76.6M816.3K
9.1%
+2.6%
Added · +21K sh
3SPDR Series Trust
ST STR P500VAL
$54.7M748.0K
6.5%
−14%
Reduced · −121K sh
4J P Morgan Exchange Traded F
EQUITY PREMIUM
$48.0M720.9K
5.7%
−12%
Reduced · −96K sh
5SPDR Series Trust
ST STR P500GRW
$47.3M335.1K
5.6%
−21%
Reduced · −92K sh
6Janus Detroit STR TR
HENDRSON AAA CL
$40.5M597.4K
4.8%
−21%
Reduced · −157K sh
7Ishares TR
CORE S&P500 ETF
$38.8M52.1K
4.6%
+0.2%
Added · +99 sh
8SPDR Series Trust
ST INTER BD ETF
$31.7M681.4K
3.8%
−26%
Reduced · −238K sh
9SPDR Series Trust
ST STR P500ETF
$31.0M293.7K
3.7%
−18%
Reduced · −63K sh
10Ishares Inc
CORE MSCI EMKT
$28.6M367.7K
3.4%
−8.8%
Reduced · −36K sh
11Janus Detroit STR TR
HEND SECU IN ETF
$26.6M348.3K
3.2%
−30%
Reduced · −148K sh
12Ishares TR
CORE S&P MCP ETF
$23.6M314.2K
2.8%
+6.3%
Added · +19K sh
13Vanguard Scottsdale FDS
LONG TERM TREAS
$22.2M290.3K
2.7%
−28%
Reduced · −113K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$21.8M31.9K
2.6%
+0.1%
Added · +23 sh
15Ishares TR
CORE S&P SCP ETF
$17.0M116.8K
2.0%
+4.5%
Added · +5K sh
16American Centy ETF TR
US SML CP VALU
$16.3M130.6K
1.9%
−3.7%
Reduced · −5K sh
17American Centy ETF TR
INTL SMCP VLU
$15.4M151.1K
1.8%
−0.4%
Reduced · −677 sh
18Franklin Templeton ETF TR
FTSE CANADA
$15.0M287.5K
1.8%
~0%
Added · +25 sh
19Bny Mellon ETF Trust
GLOBAL INFRASCTR
$13.5M298.4K
1.6%
+0.3%
Added · +1K sh
20World Gold TR
SPDR GLD MINIS
$13.3M156.6K
1.6%
−4.7%
Reduced · −8K sh
21SPDR Series Trust
ST STR P400MID
$11.2M159.2K
1.3%
−1.7%
Reduced · −3K sh
22Ishares TR
RUS 1000 GRW ETF
$11.1M92.6K
1.3%
+280%
Added · +68K sh
23American Centy ETF TR
AVANTIS EMGMKT
$9.9M110.3K
1.2%
−10%
Reduced · −13K sh
24Select Sector SPDR TR
ST STR UTIL ETF
$7.3M136.4K
0.9%
−14%
Reduced · −23K sh
25SPDR Series Trust
ST STR SP600 SML
$7.2M117.2K
0.9%
−3.5%
Reduced · −4K sh
26Ishares TR
RUS 1000 VAL ETF
$7.0M28.5K
0.8%
−7.3%
Reduced · −2K sh
27Vanguard Scottsdale FDS
LG-TERM COR BD
$6.7M92.2K
0.8%
+62%
Added · +35K sh
28Global X FDS
GLB X MLP ENRG I
$6.7M88.1K
0.8%
−0.3%
Reduced · −261 sh
29Ishares Gold TR Ishar
ETF - E
$5.9M78.6K
0.7%
−2.1%
Reduced · −2K sh
30Pimco FDS Incm FD P
MUTUAL
$5.7M527.1K
0.7%
New
New position
31Ishares Inc
MSCI EURZONE ETF
$5.4M79.9K
0.6%
+0.9%
Added · +703 sh
32Invesco Exch TRD SLF Idx FD
BUL 2033 COR ETF
$4.5M212.1K
0.5%
+3.5%
Added · +7K sh
33Global X FDS
1 3 MO T BI ET
$4.3M43.0K
0.5%
+23%
Added · +8K sh
34Ishares TR
S&P 500 GRWT ETF
$4.2M31.2K
0.5%
−1.8%
Reduced · −566 sh
35Ishares TR
ESG AW MSCI EAFE
$4.1M40.1K
0.5%
−5.8%
Reduced · −2K sh
36Ishares Inc
MSCI EMRG CHN
$3.8M41.5K
0.5%
~0%
Reduced · −1 sh
37Ishares TR
CORE HIGH DV ETF
$3.8M44.6K
0.4%
+67%
Added · +18K sh
38J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.6M71.7K
0.4%
−10%
Reduced · −8K sh
39First TR Exchng Traded FD VI
FT ENER INCO ETF
$3.2M140.9K
0.4%
+0.5%
Added · +684 sh
40Vanguard World FD
EXTENDED DUR
$3.0M48.5K
0.4%
+59%
Added · +18K sh
41Vanguard Scottsdale FDS
INT-TERM CORP
$2.6M31.7K
0.3%
Held
42Schwab Strategic TR
US LRG CAP ETF
$2.5M85.8K
0.3%
−8.3%
Reduced · −8K sh
43Ishares TR S&P500
COMMON
$2.2M9.5K
0.3%
+0.6%
Added · +53 sh
44Ishares TR BB Rat Cor
ETF - E
$1.9M40.3K
0.2%
+3.7%
Added · +1K sh
45Ishares TR
CORE DIV GRWTH
$1.8M24.1K
0.2%
Held
46Ssga Active ETF TR BL
ETF - E
$1.8M45.2K
0.2%
−8.8%
Reduced · −4K sh
47Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.8M26.0K
0.2%
−6.2%
Reduced · −2K sh
48Ishares TR
MRGSTR MD CP GRW
$1.8M18.7K
0.2%
Held
49Cambria ETF TR
SHSHLD YIELD ETF
$1.7M20.6K
0.2%
Held
50Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$1.6M26.7K
0.2%
Held
Showing 50 of 122 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026131$837.6M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026112$776.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026108$717.6M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025111$720.2M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025113$674.1M13F-HR
Q1 2025Mar 31, 2025May 7, 2025122$654.3M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025131$788.2M13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024146$904.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.