Nottingham Advisors, Inc.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$776.9M
Holdings
113
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Q4 2025: New position (615 shares)
10.0%
02
$MBB
ISHARES TR
Held since at least Q1 2024
9.7%
03
$SPYV
SPDR SERIES TRUST
Q4 2025: New position (3.0k shares)
6.3%
04
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: New position (540 shares)
6.0%
05
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
5.4%
06
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
4.9%
07
$IVV
ISHARES TR
Q4 2025: New position (262 shares)
4.4%
08
$SPIB
SPDR SERIES TRUST
Held since at least Q1 2024
4.0%
09
$IEMG
ISHARES INC
Q4 2025: New position (213 shares)
3.6%
10
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.