Karen Washbon

Nottingham Advisors, Inc.

Assets Managed

$776.935M

Holdings

112

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

8.27%(2Q avg: 3.96%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nottingham Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Nottingham 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 - Q1, they manage 776.935M in assets, with a quarterly growth rate of 8.27% and a 2-quarter average growth rate of 3.96%. The portfolio is managed by Karen Washbon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IEFA Ishares Core Msci Eafe Etf Recent Activity Decreased -0.36%	9.96%	$77.308M 853,952 shares@ $90.54 avg price	Decreased -0.36%
MBB Ishares Mbs Etf Recent Activity Increased 16.89%	9.72%	$75.509M 795,251 shares@ $94.96 avg price	Increased 16.89%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 7.16%	6.33%	$49.145M 868,602 shares@ $56.58 avg price	Increased 7.16%
JEPI Jpmorgan Equity Premium Inco Recent Activity Increased 21.58%	5.96%	$46.301M 816,880 shares@ $56.68 avg price	Increased 21.58%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 7.45%	5.38%	$41.776M 426,674 shares@ $97.91 avg price	Increased 7.45%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 24.79%	4.89%	$37.981M 754,050 shares@ $50.37 avg price	Increased 24.79%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 8.49%	4.38%	$33.972M 52,008 shares@ $653.22 avg price	Increased 8.49%
SPIB Spdr Port Int Corp Bond Etf Recent Activity Increased 14.77%	3.98%	$30.849M 919,755 shares@ $33.55 avg price	Increased 14.77%
IEMG Ishares Core Msci Emerging Recent Activity Increased 1.05%	3.63%	$28.127M 403,252 shares@ $69.75 avg price	Increased 1.05%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 3.61%	3.52%	$27.321M 356,956 shares@ $76.55 avg price	Increased 3.61%

1-10 of 112