NOTTINGHAM ADVISORS, INC.

AMHERST, NY · CIK 1093276 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 1982 · corporation

Assets managed$1.4bn
Staff9 · 7 in investment roles
Main clients (by assets)Pension plans 56%, High net worth individuals 18%, Companies 10%
Websiteyelp.com
Form ADV · 2026-09-11SEC adviser record

Legal entityNOTTINGHAM ADVISORS, INC. (US)
Part of COMMUNITY FINANCIAL SYSTEM, INC. (US)

Kindinstitutions
Others nearbyBuffalo, NY, Oneonta, NY, Woburn, MA, Palm Beach Gardens, FL, Latham, NY

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Amherst, NY (main office)United States	United States	about 2
Oneonta, NYUnited States	United States	2
Latham, NYUnited States	United States	1
Palm Beach Gardens, FLUnited States	United States	1
Woburn, MAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$837.6m reported value +7.8% vs Q1 2026

122positions

57.1%in top 10

11 new 32 added 43 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE MSCI EAFE IEFA	IEFA	730,459	$80.6m9.62%	9.62%	Reduced -123.5k	-123,493 -14.5%
2	ISHARES TR MBS ETF MBB	MBB	816,347	$76.6m9.14%	9.14%	Added +21.1k	+21,096 2.6%
3	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	747,960	$54.7m6.53%	6.53%	Reduced -120.6k	-120,642 -13.9%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	720,889	$48.0m5.74%	5.74%	Reduced -96.0k	-95,991 -11.8%
5	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	335,055	$47.3m5.65%	5.65%	Reduced -91.6k	-91,619 -21.5%
6	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	597,437	$40.5m4.83%	4.83%	Reduced -156.6k	-156,613 -20.8%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	52,107	$38.8m4.64%	4.64%	Added +99	+99 0.2%
8	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	681,369	$31.7m3.78%	3.78%	Reduced -238.4k	-238,386 -25.9%
9	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	293,740	$31.0m3.71%	3.71%	Reduced -63.2k	-63,216 -17.7%
10	ISHARES INC CORE MSCI EMKT IEMG	IEMG	367,659	$28.6m3.42%	3.42%	Reduced -35.6k	-35,593 -8.8%
11	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	348,302	$26.6m3.18%	3.18%	Reduced -147.7k	-147,695 -29.8%
12	ISHARES TR CORE S&P MCP ETF IJH	IJH	314,218	$23.6m2.82%	2.82%	Added +18.6k	+18,599 6.3%
13	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	290,316	$22.2m2.65%	2.65%	Reduced -112.5k	-112,527 -27.9%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	31,888	$21.8m2.60%	2.60%	Added +23	+23 0.1%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	116,780	$17.0m2.03%	2.03%	Added +5.1k	+5,080 4.5%
16	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	130,560	$16.3m1.94%	1.94%	Reduced -5.1k	-5,067 -3.7%
17	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	151,087	$15.4m1.84%	1.84%	Reduced -677	-677 -0.5%
18	FRANKLIN TEMPLETON ETF TR FTSE CANADA FLCA	FLCA	287,534	$15.0m1.79%	1.79%	Added +25	+25 0.0%
19	BNY MELLON ETF TRUST GLOBAL INFRASCTR BKGI	BKGI	298,421	$13.5m1.61%	1.61%	Added +1.0k	+1,006 0.3%
20	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	156,625	$13.3m1.58%	1.58%	Reduced -7.8k	-7,760 -4.7%
21	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	159,243	$11.2m1.34%	1.34%	Reduced -2.8k	-2,777 -1.7%
22	ISHARES TR RUS 1000 GRW ETF IWF	IWF	92,648	$11.1m1.33%	1.33%	Reduced -5.0k	-4,952 -5.1%
23	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	110,278	$9.9m1.19%	1.19%	Reduced -12.6k	-12,612 -10.3%
24	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	136,388	$7.3m0.87%	0.87%	Reduced -22.9k	-22,859 -14.3%
25	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	117,178	$7.2m0.86%	0.86%	Reduced -4.3k	-4,319 -3.5%
26	ISHARES TR RUS 1000 VAL ETF IWD	IWD	28,513	$7.0m0.84%	0.84%	Reduced -2.2k	-2,234 -7.3%
27	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	92,236	$6.7m0.80%	0.80%	Added +35.5k	+35,450 62.4%
28	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	88,072	$6.7m0.80%	0.80%	Reduced -261	-261 -0.3%
29	ISHARES GOLD TR ISHARES NEW IAU	IAU	78,643	$5.9m0.71%	0.71%	Reduced -1.7k	-1,674 -2.1%
30	PIMCO INCOME I2 BOND FUNDS PONPX	PONPX	527,140	$5.7m0.68%	0.68%	New
31	ISHARES INC MSCI EURZONE ETF EZU	EZU	79,901	$5.4m0.65%	0.65%	Added +703	+703 0.9%
32	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSCX	BSCX	212,131	$4.5m0.53%	0.53%	Added +7.1k	+7,099 3.5%
33	GLOBAL X FDS 1-3 MONTH T-BILL CLIP	CLIP	42,953	$4.3m0.51%	0.51%	Added +8.0k	+8,017 22.9%
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	31,203	$4.2m0.50%	0.50%	Reduced -566	-566 -1.8%
35	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	40,064	$4.1m0.49%	0.49%	Reduced -2.5k	-2,452 -5.8%
36	ISHARES INC MSCI EMRG CHN EMXC	EMXC	41,501	$3.8m0.45%	0.45%	Reduced -1	-1 0.0%
37	ISHARES TR CORE HIGH DV ETF HDV	HDV	44,561	$3.8m0.45%	0.45%	Reduced -89.0k	-89,029 -66.6%
38	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	71,704	$3.6m0.43%	0.43%	Reduced -8.2k	-8,216 -10.3%
39	FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME EIPI	EIPI	140,901	$3.2m0.38%	0.38%	Added +684	+684 0.5%
40	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	48,465	$3.0m0.36%	0.36%	Added +18.0k	+18,000 59.1%
41	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	31,670	$2.6m0.31%	0.31%	Unchanged
42	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	85,819	$2.5m0.30%	0.30%	Reduced -7.8k	-7,768 -8.3%
43	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,484	$2.2m0.26%	0.26%	Added +53	+53 0.6%
44	ISHARES TR BB RAT CORP BD HYBB	HYBB	40,286	$1.9m0.22%	0.22%	Added +1.4k	+1,437 3.7%
45	ISHARES TR CORE DIV GRWTH DGRO	DGRO	24,121	$1.8m0.22%	0.22%	Unchanged
46	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	45,201	$1.8m0.22%	0.22%	Reduced -4.3k	-4,337 -8.8%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	25,951	$1.8m0.21%	0.21%	Reduced -1.7k	-1,726 -6.2%
48	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	18,682	$1.8m0.21%	0.21%	Unchanged
49	CAMBRIA ETF TR SHSHLD YIELD ETF SYLD	SYLD	20,617	$1.7m0.20%	0.20%	Unchanged
50	INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 RWJ	RWJ	26,680	$1.6m0.19%	0.19%	Unchanged
51	INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC DWAS	DWAS	13,149	$1.5m0.18%	0.18%	Unchanged
52	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	29,290	$1.5m0.18%	0.18%	Reduced -1.7k	-1,736 -5.6%
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,939	$1.4m0.17%	0.17%	Reduced -53	-53 -2.7%
54	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	8,646	$1.3m0.16%	0.16%	Reduced -4.5k	-4,545 -34.5%
55	APPLE INC COM AAPL	AAPL	3,963	$1.3m0.15%	0.15%	Added +224	+224 6.0%
56	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	7,811	$1.3m0.15%	0.15%	Reduced -316	-316 -3.9%
57	LINDE PLC SHS LIN	LIN	2,160	$1.1m0.13%	0.13%	Unchanged
58	EA SERIES TRUST CAMBRIA US EQUAL USEW	USEW	15,080	$830.0k0.10%	0.10%	Unchanged
59	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	11,301	$809.2k0.10%	0.10%	Unchanged
60	NVIDIA CORPORATION COM NVDA	NVDA	2,156	$792.4k0.09%	0.09%	Reduced -1.4k	-1,399 -39.4%
61	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	8,118	$774.1k0.09%	0.09%	Added +3.7k	+3,670 82.5%
62	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	37,500	$734.4k0.09%	0.09%	Unchanged
63	NATIONAL FUEL GAS CO COM NFG	NFG	8,841	$717.5k0.09%	0.09%	Unchanged
64	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	970	$675.2k0.08%	0.08%	Reduced -5	-5 -0.5%
65	AMAZON COM INC COM AMZN	AMZN	2,669	$667.2k0.08%	0.08%	Added +60	+60 2.3%
66	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	11,034	$655.2k0.08%	0.08%	Unchanged
67	ISHARES TR MSCI USA MIN VOL USMV	USMV	6,781	$654.4k0.08%	0.08%	Reduced -50	-50 -0.7%
68	GOLDMAN SACHS ETF TR JUST US LRG CP JUST	JUST	6,015	$638.5k0.08%	0.08%	Reduced -174	-174 -2.8%
69	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,932	$633.9k0.08%	0.08%	Reduced -264	-264 -3.2%
70	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,220	$631.9k0.08%	0.08%	Unchanged
71	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	4,896	$608.8k0.07%	0.07%	Unchanged
72	ISHARES INC EM MKT SM-CP ETF EEMS	EEMS	8,297	$587.1k0.07%	0.07%	Unchanged
73	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	5,200	$563.1k0.07%	0.07%	Unchanged
74	EXXON MOBIL CORP COM XOM	XOM	3,823	$543.3k0.06%	0.06%	Added +17	+17 0.5%
75	ISHARES TR MSCI ACWI EX US ACWX	ACWX	7,100	$523.6k0.06%	0.06%	Unchanged
76	PAYCHEX INC COM PAYX	PAYX	4,544	$523.4k0.06%	0.06%	Added +191	+191 4.4%
77	M & T BK CORP COM MTB	MTB	2,075	$517.6k0.06%	0.06%	Unchanged
78	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,116	$512.4k0.06%	0.06%	Added +3	+3 0.1%
79	MORGAN STANLEY ETF TRUST PARAMETRIC EQUIT PAPI	PAPI	18,500	$508.7k0.06%	0.06%	Added +1.0k	+1,000 5.7%
80	JPMORGAN CHASE & CO COM JPM	JPM	1,499	$508.0k0.06%	0.06%	Unchanged
81	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	6,350	$501.1k0.06%	0.06%	Unchanged
82	NUVEEN CHURCHILL DIRECT LEND COM SHS NCDL	NCDL	39,353	$496.2k0.06%	0.06%	Added +15.2k	+15,158 62.6%
83	PALMER SQUARE CAPITAL BDC IN COM SHS PSBD	PSBD	48,686	$472.3k0.06%	0.06%	Added +17.5k	+17,466 55.9%
84	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	9,173	$465.1k0.06%	0.06%	Added +2.8k	+2,750 42.8%
85	ULTIMUS MANAGERS TR WESTWOOD SALIENT WEEI	WEEI	19,188	$453.5k0.05%	0.05%	Added +7.3k	+7,260 60.9%
86	KLA CORP COM NEW KLAC	KLAC	1,870	$388.2k0.05%	0.05%	Unchanged
87	TCW ETF TRUST AAA CLO ETF ACLO	ACLO	7,680	$387.3k0.05%	0.05%	Unchanged
88	GLOBAL X FDS RUSSELL 2000 RYLD	RYLD	23,901	$381.7k0.05%	0.05%	Unchanged
89	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	17,000	$380.1k0.05%	0.05%	Unchanged
90	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	2,750	$361.2k0.04%	0.04%	Unchanged
91	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	6,224	$360.6k0.04%	0.04%	Reduced -1.2k	-1,175 -15.9%
92	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,507	$354.9k0.04%	0.04%	Unchanged
93	ISHARES TR 7-10 YR TRSY BD IEF	IEF	3,723	$348.2k0.04%	0.04%	Unchanged
94	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	7,055	$346.2k0.04%	0.04%	Added +1.0k	+1,000 16.5%
95	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	13,104	$325.9k0.04%	0.04%	Added +532	+532 4.2%
96	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,096	$323.8k0.04%	0.04%	Reduced -53	-53 -2.5%
97	MICROSOFT CORP COM MSFT	MSFT	804	$323.4k0.04%	0.04%	Added +18	+18 2.3%
98	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,861	$302.8k0.04%	0.04%	Reduced -10	-10 -0.5%
99	APPLIED MATLS INC COM AMAT	AMAT	547	$287.6k0.03%	0.03%	New
100	VANECK ETF TRUST GREEN BOND ETF GRNB	GRNB	11,770	$280.8k0.03%	0.03%	Added +643	+643 5.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THIRD COAST BANCSHARES INC TCBX	TCBX	37,423	$1.4m37.4k shares