Arkolith/Funds/Millington Financial Advisors, LLC

Millington Financial Advisors, LLC

CIK 1924615Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Millington Financial Advisors, LLC holds a diversified book of 128 stocks worth $254.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
54
bought for the first time
Added to
57
already held, bought more
Trimmed
36
sold some, still holds it
Sold out
8
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.2%
+15.5%/yr · since Oct '24
Their reported book
+34.8%
held from quarter-end
S&P 500
+36.3%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Nov '25Apr '26Aug '26
Millington Financial Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +34.8%, a 4.6-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Millington Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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: diversified book

Top 5 holdings
26%
Top 10 holdings
41%
Top 20 holdings
59%

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

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
8%
Financials
4%
Industrials
4%
Materials
3%
Health Care
2%
Consumer Discretionary
2%
Utilities
1%

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 Millington Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.71 / 80$12.6B
UBS Group AG69 / 80$102.3B
Steward Partners Investment Advisory, LLC68 / 80$4.1B
IFP Advisors, Inc67 / 80$1.0B
MORGAN STANLEY65 / 80$375.2B
ENVESTNET ASSET MANAGEMENT INC65 / 80$63.8B
COMMONWEALTH EQUITY SERVICES, LLC65 / 80$13.1B
HARBOUR INVESTMENTS, INC.65 / 80$817.3M

Ranked by how many of Millington Financial Advisors, LLC'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.

128 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$16.3M140.5K
6.4%
−2.7%
Reduced · −4K sh
2SPDR Index SHS FDS
ST STR PO EX ETF
$15.9M321.1K
6.2%
+10%
Added · +29K sh
3SPDR Series Trust
ST STR P500VAL
$14.6M235.3K
5.7%
+5.7%
Added · +13K sh
4SPDR Series Trust
ST STR P400MID
$9.5M143.4K
3.7%
+3.6%
Added · +5K sh
5ETF Ser Solutions
DEFIA QUANT ETF
$9.2M65.0K
3.6%
−0.4%
Reduced · −281 sh
6SPDR Index SHS FDS
ST PORT MARK ETF
$9.0M179.9K
3.5%
+9.2%
Added · +15K sh
7SPDR Series Trust
ST STR SP600 SML
$8.7M153.6K
3.4%
+6.8%
Added · +10K sh
8BlackRock ETF Trust
ISHARES US EQUIT
$7.9M117.4K
3.1%
+14%
Added · +14K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$7.5M10.1K
2.9%
−18%
Reduced · −2K sh
10Innovator Etfs Trust
US EQUITY ACCELE
$6.1M144.6K
2.4%
+55%
Added · +51K sh
11Global X FDS
DEFENSE TECH ETF
$5.6M92.4K
2.2%
+4.9%
Added · +4K sh
12Innovator Etfs Trust
US EQT ACLRTD 9
$4.9M123.9K
1.9%
+98%
Added · +61K sh
13Nvidia Corporation
COM
$4.6M22.8K
1.8%
+4.1%
Added · +896 sh
14Stonex Group Inc
COM
$4.5M65.7K
1.8%
+115%
Added · +35K sh
15Quanta Svcs Inc
COM
$4.5M7.2K
1.8%
−5.5%
Reduced · −413 sh
16Bank Of NY Mellon Corp
COM
$4.4M28.0K
1.7%
−3.9%
Reduced · −1K sh
17Palo Alto Networks Inc
COM
$4.3M12.1K
1.7%
−3.4%
Reduced · −423 sh
18Ishares TR
CRE U S REIT ETF
$4.3M62.7K
1.7%
+13%
Added · +7K sh
19Calamos ETF TR
AUTOC INCOM ETF
$4.1M154.3K
1.6%
−1.1%
Reduced · −2K sh
20Mueller Inds Inc
COM
$3.7M62.0K
1.4%
+88%
Added · +29K sh
21Corteva Inc
COM
$3.7M41.8K
1.4%
−0.6%
Reduced · −270 sh
22Proshares TR
ULTRPRO S&P500
$3.6M25.8K
1.4%
−0.3%
Reduced · −77 sh
23Expedia Group Inc
COM NEW
$3.5M13.0K
1.4%
+3.7%
Added · +458 sh
24Incyte Corp
COM
$3.4M29.2K
1.3%
−1.1%
Reduced · −337 sh
25Bank Montreal Medium
NT LKD 43
$3.3M103.6K
1.3%
+110%
Added · +54K sh
26Microsoft Corp
COM
$3.1M7.8K
1.2%
+3.0%
Added · +226 sh
27Apple Inc
COM
$2.9M8.7K
1.1%
−3.2%
Reduced · −288 sh
28Calamos ETF TR
NASDAQ AUTOCALLL
$2.8M107.9K
1.1%
+17%
Added · +16K sh
29Firstenergy Corp
COM
$2.7M55.0K
1.0%
+6.0%
Added · +3K sh
30Ishares TR
CORE MSCI PAC
$2.5M31.3K
1.0%
+7.0%
Added · +2K sh
31SPDR Index SHS FDS
ST STR EU 50 ETF
$2.5M36.3K
1.0%
+8.1%
Added · +3K sh
32Fidelity Merrimack STR TR
CORP BOND ETF
$2.4M52.1K
1.0%
+13%
Added · +6K sh
33Kroger Co
COM
$2.3M38.3K
0.9%
+8.3%
Added · +3K sh
34PVH Corporation
COM
$2.2M28.4K
0.9%
−0.3%
Reduced · −102 sh
35Medtronic PLC
SHS
$2.2M26.1K
0.9%
+0.3%
Added · +93 sh
36Vanguard Index FDS
VALUE ETF
$2.1M9.8K
0.8%
+2.0%
Added · +192 sh
37T-Mobile US Inc
COM
$2.0M10.3K
0.8%
+2.3%
Added · +227 sh
38Abrdn Etfs
BBRG ALL COMMDY
$2.0M54.6K
0.8%
+10.0%
Added · +5K sh
39Dupont De Nemours Inc
COMMON STOCK
$1.8M13.5K
0.7%
New
New position
40Simplify Exchange Traded Fun
BARRIER INCOME
$1.7M68.7K
0.7%
+168%
Added · +43K sh
41Simplify Exchange Traded Fun
TARGE 15 ETF
$1.7M69.5K
0.7%
+163%
Added · +43K sh
42Wisdomtree TR
US HGH YLD CORP
$1.7M36.4K
0.7%
+14%
Added · +5K sh
43Innovator Etfs Trust
US EQT ACCEL PLS
$1.6M35.8K
0.6%
−9.9%
Reduced · −4K sh
44Oracle Corp
COM
$1.6M12.6K
0.6%
−1.8%
Reduced · −227 sh
45Schwab Strategic TR
US LCAP GR ETF
$1.5M44.4K
0.6%
−0.7%
Reduced · −292 sh
46Ishares TR
MSCI USA QLT FCT
$1.4M6.6K
0.6%
−14%
Reduced · −1K sh
47Autodesk Inc
COM
$1.4M6.6K
0.6%
New
New position
48Columbia ETF TR I
DIVERSIFID FXD
$1.3M74.2K
0.5%
+10%
Added · +7K sh
49Proshares TR
ULTRAPRO QQQ
$1.3M18.9K
0.5%
−2.9%
Reduced · −557 sh
50Innovator Etfs Trust
US EQTY ACCELRTD
$1.2M33.3K
0.5%
−8.2%
Reduced · −3K sh
Showing 50 of 128 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026128$254.4M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026119$225.7M13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025103$206.2M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025104$197.9M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202586$162.7M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202584$172.3M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202483$160.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.