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Portfolio (Quarterly) Guide ↗

Millington Financial Advisors, LLC

· CIK 0001924615
13F Portfolio $254M AUM 128 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 128 New
Page 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EURL DIREXION SHARES ETF TRUST 6,548.0 $301K 0.12% NEW $45.97 +8.7%
102 IDV ISHARES TR 6,700.0 $288K 0.11% NEW $43.01 +5.2%
103 COHR COHERENT CORP Technology 1,009.0 $280K 0.11% NEW $277.60 +1.5%
104 LGLV SPDR SERIES TRUST 1,490.0 $277K 0.11% NEW $185.81 -0.2%
105 VWO VANGUARD INTL EQUITY INDEX F 4,563.0 $264K 0.10% NEW $57.84 +6.2%
106 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 277.0 $260K 0.10% NEW $940.24 -2.6%
107 APLD APPLIED DIGITAL CORP Technology 10,000.0 $258K 0.10% NEW $25.79 +2.2%
108 XOM EXXON MOBIL CORP Energy 1,736.0 $256K 0.10% NEW $147.39 +8.2%
109 UFPT UFP TECHNOLOGIES INC Healthcare 1,046.0 $253K 0.10% NEW $242.05 +19.3%
110 ADT ADT INC DEL Industrials 35,871.0 $251K 0.10% NEW $7.00 +6.6%
111 SPACE EXPLORATION TECHN CORP 1,996.0 $247K 0.10% NEW $123.99
112 VIGI VANGUARD WHITEHALL FDS 2,600.0 $247K 0.10% NEW $95.11 +4.5%
113 MS MORGAN STANLEY Financial Services 1,100.0 $237K 0.09% NEW $215.58 +1.0%
114 HYD VANECK ETF TRUST 4,625.0 $236K 0.09% NEW $51.05 -3.1%
115 JMUB J P MORGAN EXCHANGE TRADED F 4,700.0 $236K 0.09% NEW $50.21 -2.4%
116 TNA DIREXION SHARES ETF TRUST 3,238.0 $227K 0.09% NEW $70.02 -0.2%
117 MU MICRON TECHNOLOGY INC Technology 267.0 $227K 0.09% NEW $848.96 +19.7%
118 XLRE SELECT SECTOR SPDR TR 4,873.0 $221K 0.09% NEW $45.42 -3.3%
119 FMB FIRST TR EXCH TRADED FD III 4,172.0 $213K 0.08% NEW $51.05 -2.7%
120 JIRE J P MORGAN EXCHANGE TRADED F 2,584.0 $212K 0.08% NEW $81.85 +4.2%
Page 6 of 7  ·  128 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 25.5%
Industrials 13.1%
Consumer Cyclical 9.6%
Healthcare 8.5%
Basic Materials 4.9%
Communication Services 4.0%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 0.3%