Fund Universe

Millington Financial Advisors, LLC

CIK 0001924615 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.364
AUM ($M)
254
Positions
128
Turnover
0.06
Top-10 wt
41%
Herfindahl
0.025
History (qtrs)
6
Excess Return
-2.8%

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Quarter
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Security type

Holdings · 131 positions · portfolio value $254M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYG funds › SPDR SERIES TRUST TRIM 6.4% -0.3% 16.3 140,478 -1,150 5
SPDW funds › SPDR INDEX SHS FDS ADD 6.2% +0.0% 15.9 321,106 +16,258 5
SPYV funds › SPDR SERIES TRUST ADD 5.7% +0.2% 14.6 235,324 +11,459 5
SPMD funds › SPDR SERIES TRUST ADD 3.7% -0.0% 9.5 143,428 +3,771 5
QTUM funds › ETF SER SOLUTIONS ADD 3.6% +0.1% 9.2 64,965 +894 5
SPEM funds › SPDR INDEX SHS FDS ADD 3.5% -0.1% 9.0 179,874 +8,465 5
SPSM funds › SPDR SERIES TRUST ADD 3.4% +0.1% 8.7 153,627 +3,612 5
DYNF funds › BLACKROCK ETF TRUST ADD 3.1% +0.1% 7.9 117,357 +7,555 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 2.9% -0.8% 7.5 10,076 -2,199 5
XBAP funds › INNOVATOR ETFS TRUST ADD 2.4% -0.1% 6.1 144,583 +2,354 5
SHLD funds › GLOBAL X FDS ADD 2.2% -0.4% 5.6 92,445 +2,297 3 -10.3%
XBJL funds › INNOVATOR ETFS TRUST ADD 1.9% -0.1% 4.9 123,884 +956 5
NVDA funds › NVIDIA CORPORATION ADD 1.8% -0.2% 4.6 22,752 +944 5
SNEX funds › STONEX GROUP INC ADD 1.8% -0.3% 4.5 65,692 +20,301 5
PWR funds › QUANTA SVCS INC TRIM 1.8% -0.2% 4.5 7,151 -299 5
BNY funds › BANK OF NY MELLON CORP ADD 1.7% +0.2% 4.4 28,036 +372 5
PANW funds › PALO ALTO NETWORKS INC TRIM 1.7% +0.8% 4.3 12,107 -128 4 +95.5%
USRT funds › ISHARES TR ADD 1.7% +0.1% 4.3 62,738 +3,098 5
CAIE funds › CALAMOS ETF TR ADD 1.6% +0.0% 4.1 154,290 +14,898 4 -2.8%
CUSIP:624756102 funds › MUELLER INDS INC ADD 1.4% -0.4% 3.7 61,978 +29,799 5
CTVA funds › CORTEVA INC ADD 1.4% +0.1% 3.7 41,838 +751 3 +4.8%
UPRO funds › PROSHARES TR ADD 1.4% +0.0% 3.6 25,843 +324 5
EXPE funds › EXPEDIA GROUP INC ADD 1.4% +0.1% 3.5 12,951 +285 5
INCY funds › INCYTE CORP ADD 1.3% +0.2% 3.4 29,229 +562 5
SPYU funds › BANK MONTREAL MEDIUM ADD 1.3% +0.1% 3.3 103,644 +3,443 5
MSFT funds › MICROSOFT CORP ADD 1.2% -0.2% 3.1 7,796 +49 5
AAPL funds › APPLE INC ADD 1.1% +0.2% 2.9 8,670 +647 5
CAIQ funds › CALAMOS ETF TR ADD 1.1% +0.1% 2.8 107,920 +20,785 3 +0.4%
FE funds › FIRSTENERGY CORP ADD 1.0% -0.1% 2.7 54,976 +1,803 5
IPAC funds › ISHARES TR ADD 1.0% -0.0% 2.5 31,319 +1,045 5
FEZ funds › SPDR INDEX SHS FDS ADD 1.0% -0.0% 2.5 36,290 +1,206 5
FCOR funds › FIDELITY MERRIMACK STR TR ADD 1.0% +0.0% 2.4 52,113 +4,587 5
KR funds › KROGER CO ADD 0.9% -0.1% 2.3 38,279 +2,217 5
PVH funds › PVH CORPORATION ADD 0.9% -0.2% 2.2 28,406 +451 3 -12.8%
MDT funds › MEDTRONIC PLC TRIM 0.9% -0.1% 2.2 26,120 -348 5
VTV funds › VANGUARD INDEX FDS ADD 0.8% +0.0% 2.1 9,792 +124 5
TMUS funds › T-MOBILE US INC ADD 0.8% +0.0% 2.0 10,312 +205 3 -43.1%
BCD funds › ABRDN ETFS ADD ETP 0.8% -0.0% 2.0 54,609 +2,988 5
DD funds › DUPONT DE NEMOURS INC NEW 0.7% +0.7% 1.8 13,524 +13,524 1 -23.3%
SBAR funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.7% +0.3% 1.7 68,735 +31,491 3 -11.1%
XV funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.7% +0.3% 1.7 69,537 +30,868 3 -8.7%
QHY funds › WISDOMTREE TR ADD 0.7% +0.0% 1.7 36,377 +3,299 5
CUSIP:45783Y400 funds › INNOVATOR ETFS TRUST TRIM 0.6% -0.0% 1.6 35,798 -1,042 5
ORCL funds › ORACLE CORP ADD 0.6% -0.3% 1.6 12,574 +198 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.6% -0.0% 1.5 44,393 -154 5
QUAL funds › ISHARES TR TRIM 0.6% -0.0% 1.4 6,617 -358 5
ADSK funds › AUTODESK INC NEW 0.6% +0.6% 1.4 6,587 +6,587 1 -9.6%
DIAL funds › COLUMBIA ETF TR I ADD 0.5% -0.0% 1.3 74,234 +5,326 5
TQQQ funds › PROSHARES TR ADD 0.5% +0.0% 1.3 18,948 +227 5
XTOC funds › INNOVATOR ETFS TRUST TRIM 0.5% -0.0% 1.2 33,348 -1,575 5
VB funds › VANGUARD INDEX FDS TRIM 0.5% -0.0% 1.2 3,930 -7 5
XTJL funds › INNOVATOR ETFS TRUST TRIM 0.4% -0.0% 1.1 27,761 -1,006 5
CAT funds › CATERPILLAR INC TRIM 0.4% -0.0% 1.1 1,286 -9 5
SPXL funds › DIREXION SHARES ETF TRUST HOLD 0.4% +0.0% 1.1 4,108 +0 5
ICVT funds › ISHARES TR ADD 0.4% +0.0% 1.1 9,568 +500 5
URTY funds › PROSHARES TR ADD 0.4% +0.0% 0.9 11,494 +183 5
AXP funds › AMERICAN EXPRESS CO ADD Common Stock 0.4% +0.0% 0.9 2,618 +3 5
XBJA funds › INNOVATOR ETFS TRUST ADD 0.4% +0.1% 0.9 27,323 +7,826 5
IUSG funds › ISHARES TR ADD 0.4% -0.0% 0.9 5,035 +3 5
XXV funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.4% +0.1% 0.9 39,728 +15,527 3 -5.1%
UDOW funds › PROSHARES TR ADD 0.3% +0.0% 0.9 12,856 +16 5
AMZN funds › AMAZON COM INC ADD Common Stock 0.3% +0.0% 0.9 3,595 +731 5
XTJA funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.0% 0.9 25,558 -1,355 5
IEMG funds › ISHARES INC TRIM 0.3% -0.0% 0.8 10,699 -14 5
GOOG funds › ALPHABET INC ADD Common Stock 0.3% -0.0% 0.8 2,319 +61 5
TECL funds › DIREXION SHARES ETF TRUST TRIM 0.3% +0.0% 0.8 4,385 -272 5
IVE funds › ISHARES TR ADD 0.3% -0.0% 0.8 3,329 +3 5
PICB funds › INVESCO EXCH TRADED FD TR II ADD 0.3% -0.0% 0.8 33,186 +2,579 5
ACYN funds › FIRST TR EXCHANGE-TRADED FD NEW 0.3% +0.3% 0.7 35,845 +35,845 1 -14.3%
XSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.3% -0.0% 0.7 16,493 -28 5
IEFA funds › ISHARES TR ADD 0.3% -0.0% 0.7 7,614 +21 5
VO funds › VANGUARD INDEX FDS ADD 0.3% -0.0% 0.7 8,807 +16 5
GOOGL funds › ALPHABET INC ADD Common Stock 0.3% +0.0% 0.7 2,026 +297 5
EDC funds › DIREXION SHARES ETF TRUST ADD 0.3% -0.0% 0.6 9,410 +504 5
QGRW funds › WISDOMTREE TR HOLD 0.2% -0.0% 0.6 9,086 +0 5
SPAB funds › SPDR SERIES TRUST ADD 0.2% -0.0% 0.5 20,954 +1,067 5
ATCL funds › REX ETF TR NEW 0.2% +0.2% 0.5 21,150 +21,150 1 -15.7%
CAGE funds › CALAMOS ETF TR NEW 0.2% +0.2% 0.5 18,709 +18,709 1 +12.2%
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 0.5 719 +41 3 +5.7%
MCD funds › MCDONALDS CORP ADD 0.2% -0.0% 0.5 1,866 +110 5
AVGO funds › BROADCOM INC ADD 0.2% -0.0% 0.5 1,328 +54 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.2% +0.0% 0.5 978 +168 5
XBOC funds › INNOVATOR ETFS TRUST ADD 0.2% +0.1% 0.5 13,054 +6,872 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.2% -0.0% 0.5 1,900 +0 3 -3.0%
PFFD funds › GLOBAL X FDS ADD 0.2% -0.0% 0.4 23,814 +1,719 5
IWS funds › ISHARES TR HOLD 0.2% -0.0% 0.4 2,500 +0 3 +17.0%
JPM funds › JPMORGAN CHASE & CO ADD 0.2% +0.1% 0.4 1,213 +443 5
BAB funds › INVESCO EXCH TRADED FD TR II ADD 0.2% +0.0% 0.4 14,424 +1,288 5
CGUS funds › CAPITAL GROUP CORE EQUITY ET HOLD 0.1% -0.0% 0.4 8,500 +0 3 +0.3%
DFAI funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.4 8,611 +0 3 +4.9%
XJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.0% 0.4 7,968 -188 5
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.1% -0.0% 0.3 9,519 -1 5
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.1% +0.0% 0.3 1,777 +27 2 +702.9%
UMDD funds › PROSHARES TR ADD 0.1% +0.0% 0.3 9,383 +1,110 3 +89.3%
SLS funds › SELLAS LIFE SCIENCES GROUP I HOLD 0.1% +0.1% 0.3 25,000 +0 3 +1848.0%
AVEM funds › AMERICAN CENTY ETF TR HOLD ETP 0.1% -0.0% 0.3 3,681 +0 3 +10.7%
IWB funds › ISHARES TR HOLD 0.1% -0.0% 0.3 764 +0 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,694 +120 5
AOK funds › ISHARES TR ADD 0.1% -0.0% 0.3 7,496 +65 5
AVUV funds › AMERICAN CENTY ETF TR HOLD ETP 0.1% -0.0% 0.3 2,450 +0 3 +28.1%
EURL funds › DIREXION SHARES ETF TRUST ADD 0.1% +0.0% 0.3 6,548 +965 3 +38.1%
IDV funds › ISHARES TR HOLD 0.1% -0.0% 0.3 6,700 +0 3 +8.2%
COHR funds › COHERENT CORP ADD 0.1% -0.0% 0.3 1,009 +16 2 +92.4%
LGLV funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.3 1,490 -11 5
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% -0.0% 0.3 4,563 +0 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% +0.0% 0.3 277 +65 4 -22.6%
APLD funds › APPLIED DIGITAL CORP HOLD 0.1% -0.0% 0.3 10,000 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP NEW 0.1% +0.1% 0.3 1,736 +1,736 1
UFPT funds › UFP TECHNOLOGIES INC TRIM 0.1% +0.0% 0.3 1,046 -4 5
ADT funds › ADT INC DEL HOLD Common Stock 0.1% -0.0% 0.3 35,871 +0 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.2 1,996 +1,996 1 -90.9%
VIGI funds › VANGUARD WHITEHALL FDS HOLD 0.1% -0.0% 0.2 2,600 +0 3 -6.2%
MS funds › MORGAN STANLEY NEW 0.1% +0.1% 0.2 1,100 +1,100 1 +44.4%
HYD funds › VANECK ETF TRUST TRIM 0.1% -0.0% 0.2 4,625 -364 5
JMUB funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 0.2 4,700 +0 3 -22.7%
TNA funds › DIREXION SHARES ETF TRUST NEW 0.1% +0.1% 0.2 3,238 +3,238 1 +173.3%
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.2 267 +267 1 +311.8%
XLRE funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.2 4,873 +25 5
FMB funds › FIRST TR EXCH TRADED FD III HOLD 0.1% -0.0% 0.2 4,172 +0 3 -22.4%
JIRE funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 0.2 2,584 +0 3 +2.7%
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 0.2 318 -83 5
RDW funds › REDWIRE CORPORATION TRIM 0.0% -0.0% 0.1 10,739 -5,817 2 +164.6%
BTQ funds › BTQ TECHNOLOGIES CORP NEW 0.0% +0.0% 0.1 23,943 +23,943 1 +329.6%
HELP funds › CYBIN INC HOLD 0.0% +0.0% 0.1 10,000 +0 2 +192.6%
UPXI funds › UPEXI INC HOLD 0.0% -0.0% 0.0 40,000 +0 5
SES funds › SES AI CORPORATION NEW 0.0% +0.0% 0.0 48,076 +48,076 1 -114.0%
GANX funds › GAIN THERAPEUTICS INC HOLD 0.0% -0.0% 0.0 15,000 +0 2 +6.8%
BLNE funds › BEELINE HOLDINGS INC HOLD 0.0% -0.0% 0.0 11,210 +0 3 -74.7%
BR funds › BROADRIDGE FINL SOLUTIONS IN EXIT 0.0% -0.7% 0.0 0 -9,905 0 -79.0%
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.8% 0.0 0 -39,183 0
COF funds › CAPITAL ONE FINL CORP EXIT 0.0% -0.1% 0.0 0 -1,037 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 254 128 0.06 41% 0.025 0.363 in
2026Q1 237 119 0.05 42% 0.026 0.388 in
2025Q4 226 119 0.15 42% 0.026 0.177 in
2025Q3 206 103 0.09 42% 0.026 0.261 in
2025Q2 198 104 0.11 43% 0.028 0.270 entered
2025Q1 163 86 0.00 44% 0.031 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status