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Millington Financial Advisors, LLC
Millington Financial Advisors, LLC is an independent registered investment adviser headquartered in Naperville, Illinois. Founded in 2011, the firm provides investment advisory, portfolio management, tax planning, and financial planning services, primarily serving individuals and high net worth individuals. With approximately 7 employees as of 2025, the firm emphasizes personalized financial solutions developed through attentive listening and independent, reasoned analysis. Their clients typically include both individuals and families looking for comprehensive wealth management and financial planning services.
Investment Strategy
Millington Financial Advisors, LLC implements a client-centric investment approach, offering customized portfolio management that balances risk and growth. The firm focuses on delivering core investment solutions through its 'Core & Explore' and 'High Grade' strategies, tailoring allocations to client risk tolerance and goals. Asset selection usually prioritizes diversification and high-quality securities, with ongoing monitoring and adjustments based on individual objectives and changing market conditions. The firm incorporates independent planning and an array of strategic resources centered on each client’s unique financial goals and life circumstances.
Latest 13F Filing Activity
Millington Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $198M. The fund increased holdings in Etf Ser Solutions, SPDR Series Trust, SPDR Series Trust among other positions. Millington Financial Advisors, LLC reduced exposure to Invesco Exchange Traded FD T, Innovator Etfs Trust, First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 8.80% | $17.4M | 177,961 | $55.27 | $95.32 | +$2.1M |
S SPYV | SPDR SERIES TRUST | 7.28% | $14.4M | 268,554 | $41.30 | $52.34 | +$1.6M |
S SPDW | SPDR INDEX SHS FDS | 4.02% | $8.0M | 191,222 | $31.03 | $40.49 | +$911.9K |
S SPMD | SPDR SERIES TRUST | 3.92% | $7.8M | 137,303 | $46.29 | $54.38 | +$1.9M |
S SPY | SPDR S&P 500 ETF TR | 3.62% | $7.2M | 11,299 | $424.90 | $617.85 | +$1.3M |
Industry Allocation
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