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Crumly & Associates

Latest statistics and disclosures from Crumly & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are HEFA, RDVY, JGRO, DSTL, DSTX, and represent 23.57% of Crumly & Associates's stock portfolio.
Added to shares of these 10 stocks: EVIM, KLAC, PAAA, JMUB, GRID, SDVY, RDVY, DSTX, AZN, SMMU.
Started 18 new stock positions in AZN, ASML, RKLB, CAT, VUG, VGK, VBK, INTC, HON, CMCSA. FAAA, BG, MRVL, NBIS, SPCX, JNJ, HONA, VO.
Reduced shares in these 10 stocks: FMHI, JPST, MTBA, XLE, SPY, FXN, IQLT, MUB, RSP, MDT.
Sold out of its positions in AB, WRB, BRK.B, CGMS, EXE, KO, VBND, FBND, FTSM, Honeywell International. TBLL, EWG, IVV, IWL, KMI, MCD, RITM, BITO, PSK, SJNK, STWD, TGT, TRV, MDT.
Crumly & Associates was a net buyer of stock by $4.3M.
Crumly & Associates has $522M in assets under management (AUM), dropping by 9.73%.
Central Index Key (CIK): 0001759578

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Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 194 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Hdg Msci Eafe (HEFA)	5.6	$29M		619k	46.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	5.0	$26M	+5%	323k	81.06	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.7	$25M	-2%	249k	98.59	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.3	$22M	+4%	375k	59.90	View chart
Etf Ser Solutions Distillate Intnl (DSTX)	4.0	$21M	+5%	642k	32.65	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.9	$20M	+8%	469k	43.14	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	3.0	$16M	+3%	293k	53.79	View chart
Tidal Trust Ii Hilt Smal Mi Etf (SMCO)	2.7	$14M	+2%	462k	31.00	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.7	$14M		276k	50.49	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	2.6	$14M	+2%	271k	49.88	View chart
Ishares Tr Msci India Sm Cp (SMIN)	2.6	$14M		191k	70.73	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.5	$13M	+2%	100k	133.25	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.4	$13M	+7%	77k	163.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.2	$12M		40k	290.62	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.2	$12M	-4%	100k	114.88	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	2.1	$11M	+23%	58k	191.75	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.9	$9.8M	+3%	141k	69.48	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.8	$9.6M	-2%	34k	285.58	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$8.7M		115k	75.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$8.6M	+2%	13k	686.83	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.5	$7.9M	-2%	249k	31.86	View chart
First Tr Exchange-traded SHS (FVD)	1.4	$7.6M		157k	48.18	View chart
Apple (AAPL)	1.4	$7.4M	+15%	25k	289.36	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.2	$6.3M	+18%	124k	50.50	View chart
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS)	1.1	$6.0M	-3%	92k	65.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$5.6M	-12%	27k	212.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$5.4M	-12%	43k	127.81	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$5.3M	+66%	106k	50.65	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.9	$4.8M	-21%	91k	53.11	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.9	$4.7M	-6%	29k	159.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$4.5M	-17%	91k	49.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$4.2M	-20%	5.7k	746.71	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.8	$4.1M	+350%	77k	53.27	View chart
Broadcom (AVGO)	0.7	$3.9M		10k	377.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$3.8M		49k	77.11	View chart
Coreweave Com Cl A (CRWV)	0.7	$3.4M		35k	99.54	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$3.2M		73k	43.50	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.6	$3.1M		34k	91.12	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$3.0M		5.8k	522.39	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.5	$2.9M	+381%	56k	51.27	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.5	$2.8M	-27%	141k	20.23	View chart
Kla Corp Com New (KLAC)	0.5	$2.6M	+845%	8.7k	301.71	View chart
NVIDIA Corporation (NVDA)	0.5	$2.6M	+6%	13k	200.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$2.5M	-9%	5.2k	477.54	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$2.4M	-7%	31k	79.41	View chart
Amazon (AMZN)	0.5	$2.4M		9.9k	238.34	View chart
Microsoft Corporation (MSFT)	0.4	$2.2M		5.9k	373.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.2M		3.0k	736.33	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.2M	+2%	6.6k	327.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.1M	-10%	5.9k	357.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$2.1M		39k	53.61	View chart
Tesla Motors (TSLA)	0.4	$2.0M		4.7k	420.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.9M	-4%	17k	110.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$1.8M	-5%	2.4k	763.14	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.3	$1.8M		14k	128.10	View chart
Wal-Mart Stores (WMT)	0.3	$1.7M		15k	113.26	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.3	$1.6M	-2%	26k	62.46	View chart
Dbx Etf Tr Xtrackers Ftse (DEEF)	0.3	$1.6M		41k	38.64	View chart
Netflix (NFLX)	0.3	$1.5M	+2%	21k	71.40	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$1.4M		8.7k	158.66	View chart
Goldman Sachs (GS)	0.3	$1.4M		1.4k	1011.37	View chart
Prologis (PLD)	0.3	$1.4M		10k	135.47	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$1.3M	-57%	26k	49.07	View chart
Palo Alto Networks (PANW)	0.2	$1.3M	-24%	3.7k	341.02	View chart
Enterprise Products Partners (EPD)	0.2	$1.2M		34k	36.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	-31%	3.2k	368.38	View chart
Merck & Co (MRK)	0.2	$1.2M	+27%	9.2k	128.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	+274%	9.1k	124.17	View chart
Constellation Energy (CEG)	0.2	$1.0M	+4%	4.1k	248.37	View chart
Astrazeneca Ord (AZN)	0.2	$1.0M	NEW	5.3k	189.62	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1000k	-48%	9.3k	107.62	View chart
PNC Financial Services (PNC)	0.2	$998k		4.1k	246.22	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$996k	-70%	21k	48.49	View chart
NiSource (NI)	0.2	$989k		21k	47.55	View chart
Charles Schwab Corporation (SCHW)	0.2	$967k		11k	92.27	View chart
Visa Com Cl A (V)	0.2	$965k		2.8k	343.13	View chart
Advanced Micro Devices (AMD)	0.2	$959k	-24%	1.7k	580.91	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$956k	+6%	20k	48.66	View chart
Eli Lilly & Co. (LLY)	0.2	$951k		793.00	1199.43	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$944k		18k	51.37	View chart
Fidelity Merrimack Str Tr Aaa Clo Etf (FAAA)	0.2	$898k	NEW	18k	50.16	View chart
Fortinet (FTNT)	0.2	$888k	-15%	5.8k	153.62	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$886k	+14%	12k	77.25	View chart
Blackrock (BLK)	0.2	$875k		910.00	961.22	View chart
East West Ban (EWBC)	0.2	$872k	-4%	6.8k	129.09	View chart
Newmont Mining Corporation (NEM)	0.2	$870k	-16%	9.3k	93.40	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$832k	-46%	33k	25.31	View chart
Meta Platforms Cl A (META)	0.2	$821k	+13%	1.5k	563.32	View chart
Micron Technology (MU)	0.2	$809k	-16%	701.00	1154.29	View chart
Applied Digital Corp Com New (APLD)	0.2	$793k		21k	37.30	View chart
American Express Company (AXP)	0.1	$779k	-38%	2.3k	338.25	View chart
Cummins (CMI)	0.1	$769k		1.1k	713.21	View chart
Abbvie (ABBV)	0.1	$711k	+6%	2.8k	251.67	View chart
Totalenergies Se Act (TTE)	0.1	$704k		9.1k	77.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$687k	+19%	12k	56.48	View chart
Nextera Energy (NEE)	0.1	$678k		7.7k	87.77	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$675k		7.1k	95.09	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$675k	+9%	13k	53.47	View chart
Eaton Corp SHS (ETN)	0.1	$670k	-3%	1.6k	426.12	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.1	$658k	+21%	5.6k	116.67	View chart
Chevron Corporation (CVX)	0.1	$655k		3.9k	165.76	View chart
Qualcomm (QCOM)	0.1	$653k	-16%	3.5k	184.79	View chart
Metropcs Communications (TMUS)	0.1	$642k	+3%	3.8k	167.73	View chart
Emerson Electric (EMR)	0.1	$634k	+6%	4.4k	143.14	View chart
SLB Com Stk (SLB)	0.1	$628k		14k	46.49	View chart
Everpure Cl A (P)	0.1	$620k	-5%	7.9k	78.79	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$613k	-2%	919.00	666.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$609k	+25%	10k	58.98	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$605k	NEW	3.5k	170.87	View chart
Chart Industries (GTLS)	0.1	$596k	+2%	2.9k	208.94	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$582k	-4%	14k	40.36	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.1	$578k		40k	14.55	View chart
Nxp Semiconductors N V (NXPI)	0.1	$564k	-14%	2.0k	281.03	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$562k		6.2k	90.79	View chart
Cisco Systems (CSCO)	0.1	$547k	-3%	4.7k	117.46	View chart
Johnson & Johnson (JNJ)	0.1	$543k	NEW	2.1k	253.97	View chart
Verizon Communications (VZ)	0.1	$537k	+2%	13k	42.34	View chart
salesforce (CRM)	0.1	$524k		3.3k	156.66	View chart
Bank of America Corporation (BAC)	0.1	$502k		8.8k	56.98	View chart
Marvell Technology (MRVL)	0.1	$497k	NEW	1.7k	297.89	View chart
Arista Networks Com Shs (ANET)	0.1	$483k	-26%	2.8k	169.88	View chart
Oracle Corporation (ORCL)	0.1	$480k	+6%	3.3k	146.55	View chart
Pepsi (PEP)	0.1	$465k	+20%	3.4k	135.41	View chart
Adobe Systems Incorporated (ADBE)	0.1	$455k	+16%	2.2k	205.02	View chart
AutoNation (AN)	0.1	$453k		2.4k	185.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$447k	-21%	3.3k	136.72	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$434k		4.2k	102.84	View chart
EOG Resources (EOG)	0.1	$433k		3.3k	129.73	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$428k	+18%	7.6k	56.01	View chart
Citizens Financial (CFG)	0.1	$426k		6.1k	70.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$423k		6.2k	68.41	View chart
At&t (T)	0.1	$423k	+2%	20k	20.70	View chart
Group 1 Automotive (GPI)	0.1	$422k		1.4k	291.14	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$416k		4.2k	99.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$414k		4.8k	85.49	View chart
Intel Corporation (INTC)	0.1	$410k	NEW	2.9k	139.63	View chart
Amgen (AMGN)	0.1	$409k	-41%	1.1k	362.12	View chart
Ge Vernova (GEV)	0.1	$403k	+4%	343.00	1174.86	View chart
Bunge Global Sa Com Shs (BG)	0.1	$402k	NEW	3.8k	106.73	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$394k	+35%	12k	32.23	View chart
Omni (OMC)	0.1	$388k	+14%	5.3k	72.82	View chart
MetLife (MET)	0.1	$370k	-2%	4.4k	84.61	View chart
Allegion Ord Shs (ALLE)	0.1	$363k	+20%	2.6k	140.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$362k		4.8k	75.51	View chart
Lithia Motors (LAD)	0.1	$362k	+3%	1.2k	290.49	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$360k	+43%	23k	15.87	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$357k	+8%	27k	13.22	View chart
Aptar (ATR)	0.1	$349k	+12%	2.8k	125.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$346k	+441%	2.9k	119.52	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$343k		1.8k	193.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$340k	+31%	2.7k	124.44	View chart
Gentex Corporation (GNTX)	0.1	$336k	+3%	13k	25.27	View chart
American Tower Reit (AMT)	0.1	$325k	+10%	2.0k	163.57	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$324k		17k	19.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$323k		2.0k	164.27	View chart
TJX Companies (TJX)	0.1	$322k		2.1k	151.50	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$318k		4.7k	67.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$311k		839.00	370.03	View chart
Rocket Lab Corp (RKLB)	0.1	$304k	NEW	3.0k	101.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$302k		1.2k	242.99	View chart
Honeywell International (HON)	0.1	$298k	NEW	1.3k	223.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$294k	-5%	970.00	303.12	View chart
Ameren Corporation (AEE)	0.1	$293k		2.6k	113.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$289k		818.00	353.33	View chart
Honeywell Aerospace (HONA)	0.1	$289k	NEW	1.3k	221.08	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$287k	+500%	3.5k	82.62	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$276k		16k	16.95	View chart
Freeport Mcmoran CL B (FCX)	0.1	$276k	-28%	4.4k	62.89	View chart
Nebius Group Shs Class A (NBIS)	0.1	$272k	NEW	986.00	276.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$265k		882.00	300.32	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$264k		2.5k	104.49	View chart
Comcast Corp Cl A Call Option (CMCSA)	0.0	$260k	NEW	11k	24.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$256k		1.6k	156.33	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$246k		4.6k	53.17	View chart
Altria (MO)	0.0	$246k	-5%	3.4k	71.95	View chart
Alliant Energy Corporation (LNT)	0.0	$241k		3.2k	76.29	View chart
Raytheon Technologies Corp (RTX)	0.0	$241k	+2%	1.3k	189.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$241k	-28%	992.00	242.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$238k	NEW	2.9k	80.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$236k		8.5k	27.70	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$234k		6.2k	37.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$231k	-90%	4.6k	50.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$229k		1.0k	227.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$229k		6.9k	33.29	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$218k	NEW	2.5k	88.54	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$217k	NEW	109.00	1989.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$215k	NEW	587.00	365.70	View chart
Boston Scientific Corporation (BSX)	0.0	$213k	-5%	5.0k	42.68	View chart
Caterpillar (CAT)	0.0	$212k	NEW	199.00	1064.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$210k	NEW	2.4k	86.14	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$209k		8.6k	24.31	View chart
Pitney Bowes (PBI)	0.0	$204k	-42%	12k	17.52	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$144k	-2%	25k	5.83	View chart
Purple Innovatio (PRPL)	0.0	$119k	+14%	333k	0.36	View chart

Past Filings by Crumly & Associates

SEC 13F filings are viewable for Crumly & Associates going back to 2019

Crumly & Associates 2026 Q2 filed July 8, 2026
Crumly & Associates 2026 Q1 filed April 2, 2026
Crumly & Associates 2025 Q4 filed Jan. 14, 2026
Crumly & Associates 2025 Q3 filed Nov. 3, 2025
Crumly & Associates 2025 Q2 filed July 2, 2025
Crumly & Associates 2025 Q1 filed April 22, 2025
Crumly & Associates 2024 Q4 filed Feb. 3, 2025
Crumly & Associates 2024 Q3 filed Nov. 1, 2024
Crumly & Associates 2024 Q2 filed Aug. 2, 2024
Crumly & Associates 2024 Q1 filed May 1, 2024
Crumly & Associates 2023 Q4 restated filed Jan. 29, 2024
Crumly & Associates 2023 Q4 filed Jan. 29, 2024
Crumly & Associates 2023 Q3 filed Nov. 2, 2023
Crumly & Associates 2023 Q2 filed July 21, 2023
Crumly & Associates 2023 Q1 filed April 24, 2023
Crumly & Associates 2022 Q4 filed March 3, 2023

View all past filings

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