Crumly & Associates Inc. — 13F Holdings & Portfolio
CIK 1759578 · latest 13F-HR filed 2026-04-02
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$475.9M
Long-equity book
Holdings
200
Distinct positions
Period
2026-03-31
Filed 2026-04-02
Q/Q Activity
+6 / −9 / ↑82 / ↓57
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JANUS DETROIT STR TR$9.1M +198.8%
- PGIM ETF TR$7.7M +142.5%
- ISHARES TR$7.4M +39.3%
- ETF SER SOLUTIONS$5.8M +42.0%
- ISHARES TR$3.9M +52.2%
Top Trims
- CAPITAL GRP FIXED INCM ETF T-$6.1M -95.4%
- FIDELITY MERRIMACK STR TR-$6.1M -95.3%
- J P MORGAN EXCHANGE TRADED F-$5.2M -19.6%
- VANGUARD WORLD FD-$3.8M -26.8%
- FIRST TR EXCHANGE TRADED FD-$3.7M -27.6%
New Positions
- COREWEAVE INC$2.7M
- MORGAN STANLEY ETF TRUST$892.1K
- GE VERNOVA INC$286.3K
- ISHARES BITCOIN TRUST ETF$264.2K
- ALTRIA GROUP INC$239.0K
Exited Positions
- JANUS DETROIT STR TR$9.4M
- SCHWAB STRATEGIC TR$1.4M
- ASTRAZENECA PLC$745.6K
- CYBERARK SOFTWARE LTD$471.9K
- ROCKET LAB CORP$247.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | HEFA | 46434V803 | $26.2M | 5.51% | 616,666 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $21.4M | 4.51% | 253,779 | SH |
| 3 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $20.9M | 4.39% | 305,910 | SH |
| 4 | ETF SER SOLUTIONS | DSTL | 26922A321 | $20.8M | 4.37% | 359,166 | SH |
| 5 | ETF SER SOLUTIONS | DSTX | 26922B501 | $19.8M | 4.15% | 609,624 | SH |
| 6 | FIRST TR EXCHANGE-TRADED FD | SDVY | 33741X102 | $17.1M | 3.59% | 433,507 | SH |
| 7 | FIRST TR EXCH TRD ALPHDX FD | NFTY | 33737J802 | $14.5M | 3.05% | 282,009 | SH |
| 8 | JANUS DETROIT STR TR | JAAA | 47103U845 | $13.6M | 2.87% | 270,808 | SH |
| 9 | PGIM ETF TR | PSH | 69344A784 | $13.2M | 2.77% | 265,647 | SH |
| 10 | TIDAL TRUST II | SMCO | 88636J675 | $12.2M | 2.57% | 449,785 | SH |
| 11 | ISHARES TR | SMIN | 46429B614 | $11.3M | 2.37% | 187,763 | SH |
| 12 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $10.8M | 2.26% | 97,205 | SH |
| 13 | VANGUARD WORLD FD | MGV | 921910840 | $10.3M | 2.17% | 71,365 | SH |
| 14 | ISHARES TR | IWY | 464289438 | $10.2M | 2.14% | 41,008 | SH |
| 15 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $9.8M | 2.05% | 104,426 | SH |
| 16 | BITWISE BITCOIN ETF TR | BITB | 09174C104 | $9.4M | 1.98% | 256,201 | SH |
| 17 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $9.2M | 1.94% | 135,505 | SH |
| 18 | ISHARES TR | DGRO | 46434V621 | $8.1M | 1.70% | 115,394 | SH |
| 19 | FIRST TR EXCHANGE TRADED FD | GRID | 33737A108 | $7.7M | 1.61% | 46,975 | SH |
| 20 | FIRST TR EXCHANGE-TRADED FD | FVD | 33734H106 | $7.5M | 1.57% | 158,900 | SH |
| 21 | VANGUARD INDEX FDS | VOO | 922908363 | $7.2M | 1.52% | 12,127 | SH |
| 22 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $7.1M | 1.50% | 34,272 | SH |
| 23 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $7.1M | 1.49% | 115,450 | SH |
| 24 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $5.8M | 1.23% | 30,401 | SH |
| 25 | DBX ETF TR | DEUS | 233051481 | $5.7M | 1.20% | 95,116 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $5.6M | 1.18% | 22,103 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $5.3M | 1.12% | 48,458 | SH |
| 28 | PIMCO ETF TR | SMMU | 72201R874 | $5.3M | 1.11% | 105,091 | SH |
| 29 | ISHARES TR | IQLT | 46434V456 | $5.1M | 1.07% | 109,850 | SH |
| 30 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $4.6M | 0.97% | 7,135 | SH |
| 31 | FIRST TR EXCHANGE TRADED FD | FXN | 33734X127 | $4.3M | 0.91% | 193,220 | SH |
| 32 | FIRST TR EXCHANGE-TRADED FD | QQEW | 337344105 | $4.0M | 0.83% | 31,220 | SH |
| 33 | ISHARES TR | IJH | 464287507 | $3.4M | 0.71% | 49,693 | SH |
| 34 | FIRST TR EXCH TRADED FD III | FMHI | 33739P301 | $3.3M | 0.69% | 68,871 | SH |
| 35 | BROADCOM INC | AVGO | 11135F101 | $3.2M | 0.68% | 10,409 | SH |
| 36 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $3.2M | 0.67% | 72,836 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $3.2M | 0.67% | 63,316 | SH |
| 38 | SIMPLIFY EXCHANGE TRADED FUN | MTBA | 82889N525 | $3.0M | 0.62% | 60,108 | SH |
| 39 | FIRST TR EXCHANGE TRADED FD | FXR | 33734X150 | $2.8M | 0.58% | 33,874 | SH |
| 40 | SPDR DOW JONES INDL AVERAGE | DIA | 78467X109 | $2.7M | 0.57% | 5,844 | SH |
| 41 | COREWEAVE INC | CRWV | 21873S108 | $2.7M | 0.56% | 34,252 | SH |
| 42 | J P MORGAN EXCHANGE TRADED F | JAVA | 46641Q167 | $2.4M | 0.50% | 33,440 | SH |
| 43 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $2.4M | 0.50% | 46,950 | SH |
| 44 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 0.46% | 5,924 | SH |
| 45 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.1M | 0.45% | 12,187 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $2.1M | 0.44% | 10,059 | SH |
| 47 | SPDR GOLD TR | GLD | 78463V107 | $2.0M | 0.43% | 4,750 | SH |
| 48 | NETFLIX INC | NFLX | 64110L106 | $2.0M | 0.41% | 20,511 | SH |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $1.9M | 0.41% | 5,726 | SH |
| 50 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.9M | 0.40% | 38,979 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-02 | $475.9M | 200 | 0001759578-26-000004 |
| 2025-12-31 | 2026-01-14 | $476.7M | 203 | 0001759578-26-000002 |