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Crumly & Associates Inc. — 13F Holdings & Portfolio

CIK 1759578 · latest 13F-HR filed 2026-07-08

Backtest portfolio

Crumly & Associates Inc. manages $522.3M in 13F-reported U.S. long-equity assets across 196 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HEFA (5.56%), RDVY (5.01%), JGRO (4.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 24, added to 102, and trimmed 40.

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.

Filer Information
Address
1200 CENTRE WEST DRIVE
SPRINGFIELD, IL 62704
Phone
(217) 321-3210
Filing Manager
Crumly & Associates Inc.
SPRINGFIELD, IL
Signatory
Bridget Johnson
Chief Compliance Officer
Loading holdings…
AUM

$522.3M

Long-equity book

Holdings

196

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+18 / −24 / ↑102 / ↓40

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE TRADED FD$5.3M +25.3%
  • FIRST TR EXCHANGE-TRADED FD$3.5M +45.0%
  • MORGAN STANLEY ETF TRUST$3.2M +357.0%
  • FIRST TR EXCHANGE TRADED FD$3.1M +18.3%
  • J P MORGAN EXCHANGE TRADED F$3.1M +14.3%
Show all 102 →

Top Trims

  • FIRST TR EXCH TRADED FD III-$2.3M -69.6%
  • SELECT SECTOR SPDR TR-$2.2M -31.8%
  • J P MORGAN EXCHANGE TRADED F-$2.1M -90.3%
  • SIMPLIFY EXCHANGE TRADED FUN-$1.7M -57.5%
  • BITWISE BITCOIN ETF TR-$1.5M -15.9%
Show all 40 →

New Positions

  • ASTRAZENECA PLC$1.0M
  • FIDELITY MERRIMACK STR TR$897.9K
  • SPACE EXPLORATION TECHN CORP$605.0K
  • JOHNSON & JOHNSON$542.7K
  • MARVELL TECHNOLOGY INC$496.9K
Show all 18 →

Exited Positions

  • MEDTRONIC PLC$774.2K
  • BERKSHIRE HATHAWAY INC DEL$604.3K
  • HONEYWELL INTL INC$583.2K
  • FIRST TR EXCHANGE-TRADED FD$557.4K
  • TARGET CORP$533.8K
Show all 24 →
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 $29.0M 5.56% 618,984 SH
2 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $26.2M 5.01% 322,777 SH
3 J P MORGAN EXCHANGE TRADED F JGRO 46654Q609 $24.5M 4.69% 248,565 SH
4 ETF SER SOLUTIONS DSTL 26922A321 $22.4M 4.30% 374,640 SH
5 ETF SER SOLUTIONS DSTX 26922B501 $21.0M 4.01% 641,780 SH
6 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $20.2M 3.87% 468,829 SH
7 FIRST TR EXCH TRD ALPHDX FD NFTY 33737J802 $15.8M 3.02% 293,242 SH
8 TIDAL TRUST II SMCO 88636J675 $14.3M 2.74% 461,501 SH
9 JANUS DETROIT STR TR JAAA 47103U845 $13.9M 2.67% 276,101 SH
10 PGIM ETF TR PSH 69344A784 $13.5M 2.59% 271,387 SH
11 ISHARES TR SMIN 46429B614 $13.5M 2.59% 191,179 SH
12 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $13.3M 2.55% 99,934 SH
13 VANGUARD WORLD FD MGV 921910840 $12.5M 2.40% 76,747 SH
14 ISHARES TR IWY 464289438 $11.7M 2.24% 40,226 SH
15 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $11.5M 2.20% 99,902 SH
16 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $11.1M 2.13% 58,095 SH
17 FIDELITY COVINGTON TRUST FCOM 316092873 $9.8M 1.87% 140,850 SH
18 FIDELITY COVINGTON TRUST FTEC 316092808 $9.6M 1.83% 33,452 SH
19 ISHARES TR DGRO 46434V621 $8.7M 1.66% 114,563 SH
20 VANGUARD INDEX FDS VOO 922908363 $8.6M 1.64% 12,477 SH
21 BITWISE BITCOIN ETF TR BITB 09174C104 $7.9M 1.52% 249,044 SH
22 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $7.6M 1.45% 157,145 SH
23 APPLE INC AAPL 037833100 $7.4M 1.41% 25,444 SH
24 PIMCO ETF TR SMMU 72201R874 $6.3M 1.20% 124,280 SH
25 DBX ETF TR DEUS 233051481 $6.0M 1.15% 91,913 SH
26 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $5.6M 1.08% 26,521 SH
27 VANGUARD SCOTTSDALE FDS VONG 92206C680 $5.4M 1.04% 42,603 SH
28 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $5.3M 1.02% 105,539 SH
29 SELECT SECTOR SPDR TR XLE 81369Y506 $4.8M 0.92% 90,826 SH
30 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $4.7M 0.89% 29,243 SH
31 ISHARES TR IQLT 46434V456 $4.5M 0.86% 90,578 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.2M 0.81% 5,653 SH
33 MORGAN STANLEY ETF TRUST EVIM 61774R882 $4.1M 0.78% 76,536 SH
34 BROADCOM INC AVGO 11135F101 $3.9M 0.75% 10,347 SH
35 ISHARES TR IJH 464287507 $3.8M 0.73% 49,193 SH
36 COREWEAVE INC CRWV 21873S108 $3.4M 0.66% 34,452 SH
37 FIRST TR EXCHANGE-TRADED FD EMLP 33738D101 $3.2M 0.61% 72,836 SH
38 FIRST TR EXCHANGE-TRADED FD FXR 33734X150 $3.1M 0.59% 33,874 SH
39 STATE STR SPDR DOW JONES IND DIA 78467X109 $3.0M 0.58% 5,754 SH
40 PGIM ETF TR PAAA 69344A834 $2.9M 0.55% 55,875 SH
41 FIRST TR EXCHANGE-TRADED FD FXN 33734X127 $2.8M 0.55% 140,849 SH
42 KLA CORP KLAC 482480100 $2.6M 0.50% 8,738 SH
43 NVIDIA CORPORATION NVDA 67066G104 $2.6M 0.50% 12,988 SH
44 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.5M 0.48% 5,198 SH
45 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $2.4M 0.47% 30,838 SH
46 AMAZON COM INC AMZN 023135106 $2.4M 0.45% 9,866 SH
47 MICROSOFT CORP MSFT 594918104 $2.2M 0.42% 5,933 SH
48 INVESCO QQQ TR QQQ 46090E103 $2.2M 0.42% 2,990 SH
49 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 0.41% 6,613 SH
50 ALPHABET INC GOOGL 02079K305 $2.1M 0.40% 5,883 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $522.3M 196 0001759578-26-000007
2026-03-31 2026-04-02 $475.9M 200 0001759578-26-000004
2025-12-31 2026-01-14 $476.7M 203 0001759578-26-000002