Q2 2026 13F · SEC CIK 1759578

Crumly & Associates Inc.

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $522.1M
Reported positions: 194
Top holdings a year, 3 yrs: +12.5%
Assets under management: $1.2B

Crumly & Associates Inc. is a wealth manager that reported 194 positions worth $522.1M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were IShares Currency Hedged MSCI EAFE ETF (HEFA, 5.6%), First Trust Rising Dividend Achievers Et (RDVY, 5.0%), J P Morgan Exchange Traded F (JGRO, 4.7%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Crumly & Associates Inc. holdings largest 50 of 194 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crumly & Associates Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
HEFAIShares Currency Hedged MSCI EAFE ETF	5.6%	5.5%	618,984	+0.4%	$29.0M
RDVYFirst Trust Rising Dividend Achievers Et	5.0%	4.4%	322,777	+5.5%	$26.2M
JGROJ P Morgan Exchange Traded F	4.7%	4.5%	248,565	-2.1%	$24.5M
DSTLETF Ser Solutions	4.3%	4.4%	374,640	+4.3%	$22.4M
DSTXETF Ser Solutions	4.0%	4.2%	641,780	+5.3%	$21.0M
SDVYFirst Tr Exchange-Traded Fd	3.9%	3.6%	468,829	+8.1%	$20.2M
NFTYFirst Tr Alphadex Fd ETF II India Nifty	3.0%	3.1%	293,242	+4.0%	$15.8M
SMCOTidal Trust	2.7%	2.6%	461,501	+2.6%	$14.3M
JAAAJanus Detroit Str Tr	2.7%	2.9%	276,101	+2.0%	$13.9M
PSHPgim Short	2.6%	2.8%	271,387	+2.2%	$13.5M
SMINIshares Tr	2.6%	2.4%	191,179	+1.8%	$13.5M
AIRRFirst Tr Exchange Traded Fd	2.5%	2.3%	99,934	+2.8%	$13.3M
MGVVanguard Mega Cap Value ETF Total	2.4%	2.2%	76,747	+7.5%	$12.5M
IWYIshares Russell Top 200 Growth ETF	2.2%	2.1%	40,226	-1.9%	$11.7M
TDIVFirst Tr Exchange Traded Fd	2.2%	2.1%	99,902	-4.3%	$11.5M
GRIDFirst Tr Exchange-Traded Fd	2.1%	1.6%	58,095	+23.7%	$11.1M
FCOMFidelity Covington Trust	1.9%	1.9%	140,850	+3.9%	$9.8M
FTECFidelity Covington Trust	1.8%	1.5%	33,452	-2.4%	$9.6M
DGROIshares Core Dividend Growth ETF	1.7%	1.7%	114,563	-0.7%	$8.7M
VOOVanguard S&p 500 ETF	1.6%	1.5%	12,477	+2.9%	$8.6M
BITBBitwise Bitcoin ETF TR SHS Ben Int	1.5%	2.0%	249,044	-2.8%	$7.9M
FVDFirst Tr Exchange-Traded Fd	1.4%	1.6%	157,145	-1.1%	$7.6M
AAPLApple Inc	1.4%	1.2%	25,444	+15.1%	$7.4M
SMMUPimco ETF Tr	1.2%	1.1%	124,280	+18.3%	$6.3M
DEUSDbx ETF Tr	1.1%	1.2%	91,913	-3.4%	$6.0M
RSPInvesco S&p 500 Equal Weight ETF	1.1%	1.2%	26,521	-12.8%	$5.6M
VONGVanguard Russell 1000 Growth ETF	1.0%	1.1%	42,603	-12.1%	$5.4M
JMUBJ P Morgan Exchange Traded F	1.0%	0.7%	105,539	+66.7%	$5.3M
XLEState Street Energy Select Sector Spdr E	0.9%	1.5%	90,826	-21.3%	$4.8M
QQEWFirst Tr Exchange-Traded Fd	0.9%	0.8%	29,243	-6.3%	$4.7M
IQLTIshares Tr	0.9%	1.1%	90,578	-17.5%	$4.5M
SPYSpdr S&p 500 ETF Tr	0.8%	1.0%	5,653	-20.8%	$4.2M
EVIMMorgan Stanley ETF Trust	0.8%	—	76,536	—	$4.1M
AVGOBroadcom Inc	0.7%	0.7%	10,347	-0.6%	$3.9M
IJHIshares Tr	0.7%	0.7%	49,193	-1.0%	$3.8M
CRWVCoreweave Inc	0.7%	0.6%	34,452	+0.6%	$3.4M
EMLPFirst Tr Exchange-Traded Fd	0.6%	0.7%	72,836	+0.0%	$3.2M
FXRFirst Trust ETF II Indls Prod Durable	0.6%	0.6%	33,874	+0.0%	$3.1M
DIAState Street Spdr Dow Jones Industrial A	0.6%	0.6%	5,754	-1.5%	$3.0M
PAAAPgim ETF Tr	0.5%	—	55,875	—	$2.9M
FXNFirst Tr Exchange Traded Fd	0.5%	0.9%	140,849	-27.1%	$2.8M
KLACKla Corp	0.5%	—	8,738	—	$2.6M
NVDANvidia Corporation Com	0.5%	0.4%	12,988	+6.6%	$2.6M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	5,198	-9.2%	$2.5M
JAVAJ P Morgan Exchange Traded F	0.5%	0.5%	30,838	-7.8%	$2.4M
AMZNAmazon Com Inc Com	0.5%	0.4%	9,866	-1.9%	$2.4M
MSFTMicrosoft Corp	0.4%	0.5%	5,933	+0.2%	$2.2M
QQQInvesco Qqq Tr	0.4%	—	2,990	—	$2.2M
JPMJpmorgan Chase & Co	0.4%	—	6,613	—	$2.2M
GOOGLAlphabet Inc	0.4%	—	5,883	—	$2.1M

What Crumly & Associates Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$522.1M	194
Q1 2026	$475.9M	200
Q4 2025	$476.7M	203
Q3 2025	$457.3M	193
Q2 2025	$410.8M	159
Q1 2025	$362.2M	167
Q4 2024	$367.2M	155
Q3 2024	$361.9M	148
Q2 2024	$347.3M	137
Q1 2024	$380.3M	131
Q4 2023	$343.7M	127
Q3 2023	$254.6M	114

Questions about Crumly & Associates Inc.'s portfolio

What stocks does Crumly & Associates Inc. own?

Crumly & Associates Inc.'s latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 194 positions worth $522.1M. The largest are IShares Currency Hedged MSCI EAFE ETF (HEFA) at 5.6%, First Trust Rising Dividend Achievers Et (RDVY) at 5.0%, J P Morgan Exchange Traded F (JGRO) at 4.7%, ETF Ser Solutions (DSTL) at 4.3% and ETF Ser Solutions (DSTX) at 4.0%.

What did Crumly & Associates Inc. buy last quarter?

In Q2 2026, Crumly & Associates Inc. added J P Morgan Exchange Traded F (JMUB) (+66.7% shares), First Tr Exchange-Traded Fd (GRID) (+23.7% shares) and Pimco ETF Tr (SMMU) (+18.3% shares), compared with its Q1 2026 filing.

What did Crumly & Associates Inc. sell last quarter?

In Q2 2026, Crumly & Associates Inc. cut from its top 50 First Tr Exch Traded Fd III (FMHI), cut from its top 50 Simplify Exchange Traded Fun (MTBA), cut from its top 50 J P Morgan Exchange Traded Fd (JPST), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Netflix Inc Total (NFLX), First Tr Exchange Traded Fd (FXN) (-27.1% shares), State Street Energy Select Sector Spdr E (XLE) (-21.3% shares) and Spdr S&p 500 ETF Tr (SPY) (-20.8% shares), compared with its Q1 2026 filing.

How has Crumly & Associates Inc.'s portfolio performed?

A portfolio copying Crumly & Associates Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.1% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Crumly & Associates Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Crumly & Associates Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Crumly & Associates Inc. manage?

Crumly & Associates Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $522.1M.