Crumly & Associates Inc.
Holdings as of 2026-06-30, filed 2026-07-08
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 8 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
196
Value reported by manager
$522.3M
Sum of our stored positions
$522.3M
should match the line above
Disclosure lag
8 d
quarter end to filing
Top 5 concentration
23.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
2
puts and calls
Positions
196 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR | HDG MSCI EAFE | $29M | 618,984 | — | 46434V803 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $26.2M | 322,777 | — | 33738R506 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $24.5M | 248,565 | — | 46654Q609 |
| ETF SER SOLUTIONS | DISTILLATE US | $22.4M | 374,640 | — | 26922A321 |
| ETF SER SOLUTIONS | DISTILLATE INTNL | $21M | 641,780 | — | 26922B501 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $20.2M | 468,829 | — | 33741X102 |
| FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | $15.8M | 293,242 | — | 33737J802 |
| TIDAL TRUST II | HILT SMAL MI ETF | $14.3M | 461,501 | — | 88636J675 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $13.9M | 276,101 | — | 47103U845 |
| PGIM ETF TR | SHRT DUR HGH YLD | $13.5M | 271,387 | — | 69344A784 |
| ISHARES TR | MSCI INDIA SM CP | $13.5M | 191,179 | — | 46429B614 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $13.3M | 99,934 | — | 33738R704 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $12.5M | 76,747 | — | 921910840 |
| ISHARES TR | RUS TP200 GR ETF | $11.7M | 40,226 | — | 464289438 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $11.5M | 99,902 | — | 33738R118 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $11.1M | 58,095 | — | 33737A108 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $9.8M | 140,850 | — | 316092873 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $9.6M | 33,452 | — | 316092808 |
| ISHARES TR | CORE DIV GRWTH | $8.7M | 114,563 | — | 46434V621 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.6M | 12,477 | — | 922908363 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $7.9M | 249,044 | — | 09174C104 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $7.6M | 157,145 | — | 33734H106 |
| APPLE INC | COM | $7.4M | 25,444 | — | 037833100 |
| PIMCO ETF TR | SHTRM MUN BD ACT | $6.3M | 124,280 | — | 72201R874 |
| DBX ETF TR | XTRA RU 1000 ETF | $6M | 91,913 | — | 233051481 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $5.6M | 26,521 | — | 46137V357 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $5.4M | 42,603 | — | 92206C680 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.3M | 105,539 | — | 46641Q647 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $4.8M | 90,826 | — | 81369Y506 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | $4.7M | 29,243 | — | 337344105 |
| ISHARES TR | MSCI INTL QUALTY | $4.5M | 90,578 | — | 46434V456 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.2M | 5,653 | — | 78462F103 |
| MORGAN STANLEY ETF TRUST | EATO VAN MU ETF | $4.1M | 76,536 | — | 61774R882 |
| BROADCOM INC | COM | $3.9M | 10,347 | — | 11135F101 |
| ISHARES TR | CORE S&P MCP ETF | $3.8M | 49,193 | — | 464287507 |
| COREWEAVE INC | COM CL A | $3.4M | 34,452 | — | 21873S108 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $3.2M | 72,836 | — | 33738D101 |
| FIRST TR EXCHANGE-TRADED FD | INDLS PROD DUR | $3.1M | 33,874 | — | 33734X150 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $3M | 5,754 | — | 78467X109 |
| PGIM ETF TR | AAA CLO ETF | $2.9M | 55,875 | — | 69344A834 |
| FIRST TR EXCHANGE-TRADED FD | ENERGY ALPHADX | $2.8M | 140,849 | — | 33734X127 |
| KLA CORP | COM NEW | $2.6M | 8,738 | — | 482480100 |
| NVIDIA CORPORATION | COM | $2.6M | 12,988 | — | 67066G104 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.5M | 5,198 | — | 874039100 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $2.4M | 30,838 | — | 46641Q167 |
| AMAZON COM INC | COM | $2.4M | 9,866 | — | 023135106 |
| MICROSOFT CORP | COM | $2.2M | 5,933 | — | 594918104 |
| INVESCO QQQ TR | UNIT SER 1 | $2.2M | 2,990 | — | 46090E103 |
| JPMORGAN CHASE & CO | COM | $2.2M | 6,613 | — | 46625H100 |
| ALPHABET INC | CAP STK CL A | $2.1M | 5,883 | — | 02079K305 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $2.1M | 38,491 | — | 81369Y605 |
| TESLA INC | COM | $2M | 4,698 | — | 88160R101 |
| ISHARES TR | RUS MID CAP ETF | $1.9M | 16,792 | — | 464287499 |
| CROWDSTRIKE HLDGS INC | CL A | $1.8M | 2,406 | — | 22788C105 |
| SPDR SERIES TRUST | ST STR R1K YLD | $1.8M | 13,723 | — | 78468R770 |
| WALMART INC | COM | $1.7M | 15,200 | — | 931142103 |
| FIRST TR EXCHANGE-TRADED FD | FINLS ALPHADEX | $1.6M | 25,838 | — | 33734X135 |
| DBX ETF TR | XTRACKERS FTSE | $1.6M | 41,235 | — | 233051515 |
| NETFLIX INC. | COM | $1.5M | 20,983 | — | 64110L106 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $1.4M | 8,741 | — | 81369Y209 |
| GOLDMAN SACHS GROUP INC | COM | $1.4M | 1,370 | — | 38141G104 |
| PROLOGIS INC. | COM | $1.4M | 10,128 | — | 74340W103 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $1.3M | 25,744 | — | 82889N525 |
| PALO ALTO NETWORKS INC | COM | $1.3M | 3,682 | — | 697435105 |
| ENTERPRISE PRODS PARTNERS L | COM | $1.2M | 33,637 | — | 293792107 |
| SPDR GOLD TR | GOLD SHS | $1.2M | 3,232 | — | 78463V107 |
| MERCK & CO INC | COM | $1.2M | 9,224 | — | 58933Y105 |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 9,080 | — | 464287614 |
| CONSTELLATION ENERGY CORP | COM | $1M | 4,147 | — | 21037T109 |
| ASTRAZENECA PLC | ORD | $1M | 5,313 | — | G0593M107 |
| ISHARES TR | NATIONAL MUN ETF | $999.9K | 9,291 | — | 464288414 |
| PNC FINL SVCS GROUP INC | COM | $998.4K | 4,055 | — | 693475105 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $995.8K | 20,536 | — | 33739P301 |
| NISOURCE INC | COM | $988.6K | 20,791 | — | 65473P105 |
| SCHWAB CHARLES CORP | COM | $966.9K | 10,479 | — | 808513105 |
| VISA INC | COM CL A | $964.5K | 2,811 | — | 92826C839 |
| ADVANCED MICRO DEVICES INC | COM | $958.5K | 1,650 | — | 007903107 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $956K | 19,647 | — | 336917109 |
| ELI LILLY & CO | COM | $951.1K | 793 | — | 532457108 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $944.4K | 18,385 | — | 33739N108 |
| FIDELITY MERRIMACK STR TR | AAA CLO ETF | $897.9K | 17,903 | — | 316188838 |
| FORTINET INC | COM | $887.6K | 5,778 | — | 34959E109 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $885.8K | 11,467 | — | 316092600 |
| BLACKROCK INC | COM | $874.7K | 910 | — | 09290D101 |
| EAST WEST BANCORP INC | COM | $872K | 6,755 | — | 27579R104 |
| NEWMONT CORP | COM | $869.8K | 9,313 | — | 651639106 |
| DBX ETF TR | XTRACK MUN INFRA | $832K | 32,873 | — | 233051705 |
| META PLATFORMS INC | CL A | $821.3K | 1,458 | — | 30303M102 |
| MICRON TECHNOLOGY INC | COM | $809.2K | 701 | — | 595112103 |
| APPLIED DIGITAL CORP | COM NEW | $793.4K | 21,270 | — | 038169207 |
| AMERICAN EXPRESS CO | COM | $778.7K | 2,302 | — | 025816109 |
| CUMMINS INC | COM | $768.8K | 1,078 | — | 231021106 |
| ABBVIE INC | COM | $711K | 2,825 | — | 00287Y109 |
| TOTALENERGIES SE | ACT | $704.3K | 9,058 | — | F92124100 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $686.5K | 12,155 | — | 46641Q332 |
| NEXTERA ENERGY INC | COM | $678.1K | 7,726 | — | 65339F101 |
| HSBC HLDGS PLC | SPON ADR NEW | $674.9K | 7,097 | — | 404280406 |
| ISHARES SILVER TR | ISHARES | $674.7K | 12,618 | — | 46428Q109 |
| EATON CORP PLC | SHS | $670.3K | 1,573 | — | G29183103 |
| CHEVRON CORPORATION | COM | $654.6K | 3,949 | — | 166764100 |
| QUALCOMM INC | COM | $653K | 3,534 | — | 747525103 |
| T-MOBILE US INC | COM | $641.6K | 3,825 | — | 872590104 |
| EMERSON ELEC CO | COM | $634.1K | 4,430 | — | 291011104 |
| SLB LIMITED | COM STK | $627.6K | 13,499 | — | 806857108 |
| EVERPURE INC | CL A | $620.1K | 7,870 | — | 74624M102 |
| TELEDYNE TECHNOLOGIES INC | COM | $612.9K | 919 | — | 879360105 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $609K | 10,325 | — | 92206C706 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $605K | 3,541 | — | 84615Q103 |
| PALANTIR TECHNOLOGIES INC | CL A | $599.6K | 5,139 | — | 69608A108 |
| CHART INDS INC | COM | $595.9K | 2,852 | — | 16115Q308 |
| ETF SER SOLUTIONS | DISTILLATE SMLMD | $582.4K | 14,429 | — | 26922B667 |
| PIMCO ACCESS INCOME FUND | SHS BENFIN INT | $578.4K | 39,750 | — | 72203T100 |
| NXP SEMICONDUCTORS N V | COM | $564.3K | 2,008 | — | N6596X109 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $561.6K | 6,186 | — | 78464A805 |
| CISCO SYS INC | COM | $546.5K | 4,653 | — | 17275R102 |
| JOHNSON & JOHNSON | COM | $542.7K | 2,137 | — | 478160104 |
| VERIZON COMMUNICATIONS INC | COM | $537.1K | 12,686 | — | 92343V104 |
| SALESFORCE INC | COM | $524.2K | 3,346 | — | 79466L302 |
| BANK OF AMER CORP | COM | $501.5K | 8,801 | — | 060505104 |
| MARVELL TECHNOLOGY INC | COM | $496.9K | 1,668 | — | 573874104 |
| ARISTA NETWORKS INC | COM SHS | $483.1K | 2,844 | — | 040413205 |
| ORACLE CORP | COM | $480.4K | 3,278 | — | 68389X105 |
| PEPSICO INC | COM | $464.7K | 3,432 | — | 713448108 |
| ADOBE INC | COM | $454.9K | 2,219 | — | 00724F101 |
| AUTONATION INC | COM | $453.1K | 2,439 | — | 05329W102 |
| EXXON MOBIL CORP | COM | $447.2K | 3,271 | — | 30231G102 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $433.6K | 4,216 | — | 316092204 |
| EOG RES INC | COM | $432.8K | 3,336 | — | 26875P101 |
| MP MATERIALS CORP | COM CL A | $428.1K | 7,644 | — | 553368101 |
| CITIZENS FINL GROUP INC | COM | $425.5K | 6,073 | — | 174610105 |
| ISHARES TR | MSCI EMG MKT ETF | $423.4K | 6,189 | — | 464287234 |
| AT&T INC | COM | $422.8K | 20,424 | — | 00206R102 |
| GROUP 1 AUTOMOTIVE INC | COM | $421.9K | 1,449 | — | 398905109 |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $415.8K | 4,175 | — | 316092709 |
| VANGUARD STAR FDS | VG TL INTL STK F | $413.6K | 4,838 | — | 921909768 |
| INTEL CORP | COM | $410K | 2,936 | — | 458140100 |
| AMGEN INC | COM | $408.5K | 1,128 | — | 031162100 |
| GE VERNOVA INC | COM | $403K | 343 | — | 36828A101 |
| BUNGE GLOBAL SA | COM SHS | $401.8K | 3,765 | — | H11356104 |
| ISHARES INC | EM MKTS DIV ETF | $394.3K | 12,235 | — | 464286319 |
| OMNICOM GROUP INC | COM | $388.2K | 5,330 | — | 681919106 |
| METLIFE INC | COM | $370.4K | 4,378 | — | 59156R108 |
| ALLEGION PLC | ORD SHS | $362.5K | 2,580 | — | G0176J109 |
| ISHARES GOLD TR | ISHARES NEW | $362.2K | 4,797 | — | 464285204 |
| LITHIA MTRS INC | COM | $362K | 1,246 | — | 536797103 |
| FIRST TR EXCHANGE-TRADED FD | INDXX NAT RE ETF | $360K | 22,683 | — | 33734X838 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $356.9K | 27,000 | — | 69355M107 |
| APTARGROUP INC | COM | $348.8K | 2,786 | — | 038336103 |
| VANGUARD WORLD FD | INF TECH ETF | $346.1K | 2,896 | — | 92204A702 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $342.6K | 1,768 | — | 33735K108 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $339.8K | 2,731 | — | G1151C101 |
| GENTEX CORP | COM | $335.9K | 13,291 | — | 371901109 |
| AMERICAN TOWER CORP | COM | $324.7K | 1,985 | — | 03027X100 |
| ENERGY TRANSFER L P | COM UT LTD PTN | $324K | 16,948 | — | 29273V100 |
| ISHARES TR | CORE S&P TTL STK | $322.8K | 1,965 | — | 464287150 |
| TJX COS INC NEW | COM | $321.8K | 2,124 | — | 872540109 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | $318K | 4,711 | — | 86765K109 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $310.5K | 839 | — | 922908769 |
| ROCKET LAB CORP | COM | $304.3K | 2,994 | — | 773121108 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $301.8K | 1,242 | — | 922908611 |
| HONEYWELL INTL INC | COM | $297.8K | 1,330 | — | 438516205 |
| VANGUARD INDEX FDS | SMALL CP ETF | $294K | 970 | — | 922908751 |
| AMEREN CORP | COM | $293K | 2,592 | — | 023608102 |
| ALPHABET INC | CAP STK CL C | $289K | 818 | — | 02079K107 |
| HONEYWELL AEROSPACE INC | COM | $288.7K | 1,306 | — | 43849R105 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $286.5K | 3,468 | — | 921932505 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | $276.1K | 16,291 | — | 09257W100 |
| FREEPORT MCMORAN INC | CL B | $276K | 4,389 | — | 35671D857 |
| NEBIUS GROUP N.V. | SHS CLASS A | $272.3K | 986 | — | N97284108 |
| ISHARES TR | RUSSELL 2000 ETF | $264.9K | 882 | — | 464287655 |
| ISHARES TR | US HOME CONS ETF | $263.8K | 2,525 | — | 464288752 |
| ISHARES TR | SELECT DIVID ETF | $255.6K | 1,635 | — | 464287168 |
| ISHARES TR | ISHS 5-10YR INVT | $245.9K | 4,625 | — | 464288638 |
| ALTRIA GROUP INC | COM | $245.5K | 3,412 | — | 02209S103 |
| ALLIANT ENERGY CORP | COM | $241.3K | 3,163 | — | 018802108 |
| RTX CORPORATION | COM | $241.1K | 1,271 | — | 75513E101 |
| ISHARES TR | RUS 1000 VAL ETF | $240.5K | 992 | — | 464287598 |
| VANGUARD INDEX FDS | MID CAP ETF | $237.5K | 2,948 | — | 922908629 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $236.2K | 8,526 | — | 808524805 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | $233.5K | 6,214 | — | 091749101 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $230.7K | 4,562 | — | 46641Q837 |
| ISHARES TR | S&P 500 VAL ETF | $229.1K | 1,009 | — | 464287408 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $228.9K | 6,876 | — | 46438F101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $217.6K | 2,458 | — | 922042874 |
| ASML HLDG NV | N Y REGISTRY SHS | $216.8K | 109 | — | N07059210 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $214.7K | 587 | — | 922908595 |
| BOSTON SCIENTIFIC CORP | COM | $213K | 4,991 | — | 101137107 |
| CATERPILLAR INC | COM | $211.9K | 199 | — | 149123101 |
| VANGUARD INDEX FDS | GROWTH ETF | $209.8K | 2,436 | — | 922908736 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $208.5K | 8,576 | — | 46138G870 |
| PITNEY BOWES INC | COM | $204.3K | 11,660 | — | 724479100 |
| COMCAST CORP NEW | CL A | $161.7K | 6,585 | — | 20030N101 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $144.3K | 24,754 | — | 539439109 |
| PURPLE INNOVATION INC | COM | $119K | 333,263 | — | 74640Y106 |
| COMCAST CORP NEW | CL A | $98.2K | 4,000 | Call | 20030N101 |
| PALANTIR TECHNOLOGIES INC | CL A | $58.3K | 500 | Call | 69608A108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-08