13F Insight
DOSSIER · 13F-HR · Q3 2026

Crumly & Associates Inc.

$563M in tracked AUM across 207 positions as of Q3 2026.

C&
CIK 0001759578 · last filed Sep 30, 2026
Total AUM
$563M
as of Q3 2026
Holdings
207
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Crumly & Associates Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
HEFA
ISHARES TR
$31M678K5.6%02
DSTX
ETF SER SOLUTIONS
$29M847K5.1%03
DSTL
ETF SER SOLUTIONS
$27M427K4.9%04
RDVY
FIRST TR EXCHANGE TRADED FD
$27M346K4.8%05
SDVY
FIRST TR EXCHANGE TRADED FD
$23M574K4.1%06
JGRO
J P MORGAN EXCHANGE TRADED F
$23M236K4.0%07
MGV
VANGUARD WORLD FD
$16M102K2.9%08
SMCO
TIDAL TRUST II
$14M527K2.6%09
JAAA
JANUS DETROIT STR TR
$14M285K2.6%10
PSH
PGIM ETF TR
$14M280K2.4%

Filing history

2026Q3Sep 30
$563M▲ 7.9%
207 positionsView →2026Q2Jun 30
$522M▲ 9.7%
196 positionsView →2026Q1Mar 31
$476M▼ 0.2%
200 positionsView →2025Q4Dec 31
$477M▲ 4.3%
203 positionsView →2025Q3Sep 30
$457M▲ 11.3%
193 positionsLocked2025Q2Jun 30
$411M▲ 13.4%
159 positionsLocked2025Q1Mar 31
$362M▼ 1.4%
167 positionsLocked2024Q4Dec 31
$367M▲ 1.5%
155 positionsLocked2024Q3Sep 30
$362M▲ 4.2%
148 positionsLocked2024Q2Jun 30
$347M▼ 8.7%
137 positionsLocked2024Q1Mar 31
$380M▲ 10.7%
131 positionsLocked2023Q4Dec 31
$344M▲ 35.0%
127 positionsLocked
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