DOSSIER · 13F-HR · Q2 2026

Crumly & Associates Inc.

$522M in tracked AUM across 196 positions as of Q2 2026.

C&
CIK 0001759578 · last filed Jun 30, 2026
Total AUM
$522M
as of Q2 2026
Holdings
196
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Crumly & Associates Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HEFA
ISHARES TR
$29M619K5.6%
02
RDVY
FIRST TR EXCHANGE TRADED FD
$26M323K5.0%
03
JGRO
J P MORGAN EXCHANGE TRADED F
$25M249K4.7%
04
DSTL
ETF SER SOLUTIONS
$22M375K4.3%
05
DSTX
ETF SER SOLUTIONS
$21M642K4.0%
06
SDVY
FIRST TR EXCHANGE TRADED FD
$20M469K3.9%
07
NFTY
FIRST TR EXCH TRD ALPHDX FD
$16M293K3.0%
08
SMCO
TIDAL TRUST II
$14M462K2.7%
09
JAAA
JANUS DETROIT STR TR
$14M276K2.7%
10
PSH
PGIM ETF TR
$14M271K2.6%

Filing history

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 positionsView →
2025Q2Jun 30
$411M 13.4%
159 positionsLocked
2025Q1Mar 31
$362M 1.4%
167 positionsLocked
2024Q4Dec 31
$367M 1.5%
155 positionsLocked
2024Q3Sep 30
$362M 4.2%
148 positionsLocked
2024Q2Jun 30
$347M 8.7%
137 positionsLocked
2024Q1Mar 31
$380M 10.7%
131 positionsLocked
2023Q4Dec 31
$344M 35.0%
127 positionsLocked
2023Q3Sep 30
$255M 2.0%
114 positionsLocked
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