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Crumly & Associates Inc. Top Holdings and 13F Report (2026)

About Crumly & Associates Inc.

Investment Activity

  • Crumly & Associates Inc. has $475.95 million in total holdings as of March 31, 2026.
  • Crumly & Associates Inc. owns shares of 200 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 11.95% of the portfolio was purchased this quarter.
  • About 10.56% of the portfolio was sold this quarter.
  • This quarter, Crumly & Associates Inc. has purchased 203 new stocks and bought additional shares in 109 stocks.
  • Crumly & Associates Inc. sold shares of 42 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

21873S108 - COREWEAVE INC
$2,653,502 Holding
61774R882 - MORGAN STANLEY ETF TRUST
$892,109 Holding
36828A101 - GE VERNOVA INC
$286,311 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$264,176 Holding
02209S103 - Altria Group
$239,016 Holding

Largest Purchases this Quarter

Janus Henderson AAA CLO ETF
180,547 shares (about $9.09M)
PGIM ETF TR
157,764 shares (about $7.82M)
iShares Currency Hedged MSCI EAFE ETF
161,944 shares (about $6.88M)
ETF SER SOLUTIONS
170,638 shares (about $5.53M)
iShares MSCI India Small-Cap ETF
81,932 shares (about $4.91M)

Largest Sales this Quarter

Capital Group U.S. Multi-Sector Income ETF
220,574 shares (about $6.01M)
Fidelity Total Bond ETF
131,386 shares (about $5.99M)
Vanguard Mega Cap Value ETF
28,804 shares (about $4.18M)
JPMorgan Active Growth ETF
33,668 shares (about $2.85M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrumly & Associates Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$26,205,211$6,881,807 35.6%616,6665.5%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$21,449,401$2,845,619 -11.7%253,7794.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$20,887,528$2,243,680 -9.7%305,9104.4%Manufacturing
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$20,788,511$423,623 -2.0%359,1664.4%ETF
ETF SER SOLUTIONS
$19,755,282$5,529,641 38.9%609,6244.2%DISTILLATE INTNL
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$17,093,175$1,703,730 -9.1%433,5073.6%ETF
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$14,522,485$4,715,846 48.1%282,0093.1%Manufacturing
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$13,640,599$9,094,152 200.0%270,8082.9%ETF
PGIM ETF TR
$13,174,764$7,824,306 146.2%265,6472.8%SHRT DUR HGH YLD
TIDAL TRUST II
$12,225,147$1,531,293 -11.1%449,7852.6%HILTON SMALL-MID
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$11,258,269$4,912,643 77.4%187,7632.4%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$10,768,380$1,165,296 -9.8%97,2052.3%Manufacturing
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$10,344,357$4,175,140 -28.8%71,3652.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$10,204,385$30,607 -0.3%41,0082.1%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$9,780,494$3,282,393 -25.1%104,4262.1%Manufacturing
BITWISE BITCOIN ETF TR
$9,430,759$2,258,294 31.5%256,2012.0%SHS BEN INT
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$9,230,577$1,586,238 -14.7%135,5051.9%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$8,098,342$181,555 -2.2%115,3941.7%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$7,684,171$353,987 -4.4%46,9751.6%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,473,077$75,483 -1.0%158,9001.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,246,656$32,268 -0.4%12,1271.5%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$7,130,269$24,966 -0.3%34,2721.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$7,072,475$2,512 0.0%115,4501.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,834,560$1,364,743 -19.0%30,4011.2%ETF
DEUS
Xtrackers Russell US Multifactor ETF
$5,696,497$53,182 -0.9%95,1161.2%ETF
Apple Inc. stock logo
AAPL
Apple
$5,609,610$794,375 16.5%22,1031.2%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$5,315,358$418,687 -7.3%48,4581.1%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$5,301,845$717,954 15.7%105,0911.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$5,078,381$515,882 -9.2%109,8501.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,640,242$146,329 3.3%7,1351.0%Finance
First Trust Energy AlphaDEX Fund stock logo
FXN
First Trust Energy AlphaDEX Fund
$4,339,7280.0%193,2200.9%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$3,964,113$217,506 -5.2%31,2200.8%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,355,760$5,470 -0.2%49,6930.7%ETF
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$3,274,126$427,052 -11.5%68,8710.7%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$3,221,656$136,183 4.4%10,4090.7%Computer and Technology
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$3,180,0200.0%72,8360.7%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$3,165,183$763,351 31.8%63,3160.7%ETF
SIMPLIFY EXCHANGE TRADED FUN
$2,972,943$1,907,080 178.9%60,1080.6%MBS ETF
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$2,765,1600.0%33,8740.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,706,8820.0%5,8440.6%Finance
COREWEAVE INC
$2,653,502$2,653,502 New Holding34,2520.6%COM CL A
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$2,399,320$262,390 -9.9%33,4400.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,376,140$1,142,926 -32.5%46,9500.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,192,966$290,594 15.3%5,9240.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,125,449$108,479 5.4%12,1870.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,094,988$99,137 5.0%10,0590.4%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,043,878$25,817 1.3%4,7500.4%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,972,133$105,573 5.7%20,5110.4%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,934,984$41,227 2.2%5,7260.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,924,393$12,342 0.6%38,9790.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,901,992$136,487 7.7%6,4660.4%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,898,490$275,671 -12.7%17,8850.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,880,880$99,781 5.6%6,5410.4%Computer and Technology
WALMART INC
$1,874,962$118,311 6.7%15,0870.4%COM
Tesla, Inc. stock logo
TSLA
Tesla
$1,736,816$94,425 5.7%4,6720.4%Auto/Tires/Trucks
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,719,832$1,154 0.1%2,9800.4%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,707,748$15,654 0.9%17,5640.4%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$1,647,4430.0%13,7230.3%ETF
DEEF
Xtrackers FTSE Developed ex US Multifactor ETF
$1,558,6090.0%41,2350.3%ETF
RVNU
Xtrackers Municipal Infrastructure Revenue Bond ETF
$1,508,328$80,310 -5.1%61,2270.3%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,494,977$4,327 -0.3%26,6060.3%ETF
KLA Corporation stock logo
KLAC
KLA
$1,360,507$19,141 1.4%9240.3%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$1,334,210$104,024 8.5%10,0940.3%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,293,939$88,659 7.4%34,1950.3%Energy
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,281,504$19,792 1.6%8,7410.3%ETF
Newmont Corporation stock logo
NEM
Newmont
$1,208,764$51,962 4.5%11,1660.3%Basic Materials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,176,772$35,532 3.1%1,3910.2%Finance
American Express Company stock logo
AXP
American Express
$1,129,592$82,587 7.9%3,7340.2%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,104,155$81,262 7.9%3,9540.2%Energy
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,033,167$154,783 -13.0%2,4230.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$998,669$107,753 12.1%2,5580.2%Computer and Technology
NiSource, Inc stock logo
NI
NiSource
$982,893$80,162 8.9%21,0650.2%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$973,992$82,043 9.2%10,3640.2%Finance
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$940,968$34,798 3.8%18,5230.2%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$931,3840.0%18,3850.2%Manufacturing
MORGAN STANLEY ETF TRUST
$892,109$892,109 New Holding16,9780.2%EATON VANCE INTE
BLACKROCK INC
$879,658$87,485 11.0%9150.2%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$869,785$33,680 4.0%7,2310.2%Medical
Visa Inc. stock logo
V
Visa
$848,955$145,069 20.6%2,8090.2%Business Services
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$829,031$105,502 14.6%3,9840.2%Finance
TOTALENERGIES SE
$818,519$11,008 1.4%8,9970.2%ACT
Chevron Corporation stock logo
CVX
Chevron
$812,289$65,380 8.8%3,9260.2%Energy
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$784,155$8,926 1.2%11,5080.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$778,791$57,758 8.0%3,7080.2%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$778,033$404,167 108.1%4,8530.2%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$774,152$114,814 17.4%8,9340.2%Medical
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$754,793$16,761 -2.2%7,0700.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$738,086$33,757 4.8%1,2900.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$722,019$7,358 1.0%7850.2%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$713,226$2,601 0.4%7,6790.1%Utilities
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$705,046$292,808 71.0%4,1560.1%Energy
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$703,9550.0%10,0050.1%ETF
SLB Limited stock logo
SLB
SLB
$691,9150.0%13,4640.1%Energy
Amgen Inc. stock logo
AMGN
Amgen
$680,126$36,592 5.7%1,9330.1%Medical
PALANTIR TECHNOLOGIES INC
$677,423$50,613 8.1%4,6310.1%CL A
Salesforce Inc. stock logo
CRM
Salesforce
$619,558$137,016 28.4%3,3190.1%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$618,665$9,638 1.6%12,3240.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$604,271$5,271 0.9%1,2610.1%Finance
PGIM ETF TR
$594,456$55,121 10.2%11,6150.1%AAA CLO ETF
HSBC Holdings plc stock logo
HSBC
HSBC
$585,432$17,653 -2.9%7,0970.1%Finance

Showing largest 100 holdings. View all holdings.
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