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

About Crumly & Associates Inc.

Investment Activity

  • Crumly & Associates Inc. has $522.27 million in total holdings as of June 30, 2026.
  • Crumly & Associates Inc. owns shares of 194 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 6.38% of the portfolio was purchased this quarter.
  • About 5.56% of the portfolio was sold this quarter.
  • This quarter, Crumly & Associates Inc. has purchased 200 new stocks and bought additional shares in 83 stocks.
  • Crumly & Associates Inc. sold shares of 62 stocks and completely divested from 24 stocks this quarter.

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$1,007,451 Holding
316188838 - FIDELITY MERRIMACK STR TR
$897,925 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$605,048 Holding
478160104 - Johnson & Johnson
$542,734 Holding
573874104 - Marvell Technology
$496,881 Holding

Largest Purchases this Quarter

MORGAN STANLEY ETF TRUST
59,558 shares (about $3.17M)
KLA
7,814 shares (about $2.36M)
PGIM ETF TR
44,260 shares (about $2.27M)
JPMorgan Municipal ETF
42,223 shares (about $2.14M)

Largest Sales this Quarter

First Trust Municipal High Income ETF
48,335 shares (about $2.34M)
JPMorgan Ultra-Short Income ETF
42,388 shares (about $2.14M)
SIMPLIFY EXCHANGE TRADED FUN
34,364 shares (about $1.69M)
Energy Select Sector SPDR Fund
24,624 shares (about $1.31M)
SPDR S&P 500 ETF Trust
1,482 shares (about $1.11M)

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
$29,045,827$108,772 â–²0.4%618,9845.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$26,164,312$1,367,239 â–²5.5%322,7775.0%Manufacturing
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$24,506,023$514,048 â–¼-2.1%248,5654.7%ETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$22,440,912$926,892 â–²4.3%374,6404.3%ETF
ETF SER SOLUTIONS
$20,955,465$1,049,961 â–²5.3%641,7804.0%DISTILLATE INTNL
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$20,225,280$1,523,791 â–²8.1%468,8293.9%ETF
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$15,774,935$604,279 â–²4.0%293,2423.0%Manufacturing
TIDAL TRUST II
$14,306,531$363,196 â–²2.6%461,5012.7%HILT SMAL MI ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$13,940,339$267,244 â–²2.0%276,1012.7%ETF
PGIM ETF TR
$13,536,784$286,311 â–²2.2%271,3872.6%SHRT DUR HGH YLD
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$13,522,091$241,614 â–²1.8%191,1792.6%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$13,316,206$363,639 â–²2.8%99,9342.5%Manufacturing
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$12,544,297$879,688 â–²7.5%76,7472.4%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$11,690,426$227,264 â–¼-1.9%40,2262.2%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$11,476,742$519,717 â–¼-4.3%99,9022.2%Manufacturing
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$11,139,716$2,132,260 â–²23.7%58,0952.1%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$9,786,282$371,372 â–²3.9%140,8501.9%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$9,553,193$234,175 â–¼-2.4%33,4521.8%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$8,682,726$62,981 â–¼-0.7%114,5631.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,569,520$240,389 â–²2.9%12,4771.6%ETF
BITWISE BITCOIN ETF TR
$7,934,542$228,022 â–¼-2.8%249,0441.5%SHS BEN INT
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,571,245$84,556 â–¼-1.1%157,1451.4%ETF
Apple Inc. stock logo
AAPL
Apple
$7,362,526$966,758 â–²15.1%25,4441.4%Computer and Technology
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$6,276,158$969,047 â–²18.3%124,2801.2%ETF
DEUS
Xtrackers Russell US Multifactor ETF
$6,001,965$209,158 â–¼-3.4%91,9131.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,642,873$825,548 â–¼-12.8%26,5211.1%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$5,445,089$748,327 â–¼-12.1%42,6031.0%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$5,346,065$2,138,801 â–²66.7%105,5391.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,823,762$1,307,779 â–¼-21.3%90,8260.9%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$4,667,183$315,529 â–¼-6.3%29,2430.9%Manufacturing
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$4,488,145$954,929 â–¼-17.5%90,5780.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,221,150$1,106,624 â–¼-20.8%5,6530.8%Finance
MORGAN STANLEY ETF TRUST
$4,076,690$3,172,357 â–²350.8%76,5360.8%EATO VAN MU ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,908,538$23,420 â–¼-0.6%10,3470.7%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,793,295$38,555 â–¼-1.0%49,1930.7%ETF
COREWEAVE INC
$3,429,352$19,908 â–²0.6%34,4520.7%COM CL A
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$3,168,3660.0%72,8360.6%ETF
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$3,086,6270.0%33,8740.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$3,005,832$47,015 â–¼-1.5%5,7540.6%Finance
PGIM ETF TR
$2,864,711$2,269,210 â–²381.1%55,8750.5%AAA CLO ETF
First Trust Energy AlphaDEX Fund stock logo
FXN
First Trust Energy AlphaDEX Fund
$2,849,378$1,059,466 â–¼-27.1%140,8490.5%ETF
KLA Corporation stock logo
KLAC
KLA
$2,636,342$2,357,562 â–²845.7%8,7380.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,598,856$160,277 â–²6.6%12,9880.5%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,482,242$252,140 â–¼-9.2%5,1980.5%Computer and Technology
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$2,448,846$206,625 â–¼-7.8%30,8380.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,351,462$46,000 â–¼-1.9%9,8660.5%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$2,213,296$3,357 â–²0.2%5,9330.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,201,626$7,363 â–²0.3%2,9900.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,164,761$48,120 â–²2.3%6,6130.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,102,408$235,149 â–¼-10.1%5,8830.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,063,503$26,162 â–¼-1.3%38,4910.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,975,979$10,936 â–²0.6%4,6980.4%Auto/Tires/Trucks
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,852,493$85,167 â–¼-4.4%16,7920.4%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,836,115$115,997 â–¼-5.9%2,4060.4%Computer and Technology
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$1,757,9160.0%13,7230.3%ETF
WALMART INC
$1,721,506$12,798 â–²0.7%15,2000.3%COM
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,613,814$47,968 â–¼-2.9%25,8380.3%ETF
DEEF
Xtrackers FTSE Developed ex US Multifactor ETF
$1,593,3200.0%41,2350.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,498,186$33,701 â–²2.3%20,9830.3%Consumer Discretionary
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,386,8320.0%8,7410.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,385,577$21,239 â–¼-1.5%1,3700.3%Finance
Prologis, Inc. stock logo
PLD
Prologis
$1,372,024$4,606 â–²0.3%10,1280.3%Finance
SIMPLIFY EXCHANGE TRADED FUN
$1,263,259$1,686,243 â–¼-57.2%25,7440.2%MBS ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,255,636$399,335 â–¼-24.1%3,6820.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,236,496$20,512 â–¼-1.6%33,6370.2%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,190,604$559,201 â–¼-32.0%3,2320.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,185,250$256,093 â–²27.6%9,2240.2%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,127,464$826,600 â–²274.7%9,0800.2%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,029,990$47,935 â–²4.9%4,1470.2%Energy
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$1,007,451$1,007,451 â–²New Holding5,3130.2%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$999,893$924,882 â–¼-48.1%9,2910.2%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$998,422$17,482 â–²1.8%4,0550.2%Finance
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$995,792$2,343,767 â–¼-70.2%20,5360.2%Manufacturing
NiSource, Inc stock logo
NI
NiSource
$988,612$13,029 â–¼-1.3%20,7910.2%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$966,881$10,611 â–²1.1%10,4790.2%Finance
Visa Inc. stock logo
V
Visa
$964,528$686 â–²0.1%2,8110.2%Business Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$958,502$310,787 â–¼-24.5%1,6500.2%Computer and Technology
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$956,023$54,694 â–²6.1%19,6470.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$951,148$9,595 â–²1.0%7930.2%Medical
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$944,3860.0%18,3850.2%Manufacturing
FIDELITY MERRIMACK STR TR
$897,925$897,925 â–²New Holding17,9030.2%AAA CLO ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$887,616$159,918 â–¼-15.3%5,7780.2%Computer and Technology
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$885,829$112,940 â–²14.6%11,4670.2%ETF
BLACKROCK INC
$874,713$4,806 â–¼-0.5%9100.2%COM
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$872,003$40,663 â–¼-4.5%6,7550.2%Finance
Newmont Corporation stock logo
NEM
Newmont
$869,834$173,070 â–¼-16.6%9,3130.2%Basic Materials
RVNU
Xtrackers Municipal Infrastructure Revenue Bond ETF
$832,010$717,635 â–¼-46.3%32,8730.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$821,325$94,638 â–²13.0%1,4580.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$809,157$154,675 â–¼-16.0%7010.2%Computer and Technology
Applied Digital Corporation stock logo
APLD
Applied Digital
$793,3710.0%21,2700.2%Finance
American Express Company stock logo
AXP
American Express
$778,652$484,374 â–¼-38.4%2,3020.1%Finance
Cummins Inc. stock logo
CMI
Cummins
$768,840$3,566 â–²0.5%1,0780.1%Auto/Tires/Trucks
AbbVie Inc. stock logo
ABBV
AbbVie
$710,959$41,022 â–²6.1%2,8250.1%Medical
TOTALENERGIES SE
$704,326$4,743 â–²0.7%9,0580.1%ACT
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$686,514$113,129 â–²19.7%12,1550.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$678,111$4,125 â–²0.6%7,7260.1%Utilities
HSBC Holdings plc stock logo
HSBC
HSBC
$674,8540.0%7,0970.1%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$674,684$59,352 â–²9.6%12,6180.1%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$670,287$26,419 â–¼-3.8%1,5730.1%Industrials
PALANTIR TECHNOLOGIES INC
$657,902$117,603 â–²21.8%5,6390.1%CL A

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