Crumly & Associates Inc.
CIK: 0001759578Latest portfolio: $476.7M · Q4 2025
Holdings
203
Total Value
$476.7M
New Positions
201
Closed Positions
0
Top Holdings
View All 203 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JGROJ P MORGAN EXCHANGE TRADED F | 287,447 | $26.7M | 5.60% | NEW | |
| 2 | RDVYFIRST TR EXCHANGE TRADED FD | 338,770 | $23.5M | 4.94% | NEW | |
| 3 | DSTLETF SER SOLUTIONS | 366,485 | $21.6M | 4.53% | NEW | |
| 4 | HEFAISHARES TR | 454,722 | $18.8M | 3.95% | NEW | |
| 5 | SDVYFIRST TR EXCHANGE-TRADED FD | 476,716 | $18.3M | 3.83% | NEW | |
| 6 | MGVVANGUARD WORLD FD | 100,169 | $14.1M | 2.97% | NEW | |
| 7 | DSTXETF SER SOLUTIONS | 438,986 | $13.9M | 2.92% | NEW | |
| 8 | SMCOTIDAL TRUST II | 506,124 | $13.6M | 2.85% | NEW | |
| 9 | TDIVFIRST TR EXCHANGE TRADED FD | 139,472 | $13.5M | 2.83% | NEW | |
| 10 | FCOMFIDELITY COVINGTON TRUST | 158,791 | $11.6M | 2.44% | NEW | |
| 11 | IWYISHARES TR | 41,131 | $11.4M | 2.39% | NEW | |
| 12 | NFTYFIRST TR EXCH TRD ALPHDX FD | 190,433 | $11.1M | 2.33% | NEW | |
| 13 | AIRRFIRST TR EXCHANGE TRADED FD | 107,724 | $10.6M | 2.22% | NEW | |
| 14 | JSIJANUS DETROIT STR TR | 179,881 | $9.4M | 1.96% | NEW | |
| 15 | BITBBITWISE BITCOIN ETF TR | 194,851 | $9.3M | 1.94% | NEW | |
| 16 | DGROISHARES TR | 117,981 | $8.2M | 1.72% | NEW | |
| 17 | FTECFIDELITY COVINGTON TRUST | 34,392 | $7.7M | 1.62% | NEW | |
| 18 | VOOVANGUARD INDEX FDS | 12,181 | $7.6M | 1.60% | NEW | |
| 19 | GRIDFIRST TR EXCHANGE TRADED FD | 49,139 | $7.5M | 1.58% | NEW | |
| 20 | SMINISHARES TR | 105,831 | $7.4M | 1.55% | NEW | |
| 21 | FVDFIRST TR EXCHANGE-TRADED FD | 160,505 | $7.4M | 1.55% | NEW | |
| 22 | RSPINVESCO EXCHANGE TRADED FD T | 37,512 | $7.2M | 1.51% | NEW | |
| 23 | CGMSCAPITAL GRP FIXED INCM ETF T | 231,354 | $6.4M | 1.34% | NEW | |
| 24 | VONGVANGUARD SCOTTSDALE FDS | 52,275 | $6.4M | 1.33% | NEW | |
| 25 | FBNDFIDELITY MERRIMACK STR TR | 137,935 | $6.3M | 1.33% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.267515834502484e+85T)
Unknown0.0% ($1.8581829628575458e+22T)
Energy0.0% ($1.0215805505162923e+21T)
Consumer Cyclical0.0% ($22111986584436346880.0T)
Healthcare0.0% ($835745731730598.5T)
Industrials0.0% ($588490461458445.3T)
Communication Services0.0% ($19381820812697.5T)
Utilities0.0% ($1294807.6T)
Real Estate0.0% ($1188292.2T)
Consumer Defensive0.0% ($1574.3T)
Basic Materials0.0% ($1.1T)
Filing History
Fund Information
Crumly & Associates Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $476.7M across 203 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JGRO), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 203 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.