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CIK: 0001759578
Total reported value
$522.3M
$522.3M
203 檔
20.8%
The Q4 2025 SEC filing reveals that Crumly & Associates Inc. held a total portfolio value of $522.3M, covering 203 public equity positions.
Crumly & Associates Inc. executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 10 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including JGRO, RDVY, DSTL) accounted for 20.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.60% | +0.18% | -15.28% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 4.94% | +0.62% | -7.26% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-Other | 4.53% | -0.07% | -3.37% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.95% | +0.05% | +3.70% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.83% | +0.28% | +20.32% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.97% | +0.23% | -9.60% | |
| 7 | DSTX | Distillate International Fun | ETF-Other | 2.92% | -0.14% | +1.66% | |
| 8 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 2.85% | +0.17% | +1.07% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.83% | +0.15% | +10.34% | |
| 10 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.44% | -0.07% | +26.43% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.39% | +0.10% | -0.17% | |
| 12 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.33% | -0.03% | +3.25% | |
| 13 | AIRR | First Trust Rba American Ind | ETF-Other | 2.22% | +0.29% | +5.44% | |
| 14 | JSI | Jh Securitized Income ETF | ETF-Other | 1.96% | — | -13.96% | |
| 15 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.94% | -0.46% | +25.42% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.72% | -0.04% | -0.18% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.62% | +0.33% | +1.38% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | +0.12% | — | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.58% | +0.52% | — | |
| 20 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.55% | +0.22% | +4.86% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 1.55% | -0.12% | -0.02% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.51% | -0.15% | — | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.34% | -0.06% | EXIT | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.34% | -0.08% | -2.01% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.33% | -0.06% | EXIT | |
| 26 | DEUS | Xtrackers Russell US Multi | ETF-Other | 1.17% | -0.05% | -2.59% | |
| 27 | IQLT | Ishares Msci International Q | ETF-Other | 1.15% | -0.21% | +0.79% | |
| 28 | PSH | Pgim Short Duration High Yld | ETF-Other | 1.14% | -0.18% | — | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.08% | -0.57% | +100.09% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.23% | -1.11% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.16% | -0.78% | |
| 32 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.98% | +0.06% | -4.01% | |
| 33 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.96% | +0.09% | +2.72% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.96% | -0.20% | -6.77% | |
| 35 | FMHI | First Trust Municipal High I | ETF-Other | 0.78% | -0.50% | -2.01% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.74% | -0.46% | -57.87% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.07% | -0.46% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | +0.02% | — | |
| 39 | FXN | First Trust Energy Alphadex | ETF-Other | 0.67% | -0.36% | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | +0.01% | — | |
| 41 | EMLP | First Trust North American E | ETF-Other | 0.58% | -0.06% | — | |
| 42 | FXR | First Trust Indst/producers | ETF-Other | 0.57% | +0.01% | -1.26% | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.56% | -0.03% | -2.38% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.04% | -2.00% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.51% | +0.36% | +5.90% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | +6.91% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.21% | +0.58% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.05% | +1.59% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | — | -3.83% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.02% | -8.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | +0.5% | +20.32% | Add |
| 2 | FCOM | Fidelity Msci Comm Serv Indx | +0.5% | +26.43% | Add |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +3.70% | Add |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +10.34% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +32.12% | Add |
| 6 | SLV | Ishares Silver Trust | +0.1% | +32.11% | Add |
| 7 | DSTX | Distillate International Fun | +0.1% | +1.66% | Add |
| 8 | AIRR | First Trust Rba American Ind | +0.1% | +5.44% | Add |
| 9 | ABBV | Abbvie Inc | +0.1% | +118.70% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.34% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.1% | +7.67% | Add |
| 12 | NFTY | First Trust India Nifty 50 E | 0% | +3.25% | Add |
| 13 | CGMS | Cap Group US Multi-sect Bond | 0% | +6.47% | Add |
| 14 | AAPL | Apple Inc | 0% | -1.11% | Trim |
| 15 | EOG | Eog Resources Inc | -0.1% | -46.63% | Trim |
| 16 | SGVT | Schwab Govt Money Market ETF | -0.1% | -17.32% | Trim |
| 17 | RVNU | Xtrackers Municipal Infrastr | -0.1% | -17.29% | Trim |
| 18 | NFLX | Netflix Inc | -0.1% | +920.13% | Add |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -6.77% | Trim |
| 20 | DSMC | Distillate S/m Cash Flow ETF | -0.1% | -51.50% | Trim |
| 21 | BITB | Bitwise Bitcoin ETF | -0.2% | +25.42% | Add |
| 22 | DSTL | Distillate US Fundamental St | -0.3% | -3.37% | Trim |
| 23 | MGV | Vanguard Mega Cap Value ETF | -0.4% | -9.60% | Trim |
| 24 | JSI | Jh Securitized Income ETF | -0.4% | -13.96% | Trim |
| 25 | RDVY | First Trust Rising Dividend | -0.4% | -7.26% | Trim |
| 26 | JPST | Jpmorgan Ultra-short Income | -1.1% | -57.87% | Trim |
| 27 | JGRO | Jpmorgan Active Growth ETF | -1.4% | -15.28% | Trim |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 29 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 30 | PSH | Pgim Short Duration High Yld | — | NEW | New buy |
| 31 | MTBA | Simplify Mbs ETF | — | NEW | New buy |
| 32 | GOVI | Invesco Equal Weight 0-30 Yr | — | EXIT | Sold out |
| 33 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 34 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 35 | TTE | TotalEnergies SE | — | NEW | New buy |
| 36 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 37 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 38 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 39 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 40 | EBAY | Ebay Inc | — | EXIT | Sold out |
| 41 | ANET | Arista Networks Inc | — | NEW | New buy |
| 42 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 43 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | TGT | Target CORP | — | NEW | New buy |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 48 | ORCL | Oracle CORP | — | NEW | New buy |
| 49 | BALL | Ball CORP | — | EXIT | Sold out |
| 50 | KKR | Kkr & Co Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $522.3M across 203 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GRID
市值: $7.5M
Top Position Liquidated / Trimmed
GOVI
前期市值: $969.1K
During Q4 2025, Crumly & Associates Inc.'s top holdings by market value included JGRO (5.6%)、RDVY (4.9%)、DSTL (4.5%). The largest single position, JGRO, represented 5.6% of total portfolio value.
In Q4 2025, Crumly & Associates Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 14 positions, trimming 13 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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