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CIK: 0001759578
Total reported value
$522.3M
$522.3M
200 檔
20.9%
In Q1 2026, Crumly & Associates Inc.'s U.S. equity holdings reached a combined market value of $522.3M, distributed across 200 disclosed stock positions.
In Q1 2026, Crumly & Associates Inc. displayed an active expansion posture, initiating 6 new positions and adding to 105 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.51% | +0.05% | +35.61% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.51% | +0.18% | -11.71% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 4.39% | +0.62% | -9.70% | |
| 4 | DSTL | Distillate US Fundamental St | ETF-Other | 4.37% | -0.07% | -2.00% | |
| 5 | DSTX | Distillate International Fun | ETF-Other | 4.15% | -0.14% | +38.87% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.59% | +0.28% | -9.06% | |
| 7 | NFTY | First Trust India Nifty 50 E | ETF-Other | 3.05% | -0.03% | +48.09% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.87% | -0.20% | +200.03% | |
| 9 | PSH | Pgim Short Duration High Yld | ETF-Other | 2.77% | -0.18% | +146.24% | |
| 10 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 2.57% | +0.17% | -11.13% | |
| 11 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.37% | +0.22% | +77.42% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-Other | 2.26% | +0.29% | -9.76% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.17% | +0.23% | -28.76% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.14% | +0.10% | -0.30% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.05% | +0.15% | -25.13% | |
| 16 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.98% | -0.46% | +31.49% | |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.94% | -0.07% | -14.66% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.70% | -0.04% | -2.19% | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.61% | +0.52% | -4.40% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 1.57% | -0.12% | -1.00% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.12% | -0.44% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.50% | +0.33% | -0.35% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.49% | -0.57% | +0.04% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | -0.15% | -18.96% | |
| 25 | DEUS | Xtrackers Russell US Multi | ETF-Other | 1.20% | -0.05% | -0.93% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.23% | +16.50% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.12% | -0.08% | -7.30% | |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.11% | +0.09% | +15.66% | |
| 29 | IQLT | Ishares Msci International Q | ETF-Other | 1.07% | -0.21% | -9.22% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | -0.16% | +3.26% | |
| 31 | FXN | First Trust Energy Alphadex | ETF-Other | 0.91% | -0.36% | — | |
| 32 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.83% | +0.06% | -5.20% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.02% | -0.16% | |
| 34 | FMHI | First Trust Municipal High I | ETF-Other | 0.69% | -0.50% | -11.54% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.07% | +4.41% | |
| 36 | EMLP | First Trust North American E | ETF-Other | 0.67% | -0.06% | — | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.67% | +0.36% | +31.78% | |
| 38 | MTBA | Simplify Mbs ETF | ETF-Other | 0.62% | -0.38% | +178.92% | |
| 39 | FXR | First Trust Indst/producers | ETF-Other | 0.58% | +0.01% | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.57% | +0.01% | — | |
| 41 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.56% | +0.10% | — | |
| 42 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.50% | -0.03% | -9.86% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.46% | -32.48% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.04% | +15.28% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.05% | +5.38% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.01% | +4.97% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.20% | +1.28% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.12% | +5.66% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.07% | +2.18% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.40% | — | +0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.9% | +200.03% | Add |
| 2 | PSH | Pgim Short Duration High Yld | +1.6% | +146.24% | Add |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | +1.6% | +35.61% | Add |
| 4 | DSTX | Distillate International Fun | +1.2% | +38.87% | Add |
| 5 | SMIN | Ishares Msci India Small-cap | +0.8% | +77.42% | Add |
| 6 | NFTY | First Trust India Nifty 50 E | +0.7% | +48.09% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.4% | +0.04% | Add |
| 8 | MTBA | Simplify Mbs ETF | +0.4% | +178.92% | Add |
| 9 | FXN | First Trust Energy Alphadex | +0.2% | — | Unchanged |
| 10 | JMUB | Jpmorgan Municipal ETF | +0.2% | +31.78% | Add |
| 11 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.2% | +15.66% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +16.50% | Add |
| 13 | EMLP | First Trust North American E | +0.1% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +71.03% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +108.10% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +6.74% | Add |
| 17 | EPD | Enterprise Products Partners | +0.1% | +7.36% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +1.43% | Add |
| 19 | CVX | Chevron CORP | +0.1% | +8.75% | Add |
| 20 | TTE | TotalEnergies SE | +0.1% | +1.36% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.18% | Add |
| 22 | EOG | Eog Resources Inc | 0% | +24.04% | Add |
| 23 | GLD | Spdr Gold Shares | 0% | +1.28% | Add |
| 24 | AIRR | First Trust Rba American Ind | 0% | -9.76% | Trim |
| 25 | SLB | Slb LTD | 0% | — | Unchanged |
| 26 | NI | Nisource Inc | 0% | +8.88% | Add |
| 27 | BITB | Bitwise Bitcoin ETF | 0% | +31.49% | Add |
| 28 | TGT | Target CORP | 0% | +18.32% | Add |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | -4.40% | Trim |
| 30 | NFLX | Netflix Inc | 0% | +5.66% | Add |
| 31 | FDL | First Trust Morn Dvd Lead In | 0% | +3.84% | Add |
| 32 | PLD | Prologis Inc | 0% | +8.46% | Add |
| 33 | NEM | Newmont CORP | 0% | +4.49% | Add |
| 34 | ETN | Eaton Corporation plc | 0% | +16.95% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | +4.03% | Add |
| 36 | VZ | Verizon Communications Inc | 0% | +1.58% | Add |
| 37 | PDO | Pimco Dynamic Income Opport | 0% | +66.67% | Add |
| 38 | AMT | American Tower CORP | 0% | +49.96% | Add |
| 39 | DEUS | Xtrackers Russell US Multi | 0% | -0.93% | Trim |
| 40 | PEP | Pepsico Inc | 0% | +30.62% | Add |
| 41 | ORCL | Oracle CORP | 0% | +84.09% | Add |
| 42 | HON | Honeywell International Inc | 0% | +9.18% | Add |
| 43 | TDY | Teledyne Technologies Inc | 0% | +6.31% | Add |
| 44 | PNC | Pnc Financial Services Group | 0% | +14.58% | Add |
| 45 | FTNT | Fortinet Inc | 0% | +19.19% | Add |
| 46 | NEE | Nextera Energy Inc | 0% | +0.37% | Add |
| 47 | FTRI | First Trust Indxx Global Nat | 0% | +31.13% | Add |
| 48 | ONEY | Ss Spdr R1000 Yield Foc ETF | 0% | — | Unchanged |
| 49 | GTLS | Chart Industries Inc | 0% | +17.59% | Add |
| 50 | T | At&t Inc | 0% | +0.73% | Add |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $522.3M across 200 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including HEFA, JGRO, RDVY) accounted for 20.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
CRWV
市值: $2.7M
Top Position Liquidated / Trimmed
JSI
前期市值: $9.4M
During Q1 2026, Crumly & Associates Inc.'s top holdings by market value included HEFA (5.5%)、JGRO (4.5%)、RDVY (4.4%). The largest single position, HEFA, represented 5.5% of total portfolio value.
In Q1 2026, Crumly & Associates Inc. made 161 total portfolio adjustments, initiating 6 new buys, adding to 105 positions, trimming 41 holdings, and fully liquidating 9 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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