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CIK: 0001759578
Total reported value
$563.5M
$563.5M
194 檔
21.8%
During the Q2 2026 filing period, Crumly & Associates Inc. (CIK: 0001759578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $563.5M across 194 reported positions.
Crumly & Associates Inc. executed strategic sector rebalancing during Q2 2026, establishing 18 new positions while fully exiting 24 holdings and trimming 58 positions.
In terms of portfolio concentration, the top 5 core holdings (including HEFA, RDVY, JGRO) accounted for 21.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
AZN
市值: $1.0M
Top Position Liquidated / Trimmed
MDT
前期市值: $774.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.56% | +0.02% | +0.38% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 5.01% | -0.20% | +5.51% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.69% | -0.64% | -2.05% | |
| 4 | DSTL | Distillate US Fundamental St | ETF-Other | 4.30% | +0.55% | +4.31% | |
| 5 | DSTX | Distillate International Fun | ETF-Other | 4.01% | +1.07% | +5.27% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.87% | +0.27% | +8.15% | |
| 7 | NFTY | First Trust India Nifty 50 E | ETF-Other | 3.02% | -2.37% | +3.98% | |
| 8 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 2.74% | -0.17% | +2.60% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.67% | -0.12% | +1.95% | |
| 10 | PSH | Pgim Short Duration High Yld | ETF-Other | 2.59% | -0.18% | +2.16% | |
| 11 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.59% | -0.63% | +1.82% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-Other | 2.55% | -0.44% | +2.81% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.40% | +0.50% | +7.54% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.24% | -0.14% | -1.91% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.20% | +0.02% | -4.33% | |
| 16 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.13% | +0.06% | +23.67% | |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.87% | +0.29% | +3.94% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.83% | -0.05% | -2.39% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.66% | -0.15% | -0.72% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | -0.07% | +2.89% | |
| 21 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.52% | +0.66% | -2.79% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-Other | 1.45% | -0.14% | -1.10% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.19% | +15.12% | |
| 24 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.20% | -0.05% | +18.26% | |
| 25 | DEUS | Xtrackers Russell US Multi | ETF-Other | 1.15% | -0.13% | -3.37% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.08% | -0.22% | -12.76% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.04% | -0.09% | -12.08% | |
| 28 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.02% | -0.05% | +66.69% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | +0.09% | -21.33% | |
| 30 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.89% | -0.05% | -6.33% | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.86% | -0.14% | -17.54% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.02% | -20.77% | |
| 33 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.78% | +0.01% | +350.80% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.10% | -0.60% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | -0.10% | -1.01% | |
| 36 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.66% | -0.12% | +0.58% | |
| 37 | EMLP | First Trust North American E | ETF-Other | 0.61% | -0.08% | — | |
| 38 | FXR | First Trust Indst/producers | ETF-Other | 0.59% | -0.10% | — | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.58% | -0.06% | -1.54% | |
| 40 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.55% | -0.21% | +381.06% | |
| 41 | FXN | First Trust Energy Alphadex | ETF-Other | 0.55% | -0.01% | -27.10% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.50% | -0.20% | +845.67% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.32% | +6.57% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | -0.05% | -9.22% | |
| 45 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.47% | -0.03% | -7.78% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.14% | -1.92% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.18% | +0.15% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.03% | +0.34% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.02% | +2.27% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.02% | -10.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +0.6% | +5.51% | Add |
| 2 | EVIM | Eaton Vance Int Muni Income | +0.6% | +350.80% | Add |
| 3 | GRID | First Trst Nasd Cl Edg Sgiif | +0.5% | +23.67% | Add |
| 4 | PAAA | Pgim Aaa Clo ETF | +0.4% | +381.06% | Add |
| 5 | JMUB | Jpmorgan Municipal ETF | +0.4% | +66.69% | Add |
| 6 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | -2.39% | Trim |
| 7 | AIRR | First Trust Rba American Ind | +0.3% | +2.81% | Add |
| 8 | SDVY | First Trust Smid Cap Rising | +0.3% | +8.15% | Add |
| 9 | MGV | Vanguard Mega Cap Value ETF | +0.2% | +7.54% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +15.12% | Add |
| 11 | SMIN | Ishares Msci India Small-cap | +0.2% | +1.82% | Add |
| 12 | KLAC | Kla CORP | +0.2% | +845.67% | Add |
| 13 | AZN | AstraZeneca PLC | +0.2% | NEW | New buy |
| 14 | JGRO | Jpmorgan Active Growth ETF | +0.2% | -2.05% | Trim |
| 15 | SMCO | Hilton Small-midcap Opp ETF | +0.2% | +2.60% | Add |
| 16 | FAAA | Fidelity Aaa Clo ETF | +0.2% | NEW | New buy |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.2% | -4.33% | Trim |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -5.94% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.89% | Add |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | IWY | Ishares Russell Top 200 Grow | +0.1% | -1.91% | Trim |
| 22 | CRWV | Coreweave Inc-cl A | +0.1% | +0.58% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 24 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 25 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | +18.26% | Add |
| 26 | MU | Micron Technology Inc | +0.1% | -16.05% | Trim |
| 27 | AMD | Advanced Micro Devices | +0.1% | -24.49% | Trim |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | -24.13% | Trim |
| 29 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 30 | BG | Bunge Global SA | +0.1% | NEW | New buy |
| 31 | AVGO | Broadcom Inc | +0.1% | -0.60% | Trim |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -9.22% | Trim |
| 33 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | -6.33% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.34% | Add |
| 35 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 36 | ✓ | +0.1% | NEW | New buy | |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | +0.38% | Add |
| 39 | NVDA | Nvidia CORP | +0.1% | +6.57% | Add |
| 40 | FTNT | Fortinet Inc | +0.1% | -15.27% | Trim |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +27.56% | Add |
| 42 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 44 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 45 | APLD | Applied Digital CORP | 0% | — | Unchanged |
| 46 | VGK | Vanguard Ftse Europe ETF | 0% | NEW | New buy |
| 47 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 48 | VBK | Vanguard Small-cap Grwth ETF | 0% | NEW | New buy |
| 49 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 50 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $563.5M across 194 disclosed positions in Q2 2026.
During Q2 2026, Crumly & Associates Inc.'s top holdings by market value included HEFA (5.6%)、RDVY (5.0%)、JGRO (4.7%). The largest single position, HEFA, represented 5.6% of total portfolio value.
In Q2 2026, Crumly & Associates Inc. made 178 total portfolio adjustments, initiating 18 new buys, adding to 78 positions, trimming 58 holdings, and fully liquidating 24 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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