Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRHDG MSCI EAFE | HDG MSCI EAFE | $29M | 5.6% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $26.2M | 5.0% |
| J P Morgan Exchange Traded FACTIVE GROWTH | ACTIVE GROWTH | $24.5M | 4.7% |
| ETF Ser SolutionsDISTILLATE US | DISTILLATE US | $22.4M | 4.3% |
| ETF Ser SolutionsDISTILLATE INTNL | DISTILLATE INTNL | $21M | 4.0% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $20.2M | 3.9% |
| First TR Exch Trd Alphdx FDINDIA NFTY50 EQW | INDIA NFTY50 EQW | $15.8M | 3.0% |
| Tidal Trust IIHILT SMAL MI ETF | HILT SMAL MI ETF | $14.3M | 2.7% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $13.9M | 2.7% |
| Pgim ETF TRSHRT DUR HGH YLD | SHRT DUR HGH YLD | $13.5M | 2.6% |
| iShares TRMSCI INDIA SM CP | MSCI INDIA SM CP | $13.5M | 2.6% |
| First TR Exchange Traded FDRBA INDL ETF | RBA INDL ETF | $13.3M | 2.5% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $12.5M | 2.4% |
| iShares TRRUS TP200 GR ETF | RUS TP200 GR ETF | $11.7M | 2.2% |
| First TR Exchange Traded FDNASD TECH DIV | NASD TECH DIV | $11.5M | 2.2% |
| First TR Exchange-traded FDNASDQ CLN EDGE | NASDQ CLN EDGE | $11.1M | 2.1% |
| Fidelity Covington TrustMSCI COMMNTN SVC | MSCI COMMNTN SVC | $9.79M | 1.9% |
| Fidelity Covington TrustMSCI INFO TECH I | MSCI INFO TECH I | $9.55M | 1.8% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $8.68M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $8.57M | 1.6% |
| Bitwise Bitcoin ETF TRSHS BEN INT | SHS BEN INT | $7.93M | 1.5% |
| First TR Exchange-traded FDSHS | SHS | $7.57M | 1.4% |
| Apple Inc.COM | COM | $7.36M | 1.4% |
| Pimco ETF TRSHTRM MUN BD ACT | SHTRM MUN BD ACT | $6.28M | 1.2% |
| Dbx ETF TRXTRA RU 1000 ETF | XTRA RU 1000 ETF | $6M | 1.1% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $5.64M | 1.1% |
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $5.45M | 1.0% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $5.35M | 1.0% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $4.82M | 0.9% |
| First TR Exchange-traded FDNASDAQ-100 SEL | NASDAQ-100 SEL | $4.67M | 0.9% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $4.49M | 0.9% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.22M | 0.8% |
| Morgan Stanley ETF TrustEATO VAN MU ETF | EATO VAN MU ETF | $4.08M | 0.8% |
| Broadcom Inc.COM | COM | $3.91M | 0.7% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $3.79M | 0.7% |
| Coreweave Inc.COM CL A | COM CL A | $3.43M | 0.7% |
| First TR Exchange-traded FDNO AMER ENERGY | NO AMER ENERGY | $3.17M | 0.6% |
| First TR Exchange-traded FDINDLS PROD DUR | INDLS PROD DUR | $3.09M | 0.6% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $3.01M | 0.6% |
| Pgim ETF TRAAA CLO ETF | AAA CLO ETF | $2.86M | 0.5% |
| First TR Exchange-traded FDENERGY ALPHADX | ENERGY ALPHADX | $2.85M | 0.5% |
| KLA Corp.COM NEW | COM NEW | $2.64M | 0.5% |
| Nvidia CorporationCOM | COM | $2.6M | 0.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.48M | 0.5% |
| J P Morgan Exchange Traded FACTIVE VALUE ETF | ACTIVE VALUE ETF | $2.45M | 0.5% |
| Amazon Com Inc.COM | COM | $2.35M | 0.5% |
| Microsoft Corp.COM | COM | $2.21M | 0.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.2M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $2.16M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.1M | 0.4% |
iShares TRHDG MSCI EAFE$29M
- Class
- HDG MSCI EAFE
- Share
- 5.6%
First TR Exchange Traded FDRISNG DIVD ACHIV$26.2M
- Class
- RISNG DIVD ACHIV
- Share
- 5.0%
J P Morgan Exchange Traded FACTIVE GROWTH$24.5M
- Class
- ACTIVE GROWTH
- Share
- 4.7%
ETF Ser SolutionsDISTILLATE US$22.4M
- Class
- DISTILLATE US
- Share
- 4.3%
ETF Ser SolutionsDISTILLATE INTNL$21M
- Class
- DISTILLATE INTNL
- Share
- 4.0%
First TR Exchange Traded FDSMID RISNG ETF$20.2M
- Class
- SMID RISNG ETF
- Share
- 3.9%
First TR Exch Trd Alphdx FDINDIA NFTY50 EQW$15.8M
- Class
- INDIA NFTY50 EQW
- Share
- 3.0%
Tidal Trust IIHILT SMAL MI ETF$14.3M
- Class
- HILT SMAL MI ETF
- Share
- 2.7%
Janus Detroit Str TRHENDRSON AAA CL$13.9M
- Class
- HENDRSON AAA CL
- Share
- 2.7%
Pgim ETF TRSHRT DUR HGH YLD$13.5M
- Class
- SHRT DUR HGH YLD
- Share
- 2.6%
iShares TRMSCI INDIA SM CP$13.5M
- Class
- MSCI INDIA SM CP
- Share
- 2.6%
First TR Exchange Traded FDRBA INDL ETF$13.3M
- Class
- RBA INDL ETF
- Share
- 2.5%
Vanguard World FDMEGA CAP VAL ETF$12.5M
- Class
- MEGA CAP VAL ETF
- Share
- 2.4%
iShares TRRUS TP200 GR ETF$11.7M
- Class
- RUS TP200 GR ETF
- Share
- 2.2%
First TR Exchange Traded FDNASD TECH DIV$11.5M
- Class
- NASD TECH DIV
- Share
- 2.2%
First TR Exchange-traded FDNASDQ CLN EDGE$11.1M
- Class
- NASDQ CLN EDGE
- Share
- 2.1%
Fidelity Covington TrustMSCI COMMNTN SVC$9.79M
- Class
- MSCI COMMNTN SVC
- Share
- 1.9%
Fidelity Covington TrustMSCI INFO TECH I$9.55M
- Class
- MSCI INFO TECH I
- Share
- 1.8%
iShares TRCORE DIV GRWTH$8.68M
- Class
- CORE DIV GRWTH
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$8.57M
- Class
- S&P 500 ETF SHS
- Share
- 1.6%
Bitwise Bitcoin ETF TRSHS BEN INT$7.93M
- Class
- SHS BEN INT
- Share
- 1.5%
First TR Exchange-traded FDSHS$7.57M
- Class
- SHS
- Share
- 1.4%
Apple Inc.COM$7.36M
- Class
- COM
- Share
- 1.4%
Pimco ETF TRSHTRM MUN BD ACT$6.28M
- Class
- SHTRM MUN BD ACT
- Share
- 1.2%
Dbx ETF TRXTRA RU 1000 ETF$6M
- Class
- XTRA RU 1000 ETF
- Share
- 1.1%
Invesco Exchange Traded FD TS&P500 EQL WGT$5.64M
- Class
- S&P500 EQL WGT
- Share
- 1.1%
Vanguard Scottsdale FdsVNG RUS1000GRW$5.45M
- Class
- VNG RUS1000GRW
- Share
- 1.0%
J P Morgan Exchange Traded FMUNICIPAL ETF$5.35M
- Class
- MUNICIPAL ETF
- Share
- 1.0%
Select Sector SPDR TRST STR ENERG ETF$4.82M
- Class
- ST STR ENERG ETF
- Share
- 0.9%
First TR Exchange-traded FDNASDAQ-100 SEL$4.67M
- Class
- NASDAQ-100 SEL
- Share
- 0.9%
iShares TRMSCI INTL QUALTY$4.49M
- Class
- MSCI INTL QUALTY
- Share
- 0.9%
State Str SPDR S&P 500 ETF TTR UNIT$4.22M
- Class
- TR UNIT
- Share
- 0.8%
Morgan Stanley ETF TrustEATO VAN MU ETF$4.08M
- Class
- EATO VAN MU ETF
- Share
- 0.8%
Broadcom Inc.COM$3.91M
- Class
- COM
- Share
- 0.7%
iShares TRCORE S&P MCP ETF$3.79M
- Class
- CORE S&P MCP ETF
- Share
- 0.7%
Coreweave Inc.COM CL A$3.43M
- Class
- COM CL A
- Share
- 0.7%
First TR Exchange-traded FDNO AMER ENERGY$3.17M
- Class
- NO AMER ENERGY
- Share
- 0.6%
First TR Exchange-traded FDINDLS PROD DUR$3.09M
- Class
- INDLS PROD DUR
- Share
- 0.6%
State Str SPDR Dow Jones IndUT SER 1$3.01M
- Class
- UT SER 1
- Share
- 0.6%
Pgim ETF TRAAA CLO ETF$2.86M
- Class
- AAA CLO ETF
- Share
- 0.5%
First TR Exchange-traded FDENERGY ALPHADX$2.85M
- Class
- ENERGY ALPHADX
- Share
- 0.5%
KLA Corp.COM NEW$2.64M
- Class
- COM NEW
- Share
- 0.5%
Nvidia CorporationCOM$2.6M
- Class
- COM
- Share
- 0.5%
Taiwan Semiconductor ManufacSPONSORED ADS$2.48M
- Class
- SPONSORED ADS
- Share
- 0.5%
J P Morgan Exchange Traded FACTIVE VALUE ETF$2.45M
- Class
- ACTIVE VALUE ETF
- Share
- 0.5%
Amazon Com Inc.COM$2.35M
- Class
- COM
- Share
- 0.5%
Microsoft Corp.COM$2.21M
- Class
- COM
- Share
- 0.4%
Invesco Qqq TRUNIT SER 1$2.2M
- Class
- UNIT SER 1
- Share
- 0.4%
JPMORGAN Chase & COCOM$2.16M
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$2.1M
- Class
- CAP STK CL A
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 196 positions by value, with holdings of the same security combined. The 196 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1759578
- File number
- 028-19832
- Options
- 2 call, 0 put
- In the 25 largest
- 66.3%
- Prior quarter
- $476M at 31 March 2026
- Positions opened
- 20
- Positions closed
- 24
Common questions
What are Crumly and Associates’ 13F holdings worth?
$522 million across 196 positions for the quarter ended 30 June 2026.
What is Crumly and Associates’ largest 13F holding?
ISHARES TR (HDG MSCI EAFE) was the largest position at $29 million, or 5.6% of reported 13F value, as of 30 June 2026.
How concentrated is Crumly and Associates’ 13F portfolio?
The ten largest positions accounted for 38.5% of reported value and the twenty-five largest for 66.3%, across 196 positions as of 30 June 2026.
Does Form 13F show everything Crumly and Associates manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Crumly and Associates file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.