Crumly & Associates Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$475.9M
Q ending 2026-03-31
Prior quarter
$476.7M
Q ending 2025-12-31
Change
-0.2% QoQ · +31.4% YoY
Positions
200
reported holdings
Largest positions
Top 100 of 200 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | HEFA | Shares | $26.2M | 617K |
| J P Morgan Exchange Traded F | JGRO | Shares | $21.4M | 254K |
| First Tr Exchange Traded Fd | RDVY | Shares | $20.9M | 306K |
| Etf Ser Solutions | DSTL | Shares | $20.8M | 359K |
| Etf Ser Solutions | DSTX | Shares | $19.8M | 610K |
| First Tr Exchange-Traded Fd | SDVY | Shares | $17.1M | 434K |
| First Tr Exch Trd Alphdx Fd | NFTY | Shares | $14.5M | 282K |
| Janus Detroit Str Tr | JAAA | Shares | $13.6M | 271K |
| Pgim Etf Tr | PSH | Shares | $13.2M | 266K |
| Tidal Trust Ii | SMCO | Shares | $12.2M | 450K |
| Ishares Tr | SMIN | Shares | $11.3M | 188K |
| First Tr Exchange Traded Fd | AIRR | Shares | $10.8M | 97K |
| Vanguard World Fd | MGV | Shares | $10.3M | 71K |
| Ishares Tr | IWY | Shares | $10.2M | 41K |
| First Tr Exchange Traded Fd | TDIV | Shares | $9.8M | 104K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $9.4M | 256K |
| Fidelity Covington Trust | FCOM | Shares | $9.2M | 136K |
| Ishares Tr | DGRO | Shares | $8.1M | 115K |
| First Tr Exchange Traded Fd | GRID | Shares | $7.7M | 47K |
| First Tr Exchange-Traded Fd | FVD | Shares | $7.5M | 159K |
| Vanguard Index Fds | VOO | Shares | $7.2M | 12K |
| Fidelity Covington Trust | FTEC | Shares | $7.1M | 34K |
| Select Sector Spdr Tr | XLE | Shares | $7.1M | 115K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.8M | 30K |
| Dbx Etf Tr | DEUS | Shares | $5.7M | 95K |
| Apple Inc | AAPL | Shares | $5.6M | 22K |
| Vanguard Scottsdale Fds | VONG | Shares | $5.3M | 48K |
| Pimco Etf Tr | SMMU | Shares | $5.3M | 105K |
| Ishares Tr | IQLT | Shares | $5.1M | 110K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $4.6M | 7K |
| First Tr Exchange Traded Fd | FXN | Shares | $4.3M | 193K |
| First Tr Exchange-Traded Fd | QQEW | Shares | $4.0M | 31K |
| Ishares Tr | IJH | Shares | $3.4M | 50K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $3.3M | 69K |
| Broadcom Inc | AVGO | Shares | $3.2M | 10K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $3.2M | 73K |
| J P Morgan Exchange Traded F | JMUB | Shares | $3.2M | 63K |
| Simplify Exchange Traded Fun | MTBA | Shares | $3.0M | 60K |
| First Tr Exchange Traded Fd | FXR | Shares | $2.8M | 34K |
| Spdr Dow Jones Indl Average | DIA | Shares | $2.7M | 6K |
| Coreweave Inc | CRWV | Shares | $2.7M | 34K |
| J P Morgan Exchange Traded F | JAVA | Shares | $2.4M | 33K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.4M | 47K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Amazon Com Inc | AMZN | Shares | $2.1M | 10K |
| Spdr Gold Tr | GLD | Shares | $2.0M | 5K |
| Netflix Inc | NFLX | Shares | $2.0M | 21K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $1.9M | 6K |
| Select Sector Spdr Tr | XLF | Shares | $1.9M | 39K |
| Jpmorgan Chase & Co. | JPM | Shares | $1.9M | 6K |
| Ishares Tr | MUB | Shares | $1.9M | 18K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Walmart Inc | WMT | Shares | $1.9M | 15K |
| Tesla Inc | TSLA | Shares | $1.7M | 5K |
| Invesco Qqq Tr | QQQ | Shares | $1.7M | 3K |
| Ishares Tr | IWR | Shares | $1.7M | 18K |
| Spdr Series Trust | ONEY | Shares | $1.6M | 14K |
| Dbx Etf Tr | DEEF | Shares | $1.6M | 41K |
| Dbx Etf Tr | RVNU | Shares | $1.5M | 61K |
| First Tr Exchange Traded Fd | FXO | Shares | $1.5M | 27K |
| Kla Corp | KLAC | Shares | $1.4M | 924 |
| Prologis Inc. | PLD | Shares | $1.3M | 10K |
| Enterprise Prods Partners L | EPD | Shares | $1.3M | 34K |
| Select Sector Spdr Tr | XLV | Shares | $1.3M | 9K |
| Newmont Corp | NEM | Shares | $1.2M | 11K |
| Goldman Sachs Group Inc | GS | Shares | $1.2M | 1K |
| American Express Co | AXP | Shares | $1.1M | 4K |
| Constellation Energy Corp | CEG | Shares | $1.1M | 4K |
| Ishares Tr | IWF | Shares | $1.0M | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $999K | 3K |
| Nisource Inc | NI | Shares | $983K | 21K |
| Schwab Charles Corp | SCHW | Shares | $974K | 10K |
| First Tr Exchange-Traded Fd | FDL | Shares | $941K | 19K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $931K | 18K |
| Morgan Stanley Etf Trust | EVIM | Shares | $892K | 17K |
| Blackrock Inc | BLK | Shares | $880K | 915 |
| Merck & Co Inc | MRK | Shares | $870K | 7K |
| Visa Inc | V | Shares | $849K | 3K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $829K | 4K |
| Totalenergies Se | Shares | $819K | 9K | |
| Chevron Corp New | CVX | Shares | $812K | 4K |
| Ishares Silver Tr | SLV | Shares | $784K | 12K |
| T-Mobile Us Inc | TMUS | Shares | $779K | 4K |
| Palo Alto Networks Inc | PANW | Shares | $778K | 5K |
| Medtronic Plc | Shares | $774K | 9K | |
| East West Bancorp Inc | EWBC | Shares | $755K | 7K |
| Meta Platforms Inc | META | Shares | $738K | 1K |
| Eli Lilly & Co | LLY | Shares | $722K | 785 |
| Nextera Energy Inc | NEE | Shares | $713K | 8K |
| Exxon Mobil Corp | XOM | Shares | $705K | 4K |
| Fidelity Covington Trust | FHLC | Shares | $704K | 10K |
| Slb Limited | SLB | Shares | $692K | 13K |
| Amgen Inc | AMGN | Shares | $680K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $677K | 5K |
| Salesforce Inc | CRM | Shares | $620K | 3K |
| Verizon Communications Inc | VZ | Shares | $619K | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $604K | 1K |
| Pgim Etf Tr | PAAA | Shares | $594K | 12K |
| Hsbc Hldgs Plc | HSBC | Shares | $585K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.