Rs Crum Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$516.9M
Q ending 2026-03-31
Prior quarter
$500.5M
Q ending 2025-12-31
Change
+3.3% QoQ · +39.2% YoY
Positions
102
reported holdings
Largest positions
Top 100 of 102 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 |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BSV | Shares | $93.5M | 1.2M |
| Dimensional Etf Trust | DFUS | Shares | $52.9M | 747K |
| Dimensional Etf Trust | DFAC | Shares | $50.1M | 1.3M |
| Dimensional Etf Trust | DFIC | Shares | $41.3M | 1.2M |
| Ishares Tr | TLH | Shares | $29.2M | 290K |
| Dimensional Etf Trust | DFEM | Shares | $23.4M | 678K |
| Dimensional Etf Trust | DFUV | Shares | $22.8M | 470K |
| Spdr Gold Tr | GLD | Shares | $21.6M | 50K |
| Dimensional Etf Trust | DFAT | Shares | $20.1M | 322K |
| Dimensional Etf Trust | DFGR | Shares | $17.7M | 665K |
| Alps Etf Tr | AMLP | Shares | $17.5M | 333K |
| Vanguard Index Fds | VBK | Shares | $16.6M | 55K |
| Abrdn Etfs | BCI | Shares | $9.6M | 395K |
| Amazon Com Inc | AMZN | Shares | $9.0M | 43K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.9M | 124K |
| Dimensional Etf Trust | DFAX | Shares | $6.0M | 178K |
| Apple Inc | AAPL | Shares | $5.2M | 21K |
| Ishares Tr | TLT | Shares | $4.1M | 48K |
| Vanguard Bd Index Fds | BIV | Shares | $3.4M | 45K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Dimensional Etf Trust | DFAS | Shares | $2.8M | 40K |
| Ishares Tr | REET | Shares | $2.6M | 105K |
| Enterprise Prods Partners L | EPD | Shares | $2.6M | 69K |
| Vanguard Index Fds | VUG | Shares | $2.6M | 6K |
| Emerson Elec Co | EMR | Shares | $2.3M | 18K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Vanguard Index Fds | VTI | Shares | $2.1M | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 37K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.9M | 25K |
| Oneok Inc New | OKE | Shares | $1.7M | 19K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.6M | 28K |
| Vanguard Index Fds | VTV | Shares | $1.6M | 8K |
| Ishares Tr | IBB | Shares | $1.6M | 9K |
| Disney Walt Co | DIS | Shares | $1.4M | 14K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Southern Co | SO | Shares | $1.1M | 11K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.0M | 13K |
| Exxon Mobil Corp | XOM | Shares | $968K | 6K |
| Vanguard Index Fds | VBR | Shares | $893K | 4K |
| Chevron Corporation | CVX | Shares | $857K | 4K |
| Comcast Corp New | CMCSA | Shares | $831K | 29K |
| Amgen Inc | AMGN | Shares | $809K | 2K |
| Canadian Natl Ry Co | CNI | Shares | $770K | 7K |
| Alphabet Inc | GOOGL | Shares | $743K | 3K |
| Rtx Corporation | RTX | Shares | $726K | 4K |
| Simon Ppty Group Inc New | SPG | Shares | $695K | 4K |
| Micron Technology Inc | MU | Shares | $693K | 2K |
| Dimensional Etf Trust | DFAW | Shares | $664K | 9K |
| Tesla Inc | TSLA | Shares | $636K | 2K |
| Qualcomm Inc | QCOM | Shares | $635K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $620K | 954 |
| Meta Platforms Inc | META | Shares | $604K | 1K |
| Cincinnati Finl Corp | CINF | Shares | $584K | 4K |
| Vanguard Bd Index Fds | BND | Shares | $572K | 8K |
| Verizon Communications Inc | VZ | Shares | $567K | 11K |
| International Business Machs | IBM | Shares | $564K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $540K | 3K |
| Alphabet Inc | GOOG | Shares | $527K | 2K |
| Parker-Hannifin Corp | PH | Shares | $494K | 552 |
| Abbvie Inc | ABBV | Shares | $482K | 2K |
| Costco Wholesale Corporation | COST | Shares | $457K | 459 |
| Vanguard World Fd | VSGX | Shares | $454K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $443K | 2K |
| Unilever Plc | UL | Shares | $442K | 8K |
| Bank America Corp | BAC | Shares | $440K | 9K |
| Vanguard Intl Equity Index F | VT | Shares | $423K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $407K | 2K |
| Philip Morris Intl Inc | PM | Shares | $406K | 2K |
| Home Depot Inc | HD | Shares | $401K | 1K |
| Bristol-Myers Squibb Co | BMY | Shares | $398K | 7K |
| Wisdomtree Tr | AIVL | Shares | $395K | 3K |
| Eli Lilly & Co | LLY | Shares | $393K | 427 |
| Texas Instrs Inc | TXN | Shares | $391K | 2K |
| Pimco Income Strategy Fd Ii | PFN | Shares | $384K | 56K |
| Dimensional Etf Trust | DFIV | Shares | $384K | 7K |
| Dimensional Etf Trust | DFAI | Shares | $375K | 10K |
| Altria Group Inc | MO | Shares | $369K | 6K |
| Vanguard Index Fds | VNQ | Shares | $369K | 4K |
| Ishares Tr | TIP | Shares | $342K | 3K |
| Visa Inc | V | Shares | $298K | 986 |
| Healthpeak Properties Inc | DOC | Shares | $284K | 17K |
| Netflix Inc. | NFLX | Shares | $282K | 3K |
| Annaly Capital Management In | NLY | Shares | $278K | 13K |
| Spdr Series Trust | SPYG | Shares | $267K | 3K |
| Graniteshares Gold Tr | BAR | Shares | $265K | 6K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $264K | 6K |
| Proshares Tr | NOBL | Shares | $257K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $255K | 443 |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $245K | 2K |
| Walmart Inc | WMT | Shares | $245K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $245K | 2K |
| Ishares Inc | EMXC | Shares | $242K | 3K |
| Procter & Gamble Co | PG | Shares | $232K | 2K |
| Vanguard Index Fds | VB | Shares | $224K | 855 |
| Ishares Tr | IJR | Shares | $220K | 2K |
| Pfizer Inc | PFE | Shares | $216K | 8K |
| Broadcom Inc | AVGO | Shares | $207K | 669 |
| Community West Bancshares Ne | CWBC | Shares | $207K | 9K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $201K | 3K |
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.