Crumly & Associates Inc.

CIK 0001759578 · SPRINGFIELD, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

Crumly & Associates Inc. reported 196 positions worth $522.3M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: HEFA (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$522.3M
2026 Q2
Positions
196
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.5%
Est. Net Flow (Q)
2026 Q2
10 / 196 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HEFAISHARES TRSH$29.0M5.56%618,984
2RDVYFIRST TR EXCHANGE TRADED FDSH$26.2M5.01%322,777
3JGROJ P MORGAN EXCHANGE TRADED FSH$24.5M4.69%248,565
4DSTLETF SER SOLUTIONSSH$22.4M4.30%374,640
5DSTXETF SER SOLUTIONSSH$21.0M4.01%641,780
6SDVYFIRST TR EXCHANGE TRADED FDSH$20.2M3.87%468,829
7NFTYFIRST TR EXCH TRD ALPHDX FDSH$15.8M3.02%293,242
8SMCOTIDAL TRUST IISH$14.3M2.74%461,501
9JAAAJANUS DETROIT STR TRSH$13.9M2.67%276,101
10PSHPGIM ETF TRSH$13.5M2.59%271,387

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Crumly & Associates Inc. hold as of Q2 2026?

Crumly & Associates Inc. reported 196 positions worth $522.3M in its Q2 2026 13F filing. Largest positions: HEFA (5.6%), RDVY (5.0%), JGRO (4.7%), DSTL (4.3%) and DSTX (4.0%).

What did Crumly & Associates Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Crumly & Associates Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.