Crumly & Associates Inc.
CIK 0001759578 · SPRINGFIELD, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗
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
Top Holdings
HEFA
ISHARES TR
5.6%
RDVY
FIRST TR EXCHANGE TRADED FD
5.0%
JGRO
J P MORGAN EXCHANGE TRADED F
4.7%
DSTL
ETF SER SOLUTIONS
4.3%
DSTX
ETF SER SOLUTIONS
4.0%
SDVY
FIRST TR EXCHANGE TRADED FD
3.9%
NFTY
FIRST TR EXCH TRD ALPHDX FD
3.0%
SMCO
TIDAL TRUST II
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.