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Crumly & Associates Inc. Portfolio
$563.5M across 207 positions as of 2026-09-30, with 39% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.0%
-4.5% a year vs the S&P 500
3 years
+14.9%
-6.4% a year vs the S&P 500
5 years
+8.1%
-4.1% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| HEFAiShares Currency Hedged MSCI EAFE ETF | $31.5M | 5.6% | 678,254 |
| ETF SER SOLUTIONS | $28.6M | 5.1% | 846,765 |
| ETF SER SOLUTIONS | $27.3M | 4.9% | 427,226 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $27.1M | 4.8% | 346,312 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $23.3M | 4.1% | 574,336 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $22.8M | 4.1% | 236,292 |
| MGVVanguard Mega Cap Value ETF | $16.4M | 2.9% | 101,549 |
| TIDAL TRUST II | $14.5M | 2.6% | 527,483 |
| JAAAJanus Henderson AAA CLO ETF | $14.4M | 2.6% | 285,220 |
| PGIM ETF TR | $13.6M | 2.4% | 279,563 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $12.5M | 2.2% | 110,685 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $12.4M | 2.2% | 69,834 |
| BITBBITWISE BITCOIN ETF TR | $12.3M | 2.2% | 270,391 |
| FCOMFidelity MSCI Communication Services Index ETF | $12.2M | 2.2% | 169,314 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $11.9M | 2.1% | 115,241 |
| IWYiShares Russell Top 200 Growth ETF | $11.8M | 2.1% | 40,090 |
| ISHARES TR | $11M | 2.0% | 160,209 |
| FIDELITY COVINGTON TRUST | $10.8M | 1.9% | 257,886 |
| FTECFIDELITY COVINGTON TRUST | $10M | 1.8% | 33,360 |
| AAPLApple Inc | $9M | 1.6% | 27,129 |
| VOOVanguard S&P 500 ETF | $8.9M | 1.6% | 12,641 |
| DGROiShares Core Dividend Growth ETF | $8.5M | 1.5% | 113,101 |
| FVDFirst Trust VL Dividend | $7.4M | 1.3% | 157,145 |
| PIMCO ETF TR | $6.5M | 1.2% | 131,629 |
| DBX ETF TR | $5.7M | 1.0% | 90,334 |
| XLEState Street Energy Select Sector SPDR ETF | $5.7M | 1.0% | 92,587 |
| JMUBJPMorgan Municipal ETF | $5.5M | 1.0% | 115,419 |
| VONGVanguard Russell 1000 Growth ETF | $5.3M | 0.9% | 41,414 |
| RSPInvesco S&P 500 Equal Weight ETF | $4.8M | 0.9% | 23,206 |
| FIRST TR EXCHANGE-TRADED FD | $4.8M | 0.8% | 29,243 |
| NVDANVIDIA Corp | $4.5M | 0.8% | 19,814 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.5M | 0.8% | 5,867 |
| MORGAN STANLEY ETF TRUST | $4.4M | 0.8% | 88,254 |
| IQLTiShares MSCI Intl Quality Factor ETF | $4M | 0.7% | 81,590 |
| SPCXSpace Exploration Technologies Corp | $4M | 0.7% | 26,669 |
| AVGOBroadcom Inc | $3.7M | 0.7% | 10,451 |
| FIRST TR EXCH TRD ALPHDX FD | $3.7M | 0.6% | 71,637 |
| IJHiShares Core S&P Mid-Cap ETF | $3.5M | 0.6% | 49,193 |
| MSFTMicrosoft Corp | $3.4M | 0.6% | 6,597 |
| AMZNAmazon.com Inc | $3.3M | 0.6% | 13,258 |
| FXNFIRST TR EXCHANGE-TRADED FD | $3.1M | 0.5% | 139,604 |
| CRWVCoreWeave Inc | $3M | 0.5% | 34,602 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $3M | 0.5% | 72,836 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $2.9M | 0.5% | 5,724 |
| FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.5% | 33,874 |
| QQQInvesco QQQ Trust, Series 1 | $2.6M | 0.5% | 3,458 |
| JAVAJPMorgan Active Value ETF | $2.5M | 0.4% | 30,801 |
| JPMJPMorgan Chase & Co | $2.4M | 0.4% | 7,399 |
| CRWDCrowdStrike Holdings Inc | $2.4M | 0.4% | 9,059 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.4M | 0.4% | 5,251 |
| GOOGLAlphabet Inc | $2.3M | 0.4% | 6,821 |
| FIDELITY MERRIMACK STR TR | $2.3M | 0.4% | 45,603 |
| XLFState Street Financial Select Sector SPDR ETF | $2.1M | 0.4% | 38,741 |
| PGIM ETF TR | $1.9M | 0.3% | 37,177 |
| TSLATesla Inc | $1.8M | 0.3% | 5,130 |
| IWRiShares Russell Mid-Cap ETF | $1.8M | 0.3% | 16,792 |
| KLACKLA Corp | $1.7M | 0.3% | 8,683 |
| SPDR SERIES TRUST | $1.7M | 0.3% | 13,723 |
| WMTWalmart Inc | $1.7M | 0.3% | 16,068 |
| DBX ETF TR | $1.6M | 0.3% | 41,235 |
| NFLXNetflix Inc | $1.6M | 0.3% | 22,515 |
| FXOFirst Trust Financials AlphaDEX | $1.6M | 0.3% | 25,838 |
| GLDSPDR Gold Shares | $1.5M | 0.3% | 4,032 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.5M | 0.3% | 8,801 |
| MRKMerck & Co Inc | $1.4M | 0.3% | 9,768 |
| PLDPrologis Inc | $1.4M | 0.2% | 10,453 |
| PANWPalo Alto Networks Inc | $1.3M | 0.2% | 3,174 |
| METAMeta Platforms Inc | $1.2M | 0.2% | 1,696 |
| GSGoldman Sachs Group Inc | $1.2M | 0.2% | 1,349 |
| NEMNewmont Corporation | $1.2M | 0.2% | 10,023 |
| IWFiShares Russell 1000 Growth ETF | $1.1M | 0.2% | 9,080 |
| VVisa Inc | $1.1M | 0.2% | 3,110 |
| CEGConstellation Energy Corp | $1.1M | 0.2% | 4,239 |
| AMDAdvanced Micro Devices Inc | $1M | 0.2% | 1,715 |
| FHLCFIDELITY COVINGTON TRUST | $1M | 0.2% | 12,781 |
| PLTRPalantir Technologies Inc | $1M | 0.2% | 5,580 |
| ABBVAbbVie Inc | $1M | 0.2% | 3,927 |
| LLYEli Lilly and Co | $1M | 0.2% | 882 |
| MUMicron Technology Inc | $1M | 0.2% | 957 |
| SCHWCharles Schwab Corp | $1M | 0.2% | 10,315 |
| BLKBlackRock Inc | $986K | 0.2% | 932 |
| EPDEnterprise Products Partners L.P | $973.8K | 0.2% | 27,346 |
| FDLFirst Trust Morningstar ETF | $958.8K | 0.2% | 19,524 |
| SIMPLIFY EXCHANGE TRADED FUN | $956.8K | 0.2% | 20,461 |
| MUBiShares National Muni Bond ETF | $947.7K | 0.2% | 9,374 |
| ASTRAZENECA PLC | $922.5K | 0.2% | 5,713 |
| INVESCO EXCH TRADED FD TR II | $892.7K | 0.2% | 35,341 |
| FMHIFirst Trust Municipal High Income ETF | $888.5K | 0.2% | 19,811 |
| FIRST TR EXCH TRADED FD III | $879.9K | 0.2% | 18,385 |
| CVXChevron Corp | $873.8K | 0.2% | 4,279 |
| PNCPNC Financial Services Group Inc | $868.4K | 0.2% | 3,907 |
| EWBCEast West Bancorp Inc | $825.9K | 0.1% | 6,664 |
| NINiSource Inc | $820.9K | 0.1% | 21,048 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $793.2K | 0.1% | 14,000 |
| TOTALENERGIES SE | $787.1K | 0.1% | 9,206 |
| DBX ETF TR | $785.8K | 0.1% | 33,724 |
| QCOMQualcomm Inc | $783.3K | 0.1% | 4,256 |
| CRMSalesforce Inc | $779.6K | 0.1% | 3,396 |
| JNJJohnson & Johnson | $732.5K | 0.1% | 2,767 |
| JEPIJPMorgan Equity Premium Income ETF | $728.9K | 0.1% | 12,965 |
| HSBCHSBC Holdings PLC | $723.7K | 0.1% | 7,287 |
| EMREmerson Electric Co | $710.7K | 0.1% | 4,582 |
| EATON CORP PLC | $697K | 0.1% | 1,622 |
| AXPAmerican Express Co | $690.9K | 0.1% | 2,272 |
| EEMiShares MSCI Emerging Index Fund | $688.7K | 0.1% | 10,311 |
| SLBSLB NV | $662.2K | 0.1% | 13,592 |
| SLViShares Silver Trust | $652.5K | 0.1% | 11,970 |
| TMUST-Mobile US Inc | $633.2K | 0.1% | 3,883 |
| VZVerizon Communications Inc | $604.6K | 0.1% | 13,180 |
| XOMExxonmobil Holdings Corp | $600.9K | 0.1% | 3,692 |
| ORCLOracle Corp | $596.2K | 0.1% | 4,342 |
| ANETArista Networks Inc | $585.7K | 0.1% | 2,877 |
| NEENextera Energy Inc | $583.9K | 0.1% | 7,709 |
| BACBank of America Corp | $583K | 0.1% | 10,711 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $569.4K | 0.1% | 6,186 |
| ADBEAdobe Inc | $569.1K | 0.1% | 2,372 |
| CMICummins Inc | $558.9K | 0.1% | 1,082 |
| TDYTeledyne Technologies Inc | $555.2K | 0.1% | 915 |
| ETF SER SOLUTIONS | $554.5K | 0.1% | 13,303 |
| TAT&T Inc | $531.5K | 0.1% | 21,784 |
| FTNTFortinet Inc | $529K | 0.1% | 2,959 |
| PIMCO ACCESS INCOME FUND | $525.9K | 0.1% | 39,750 |
| NXP SEMICONDUCTORS N V | $525.4K | 0.1% | 2,212 |
| CSCOCisco Systems Inc | $519.1K | 0.1% | 4,823 |
| APPLIED DIGITAL CORP | $518.4K | 0.1% | 21,270 |
| MRVLMarvell Technology Inc | $512.6K | 0.1% | 1,940 |
| PEPPepsiCo Inc | $506.8K | 0.1% | 3,999 |
| ACCENTURE PLC IRELAND | $487.4K | 0.1% | 2,658 |
| EVERPURE INC | $467.8K | 0.1% | 3,577 |
| EOGEOG Resources Inc | $462.3K | 0.1% | 3,356 |
| MPMP Materials Corp | $460.9K | 0.1% | 9,746 |
| ISHARES INC | $456.1K | 0.1% | 13,416 |
| BUNGE GLOBAL SA | $443.2K | 0.1% | 4,144 |
| VTIVanguard Total Stock Market ETF | $433.6K | 0.1% | 1,159 |
| METMetLife Inc | $425.3K | 0.1% | 4,517 |
| HONHoneywell International Inc | $422.3K | 0.1% | 2,002 |
| IWMiShares Russell 2000 Index Fund | $420.7K | 0.1% | 1,514 |
| FIRST TR EXCHANGE-TRADED FD | $418.4K | 0.1% | 24,928 |
| INTCIntel Corp | $418.3K | 0.1% | 3,479 |
| GOOGAlphabet Inc | $417K | 0.1% | 1,224 |
| VXUSVanguard Total International Stock ETF | $411K | 0.1% | 4,838 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $399.6K | 0.1% | 5,117 |
| FDISFidelity MSCI Consumer Discretionary Index ETF | $399.3K | 0.1% | 4,216 |
| VGTVanguard Information Tech ETF | $398.6K | 0.1% | 3,172 |
| AMATApplied Materials Inc | $392.3K | 0.1% | 767 |
| ANAutoNation Inc | $388.2K | 0.1% | 2,466 |
| CFGCitizens Financial Group Inc | $385.8K | 0.1% | 6,051 |
| DVYISHARES TR | $379.4K | 0.1% | 2,495 |
| VGKVanguard FTSEEuropean ETF | $377.6K | 0.1% | 4,350 |
| BITWISE 10 CRYPTO INDEX ETF | $377.1K | 0.1% | 6,869 |
| AMGNAmgen Inc | $374.7K | 0.1% | 889 |
| FIDELITY COVINGTON TRUST | $369.8K | 0.1% | 4,175 |
| ALLEGION PLC | $369.4K | 0.1% | 2,402 |
| DISWalt Disney Co | $368.4K | 0.1% | 3,512 |
| AMTAmerican Tower Corp | $355.2K | 0.1% | 2,170 |
| SUNSunoco LP | $343.3K | 0.1% | 4,711 |
| UBERUber Technologies Inc | $338.3K | 0.1% | 4,938 |
| ATRAptargroup Inc | $337.6K | 0.1% | 2,786 |
| ETEnergy Transfer LP | $335.1K | 0.1% | 16,948 |
| GPIGroup 1 Automotive Inc | $334.9K | 0.1% | 1,393 |
| BUFZFT Vest Laddered Moderate Buffer ETF | $330.7K | 0.1% | 11,587 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $326.7K | 0.1% | 1,965 |
| LADLithia Motors Inc | $326.6K | 0.1% | 1,119 |
| IBITiShares Bitcoin Trust ETF | $325.5K | 0.1% | 6,876 |
| FCXFreeport-McMoRan Inc | $325.4K | 0.1% | 4,648 |
| PIMCO DYNAMIC INCOME OPRNTS | $320.2K | 0.1% | 27,000 |
| GEVGE Vernova Inc | $315.6K | 0.1% | 332 |
| FIRST TR EXCHANGE-TRADED ALP | $313.6K | 0.1% | 1,768 |
| ISHARES TR | $299.6K | 0.1% | 8,683 |
| VOOGVanguard S&P 500 Growth ETF | $296.4K | 0.1% | 3,468 |
| GNTXGentex Corp | $294.7K | 0.1% | 13,554 |
| VBVanguard Small-Cap ETF | $291.6K | 0.1% | 1,025 |
| VBRVanguard Small-Cap Value ETF | $286.9K | 0.1% | 1,242 |
| TXTTextron Inc | $284.4K | 0.1% | 3,732 |
| TJXTJX Companies Inc | $277.6K | 0.0% | 2,098 |
| IVViShares Core S&P 500 ETF | $264.2K | 0.0% | 345 |
| TBLLINVESCO EXCH TRADED FD TR II | $262.4K | 0.0% | 2,486 |
| BRK.BBerkshire Hathaway Inc | $262.4K | 0.0% | 527 |
| WSTWest Pharmaceutical Services Inc | $261.4K | 0.0% | 705 |
| FIRST TR EXCHANGE-TRADED FD | $261.2K | 0.0% | 12,520 |
| VHTVanguard Health Care ETF | $261.1K | 0.0% | 826 |
| MOAltria Group Inc | $254.5K | 0.0% | 3,779 |
| RTXRTX Corp | $246.5K | 0.0% | 1,328 |
| IWDiShares Russell 1000 Value ETF | $245.9K | 0.0% | 992 |
| LRCXLam Research Corp | $245.4K | 0.0% | 747 |
| AEEAmeren Corp | $234.7K | 0.0% | 2,362 |
| SCHFSchwab International Equity ETF | $234.2K | 0.0% | 8,526 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $232.9K | 0.0% | 4,625 |
| VOVanguard Mid-Cap ETF | $231.2K | 0.0% | 2,948 |
| IVEiShares S&P 500 Value ETF | $230.3K | 0.0% | 1,009 |
| KOCoca-Cola Co | $226.5K | 0.0% | 2,632 |
| BSXBoston Scientific Corp | $224.8K | 0.0% | 5,151 |
| ITBiShares U.S. Home Construction ETF | $221.7K | 0.0% | 2,547 |
| VUGVanguard Growth ETF | $219.5K | 0.0% | 2,436 |
| PFEPfizer Inc | $213.4K | 0.0% | 7,483 |
| RKLBRocket Lab USA, Inc. | $209.2K | 0.0% | 3,002 |
| ASML HLDG NV | $206.5K | 0.0% | 114 |
| VRPINVESCO EXCH TRADED FD TR II | $203.3K | 0.0% | 8,576 |
| AGGiShares Core U.S. Aggregate Bond ETF | $203.3K | 0.0% | 2,150 |
| LNTAlliant Energy Corp | $200.2K | 0.0% | 3,163 |
| PITNEY BOWES INC | $197.6K | 0.0% | 12,106 |
| BXMTBlackstone Mortgage Trust Inc | $186.5K | 0.0% | 16,291 |
| RIORio Tinto PLC | $160.5K | 0.0% | 1,704 |
| LYGLloyds Banking Group PLC | $141.2K | 0.0% | 25,083 |
| NVDANVIDIA Corpcall | $114.2K | 0.0% | 500 |
| RIORio Tinto PLCcall | $47.1K | 0.0% | 500 |
| PURPLE INNOVATION INC | $34.6K | 0.0% | 15,800 |
Quarter ending 2026-09-30.
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