Q3 2026 13F · SEC CIK 1759578

Crumly & Associates Inc.

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $563.3M
Reported positions: 205
Top holdings a year, 3 yrs: +12.5%
Assets under management: $1.2B

Crumly & Associates Inc. is a wealth manager that reported 205 positions worth $563.3M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Ishares Tr (HEFA, 5.6%), ETF Ser Solutions (DSTX, 5.1%), ETF Ser Solutions (DSTL, 4.9%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Crumly & Associates Inc. holdings largest 50 of 205 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crumly & Associates Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
HEFAIshares Tr	5.6%	5.6%	678,254	+9.6%	$31.5M
DSTXETF Ser Solutions	5.1%	4.0%	846,765	+31.9%	$28.6M
DSTLETF Ser Solutions	4.9%	4.3%	427,226	+14.0%	$27.3M
RDVYFirst Tr Exchange Traded Fd	4.8%	5.0%	346,312	+7.3%	$27.1M
SDVYFirst Tr Exchange Traded Fd	4.1%	3.9%	574,336	+22.5%	$23.3M
JGROJ P Morgan Exchange Traded F	4.1%	4.7%	236,292	-4.9%	$22.8M
MGVVanguard World Fd	2.9%	2.4%	101,549	+32.3%	$16.4M
SMCOTidal Trust II	2.6%	2.7%	527,483	+14.3%	$14.5M
JAAAJanus Detroit Str Tr	2.6%	2.7%	285,220	+3.3%	$14.4M
PSHPgim ETF Tr	2.4%	2.6%	279,563	+3.0%	$13.6M
TDIVFirst Tr Exchange Traded Fd	2.2%	2.2%	110,685	+10.8%	$12.5M
GRIDFirst Tr Exchange-Traded Fd	2.2%	2.1%	69,834	+20.2%	$12.4M
BITBBitwise Bitcoin ETF Tr	2.2%	1.5%	270,391	+8.6%	$12.3M
FCOMFidelity Covington Trust	2.2%	1.9%	169,314	+20.2%	$12.2M
AIRRFirst Tr Exchange Traded Fd	2.1%	2.5%	115,241	+15.3%	$11.9M
IWYIshares Tr	2.1%	2.2%	40,090	-0.3%	$11.8M
SMINIshares Tr	2.0%	2.6%	160,209	-16.2%	$11.0M
FFEMFidelity Covington Trust	1.9%	—	257,886	—	$10.8M
FTECFidelity Covington Trust	1.8%	1.8%	33,360	-0.3%	$10.0M
AAPLApple Inc	1.6%	1.4%	27,129	+6.6%	$9.0M
VOOVanguard Index Fds	1.6%	1.6%	12,641	+1.3%	$8.9M
DGROIshares Tr	1.5%	1.7%	113,101	-1.3%	$8.5M
FVDFirst Tr Exchange-Traded Fd	1.3%	1.4%	157,145	+0.0%	$7.4M
SMMUPimco	1.2%	1.2%	131,629	+5.9%	$6.5M
DEUSDbx ETF Tr	1.0%	1.1%	90,334	-1.7%	$5.7M
XLESelect Sector Spdr Tr	1.0%	0.9%	92,587	+1.9%	$5.7M
JMUBJ P Morgan Exchange Traded F	1.0%	1.0%	115,419	+9.4%	$5.5M
VONGVanguard Scottsdale Fds	0.9%	1.0%	41,414	-2.8%	$5.3M
RSPInvesco Exchange Traded Fd T	0.9%	1.1%	23,206	-12.5%	$4.8M
QQEWFirst Tr Exchange-Traded Fd	0.8%	0.9%	29,243	+0.0%	$4.8M
NVDANvidia Corporation	0.8%	0.5%	19,814	+52.6%	$4.5M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	5,867	+3.8%	$4.5M
EVIMMorgan Stanley ETF Trust	0.8%	0.8%	88,254	+15.3%	$4.4M
IQLTIshares Tr	0.7%	0.9%	81,590	-9.9%	$4.0M
SPCXSpace Exploration Techn Corp	0.7%	—	26,669	—	$4.0M
AVGOBroadcom Inc	0.7%	0.7%	10,451	+1.0%	$3.7M
NFTYFirst Tr Exch Trd Alphdx Fd	0.6%	3.0%	71,637	-75.6%	$3.7M
IJHIshares Tr	0.6%	0.7%	49,193	+0.0%	$3.5M
MSFTMicrosoft Corp	0.6%	0.4%	6,597	+11.2%	$3.4M
AMZNAmazon Com Inc	0.6%	0.5%	13,258	+34.4%	$3.3M
FXNFirst Tr Exchange-Traded Fd	0.5%	0.5%	139,604	-0.9%	$3.1M
CRWVCoreweave Inc	0.5%	0.7%	34,602	+0.4%	$3.0M
EMLPFirst Tr Exchange-Traded Fd	0.5%	0.6%	72,836	+0.0%	$3.0M
DIASpdr Dow Jones Indl Average	0.5%	0.6%	5,724	-0.5%	$2.9M
FXRFirst Tr Exchange-Traded Fd	0.5%	0.6%	33,874	+0.0%	$2.8M
QQQInvesco Qqq Tr	0.5%	0.4%	3,458	+15.7%	$2.6M
JAVAJ P Morgan Exchange Traded F	0.4%	0.5%	30,801	-0.1%	$2.5M
JPMJpmorgan Chase & Co	0.4%	0.4%	7,399	+11.9%	$2.4M
CRWDCrowdstrike Hldgs Inc	0.4%	—	9,059	—	$2.4M
TSMTaiwan Semiconductor Manufac	0.4%	0.5%	5,251	+1.0%	$2.4M

What Crumly & Associates Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation+52.6% shares
AMZN Amazon Com Inc+34.4% shares
MGV Vanguard World Fd+32.3% shares
DSTX ETF Ser Solutions+31.9% shares
SDVY First Tr Exchange Traded Fd+22.5% shares
FCOM Fidelity Covington Trust+20.2% shares
GRID First Tr Exchange-Traded Fd+20.2% shares
QQQ Invesco Qqq Tr+15.7% shares

Reduced

NFTY First Tr Exch Trd Alphdx Fd-75.6% shares
SMIN Ishares Tr-16.2% shares
RSP Invesco Exchange Traded Fd T-12.5% shares
IQLT Ishares Tr-9.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$563.3M	205
Q2 2026	$522.1M	194
Q1 2026	$475.9M	200
Q4 2025	$476.7M	203
Q3 2025	$457.3M	193
Q2 2025	$410.8M	159
Q1 2025	$362.2M	167
Q4 2024	$367.2M	155
Q3 2024	$361.9M	148
Q2 2024	$347.3M	137
Q1 2024	$380.3M	131
Q4 2023	$343.7M	127

Questions about Crumly & Associates Inc.'s portfolio

What stocks does Crumly & Associates Inc. own?

Crumly & Associates Inc.'s latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 205 positions worth $563.3M. The largest are Ishares Tr (HEFA) at 5.6%, ETF Ser Solutions (DSTX) at 5.1%, ETF Ser Solutions (DSTL) at 4.9%, First Tr Exchange Traded Fd (RDVY) at 4.8% and First Tr Exchange Traded Fd (SDVY) at 4.1%.

What did Crumly & Associates Inc. buy last quarter?

In Q3 2026, Crumly & Associates Inc. added Nvidia Corporation (NVDA) (+52.6% shares), Amazon Com Inc (AMZN) (+34.4% shares) and Vanguard World Fd (MGV) (+32.3% shares), compared with its Q2 2026 filing.

What did Crumly & Associates Inc. sell last quarter?

In Q3 2026, Crumly & Associates Inc. cut from its top 50 Pgim ETF Tr (PAAA), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Alphabet Inc (GOOGL), First Tr Exch Trd Alphdx Fd (NFTY) (-75.6% shares), Ishares Tr (SMIN) (-16.2% shares) and Invesco Exchange Traded Fd T (RSP) (-12.5% shares), compared with its Q2 2026 filing.

How has Crumly & Associates Inc.'s portfolio performed?

A portfolio copying Crumly & Associates Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.1% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Crumly & Associates Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Crumly & Associates Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Crumly & Associates Inc. manage?

Crumly & Associates Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $563.3M.