Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Crumly & Associates Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Crumly & Associates Inc. (CIK 1759578) reported $522.3M across 194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HEFA ($29.0M, 5.56%), RDVY ($26.2M, 5.01%), JGRO ($24.5M, 4.69%), DSTL ($22.4M, 4.30%), DSTX ($21.0M, 4.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HEFAISHARES TR$29.0M5.56%618,984Added
2RDVYFIRST TR EXCHANGE TRADED FD$26.2M5.01%322,777Added
3JGROJ P MORGAN EXCHANGE TRADED F$24.5M4.69%248,565Trimmed
4DSTLETF SER SOLUTIONS$22.4M4.30%374,640Added
5DSTXETF SER SOLUTIONS$21.0M4.01%641,780Added
6SDVYFIRST TR EXCHANGE TRADED FD$20.2M3.87%468,829Added
7NFTYFIRST TR EXCH TRD ALPHDX FD$15.8M3.02%293,242Added
8SMCOTIDAL TRUST II$14.3M2.74%461,501Added
9JAAAJANUS DETROIT STR TR$13.9M2.67%276,101Added
10SMINISHARES TR$13.5M2.59%191,179Added
11PSHPGIM ETF TR$13.5M2.59%271,387Added
12AIRRFIRST TR EXCHANGE TRADED FD$13.3M2.55%99,934Added
13MGVVANGUARD WORLD FD$12.5M2.40%76,747Added
14IWYISHARES TR$11.7M2.24%40,226Trimmed
15TDIVFIRST TR EXCHANGE TRADED FD$11.5M2.20%99,902Trimmed
16GRIDFIRST TR EXCHANGE-TRADED FD$11.1M2.13%58,095Added
17FCOMFIDELITY COVINGTON TRUST$9.8M1.87%140,850Added
18FTECFIDELITY COVINGTON TRUST$9.6M1.83%33,452Trimmed
19DGROISHARES TR$8.7M1.66%114,563Trimmed
20VOOVANGUARD INDEX FDS$8.6M1.64%12,477Added
21BITBBITWISE BITCOIN ETF TR$7.9M1.52%249,044Trimmed
22FVDFIRST TR EXCHANGE-TRADED FD$7.6M1.45%157,145Trimmed
23AAPLAPPLE INC$7.4M1.41%25,444Added
24SMMUPIMCO ETF TR$6.3M1.20%124,280Added
25DEUSDBX ETF TR$6.0M1.15%91,913Trimmed

Source: SEC Form 13F filings · as of 2026-06-30