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 (2026-03-31)

Crumly & Associates Inc. (CIK 1759578) reported $475.9M across 200 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HEFA ($26.2M, 5.51%), JGRO ($21.4M, 4.51%), RDVY ($20.9M, 4.39%), DSTL ($20.8M, 4.37%), DSTX ($19.8M, 4.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HEFAISHARES TR$26.2M5.51%616,666Added
2JGROJ P MORGAN EXCHANGE TRADED F$21.4M4.51%253,779Trimmed
3RDVYFIRST TR EXCHANGE TRADED FD$20.9M4.39%305,910Trimmed
4DSTLETF SER SOLUTIONS$20.8M4.37%359,166Trimmed
5DSTXETF SER SOLUTIONS$19.8M4.15%609,624Added
6SDVYFIRST TR EXCHANGE-TRADED FD$17.1M3.59%433,507Trimmed
7NFTYFIRST TR EXCH TRD ALPHDX FD$14.5M3.05%282,009Added
8JAAAJANUS DETROIT STR TR$13.6M2.87%270,808Added
9PSHPGIM ETF TR$13.2M2.77%265,647Added
10SMCOTIDAL TRUST II$12.2M2.57%449,785Trimmed
11SMINISHARES TR$11.3M2.37%187,763Added
12AIRRFIRST TR EXCHANGE TRADED FD$10.8M2.26%97,205Trimmed
13MGVVANGUARD WORLD FD$10.3M2.17%71,365Trimmed
14IWYISHARES TR$10.2M2.14%41,008Trimmed
15TDIVFIRST TR EXCHANGE TRADED FD$9.8M2.05%104,426Trimmed
16BITBBITWISE BITCOIN ETF TR$9.4M1.98%256,201Added
17FCOMFIDELITY COVINGTON TRUST$9.2M1.94%135,505Trimmed
18DGROISHARES TR$8.1M1.70%115,394Trimmed
19GRIDFIRST TR EXCHANGE TRADED FD$7.7M1.61%46,975Trimmed
20FVDFIRST TR EXCHANGE-TRADED FD$7.5M1.57%158,900Trimmed
21VOOVANGUARD INDEX FDS$7.2M1.52%12,127Trimmed
22FTECFIDELITY COVINGTON TRUST$7.1M1.50%34,272Trimmed
23XLESELECT SECTOR SPDR TR$7.1M1.49%115,450Added
24RSPINVESCO EXCHANGE TRADED FD T$5.8M1.23%30,401Trimmed
25DEUSDBX ETF TR$5.7M1.20%95,116Trimmed

Source: SEC Form 13F filings · as of 2026-03-31