Skip to content

Crumly & Associates Inc. 13F Holdings · Q3 2026

Crumly & Associates Inc. reported 205 securities worth $563.48M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: HEFA (5.58%), DSTX (5.08%), DSTL (4.85%). Among its top 25 positions this quarter: 1 new, 17 added, 6 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1HEFAISHARES TR$31.5M5.58%678,254Added
2DSTXETF SER SOLUTIONS$28.6M5.08%846,765Added
3DSTLETF SER SOLUTIONS$27.3M4.85%427,226Added
4RDVYFIRST TR EXCHANGE TRADED FD$27.1M4.81%346,312Added
5SDVYFIRST TR EXCHANGE TRADED FD$23.3M4.14%574,336Added
6JGROJ P MORGAN EXCHANGE TRADED F$22.8M4.05%236,292Trimmed
7MGVVANGUARD WORLD FD$16.4M2.90%101,549Added
8SMCOTIDAL TRUST II$14.5M2.57%527,483Added
9JAAAJANUS DETROIT STR TR$14.4M2.55%285,220Added
10PSHPGIM ETF TR$13.6M2.41%279,563Added
11TDIVFIRST TR EXCHANGE TRADED FD$12.5M2.22%110,685Added
12GRIDFIRST TR EXCHANGE-TRADED FD$12.4M2.19%69,834Added
13BITBBITWISE BITCOIN ETF TR$12.3M2.18%270,391Added
14FCOMFIDELITY COVINGTON TRUST$12.2M2.16%169,314Added
15AIRRFIRST TR EXCHANGE TRADED FD$11.9M2.11%115,241Added
16IWYISHARES TR$11.8M2.10%40,090Trimmed
17SMINISHARES TR$11.0M1.96%160,209Trimmed
18FFEMFIDELITY COVINGTON TRUST$10.8M1.92%257,886New
19FTECFIDELITY COVINGTON TRUST$10.0M1.78%33,360Trimmed
20AAPLAPPLE INC$9.0M1.60%27,129Added
21VOOVANGUARD INDEX FDS$8.9M1.57%12,641Added
22DGROISHARES TR$8.5M1.51%113,101Trimmed
23FVDFIRST TR EXCHANGE-TRADED FD$7.4M1.31%157,145Hold
24SMMUPIMCO ETF TR$6.5M1.15%131,629Added
25DEUSDBX ETF TR$5.7M1.02%90,334Trimmed

Source: SEC Form 13F filings · as of 2026-09-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR