Crumly & Associates Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Crumly & Associates Inc. reported 194 stock positions worth $522.1 million. Its top holding was Isha Curr Hedged MSCI Eafe (HEFA) at 5.6% of the portfolio, followed by First Trust Rising Dividend (RDVY, 5.0%) and JPMorgan Active Growth ETF (JGRO, 4.7%). Compared with Q1 2026, it opened 16 new positions, sold out of 23, added to 81 and reduced 65. The biggest buy was First Trust Rising Dividend (RDVY, shares +6%) and the biggest sale SS Energy Select Sector (XLE, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $522.1M (Q2 2026)
- SEC Filing
- 0001759578-26-000007 ↗ filed Jul 8, 2026
Holdings Value
Holdings 194 stocks · $522.1M
| HEFA Isha Curr Hedged MSCI Eafe | 5.56% | 618,984 | $29.0M | Add +0.4% |
| RDVY First Trust Rising Dividend | 5.01% | 322,777 | $26.2M | Add +5.5% |
| JGRO JPMorgan Active Growth ETF | 4.69% | 248,565 | $24.5M | Reduce -2.0% |
| DSTL Distillate US Fundamental St | 4.30% | 374,640 | $22.4M | Add +4.3% |
| DSTX Distillate International Fun | 4.01% | 641,780 | $21.0M | Add +5.3% |
| SDVY First Trust Smid Cap Rising | 3.87% | 468,829 | $20.2M | Add +8.2% |
| NFTY First Trust India Nifty 50 E | 3.02% | 293,242 | $15.8M | Add +4.0% |
| SMCO Hilton Small-Midcap Opp ETF | 2.74% | 461,501 | $14.3M | Add +2.6% |
| JAAA Janus Henderson Aaa Clo ETF | 2.67% | 276,101 | $13.9M | Add +1.9% |
| PSH Pgim Short Duration High YLD | 2.59% | 271,387 | $13.5M | Add +2.2% |
| SMIN iShares MSCI India Small-Cap | 2.59% | 191,179 | $13.5M | Add +1.8% |
| AIRR First Trust Rba American Ind | 2.55% | 99,934 | $13.3M | Add +2.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.40% | 76,747 | $12.5M | Add +7.5% |
| IWY iShares Russell Top 200 Grow | 2.24% | 40,226 | $11.7M | Reduce -1.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.20% | 99,902 | $11.5M | Reduce -4.3% |
| GRID First TRST Nasd Class Edg Sgiif | 2.13% | 58,095 | $11.1M | Add +23.7% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.87% | 140,850 | $9.8M | Add +3.9% |
| FTEC Fidelity MSCI Info Tech Indx | 1.83% | 33,452 | $9.6M | Reduce -2.4% |
| DGRO iShares Core Dividend Growth | 1.66% | 114,563 | $8.7M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 1.64% | 12,477 | $8.6M | Add +2.9% |
| BITB Bitwise Bitcoin ETF | 1.52% | 249,044 | $7.9M | Reduce -2.8% |
| FVD First Trust Value Line DVD | 1.45% | 157,145 | $7.6M | Reduce -1.1% |
| AAPL Apple Inc. | 1.41% | 25,444 | $7.4M | Add +15.1% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 1.20% | 124,280 | $6.3M | Add +18.3% |
| DEUS Xtrackers Russell US Multi | 1.15% | 91,913 | $6.0M | Reduce -3.4% |
| RSP Invesco S&P 500 Equal Weight | 1.08% | 26,521 | $5.6M | Reduce -12.8% |
| VONG Vanguard Russell 1000 Growth | 1.04% | 42,603 | $5.4M | Reduce -12.1% |
| JMUB JPMorgan Municipal ETF | 1.02% | 105,539 | $5.3M | Add +66.7% |
| XLE SS Energy Select Sector | 0.92% | 90,826 | $4.8M | Reduce -21.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.89% | 29,243 | $4.7M | Reduce -6.3% |
| IQLT iShares MSCI International Q | 0.86% | 90,578 | $4.5M | Reduce -17.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 5,653 | $4.2M | Reduce -20.8% |
| EVIM Eaton Vance Int Muni Income | 0.78% | 76,536 | $4.1M | Add +350.8% |
| AVGO Broadcom Inc. | 0.75% | 10,347 | $3.9M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.73% | 49,193 | $3.8M | Reduce -1.0% |
| CRWV Coreweave Inc. Class A | 0.66% | 34,452 | $3.4M | Add +0.6% |
| EMLP First Trust North American E | 0.61% | 72,836 | $3.2M | No change |
| FXR First Trust Indst/Producers | 0.59% | 33,874 | $3.1M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.58% | 5,754 | $3.0M | Reduce -1.5% |
| PAAA Pgim Aaa Clo ETF | 0.55% | 55,875 | $2.9M | Add +381.1% |
| FXN First Trust Energy Alphadex | 0.55% | 140,849 | $2.8M | Reduce -27.1% |
| KLAC KLA Corp. | 0.50% | 8,738 | $2.6M | Reduce -5.4% |
| NVDA Nvidia Corp. | 0.50% | 12,988 | $2.6M | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.48% | 5,198 | $2.5M | Reduce -9.2% |
| JAVA JPMorgan Active Value ETF | 0.47% | 30,838 | $2.4M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 0.45% | 9,866 | $2.4M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.42% | 5,933 | $2.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 2,990 | $2.2M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.41% | 6,613 | $2.2M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 0.40% | 5,883 | $2.1M | Reduce -10.1% |
| XLF SS Financial Select Sector | 0.40% | 38,491 | $2.1M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.38% | 4,698 | $2.0M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 16,792 | $1.9M | Reduce -4.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 2,406 | $1.8M | Reduce -5.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.34% | 13,723 | $1.8M | No change |
| WMT Walmart Inc. | 0.33% | 15,200 | $1.7M | Add +0.8% |
| FXO First Trust Financial Alphad | 0.31% | 25,838 | $1.6M | Reduce -2.9% |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.31% | 41,235 | $1.6M | No change |
| NFLX Netflix Inc. | 0.29% | 20,983 | $1.5M | Add +2.3% |
| XLV SS Health Care Select Sector | 0.27% | 8,741 | $1.4M | No change |
| GS Goldman Sachs Group Inc. | 0.27% | 1,370 | $1.4M | Reduce -1.5% |
| PLD Prologis Inc. | 0.26% | 10,128 | $1.4M | Add +0.3% |
| MTBA Simplify MBS ETF | 0.24% | 25,744 | $1.3M | Reduce -57.2% |
| PANW Palo Alto Networks Inc. | 0.24% | 3,682 | $1.3M | Reduce -24.1% |
| EPD Enterprise Products Partners | 0.24% | 33,637 | $1.2M | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.23% | 3,232 | $1.2M | Reduce -32.0% |
| MRK Merck & Co. Inc. | 0.23% | 9,224 | $1.2M | Add +27.6% |
| IWF iShares Russell 1000 Growth | 0.22% | 9,080 | $1.1M | Reduce -6.3% |
| CEG Constellation Energy | 0.20% | 4,147 | $1.0M | Add +4.9% |
| AZN Astrazeneca PLC | 0.19% | 5,313 | $1.0M | New |
| MUB iShares National Muni Bond E | 0.19% | 9,291 | $1000K | Reduce -48.0% |
| PNC PNC Financial Services Group | 0.19% | 4,055 | $998K | Add +1.8% |
| FMHI First Trust Municipal High I | 0.19% | 20,536 | $996K | Reduce -70.2% |
| NI Nisource Inc. | 0.19% | 20,791 | $989K | Reduce -1.3% |
| SCHW Schwab (charles) Corp. | 0.19% | 10,479 | $967K | Add +1.1% |
| V Visa Inc. Class A | 0.18% | 2,811 | $965K | Add +0.1% |
| AMD Advanced Micro Devices | 0.18% | 1,650 | $959K | Reduce -24.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.18% | 19,647 | $956K | Add +6.1% |
| LLY Eli Lilly & Co. | 0.18% | 793 | $951K | Add +1.0% |
| FMB First Trust Managed Municipa | 0.18% | 18,385 | $944K | No change |
| FAAA Fidelity Aaa Clo ETF | 0.17% | 17,903 | $898K | New |
| FTNT Fortinet Inc. | 0.17% | 5,778 | $888K | Reduce -15.3% |
| FHLC Fidelity MSCI Health Care | 0.17% | 11,467 | $886K | Add +14.6% |
| BLK BlackRock Inc. | 0.17% | 910 | $875K | Reduce -0.6% |
| EWBC East West Bancorp Inc. | 0.17% | 6,755 | $872K | Reduce -4.5% |
| NEM Newmont Corp. | 0.17% | 9,313 | $870K | Reduce -16.6% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.16% | 32,873 | $832K | Reduce -46.3% |
| META Meta Platforms Inc. Class A | 0.16% | 1,458 | $821K | Add +13.0% |
| MU Micron Technology Inc. | 0.15% | 701 | $809K | Reduce -16.1% |
| APLD Applied Digital Corp. | 0.15% | 21,270 | $793K | No change |
| AXP American Express Co. | 0.15% | 2,302 | $779K | Reduce -38.4% |
| CMI Cummins Inc. | 0.15% | 1,078 | $769K | Add +0.5% |
| ABBV Abbvie Inc. | 0.14% | 2,825 | $711K | Add +6.1% |
| TTE Totalenergies SE | 0.13% | 9,058 | $704K | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.13% | 12,155 | $687K | Add +19.7% |
| NEE Nextera Energy Inc. | 0.13% | 7,726 | $678K | Add +0.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.13% | 7,097 | $675K | No change |
| SLV iShares Silver Trust | 0.13% | 12,618 | $675K | Add +9.7% |
| ETN Eaton Corp. PLC | 0.13% | 1,573 | $670K | Reduce -3.8% |
| CVX Chevron Corp. | 0.13% | 3,949 | $655K | Add +0.6% |
Options reported separately and not counted above: CMCSA calls ($98K), PLTR calls ($58K).
Portfolio Sells Q1 2026 → Q2 2026
| XLE SS Energy Select Sector | Reduce -21.3% | 0.92% | −0.56 |
| FMHI First Trust Municipal High I | Reduce -70.2% | 0.19% | −0.50 |
| BITB Bitwise Bitcoin ETF | Reduce -2.8% | 1.52% | −0.46 |
| JPST JPMorgan Ultra-Short Income | Reduce -90.3% | 0.04% | −0.46 |
| MTBA Simplify MBS ETF | Reduce -57.2% | 0.24% | −0.38 |
| FXN First Trust Energy Alphadex | Reduce -27.1% | 0.55% | −0.37 |
| MUB iShares National Muni Bond E | Reduce -48.0% | 0.19% | −0.21 |
| IQLT iShares MSCI International Q | Reduce -17.5% | 0.86% | −0.21 |
| GLD SPDR Gold Shares | Reduce -32.0% | 0.23% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.8% | 0.81% | −0.17 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.16 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Reduce -46.3% | 0.16% | −0.16 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.8% | 1.08% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.13 |
| FVD First Trust Value Line DVD | Reduce -1.1% | 1.45% | −0.12 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.12 |
| TGT Target Corp. | Sold out | 0.00% | −0.11 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −0.09 |
| AXP American Express Co. | Reduce -38.4% | 0.15% | −0.09 |
| NEM Newmont Corp. | Reduce -16.6% | 0.17% | −0.09 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.08 |
| VONG Vanguard Russell 1000 Growth | Reduce -12.1% | 1.04% | −0.07 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.07 |
| AMGN Amgen Inc. | Reduce -41.6% | 0.08% | −0.06 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -21.3% | 0.09% | −0.06 |
| CGMS Cap Group US Multi-Sect Bond | Sold out | 0.00% | −0.06 |
| VBND Vident US Bond Strat ETF | Sold out | 0.00% | −0.06 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.06 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.06 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.05 |
| IWL iShares Russell Top 200 ETF | Sold out | 0.00% | −0.05 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.05 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.05 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.05 |
| DEUS Xtrackers Russell US Multi | Reduce -3.4% | 1.15% | −0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.04 |
| AB Alliancebernstein Holding LP | Sold out | 0.00% | −0.04 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -0.7% | 1.66% | −0.04 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.04 |
| JAVA JPMorgan Active Value ETF | Reduce -7.8% | 0.47% | −0.04 |
| EPD Enterprise Products Partners | Reduce -1.6% | 0.24% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -5.9% | 0.04% | −0.03 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -28.2% | 0.05% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.17% | −0.02 |
| NI Nisource Inc. | Reduce -1.3% | 0.19% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -28.3% | 0.05% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| RDVY First Trust Rising Dividend | Add +5.5% | 5.01% | +0.62 |
| EVIM Eaton Vance Int Muni Income | Add +350.8% | 0.78% | +0.59 |
| GRID First TRST Nasd Class Edg Sgiif | Add +23.7% | 2.13% | +0.52 |
| PAAA Pgim Aaa Clo ETF | Add +381.1% | 0.55% | +0.42 |
| JMUB JPMorgan Municipal ETF | Add +66.7% | 1.02% | +0.36 |
| AIRR First Trust Rba American Ind | Add +2.8% | 2.55% | +0.29 |
| SDVY First Trust Smid Cap Rising | Add +8.2% | 3.87% | +0.28 |
| AAPL Apple Inc. | Add +15.1% | 1.41% | +0.23 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +7.5% | 2.40% | +0.23 |
| SMIN iShares MSCI India Small-Cap | Add +1.8% | 2.59% | +0.22 |
| AZN Astrazeneca PLC | New | 0.19% | +0.19 |
| FAAA Fidelity Aaa Clo ETF | New | 0.17% | +0.17 |
| SMCO Hilton Small-Midcap Opp ETF | Add +2.6% | 2.74% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +2.9% | 1.64% | +0.12 |
| SPCX Space Exploration Techn Class A | New | 0.12% | +0.12 |
| JNJ Johnson & Johnson | New | 0.10% | +0.10 |
| CRWV Coreweave Inc. Class A | Add +0.6% | 0.66% | +0.10 |
| MRVL Marvell Technology Inc. | New | 0.10% | +0.10 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +18.3% | 1.20% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| BG Bunge Global SA | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.42% | +0.06 |
| RKLB Rocket Lab Corp. | New | 0.06% | +0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.4% | 5.56% | +0.06 |
| NBIS Nebius Group NV | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +6.6% | 0.50% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +27.6% | 0.23% | +0.04 |
| VGK Vanguard Ftse Europe ETF | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| CMCSA Comcast Corp. Class A | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.18% | +0.03 |
| CMI Cummins Inc. | Add +0.5% | 0.15% | +0.03 |
| FHLC Fidelity MSCI Health Care | Add +14.6% | 0.17% | +0.02 |
| GEV GE Vernova Inc. | Add +4.6% | 0.08% | +0.02 |
| PNC PNC Financial Services Group | Add +1.8% | 0.19% | +0.02 |
| MP MP Materials Corp. | Add +18.8% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.41% | +0.01 |
| ABBV Abbvie Inc. | Add +6.1% | 0.14% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +25.5% | 0.12% | +0.01 |
| TSLA Tesla Inc. | Add +0.6% | 0.38% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +19.7% | 0.13% | +0.01 |
| DVYE iShares Emerging Markets Div | Add +35.5% | 0.08% | +0.01 |
| FTRI First Trust Indxx Global Nat | Add +43.0% | 0.07% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.08% | +0.01 |
| BAC Bank of America Corp. | Add +1.8% | 0.10% | +0.01 |
| EMR Emerson Electric Co. | Add +6.3% | 0.12% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| CMCSA Comcast Corp. Class A | call | New | 4,000 | $98K |
| PLTR Palantir Technologies Inc. Class A | call | New | 500 | $58K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 194 | $522.1M | HEFA, RDVY, JGRO, DSTL, DSTX |
| Q1 2026 | 200 | $475.9M | HEFA, JGRO, RDVY, DSTL, DSTX |
| Q4 2025 | 203 | $476.7M | JGRO, RDVY, DSTL, HEFA, SDVY |
| Q3 2025 | 193 | $457.3M | JGRO, RDVY, DSTL, HEFA, MGV |
| Q2 2025 | 159 | $410.8M | JGRO, RDVY, DSTL, JPST, HEFA |
| Q1 2025 | 167 | $362.2M | JGRO, RDVY, DSTL, HEFA, MGV |
| Q4 2024 | 155 | $367.2M | RDVY, DSTL, VONG, DGRO, HEFA |
| Q3 2024 | 148 | $361.9M | RDVY, DSTL, HEFA, DGRO, VONG |
| Q2 2024 | 137 | $347.3M | RDVY, HEFA, DSTL, QQEW, DGRO |
| Q1 2024 | 131 | $380.3M | DSTL, RDVY, HEFA, QQEW, DGRO |