Crumly & Associates Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 2, 2025), Crumly & Associates Inc. reported 159 stock positions worth $410.8 million. Its top holding was JPMorgan Active Growth ETF (JGRO) at 7.0% of the portfolio, followed by First Trust Rising Dividend (RDVY, 5.3%) and Distillate US Fundamental St (DSTL, 4.9%). Compared with Q1 2025, it opened 18 new positions, sold out of 26, added to 48 and reduced 79. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +6372%) and the biggest sale Distillate S/M Cash Flow ETF (DSMC, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $410.8M (Q2 2025)
- SEC Filing
- 0001759578-25-000012 ↗ filed Jul 2, 2025
Holdings Value
Holdings 159 stocks · $410.8M
| JGRO JPMorgan Active Growth ETF | 7.04% | 336,112 | $28.9M | Add +18.7% |
| RDVY First Trust Rising Dividend | 5.34% | 349,978 | $22.0M | Add +2.4% |
| DSTL Distillate US Fundamental St | 4.86% | 360,414 | $19.9M | Add +4.0% |
| JPST JPMorgan Ultra-Short Income | 4.39% | 356,139 | $18.0M | Add +6371.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.95% | 427,420 | $16.2M | Reduce -2.3% |
| SDVY First Trust Smid Cap Rising | 3.33% | 387,258 | $13.7M | Add +40.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.22% | 100,858 | $13.2M | Add +17.2% |
| DSTX Distillate International Fun | 2.88% | 423,305 | $11.9M | Add +2.7% |
| SMCO Hilton Small-Midcap Opp ETF | 2.77% | 442,734 | $11.4M | Add +8.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.70% | 122,842 | $11.1M | Add +10.5% |
| NFTY First Trust India Nifty 50 E | 2.56% | 175,327 | $10.5M | Add +3.9% |
| JSI JH Securitized Income ETF | 2.50% | 195,268 | $10.3M | Add +10.2% |
| IWY iShares Russell Top 200 Grow | 2.49% | 41,428 | $10.2M | Reduce -0.4% |
| AIRR First Trust Rba American Ind | 1.98% | 99,714 | $8.1M | Add +21.0% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.96% | 123,933 | $8.0M | Add +11.2% |
| DGRO iShares Core Dividend Growth | 1.93% | 123,989 | $7.9M | Reduce -6.6% |
| SMIN iShares MSCI India Small-Cap | 1.83% | 97,494 | $7.5M | Add +4.5% |
| FVD First Trust Value Line DVD | 1.78% | 163,534 | $7.3M | Reduce -3.8% |
| BITB Bitwise Bitcoin ETF | 1.73% | 121,633 | $7.1M | Add +18.9% |
| VOO Vanguard S&P 500 ETF | 1.70% | 12,305 | $7.0M | Reduce -35.7% |
| FTEC Fidelity MSCI Info Tech Indx | 1.61% | 33,578 | $6.6M | Reduce -16.6% |
| VONG Vanguard Russell 1000 Growth | 1.45% | 54,513 | $6.0M | Reduce -10.9% |
| DEUS Xtrackers Russell US Multi | 1.41% | 103,195 | $5.8M | Reduce -2.8% |
| FBND Fidelity Total Bond ETF | 1.41% | 126,756 | $5.8M | Add +13.9% |
| CGMS Cap Group US Multi-Sect Bond | 1.37% | 203,641 | $5.6M | Add +9.3% |
| IQLT iShares MSCI International Q | 1.28% | 121,555 | $5.3M | Add +6.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.20% | 96,993 | $4.9M | Reduce -3.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.16% | 34,829 | $4.8M | Reduce -10.2% |
| XLE SS Energy Select Sector | 1.15% | 55,756 | $4.7M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 6,910 | $4.3M | Add +164.1% |
| AAPL Apple Inc. | 0.95% | 19,022 | $3.9M | Reduce -3.0% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.84% | 68,982 | $3.5M | Reduce -8.0% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 50,725 | $3.1M | Reduce -0.1% |
| FXN First Trust Energy Alphadex | 0.72% | 194,856 | $3.0M | Reduce -14.3% |
| FMHI First Trust Municipal High I | 0.69% | 60,566 | $2.8M | Reduce -37.6% |
| AVGO Broadcom Inc. | 0.67% | 10,053 | $2.8M | Reduce -8.3% |
| EMLP First Trust North American E | 0.67% | 72,896 | $2.7M | Reduce -1.5% |
| JAVA JPMorgan Active Value ETF | 0.65% | 40,571 | $2.7M | Reduce -41.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.63% | 5,844 | $2.6M | No change |
| FXR First Trust Indst/Producers | 0.62% | 34,306 | $2.5M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.61% | 5,014 | $2.5M | Reduce -4.0% |
| NFLX Netflix Inc. | 0.60% | 1,854 | $2.5M | Reduce -5.2% |
| XLF SS Financial Select Sector | 0.50% | 39,055 | $2.0M | Reduce -5.1% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 21,836 | $2.0M | New |
| AMZN Amazon.com Inc. | 0.46% | 8,652 | $1.9M | Add +11.1% |
| JPM JPMorgan Chase & Co. | 0.43% | 6,040 | $1.8M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.41% | 10,667 | $1.7M | Reduce -5.3% |
| FXO First Trust Financial Alphad | 0.39% | 28,324 | $1.6M | Reduce -0.3% |
| JMUB JPMorgan Municipal ETF | 0.38% | 31,541 | $1.6M | Reduce -12.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.36% | 13,723 | $1.5M | No change |
| TSLA Tesla Inc. | 0.35% | 4,497 | $1.4M | Add +25.5% |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.34% | 41,235 | $1.4M | Reduce -0.0% |
| WMT Walmart Inc. | 0.33% | 13,792 | $1.3M | Reduce -4.4% |
| IWF iShares Russell 1000 Growth | 0.31% | 3,005 | $1.3M | New |
| XLV SS Health Care Select Sector | 0.30% | 9,159 | $1.2M | Reduce -10.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 5,254 | $1.2M | Reduce -11.5% |
| MUB iShares National Muni Bond E | 0.27% | 10,560 | $1.1M | Reduce -40.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 2,140 | $1.1M | Reduce -6.3% |
| CEG Constellation Energy | 0.27% | 3,374 | $1.1M | Add +173.0% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,479 | $1.0M | Reduce -5.0% |
| DSMC Distillate S/M Cash Flow ETF | 0.25% | 32,109 | $1.0M | Reduce -82.9% |
| GOOGL Alphabet Inc. Class A | 0.24% | 5,603 | $987K | Reduce -5.2% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.23% | 39,168 | $940K | Reduce -43.5% |
| FMB First Trust Managed Municipa | 0.22% | 18,385 | $916K | Reduce -9.7% |
| EWBC East West Bancorp Inc. | 0.21% | 8,672 | $876K | Reduce -6.0% |
| BLK BlackRock Inc. | 0.21% | 824 | $864K | Reduce -4.6% |
| IWD iShares Russell 1000 Value E | 0.21% | 4,409 | $856K | New |
| KLAC KLA Corp. | 0.20% | 940 | $842K | Reduce -2.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.20% | 20,005 | $838K | Reduce -14.0% |
| FISV Fiserv Inc. | 0.20% | 4,785 | $825K | Add +3.7% |
| SCHW Schwab (charles) Corp. | 0.20% | 9,027 | $824K | Reduce -2.0% |
| PLD Prologis Inc. | 0.20% | 7,758 | $816K | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.19% | 1,085 | $801K | Add +154.1% |
| TMUS T-Mobile US Inc. | 0.19% | 3,303 | $787K | Reduce -0.7% |
| V Visa Inc. Class A | 0.18% | 2,125 | $755K | Reduce -2.6% |
| PUSH Pgim Ultra SHRT MNPL BND ETF | 0.18% | 14,937 | $752K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,342 | $741K | Add +0.1% |
| NI Nisource Inc. | 0.18% | 18,274 | $737K | Add +1.5% |
| GPI Group 1 Automotive Inc. | 0.16% | 1,525 | $666K | Reduce -2.1% |
| FHLC Fidelity MSCI Health Care | 0.16% | 10,087 | $645K | Add +10.1% |
| BSX Boston Scientific Corp. | 0.16% | 5,993 | $644K | Reduce -22.1% |
| AXP American Express Co. | 0.16% | 2,000 | $638K | Reduce -5.8% |
| MRK Merck & Co. Inc. | 0.15% | 7,922 | $627K | Reduce -3.6% |
| MDT Medtronic PLC | 0.15% | 7,063 | $616K | Add +3.2% |
| PNC PNC Financial Services Group | 0.15% | 3,289 | $613K | Reduce -1.0% |
| PAXS PIMCO Access Income Fund | 0.15% | 39,750 | $601K | No change |
| CRM Salesforce Inc. | 0.15% | 2,189 | $597K | Reduce -1.8% |
| T AT&T Inc. | 0.14% | 20,378 | $590K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 12,042 | $570K | Reduce -13.7% |
| TTE Totalenergies SE -Spon ADR | 0.14% | 9,151 | $562K | Reduce -3.4% |
| EPD Enterprise Products Partners | 0.13% | 17,784 | $551K | Add +1.5% |
| MRVL Marvell Technology Inc. | 0.13% | 7,058 | $546K | Reduce -16.9% |
| NEE Nextera Energy Inc. | 0.13% | 7,751 | $538K | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 3,932 | $536K | New |
| FCX Freeport-McMoran Inc. | 0.13% | 12,303 | $533K | Reduce -10.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.13% | 7,048 | $528K | No change |
| IWL iShares Russell Top 200 ETF | 0.13% | 3,427 | $525K | New |
| NEM Newmont Corp. | 0.12% | 8,587 | $500K | New |
| CYBR Cyberark Software Ltd./Israel | 0.12% | 1,224 | $498K | Reduce -35.9% |
| CVX Chevron Corp. | 0.12% | 3,477 | $498K | Add +1.1% |
Portfolio Sells Q1 2025 → Q2 2025
| DSMC Distillate S/M Cash Flow ETF | Reduce -82.9% | 0.25% | −1.38 |
| VOO Vanguard S&P 500 ETF | Reduce -35.7% | 1.70% | −1.01 |
| FMHI First Trust Municipal High I | Reduce -37.6% | 0.69% | −0.59 |
| JAVA JPMorgan Active Value ETF | Reduce -41.9% | 0.65% | −0.58 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.3% | 3.95% | −0.44 |
| DGRO iShares Core Dividend Growth | Reduce -6.6% | 1.93% | −0.33 |
| XLE SS Energy Select Sector | Reduce -2.1% | 1.15% | −0.32 |
| FXN First Trust Energy Alphadex | Reduce -14.3% | 0.72% | −0.32 |
| FVD First Trust Value Line DVD | Reduce -3.8% | 1.78% | −0.31 |
| AAPL Apple Inc. | Reduce -3.0% | 0.95% | −0.25 |
| MUB iShares National Muni Bond E | Reduce -40.3% | 0.27% | −0.25 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Reduce -43.5% | 0.23% | −0.24 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.9% | 1.20% | −0.22 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.21 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -8.0% | 0.84% | −0.19 |
| IBMR iShares Ibonds Dec 2029 M BD | Sold out | 0.00% | −0.19 |
| IBMQ iShares Ibonds Dec 2028 Muni | Sold out | 0.00% | −0.18 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -16.6% | 1.61% | −0.18 |
| HRTS Tema Heart & Health ETF | Sold out | 0.00% | −0.17 |
| DEUS Xtrackers Russell US Multi | Reduce -2.8% | 1.41% | −0.16 |
| IBMP iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −0.15 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -10.2% | 1.16% | −0.14 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.13 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.12 |
| JMUB JPMorgan Municipal ETF | Reduce -12.9% | 0.38% | −0.12 |
| VONG Vanguard Russell 1000 Growth | Reduce -10.9% | 1.45% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -10.7% | 0.30% | −0.11 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.11 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -38.8% | 0.11% | −0.11 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.11 |
| FRI First Trust S&P REIT Index F | Sold out | 0.00% | −0.11 |
| EMLP First Trust North American E | Reduce -1.5% | 0.67% | −0.10 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.10 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.10 |
| VIOG Vanguard S&P SM Cap 600 GRW | Sold out | 0.00% | −0.09 |
| SHYL Xtrackers SHRT Dur High Yiel | Sold out | 0.00% | −0.09 |
| IBMO iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.09 |
| BALL Ball Corp. | Reduce -57.7% | 0.06% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -46.3% | 0.08% | −0.08 |
| NXPI NXP Semiconductors NV | Reduce -57.3% | 0.06% | −0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -14.0% | 0.20% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.07 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.07 |
| XLF SS Financial Select Sector | Reduce -5.1% | 0.50% | −0.07 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.07 |
| FMB First Trust Managed Municipa | Reduce -9.7% | 0.22% | −0.06 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -22.1% | 0.16% | −0.06 |
| CYBR Cyberark Software Ltd./Israel | Reduce -35.9% | 0.12% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Add +6371.7% | 4.39% | +4.32 |
| JGRO JPMorgan Active Growth ETF | Add +18.7% | 7.04% | +1.27 |
| SDVY First Trust Smid Cap Rising | Add +40.0% | 3.33% | +0.77 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +164.1% | 1.04% | +0.64 |
| IWR iShares Russell Mid-Cap ETF | New | 0.49% | +0.49 |
| BITB Bitwise Bitcoin ETF | Add +18.9% | 1.73% | +0.47 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +10.5% | 2.70% | +0.44 |
| AIRR First Trust Rba American Ind | Add +21.0% | 1.98% | +0.42 |
| IWF iShares Russell 1000 Growth | New | 0.31% | +0.31 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +11.2% | 1.96% | +0.22 |
| IWD iShares Russell 1000 Value E | New | 0.21% | +0.21 |
| CEG Constellation Energy | Add +173.0% | 0.27% | +0.20 |
| PUSH Pgim Ultra SHRT MNPL BND ETF | New | 0.18% | +0.18 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +17.2% | 3.22% | +0.16 |
| T AT&T Inc. | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| IWL iShares Russell Top 200 ETF | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +154.1% | 0.19% | +0.13 |
| NEM Newmont Corp. | New | 0.12% | +0.12 |
| SMCO Hilton Small-Midcap Opp ETF | Add +8.2% | 2.77% | +0.10 |
| VGT Vanguard Info Tech ETF | New | 0.10% | +0.10 |
| PMIO Pgim Municipal Inc. Opp ETF | New | 0.09% | +0.09 |
| MUNI PIMCO Intermediate Municipal | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +25.5% | 0.35% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| SMIN iShares MSCI India Small-Cap | Add +4.5% | 1.83% | +0.08 |
| FTRI First Trust Indxx Global Nat | New | 0.06% | +0.06 |
| DVYE iShares Emerging Markets Div | New | 0.06% | +0.06 |
| P Everpure Inc. Class A | New | 0.06% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | New | 0.06% | +0.06 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +11.1% | 0.46% | +0.05 |
| KKR KKR & Co. Inc. | New | 0.05% | +0.05 |
| DSTX Distillate International Fun | Add +2.7% | 2.88% | +0.03 |
| IQLT iShares MSCI International Q | Add +6.2% | 1.28% | +0.02 |
| PRPL Purple Innovation Inc. | Add +55.6% | 0.05% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +13.9% | 1.41% | +0.01 |
| JMIA Jumia Technologies AG-ADR | Add +19.7% | 0.02% | +0.01 |
| EMR Emerson Electric Co. | Add +2.8% | 0.08% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.18% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +22.7% | 0.11% | +0.00 |
| HON Honeywell International Inc. | Add +7.8% | 0.10% | +0.00 |
| FTNT Fortinet Inc. | Add +2.3% | 0.08% | −0.00 |
| AMT American Tower Corp. | Add +5.8% | 0.06% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.06% | −0.00 |
| MO Altria Group Inc. | Add +9.2% | 0.06% | −0.00 |
| ADBE Adobe Inc. | Add +4.7% | 0.07% | −0.00 |
| MCD McDonald's Corp. | Add +11.6% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Add +17.2% | 0.07% | −0.01 |
| TDY Teledyne Technologies Inc. | Add +2.0% | 0.09% | −0.01 |
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 |