Crumly & Associates Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Crumly & Associates Inc. reported 193 stock positions worth $457.3 million. Its top holding was JPMorgan Active Growth ETF (JGRO) at 7.0% of the portfolio, followed by First Trust Rising Dividend (RDVY, 5.4%) and Distillate US Fundamental St (DSTL, 4.8%). Compared with Q2 2025, it opened 40 new positions, sold out of 6, added to 89 and reduced 45. The biggest buy was Bitwise Bitcoin ETF (BITB, shares +28%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $457.3M (Q3 2025)
- SEC Filing
- 0001759578-25-000015 ↗ filed Nov 3, 2025
Holdings Value
Holdings 193 stocks · $457.3M
| JGRO JPMorgan Active Growth ETF | 6.96% | 339,285 | $31.8M | Add +0.9% |
| RDVY First Trust Rising Dividend | 5.37% | 365,294 | $24.6M | Add +4.4% |
| DSTL Distillate US Fundamental St | 4.81% | 379,280 | $22.0M | Add +5.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.80% | 438,502 | $17.4M | Add +2.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.34% | 110,812 | $15.3M | Add +9.9% |
| SDVY First Trust Smid Cap Rising | 3.29% | 396,210 | $15.1M | Add +2.3% |
| SMCO Hilton Small-Midcap Opp ETF | 2.95% | 500,765 | $13.5M | Add +13.1% |
| DSTX Distillate International Fun | 2.86% | 431,808 | $13.1M | Add +2.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.73% | 126,399 | $12.5M | Add +2.9% |
| IWY iShares Russell Top 200 Grow | 2.47% | 41,202 | $11.3M | Reduce -0.6% |
| JSI JH Securitized Income ETF | 2.39% | 209,064 | $10.9M | Add +7.1% |
| NFTY First Trust India Nifty 50 E | 2.30% | 184,439 | $10.5M | Add +5.2% |
| AIRR First Trust Rba American Ind | 2.16% | 102,163 | $9.9M | Add +2.5% |
| BITB Bitwise Bitcoin ETF | 2.11% | 155,354 | $9.7M | Add +27.7% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.95% | 125,591 | $8.9M | Add +1.3% |
| JPST JPMorgan Ultra-Short Income | 1.83% | 165,052 | $8.4M | Reduce -53.7% |
| DGRO iShares Core Dividend Growth | 1.76% | 118,195 | $8.0M | Reduce -4.7% |
| FTEC Fidelity MSCI Info Tech Indx | 1.65% | 33,925 | $7.5M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 1.63% | 12,181 | $7.5M | Reduce -1.0% |
| FVD First Trust Value Line DVD | 1.62% | 160,540 | $7.4M | Reduce -1.8% |
| SMIN iShares MSCI India Small-Cap | 1.58% | 100,926 | $7.2M | Add +3.5% |
| VONG Vanguard Russell 1000 Growth | 1.41% | 53,345 | $6.4M | Reduce -2.1% |
| FBND Fidelity Total Bond ETF | 1.33% | 131,549 | $6.1M | Add +3.8% |
| CGMS Cap Group US Multi-Sect Bond | 1.32% | 217,292 | $6.0M | Add +6.7% |
| DEUS Xtrackers Russell US Multi | 1.25% | 98,555 | $5.7M | Reduce -4.5% |
| IQLT iShares MSCI International Q | 1.16% | 120,066 | $5.3M | Reduce -1.2% |
| XLE SS Energy Select Sector | 1.13% | 57,678 | $5.2M | Add +3.5% |
| JAAA Janus Henderson Aaa Clo ETF | 1.08% | 96,820 | $4.9M | Reduce -0.2% |
| AAPL Apple Inc. | 1.07% | 19,186 | $4.9M | Add +0.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.06% | 34,310 | $4.8M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 6,964 | $4.6M | Add +0.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.98% | 88,450 | $4.5M | Add +28.2% |
| FMHI First Trust Municipal High I | 0.83% | 79,447 | $3.8M | Add +31.2% |
| AVGO Broadcom Inc. | 0.72% | 10,015 | $3.3M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.71% | 49,774 | $3.2M | Reduce -1.9% |
| FXN First Trust Energy Alphadex | 0.69% | 193,220 | $3.1M | Reduce -0.8% |
| EMLP First Trust North American E | 0.61% | 72,836 | $2.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.59% | 5,244 | $2.7M | Add +4.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.59% | 5,844 | $2.7M | No change |
| FXR First Trust Indst/Producers | 0.59% | 34,306 | $2.7M | No change |
| JAVA JPMorgan Active Value ETF | 0.57% | 38,000 | $2.6M | Reduce -6.3% |
| JMUB JPMorgan Municipal ETF | 0.50% | 45,370 | $2.3M | Add +43.8% |
| NFLX Netflix Inc. | 0.50% | 1,903 | $2.3M | Add +2.6% |
| XLF SS Financial Select Sector | 0.47% | 40,272 | $2.2M | Add +3.1% |
| MUB iShares National Muni Bond E | 0.47% | 20,364 | $2.2M | Add +92.8% |
| TSLA Tesla Inc. | 0.47% | 4,813 | $2.1M | Add +7.0% |
| NVDA Nvidia Corp. | 0.46% | 11,384 | $2.1M | Add +6.7% |
| AMZN Amazon.com Inc. | 0.43% | 8,964 | $2.0M | Add +3.6% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.42% | 77,963 | $1.9M | Add +99.0% |
| JPM JPMorgan Chase & Co. | 0.41% | 5,970 | $1.9M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 17,433 | $1.7M | Reduce -20.2% |
| SGVT Schwab Govt Money Market ETF | 0.36% | 16,469 | $1.7M | New |
| GOOGL Alphabet Inc. Class A | 0.36% | 6,685 | $1.6M | Add +19.3% |
| FXO First Trust Financial Alphad | 0.35% | 27,294 | $1.6M | Reduce -3.6% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.34% | 13,723 | $1.6M | No change |
| GLD SPDR Gold Shares | 0.34% | 4,356 | $1.5M | New |
| WMT Walmart Inc. | 0.32% | 14,344 | $1.5M | Add +4.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 5,195 | $1.5M | Reduce -1.1% |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.31% | 41,235 | $1.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 2,254 | $1.4M | Add +68.0% |
| IWF iShares Russell 1000 Growth | 0.29% | 2,786 | $1.3M | Reduce -7.3% |
| CEG Constellation Energy | 0.27% | 3,715 | $1.2M | Add +10.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,512 | $1.2M | Add +2.2% |
| DSMC Distillate S/M Cash Flow ETF | 0.26% | 33,523 | $1.2M | Add +4.4% |
| XLV SS Health Care Select Sector | 0.26% | 8,606 | $1.2M | Reduce -6.0% |
| AXP American Express Co. | 0.26% | 3,516 | $1.2M | Add +75.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 2,301 | $1.1M | Add +7.5% |
| PLD Prologis Inc. | 0.23% | 9,042 | $1.0M | Add +16.6% |
| KLAC KLA Corp. | 0.22% | 953 | $1.0M | Add +1.4% |
| GOVI Invesco Equal Weight 0-30 YR | 0.21% | 34,910 | $969K | New |
| BLK BlackRock Inc. | 0.21% | 821 | $957K | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.21% | 30,011 | $938K | Add +68.8% |
| FMB First Trust Managed Municipa | 0.20% | 18,385 | $932K | No change |
| SCHW Schwab (charles) Corp. | 0.19% | 9,302 | $888K | Add +3.0% |
| EWBC East West Bancorp Inc. | 0.19% | 8,317 | $885K | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.19% | 1,205 | $885K | Add +11.1% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 4,772 | $871K | Add +21.4% |
| NEM Newmont Corp. | 0.19% | 10,141 | $855K | Add +18.1% |
| NI Nisource Inc. | 0.18% | 19,187 | $831K | Add +5.0% |
| TMUS T-Mobile US Inc. | 0.18% | 3,393 | $812K | Add +2.7% |
| MRK Merck & Co. Inc. | 0.17% | 9,442 | $792K | Add +19.2% |
| V Visa Inc. Class A | 0.17% | 2,290 | $782K | Add +7.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.17% | 17,560 | $762K | Reduce -12.2% |
| MDT Medtronic PLC | 0.16% | 7,516 | $716K | Add +6.4% |
| PNC PNC Financial Services Group | 0.15% | 3,502 | $704K | Add +6.5% |
| TBLL Invesco Short Term Treasury | 0.15% | 6,654 | $703K | New |
| FISV Fiserv Inc. | 0.15% | 5,441 | $702K | Add +13.7% |
| FHLC Fidelity MSCI Health Care | 0.15% | 10,093 | $675K | Add +0.1% |
| CRM Salesforce Inc. | 0.15% | 2,834 | $672K | Add +29.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 8,523 | $654K | Add +20.6% |
| GPI Group 1 Automotive Inc. | 0.14% | 1,486 | $650K | Reduce -2.6% |
| PAXS PIMCO Access Income Fund | 0.14% | 39,750 | $647K | No change |
| CVX Chevron Corp. | 0.14% | 4,127 | $641K | Add +18.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,250 | $628K | New |
| MRVL Marvell Technology Inc. | 0.14% | 7,406 | $623K | Add +4.9% |
| LLY Eli Lilly & Co. | 0.13% | 785 | $599K | Add +31.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.13% | 7,102 | $595K | Add +68.8% |
| NEE Nextera Energy Inc. | 0.13% | 7,779 | $587K | Add +0.4% |
| EOG EOG Resources Inc. | 0.12% | 5,020 | $563K | Add +38.8% |
| T AT&T Inc. | 0.12% | 19,875 | $561K | Reduce -2.5% |
Portfolio Sells Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Reduce -53.7% | 1.83% | −2.56 |
| PUSH Pgim Ultra SHRT MNPL BND ETF | Sold out | 0.00% | −0.18 |
| DGRO iShares Core Dividend Growth | Reduce -4.7% | 1.76% | −0.17 |
| DEUS Xtrackers Russell US Multi | Reduce -4.5% | 1.25% | −0.16 |
| FVD First Trust Value Line DVD | Reduce -1.8% | 1.62% | −0.16 |
| IWD iShares Russell 1000 Value E | Reduce -68.6% | 0.06% | −0.15 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.2% | 1.08% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -20.2% | 0.37% | −0.12 |
| IQLT iShares MSCI International Q | Reduce -1.2% | 1.16% | −0.12 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -1.5% | 1.06% | −0.10 |
| PMIO Pgim Municipal Inc. Opp ETF | Sold out | 0.00% | −0.09 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.09 |
| IWL iShares Russell Top 200 ETF | Reduce -57.2% | 0.05% | −0.07 |
| JAVA JPMorgan Active Value ETF | Reduce -6.3% | 0.57% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 1.63% | −0.07 |
| DVYE iShares Emerging Markets Div | Sold out | 0.00% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| EMLP First Trust North American E | Reduce -0.1% | 0.61% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.71% | −0.06 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.1% | 1.41% | −0.04 |
| BAC Bank of America Corp. | Reduce -28.0% | 0.10% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -6.0% | 0.26% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -12.2% | 0.17% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 0.12% | −0.03 |
| FXO First Trust Financial Alphad | Reduce -3.6% | 0.35% | −0.03 |
| FXN First Trust Energy Alphadex | Reduce -0.8% | 0.69% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -7.3% | 0.29% | −0.03 |
| T AT&T Inc. | Reduce -2.5% | 0.12% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -0.6% | 2.47% | −0.02 |
| MET Metlife Inc. | Reduce -12.5% | 0.08% | −0.02 |
| GPI Group 1 Automotive Inc. | Reduce -2.6% | 0.14% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.1% | 0.12% | −0.02 |
| EWBC East West Bancorp Inc. | Reduce -4.1% | 0.19% | −0.02 |
| FTRI First Trust Indxx Global Nat | Reduce -29.3% | 0.04% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -12.2% | 0.11% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -9.4% | 0.07% | −0.02 |
| SLB SLB Ltd. | Reduce -5.8% | 0.10% | −0.02 |
| MO Altria Group Inc. | Reduce -27.6% | 0.04% | −0.02 |
| JMIA Jumia Technologies AG-ADR | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -15.6% | 0.09% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.41% | −0.01 |
| PBI Pitney Bowes Inc. | Reduce -16.4% | 0.05% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -10.3% | 0.03% | −0.00 |
| CMI Cummins Inc. | Reduce -16.1% | 0.11% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.05% | −0.00 |
| BLK BlackRock Inc. | Reduce -0.4% | 0.21% | −0.00 |
| CYBR Cyberark Software Ltd./Israel | Reduce -5.9% | 0.12% | +0.00 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -3.8% | 0.11% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.07% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.1% | 0.32% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BITB Bitwise Bitcoin ETF | Add +27.7% | 2.11% | +0.38 |
| SGVT Schwab Govt Money Market ETF | New | 0.36% | +0.36 |
| GLD SPDR Gold Shares | New | 0.34% | +0.34 |
| GOVI Invesco Equal Weight 0-30 YR | New | 0.21% | +0.21 |
| MUB iShares National Muni Bond E | Add +92.8% | 0.47% | +0.21 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Add +99.0% | 0.42% | +0.19 |
| AIRR First Trust Rba American Ind | Add +2.5% | 2.16% | +0.18 |
| SMCO Hilton Small-Midcap Opp ETF | Add +13.1% | 2.95% | +0.18 |
| TBLL Invesco Short Term Treasury | New | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| FMHI First Trust Municipal High I | Add +31.2% | 0.83% | +0.14 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +28.2% | 0.98% | +0.14 |
| TSLA Tesla Inc. | Add +7.0% | 0.47% | +0.12 |
| JMUB JPMorgan Municipal ETF | Add +43.8% | 0.50% | +0.12 |
| AAPL Apple Inc. | Add +0.9% | 1.07% | +0.12 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +9.9% | 3.34% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +68.0% | 0.30% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +19.3% | 0.36% | +0.12 |
| VGIT Vanguard Intermediate-Term T | New | 0.11% | +0.11 |
| AXP American Express Co. | Add +75.8% | 0.26% | +0.10 |
| P Everpure Inc. Class A | Add +68.8% | 0.13% | +0.07 |
| EPD Enterprise Products Partners | Add +68.8% | 0.21% | +0.07 |
| EEM iShares MSCI Emerging Market | New | 0.07% | +0.07 |
| GNTX Gentex Corp. | New | 0.07% | +0.07 |
| TRV The Travelers Cos Inc. | New | 0.07% | +0.07 |
| NEM Newmont Corp. | Add +18.1% | 0.19% | +0.07 |
| VBND Vident US Bond Strat ETF | New | 0.06% | +0.06 |
| ET Energy Transfer LP | New | 0.06% | +0.06 |
| KMI Kinder Morgan Inc. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | New | 0.06% | +0.06 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| EXE Expand Energy Corp. | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +21.4% | 0.19% | +0.06 |
| IEF iShares 7-10 Year Treasury B | New | 0.06% | +0.06 |
| LAD Lithia Motors Inc. | New | 0.06% | +0.06 |
| WRB WR Berkley Corp. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | New | 0.06% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.06% | +0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +6.7% | 0.46% | +0.05 |
| EWG iShares MSCI Germany ETF | New | 0.05% | +0.05 |
| PSK SS SPDR Ice Pref Sec ETF | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +111.6% | 0.11% | +0.05 |
| ABBV Abbvie Inc. | New | 0.05% | +0.05 |
| DVY iShares Select Dividend ETF | New | 0.05% | +0.05 |
| HSY The Hershey Co. | New | 0.05% | +0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.05% | +0.05 |
| LNT Alliant Energy Corp. | New | 0.05% | +0.05 |
| STWD Starwood Property Trust Inc. | New | 0.05% | +0.05 |
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 |