Crumly & Associates Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Crumly & Associates Inc. reported 203 stock positions worth $476.7 million. Its top holding was JPMorgan Active Growth ETF (JGRO) at 5.6% of the portfolio, followed by First Trust Rising Dividend (RDVY, 4.9%) and Distillate US Fundamental St (DSTL, 4.5%). Compared with Q3 2025, it opened 23 new positions, sold out of 13, added to 56 and reduced 77. The biggest buy was a new position in First TRST Nasd Class Edg Sgiif (GRID) and the biggest sale JPMorgan Active Growth ETF (JGRO, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $476.7M (Q4 2025)
- SEC Filing
- 0001759578-26-000002 ↗ filed Jan 14, 2026
Holdings Value
Holdings 203 stocks · $476.7M
| JGRO JPMorgan Active Growth ETF | 5.60% | 287,447 | $26.7M | Reduce -15.3% |
| RDVY First Trust Rising Dividend | 4.94% | 338,770 | $23.5M | Reduce -7.3% |
| DSTL Distillate US Fundamental St | 4.53% | 366,485 | $21.6M | Reduce -3.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.95% | 454,722 | $18.8M | Add +3.7% |
| SDVY First Trust Smid Cap Rising | 3.83% | 476,716 | $18.3M | Add +20.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.97% | 100,169 | $14.1M | Reduce -9.6% |
| DSTX Distillate International Fun | 2.92% | 438,986 | $13.9M | Add +1.7% |
| SMCO Hilton Small-Midcap Opp ETF | 2.85% | 506,124 | $13.6M | Add +1.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.83% | 139,472 | $13.5M | Add +10.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 2.44% | 158,791 | $11.6M | Add +26.4% |
| IWY iShares Russell Top 200 Grow | 2.39% | 41,131 | $11.4M | Reduce -0.2% |
| NFTY First Trust India Nifty 50 E | 2.33% | 190,433 | $11.1M | Add +3.3% |
| AIRR First Trust Rba American Ind | 2.22% | 107,724 | $10.6M | Add +5.4% |
| JSI JH Securitized Income ETF | 1.96% | 179,881 | $9.4M | Reduce -14.0% |
| BITB Bitwise Bitcoin ETF | 1.94% | 194,851 | $9.3M | Add +25.4% |
| DGRO iShares Core Dividend Growth | 1.72% | 117,981 | $8.2M | Reduce -0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 1.62% | 34,392 | $7.7M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 1.60% | 12,181 | $7.6M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 1.58% | 49,139 | $7.5M | New |
| SMIN iShares MSCI India Small-Cap | 1.55% | 105,831 | $7.4M | Add +4.9% |
| FVD First Trust Value Line DVD | 1.55% | 160,505 | $7.4M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.51% | 37,512 | $7.2M | New |
| CGMS Cap Group US Multi-Sect Bond | 1.34% | 231,354 | $6.4M | Add +6.5% |
| VONG Vanguard Russell 1000 Growth | 1.34% | 52,275 | $6.4M | Reduce -2.0% |
| FBND Fidelity Total Bond ETF | 1.33% | 137,935 | $6.4M | Add +4.8% |
| DEUS Xtrackers Russell US Multi | 1.17% | 96,004 | $5.6M | Reduce -2.6% |
| IQLT iShares MSCI International Q | 1.15% | 121,009 | $5.5M | Add +0.8% |
| PSH Pgim Short Duration High YLD | 1.14% | 107,883 | $5.4M | New |
| XLE SS Energy Select Sector | 1.08% | 115,409 | $5.2M | No change |
| AAPL Apple Inc. | 1.08% | 18,973 | $5.2M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 6,910 | $4.7M | Reduce -0.8% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.98% | 32,933 | $4.7M | Reduce -4.0% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.96% | 90,860 | $4.6M | Add +2.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.96% | 90,261 | $4.6M | Reduce -6.8% |
| FMHI First Trust Municipal High I | 0.78% | 77,854 | $3.7M | Reduce -2.0% |
| JPST JPMorgan Ultra-Short Income | 0.74% | 69,533 | $3.5M | Reduce -57.9% |
| AVGO Broadcom Inc. | 0.72% | 9,969 | $3.5M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.69% | 49,774 | $3.3M | No change |
| FXN First Trust Energy Alphadex | 0.67% | 193,220 | $3.2M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.59% | 5,844 | $2.8M | No change |
| EMLP First Trust North American E | 0.58% | 72,836 | $2.8M | No change |
| FXR First Trust Indst/Producers | 0.57% | 33,874 | $2.7M | Reduce -1.3% |
| JAVA JPMorgan Active Value ETF | 0.56% | 37,097 | $2.7M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.52% | 5,139 | $2.5M | Reduce -2.0% |
| JMUB JPMorgan Municipal ETF | 0.51% | 48,046 | $2.4M | Add +5.9% |
| AMZN Amazon.com Inc. | 0.46% | 9,583 | $2.2M | Add +6.9% |
| MUB iShares National Muni Bond E | 0.46% | 20,482 | $2.2M | Add +0.6% |
| NVDA Nvidia Corp. | 0.45% | 11,565 | $2.2M | Add +1.6% |
| XLF SS Financial Select Sector | 0.45% | 38,729 | $2.1M | Reduce -3.8% |
| TSLA Tesla Inc. | 0.42% | 4,418 | $2.0M | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 0.41% | 6,194 | $1.9M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 0.41% | 6,002 | $1.9M | Add +0.5% |
| GLD SPDR Gold Shares | 0.39% | 4,690 | $1.9M | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 2,978 | $1.8M | Add +32.1% |
| NFLX Netflix Inc. | 0.38% | 19,413 | $1.8M | Add +2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 5,604 | $1.7M | Add +7.9% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 17,403 | $1.7M | Reduce -0.2% |
| FXO First Trust Financial Alphad | 0.34% | 26,683 | $1.6M | Reduce -2.2% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.33% | 64,487 | $1.6M | Reduce -17.3% |
| WMT Walmart Inc. | 0.33% | 14,135 | $1.6M | Reduce -1.5% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.33% | 13,723 | $1.6M | No change |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.31% | 41,235 | $1.5M | No change |
| SGVT Schwab Govt Money Market ETF | 0.29% | 13,617 | $1.4M | Reduce -17.3% |
| XLV SS Health Care Select Sector | 0.28% | 8,606 | $1.3M | No change |
| IWF iShares Russell 1000 Growth | 0.28% | 2,786 | $1.3M | No change |
| CEG Constellation Energy | 0.27% | 3,663 | $1.3M | Reduce -1.4% |
| AXP American Express Co. | 0.27% | 3,461 | $1.3M | Reduce -1.6% |
| PLD Prologis Inc. | 0.25% | 9,307 | $1.2M | Add +2.9% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,349 | $1.2M | Reduce -10.8% |
| KLAC KLA Corp. | 0.23% | 911 | $1.1M | Reduce -4.4% |
| MTBA Simplify MBS ETF | 0.23% | 21,550 | $1.1M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 2,282 | $1.1M | Reduce -0.8% |
| NEM Newmont Corp. | 0.22% | 10,686 | $1.1M | Add +5.4% |
| EPD Enterprise Products Partners | 0.21% | 31,852 | $1.0M | Add +6.1% |
| SCHW Schwab (charles) Corp. | 0.20% | 9,491 | $948K | Add +2.0% |
| FMB First Trust Managed Municipa | 0.20% | 18,385 | $940K | No change |
| BLK BlackRock Inc. | 0.18% | 824 | $882K | Add +0.4% |
| LLY Eli Lilly & Co. | 0.18% | 777 | $835K | Reduce -1.0% |
| V Visa Inc. Class A | 0.17% | 2,329 | $817K | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.17% | 1,231 | $813K | Add +2.2% |
| EWBC East West Bancorp Inc. | 0.17% | 7,227 | $812K | Reduce -13.1% |
| NI Nisource Inc. | 0.17% | 19,347 | $808K | Add +0.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.17% | 17,838 | $791K | Add +1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 4,285 | $762K | Reduce -10.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.16% | 8,111 | $746K | Reduce -4.8% |
| FHLC Fidelity MSCI Health Care | 0.16% | 10,005 | $743K | Reduce -0.9% |
| SLV iShares Silver Trust | 0.15% | 11,377 | $733K | Add +32.1% |
| MRK Merck & Co. Inc. | 0.15% | 6,951 | $732K | Reduce -26.4% |
| MDT Medtronic PLC | 0.15% | 7,609 | $731K | Add +1.2% |
| PNC PNC Financial Services Group | 0.15% | 3,477 | $726K | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 0.15% | 3,433 | $697K | Add +1.2% |
| CRM Salesforce Inc. | 0.14% | 2,585 | $685K | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,250 | $628K | No change |
| NEE Nextera Energy Inc. | 0.13% | 7,651 | $614K | Reduce -1.6% |
| PAXS PIMCO Access Income Fund | 0.13% | 39,750 | $608K | No change |
| AMGN Amgen Inc. | 0.13% | 1,829 | $599K | Add +30.5% |
| CMI Cummins Inc. | 0.12% | 1,153 | $589K | Reduce -0.4% |
| GPI Group 1 Automotive Inc. | 0.12% | 1,486 | $584K | No change |
| TTE Totalenergies SE | 0.12% | 8,876 | $581K | Reduce -0.9% |
| DSMC Distillate S/M Cash Flow ETF | 0.12% | 16,260 | $577K | Reduce -51.5% |
Portfolio Sells Q3 2025 → Q4 2025
| JGRO JPMorgan Active Growth ETF | Reduce -15.3% | 5.60% | −1.36 |
| JPST JPMorgan Ultra-Short Income | Reduce -57.9% | 0.74% | −1.09 |
| RDVY First Trust Rising Dividend | Reduce -7.3% | 4.94% | −0.44 |
| JSI JH Securitized Income ETF | Reduce -14.0% | 1.96% | −0.43 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -9.6% | 2.97% | −0.37 |
| DSTL Distillate US Fundamental St | Reduce -3.4% | 4.53% | −0.28 |
| GOVI Invesco Equal Weight 0-30 YR | Sold out | 0.00% | −0.21 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.15 |
| DSMC Distillate S/M Cash Flow ETF | Reduce -51.5% | 0.12% | −0.14 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.14 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.12 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -6.8% | 0.96% | −0.12 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.11 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.09 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Reduce -17.3% | 0.33% | −0.09 |
| DEUS Xtrackers Russell US Multi | Reduce -2.6% | 1.17% | −0.08 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -4.0% | 0.98% | −0.08 |
| IWY iShares Russell Top 200 Grow | Reduce -0.2% | 2.39% | −0.08 |
| SGVT Schwab Govt Money Market ETF | Reduce -17.3% | 0.29% | −0.08 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -2.0% | 0.52% | −0.07 |
| FVD First Trust Value Line DVD | Reduce -0.0% | 1.55% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.0% | 1.34% | −0.07 |
| BALL Ball Corp. | Sold out | 0.00% | −0.07 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.07 |
| EOG EOG Resources Inc. | Reduce -46.6% | 0.06% | −0.06 |
| TBLL Invesco Short Term Treasury | Reduce -37.6% | 0.09% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -57.9% | 0.06% | −0.06 |
| TSLA Tesla Inc. | Reduce -8.2% | 0.42% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.04 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -35.0% | 0.07% | −0.04 |
| FMHI First Trust Municipal High I | Reduce -2.0% | 0.78% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 1.72% | −0.04 |
| P Everpure Inc. Class A | Reduce -5.3% | 0.09% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.2% | 0.16% | −0.03 |
| XLF SS Financial Select Sector | Reduce -3.8% | 0.45% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -5.5% | 0.09% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.99% | −0.03 |
| CVX Chevron Corp. | Reduce -12.5% | 0.12% | −0.02 |
| AMT American Tower Corp. | Reduce -26.2% | 0.04% | −0.02 |
| GNTX Gentex Corp. | Reduce -18.4% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -25.0% | 0.07% | −0.02 |
| EWBC East West Bancorp Inc. | Reduce -13.1% | 0.17% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Reduce -8.2% | 0.10% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.8% | 0.22% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -26.4% | 0.15% | −0.02 |
| T AT&T Inc. | Reduce -0.4% | 0.10% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GRID First TRST Nasd Class Edg Sgiif | New | 1.58% | +1.58 |
| RSP Invesco S&P 500 Equal Weight | New | 1.51% | +1.51 |
| PSH Pgim Short Duration High YLD | New | 1.14% | +1.14 |
| SDVY First Trust Smid Cap Rising | Add +20.3% | 3.83% | +0.54 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +26.4% | 2.44% | +0.49 |
| MTBA Simplify MBS ETF | New | 0.23% | +0.23 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +3.7% | 3.95% | +0.15 |
| FTSM First Trust Enh Short Mat FD | New | 0.12% | +0.12 |
| PAAA Pgim Aaa Clo ETF | New | 0.11% | +0.11 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +10.3% | 2.83% | +0.11 |
| ANET Arista Networks Inc. | New | 0.10% | +0.10 |
| PANW Palo Alto Networks Inc. | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +32.1% | 0.38% | +0.09 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| TGT Target Corp. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | Add +32.1% | 0.15% | +0.07 |
| ORCL Oracle Corp. | New | 0.07% | +0.07 |
| AIRR First Trust Rba American Ind | Add +5.4% | 2.22% | +0.06 |
| OMC Omnicom Group | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +118.7% | 0.11% | +0.06 |
| DSTX Distillate International Fun | Add +1.7% | 2.92% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.05% | +0.05 |
| ALLE Allegion PLC | New | 0.05% | +0.05 |
| RKLB Rocket Lab Corp. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +7.7% | 0.39% | +0.05 |
| MP MP Materials Corp. | New | 0.05% | +0.05 |
| FSSL FS Specialty Lending Fund | New | 0.05% | +0.05 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.05% | +0.05 |
| ATR Aptargroup Inc. | New | 0.05% | +0.05 |
| DVYE iShares Emerging Markets Div | New | 0.05% | +0.05 |
| BITW Bitwise 10 Crypto Index ETF | New | 0.05% | +0.05 |
| VGK Vanguard Ftse Europe ETF | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.9% | 0.36% | +0.04 |
| AMGN Amgen Inc. | Add +30.5% | 0.13% | +0.04 |
| NEM Newmont Corp. | Add +5.4% | 0.22% | +0.04 |
| NFTY First Trust India Nifty 50 E | Add +3.3% | 2.33% | +0.03 |
| AMZN Amazon.com Inc. | Add +6.9% | 0.46% | +0.03 |
| PLD Prologis Inc. | Add +2.9% | 0.25% | +0.02 |
| CGMS Cap Group US Multi-Sect Bond | Add +6.5% | 1.34% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +22.8% | 0.09% | +0.01 |
| EPD Enterprise Products Partners | Add +6.1% | 0.21% | +0.01 |
| EMR Emerson Electric Co. | Add +13.0% | 0.10% | +0.01 |
| JMUB JPMorgan Municipal ETF | Add +5.9% | 0.51% | +0.01 |
| PDO PIMCO Dynamic Income Opport | Add +20.0% | 0.04% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +2.0% | 0.20% | +0.00 |
| FTNT Fortinet Inc. | Add +15.7% | 0.10% | +0.00 |
| QCOM Qualcomm Inc. | Add +5.1% | 0.11% | +0.00 |
| GTLS Chart Industries Inc. | Add +3.8% | 0.10% | +0.00 |
| FBND Fidelity Total Bond ETF | Add +4.8% | 1.33% | +0.00 |
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 |