Crumly & Associates Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 2, 2026), Crumly & Associates Inc. reported 200 stock positions worth $475.9 million. Its top holding was Isha Curr Hedged MSCI Eafe (HEFA) at 5.5% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 4.5%) and First Trust Rising Dividend (RDVY, 4.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 9, added to 109 and reduced 42. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +200%) and the biggest sale an exit from JH Securitized Income ETF (JSI).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $475.9M (Q1 2026)
- SEC Filing
- 0001759578-26-000004 ↗ filed Apr 2, 2026
Holdings Value
Holdings 200 stocks · $475.9M
| HEFA Isha Curr Hedged MSCI Eafe | 5.51% | 616,666 | $26.2M | Add +35.6% |
| JGRO JPMorgan Active Growth ETF | 4.51% | 253,779 | $21.4M | Reduce -11.7% |
| RDVY First Trust Rising Dividend | 4.39% | 305,910 | $20.9M | Reduce -9.7% |
| DSTL Distillate US Fundamental St | 4.37% | 359,166 | $20.8M | Reduce -2.0% |
| DSTX Distillate International Fun | 4.15% | 609,624 | $19.8M | Add +38.9% |
| SDVY First Trust Smid Cap Rising | 3.59% | 433,507 | $17.1M | Reduce -9.1% |
| NFTY First Trust India Nifty 50 E | 3.05% | 282,009 | $14.5M | Add +48.1% |
| JAAA Janus Henderson Aaa Clo ETF | 2.87% | 270,808 | $13.6M | Add +200.0% |
| PSH Pgim Short Duration High YLD | 2.77% | 265,647 | $13.2M | Add +146.2% |
| SMCO Hilton Small-Midcap Opp ETF | 2.57% | 449,785 | $12.2M | Reduce -11.1% |
| SMIN iShares MSCI India Small-Cap | 2.37% | 187,763 | $11.3M | Add +77.4% |
| AIRR First Trust Rba American Ind | 2.26% | 97,205 | $10.8M | Reduce -9.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.17% | 71,365 | $10.3M | Reduce -28.8% |
| IWY iShares Russell Top 200 Grow | 2.14% | 41,008 | $10.2M | Reduce -0.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.05% | 104,426 | $9.8M | Reduce -25.1% |
| BITB Bitwise Bitcoin ETF | 1.98% | 256,201 | $9.4M | Add +31.5% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.94% | 135,505 | $9.2M | Reduce -14.7% |
| DGRO iShares Core Dividend Growth | 1.70% | 115,394 | $8.1M | Reduce -2.2% |
| GRID First TRST Nasd Class Edg Sgiif | 1.61% | 46,975 | $7.7M | Reduce -4.4% |
| FVD First Trust Value Line DVD | 1.57% | 158,900 | $7.5M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 1.52% | 12,127 | $7.2M | Reduce -0.4% |
| FTEC Fidelity MSCI Info Tech Indx | 1.50% | 34,272 | $7.1M | Reduce -0.3% |
| XLE SS Energy Select Sector | 1.49% | 115,450 | $7.1M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.23% | 30,401 | $5.8M | Reduce -19.0% |
| DEUS Xtrackers Russell US Multi | 1.20% | 95,116 | $5.7M | Reduce -0.9% |
| AAPL Apple Inc. | 1.18% | 22,103 | $5.6M | Add +16.5% |
| VONG Vanguard Russell 1000 Growth | 1.12% | 48,458 | $5.3M | Reduce -7.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 1.11% | 105,091 | $5.3M | Add +15.7% |
| IQLT iShares MSCI International Q | 1.07% | 109,850 | $5.1M | Reduce -9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 7,135 | $4.6M | Add +3.3% |
| FXN First Trust Energy Alphadex | 0.91% | 193,220 | $4.3M | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.83% | 31,220 | $4.0M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 0.71% | 49,693 | $3.4M | Reduce -0.2% |
| FMHI First Trust Municipal High I | 0.69% | 68,871 | $3.3M | Reduce -11.5% |
| AVGO Broadcom Inc. | 0.68% | 10,409 | $3.2M | Add +4.4% |
| EMLP First Trust North American E | 0.67% | 72,836 | $3.2M | No change |
| JMUB JPMorgan Municipal ETF | 0.67% | 63,316 | $3.2M | Add +31.8% |
| MTBA Simplify MBS ETF | 0.62% | 60,108 | $3.0M | Add +178.9% |
| FXR First Trust Indst/Producers | 0.58% | 33,874 | $2.8M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.57% | 5,844 | $2.7M | No change |
| CRWV Coreweave Inc. Class A | 0.56% | 34,252 | $2.7M | New |
| JAVA JPMorgan Active Value ETF | 0.50% | 33,440 | $2.4M | Reduce -9.9% |
| JPST JPMorgan Ultra-Short Income | 0.50% | 46,950 | $2.4M | Reduce -32.5% |
| MSFT Microsoft Corp. | 0.46% | 5,924 | $2.2M | Add +15.3% |
| NVDA Nvidia Corp. | 0.45% | 12,187 | $2.1M | Add +5.4% |
| AMZN Amazon.com Inc. | 0.44% | 10,059 | $2.1M | Add +5.0% |
| GLD SPDR Gold Shares | 0.43% | 4,750 | $2.0M | Add +1.3% |
| NFLX Netflix Inc. | 0.41% | 20,511 | $2.0M | Add +5.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 5,726 | $1.9M | Add +2.2% |
| XLF SS Financial Select Sector | 0.40% | 38,979 | $1.9M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.40% | 6,466 | $1.9M | Add +7.7% |
| MUB iShares National Muni Bond E | 0.40% | 17,885 | $1.9M | Reduce -12.7% |
| GOOGL Alphabet Inc. Class A | 0.40% | 6,541 | $1.9M | Add +5.6% |
| WMT Walmart Inc. | 0.39% | 15,087 | $1.9M | Add +6.7% |
| TSLA Tesla Inc. | 0.36% | 4,672 | $1.7M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 2,980 | $1.7M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 17,564 | $1.7M | Add +0.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.35% | 13,723 | $1.6M | No change |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.33% | 41,235 | $1.6M | No change |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.32% | 61,227 | $1.5M | Reduce -5.1% |
| FXO First Trust Financial Alphad | 0.31% | 26,606 | $1.5M | Reduce -0.3% |
| KLAC KLA Corp. | 0.29% | 924 | $1.4M | Add +1.4% |
| PLD Prologis Inc. | 0.28% | 10,094 | $1.3M | Add +8.5% |
| EPD Enterprise Products Partners | 0.27% | 34,195 | $1.3M | Add +7.4% |
| XLV SS Health Care Select Sector | 0.27% | 8,741 | $1.3M | Add +1.6% |
| NEM Newmont Corp. | 0.25% | 11,166 | $1.2M | Add +4.5% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,391 | $1.2M | Add +3.1% |
| AXP American Express Co. | 0.24% | 3,734 | $1.1M | Add +7.9% |
| CEG Constellation Energy | 0.23% | 3,954 | $1.1M | Add +7.9% |
| IWF iShares Russell 1000 Growth | 0.22% | 2,423 | $1.0M | Reduce -13.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 2,558 | $999K | Add +12.1% |
| NI Nisource Inc. | 0.21% | 21,065 | $983K | Add +8.9% |
| SCHW Schwab (charles) Corp. | 0.20% | 10,364 | $974K | Add +9.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.20% | 18,523 | $941K | Add +3.8% |
| FMB First Trust Managed Municipa | 0.20% | 18,385 | $931K | No change |
| EVIM Eaton Vance Int Muni Income | 0.19% | 16,978 | $892K | New |
| BLK BlackRock Inc. | 0.18% | 915 | $880K | Add +11.0% |
| MRK Merck & Co. Inc. | 0.18% | 7,231 | $870K | Add +4.0% |
| V Visa Inc. Class A | 0.18% | 2,809 | $849K | Add +20.6% |
| PNC PNC Financial Services Group | 0.17% | 3,984 | $829K | Add +14.6% |
| TTE Totalenergies SE | 0.17% | 8,997 | $819K | Add +1.4% |
| CVX Chevron Corp. | 0.17% | 3,926 | $812K | Add +8.8% |
| SLV iShares Silver Trust | 0.16% | 11,508 | $784K | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.16% | 3,708 | $779K | Add +8.0% |
| PANW Palo Alto Networks Inc. | 0.16% | 4,853 | $778K | Add +108.1% |
| MDT Medtronic PLC | 0.16% | 8,934 | $774K | Add +17.4% |
| EWBC East West Bancorp Inc. | 0.16% | 7,070 | $755K | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.16% | 1,290 | $738K | Add +4.8% |
| LLY Eli Lilly & Co. | 0.15% | 785 | $722K | Add +1.0% |
| NEE Nextera Energy Inc. | 0.15% | 7,679 | $713K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.15% | 4,156 | $705K | Add +71.0% |
| FHLC Fidelity MSCI Health Care | 0.15% | 10,005 | $704K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.15% | 13,464 | $692K | No change |
| AMGN Amgen Inc. | 0.14% | 1,933 | $680K | Add +5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 4,631 | $677K | Add +8.1% |
| CRM Salesforce Inc. | 0.13% | 3,319 | $620K | Add +28.4% |
| VZ Verizon Communications Inc. | 0.13% | 12,324 | $619K | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,261 | $604K | Add +0.9% |
| PAAA Pgim Aaa Clo ETF | 0.12% | 11,615 | $594K | Add +10.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.12% | 7,097 | $585K | Reduce -2.9% |
Portfolio Sells Q4 2025 → Q1 2026
| JSI JH Securitized Income ETF | Sold out | 0.00% | −1.96 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -95.3% | 0.06% | −1.28 |
| FBND Fidelity Total Bond ETF | Reduce -95.3% | 0.06% | −1.27 |
| JGRO JPMorgan Active Growth ETF | Reduce -11.7% | 4.51% | −1.09 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -28.8% | 2.17% | −0.79 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -25.1% | 2.05% | −0.78 |
| RDVY First Trust Rising Dividend | Reduce -9.7% | 4.39% | −0.55 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -14.7% | 1.94% | −0.50 |
| SGVT Schwab Govt Money Market ETF | Sold out | 0.00% | −0.29 |
| RSP Invesco S&P 500 Equal Weight | Reduce -19.0% | 1.23% | −0.28 |
| SMCO Hilton Small-Midcap Opp ETF | Reduce -11.1% | 2.57% | −0.28 |
| IWY iShares Russell Top 200 Grow | Reduce -0.3% | 2.14% | −0.25 |
| SDVY First Trust Smid Cap Rising | Reduce -9.1% | 3.59% | −0.24 |
| JPST JPMorgan Ultra-Short Income | Reduce -32.5% | 0.50% | −0.24 |
| VONG Vanguard Russell 1000 Growth | Reduce -7.3% | 1.12% | −0.22 |
| DSTL Distillate US Fundamental St | Reduce -2.0% | 4.37% | −0.16 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.16 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -5.2% | 0.83% | −0.15 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.3% | 1.50% | −0.12 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.10 |
| FMHI First Trust Municipal High I | Reduce -11.5% | 0.69% | −0.09 |
| IQLT iShares MSCI International Q | Reduce -9.2% | 1.07% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 1.52% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -12.7% | 0.40% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -13.0% | 0.22% | −0.06 |
| JAVA JPMorgan Active Value ETF | Reduce -9.9% | 0.50% | −0.05 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.05 |
| FSSL FS Specialty Lending Fund | Sold out | 0.00% | −0.05 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -2.1% | 0.07% | −0.04 |
| FTC First Trust Large Cap Growth | Reduce -32.6% | 0.06% | −0.03 |
| FXO First Trust Financial Alphad | Reduce -0.3% | 0.31% | −0.02 |
| GPI Group 1 Automotive Inc. | Reduce -2.5% | 0.10% | −0.02 |
| MU Micron Technology Inc. | Reduce -36.5% | 0.06% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -2.2% | 1.70% | −0.02 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Reduce -5.1% | 0.32% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -17.4% | 0.07% | −0.01 |
| EWBC East West Bancorp Inc. | Reduce -2.2% | 0.16% | −0.01 |
| IAU iShares Gold Trust | Reduce -14.9% | 0.09% | −0.01 |
| DSMC Distillate S/M Cash Flow ETF | Reduce -7.3% | 0.12% | −0.00 |
| CMI Cummins Inc. | Reduce -6.9% | 0.12% | −0.00 |
| TJX TJX Companies Inc. | Reduce -4.0% | 0.07% | 0.00 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -2.9% | 0.12% | +0.00 |
| KMI Kinder Morgan Inc. | Reduce -10.1% | 0.06% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 0.71% | +0.02 |
| FVD First Trust Value Line DVD | Reduce -1.0% | 1.57% | +0.02 |
| DEUS Xtrackers Russell US Multi | Reduce -0.9% | 1.20% | +0.02 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -4.4% | 1.61% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| JAAA Janus Henderson Aaa Clo ETF | Add +200.0% | 2.87% | +1.91 |
| PSH Pgim Short Duration High YLD | Add +146.2% | 2.77% | +1.63 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +35.6% | 5.51% | +1.56 |
| DSTX Distillate International Fun | Add +38.9% | 4.15% | +1.23 |
| SMIN iShares MSCI India Small-Cap | Add +77.4% | 2.37% | +0.81 |
| NFTY First Trust India Nifty 50 E | Add +48.1% | 3.05% | +0.72 |
| CRWV Coreweave Inc. Class A | New | 0.56% | +0.56 |
| XLE SS Energy Select Sector | Add +0.0% | 1.49% | +0.40 |
| MTBA Simplify MBS ETF | Add +178.9% | 0.62% | +0.40 |
| EVIM Eaton Vance Int Muni Income | New | 0.19% | +0.19 |
| JMUB JPMorgan Municipal ETF | Add +31.8% | 0.67% | +0.16 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +15.7% | 1.11% | +0.15 |
| AAPL Apple Inc. | Add +16.5% | 1.18% | +0.10 |
| XOM Exxon Mobil Corp. | Add +71.0% | 0.15% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +108.1% | 0.16% | +0.07 |
| WMT Walmart Inc. | Add +6.7% | 0.39% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| EPD Enterprise Products Partners | Add +7.4% | 0.27% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +8.8% | 0.17% | +0.06 |
| KLAC KLA Corp. | Add +1.4% | 0.29% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| TTE Totalenergies SE | Add +1.4% | 0.17% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.2% | 0.41% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | Add +24.0% | 0.10% | +0.04 |
| GLD SPDR Gold Shares | Add +1.3% | 0.43% | +0.04 |
| BITB Bitwise Bitcoin ETF | Add +31.5% | 1.98% | +0.04 |
| NI Nisource Inc. | Add +8.9% | 0.21% | +0.04 |
| TGT Target Corp. | Add +18.3% | 0.11% | +0.04 |
| NFLX Netflix Inc. | Add +5.7% | 0.41% | +0.03 |
| FDL First Trust Morn DVD Lead Inc. | Add +3.8% | 0.20% | +0.03 |
| PLD Prologis Inc. | Add +8.5% | 0.28% | +0.03 |
| NEM Newmont Corp. | Add +4.5% | 0.25% | +0.03 |
| ETN Eaton Corp. PLC | Add +16.9% | 0.12% | +0.03 |
| MRK Merck & Co. Inc. | Add +4.0% | 0.18% | +0.03 |
| PEP Pepsico Inc. | Add +30.6% | 0.09% | +0.03 |
| ORCL Oracle Corp. | Add +84.1% | 0.09% | +0.03 |
| VZ Verizon Communications Inc. | Add +1.6% | 0.13% | +0.03 |
| HON Honeywell International Inc. | Add +9.2% | 0.12% | +0.03 |
| TDY Teledyne Technologies Inc. | Add +6.3% | 0.12% | +0.02 |
| PDO PIMCO Dynamic Income Opport | Add +66.7% | 0.07% | +0.02 |
| PNC PNC Financial Services Group | Add +14.6% | 0.17% | +0.02 |
| FTNT Fortinet Inc. | Add +19.2% | 0.12% | +0.02 |
| AMT American Tower Corp. | Add +50.0% | 0.07% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.15% | +0.02 |
| FTRI First Trust Indxx Global Nat | Add +31.1% | 0.06% | +0.02 |
| GTLS Chart Industries Inc. | Add +17.6% | 0.12% | +0.02 |
| EMR Emerson Electric Co. | Add +20.5% | 0.11% | +0.02 |
| T AT&T Inc. | Add +0.7% | 0.12% | +0.02 |
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 |