Crumly & Associates Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Crumly & Associates Inc. held in its portfolio 199 assets valued at $476,705,352 (i.e. $476.71M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($26.68M), FIRST TR EXCHANGE TRADED FD ($23.53M), and ETF SER SOLUTIONS ($21.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 199 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Crumly & Associates Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 287447 | 26675082 | ACTIVE GROWTH |
| FIRST TR EXCHANGE TRADED FD | 338770 | 23534336 | RISNG DIVD ACHIV |
| ETF SER SOLUTIONS | 366485 | 21585945 | DISTILLATE US |
| ISHARES TR | 454722 | 18807289 | HDG MSCI EAFE |
| FIRST TR EXCHANGE-TRADED FD | 476716 | 18267764 | SMID RISNG ETF |
| VANGUARD WORLD FD | 100169 | 14139909 | MEGA CAP VAL ETF |
| ETF SER SOLUTIONS | 438986 | 13914422 | DISTILLATE INTNL |
| TIDAL TRUST II | 506124 | 13565227 | HILTON SMALL-MID |
| FIRST TR EXCHANGE TRADED FD | 139472 | 13506485 | NASD TECH DIV |
| FIDELITY COVINGTON TRUST | 158791 | 11636182 | MSCI COMMNTN SVC |
| ISHARES TR | 41131 | 11390768 | RUS TP200 GR ETF |
| FIRST TR EXCH TRD ALPHDX FD | 190433 | 11106233 | INDIA NFTY50 EQW |
| FIRST TR EXCHANGE TRADED FD | 107724 | 10591383 | RBA INDL ETF |
| JANUS DETROIT STR TR | 179881 | 9364605 | HENDERSON SECURI |
| BITWISE BITCOIN ETF TR | 194851 | 9267114 | SHS BEN INT |
| ISHARES TR | 117981 | 8190267 | CORE DIV GRWTH |
| FIRST TR EXCHANGE-TRADED FD | 178343 | 8187017 | SHS |
| FIDELITY COVINGTON TRUST | 34392 | 7726828 | MSCI INFO TECH I |
| VANGUARD INDEX FDS | 12181 | 7639081 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE TRADED FD | 49139 | 7519250 | NASDQ CLN EDGE |
| ISHARES TR | 105831 | 7398654 | MSCI INDIA SM CP |
| INVESCO EXCHANGE TRADED FD T | 37512 | 7185799 | S&P500 EQL WGT |
| CAPITAL GRP FIXED INCM ETF T | 231354 | 6389997 | US MULTI-SECTOR |
| VANGUARD SCOTTSDALE FDS | 52275 | 6364481 | VNG RUS1000GRW |
| FIDELITY MERRIMACK STR TR | 137935 | 6350527 | TOTAL BD ETF |
| DBX ETF TR | 96004 | 5597993 | XTRACKERS RUSSEL |
| ISHARES TR | 121009 | 5499869 | MSCI INTL QUALTY |
| PGIM ETF TR | 107883 | 5433528 | SHRT DUR HGH YLD |
| SELECT SECTOR SPDR TR | 115409 | 5159957 | STATE STREET ENE |
| APPLE INC | 18973 | 5158131 | COM |
| SPDR S&P 500 ETF TR | 6910 | 4711793 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 32933 | 4680741 | NASDAQ-100 SEL |
| PIMCO ETF TR | 90860 | 4582066 | SHTRM MUN BD ACT |
| JANUS DETROIT STR TR | 90261 | 4565401 | HENDRSON AAA CL |
| FIRST TR EXCH TRADED FD III | 77854 | 3731883 | MUNI HI INCM ETF |
| J P MORGAN EXCHANGE TRADED F | 69533 | 3517674 | ULTRA SHRT ETF |
| BROADCOM INC | 9969 | 3450233 | COM |
| ISHARES TR | 49774 | 3285053 | CORE S&P MCP ETF |
| FIRST TR EXCHANGE TRADED FD | 193220 | 3182338 | ENERGY ALPHADX |
| SPDR DOW JONES INDL AVERAGE | 5844 | 2808451 | UT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 72836 | 2758299 | NO AMER ENERGY |
| FIRST TR EXCHANGE TRADED FD | 33874 | 2705541 | INDLS PROD DUR |
| J P MORGAN EXCHANGE TRADED F | 37097 | 2660597 | ACTIVE VALUE ETF |
| SPDR SERIES TRUST | 35816 | 2518423 | STATE STREET SPD |
| MICROSOFT CORP | 5139 | 2485354 | COM |
| J P MORGAN EXCHANGE TRADED F | 48046 | 2426323 | MUNICIPAL ETF |
| AMAZON COM INC | 9583 | 2211948 | COM |
| ISHARES TR | 20482 | 2193862 | NATIONAL MUN ETF |
| NVIDIA CORPORATION | 11565 | 2156911 | COM |
| SELECT SECTOR SPDR TR | 38729 | 2121187 | STATE STREET FIN |
| TESLA INC | 4418 | 1986863 | COM |
| ALPHABET INC | 6194 | 1938850 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 6002 | 1934057 | COM |
| SPDR GOLD TR | 4690 | 1858694 | GOLD SHS |
| INVESCO QQQ TR | 2978 | 1829363 | UNIT SER 1 |
| NETFLIX INC | 19413 | 1820163 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5604 | 1702894 | SPONSORED ADS |
| ISHARES TR | 17403 | 1675387 | RUS MID CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 26683 | 1610304 | FINLS ALPHADEX |
| DBX ETF TR | 64487 | 1582500 | XTRACK MUN INFRA |
| WALMART INC | 14135 | 1574824 | COM |
| DBX ETF TR | 41235 | 1482398 | XTRACKERS FTSE |
| SCHWAB STRATEGIC TR | 13617 | 1368304 | GOVERNMENT MONEY |
| SELECT SECTOR SPDR TR | 8606 | 1332194 | STATE STREET HEA |
| ISHARES TR | 2786 | 1318614 | RUS 1000 GRW ETF |
| CONSTELLATION ENERGY CORP | 3663 | 1294028 | COM |
| AMERICAN EXPRESS CO | 3461 | 1280483 | COM |
| PROLOGIS INC. | 9307 | 1188117 | COM |
| GOLDMAN SACHS GROUP INC | 1349 | 1185771 | COM |
| KLA CORP | 911 | 1106938 | COM NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 21550 | 1086337 | MBS ETF |
| CROWDSTRIKE HLDGS INC | 2282 | 1069710 | CL A |
| NEWMONT CORP | 10686 | 1067003 | COM |
| ENTERPRISE PRODS PARTNERS L | 31852 | 1021175 | COM |
| SCHWAB CHARLES CORP | 9491 | 948229 | COM |
| FIRST TR EXCH TRADED FD III | 18385 | 940117 | MANAGD MUN ETF |
| BLACKROCK INC | 824 | 881619 | COM |
| ELI LILLY & CO | 777 | 835026 | COM |
| VISA INC | 2329 | 816723 | COM CL A |
| META PLATFORMS INC | 1231 | 812599 | CL A |
| EAST WEST BANCORP INC | 7227 | 812243 | COM |
| NISOURCE INC | 19347 | 807931 | COM |
| PALANTIR TECHNOLOGIES INC | 4285 | 761659 | CL A |
| ASTRAZENECA PLC | 8111 | 745644 | SPONSORED ADR |
| FIDELITY COVINGTON TRUST | 10005 | 743175 | MSCI HLTH CARE I |
| ISHARES SILVER TR | 11377 | 732906 | ISHARES |
| MERCK & CO INC | 6951 | 731636 | COM |
| MEDTRONIC PLC | 7609 | 730944 | SHS |
| PNC FINL SVCS GROUP INC | 3477 | 725754 | COM |
| T-MOBILE US INC | 3433 | 697036 | COM |
| SALESFORCE INC | 2585 | 684792 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1250 | 628313 | CL B NEW |
| NEXTERA ENERGY INC | 7651 | 614222 | COM |
| PIMCO ACCESS INCOME FUND | 39750 | 608175 | SHS BENFIN INT |
| AMGEN INC | 1829 | 598650 | COM |
| CUMMINS INC | 1153 | 588794 | COM |
| GROUP 1 AUTOMOTIVE INC | 1486 | 584453 | COM |
| TOTALENERGIES SE | 8876 | 580686 | ACT |
| ETF SER SOLUTIONS | 16260 | 576742 | DISTILLATE SMLMD |
| HSBC HLDGS PLC | 7311 | 575156 | SPON ADR NEW |
| FIRST TR EXCHANGE-TRADED FD | 9324 | 558787 | FIRST TR ENH NEW |
| CHEVRON CORP NEW | 3610 | 550200 | COM |
| PGIM ETF TR | 10538 | 540178 | AAA CLO ETF |
| APPLIED DIGITAL CORP | 21270 | 521540 | COM NEW |
| SLB LIMITED | 13464 | 516748 | COM STK |
| BOSTON SCIENTIFIC CORP | 5419 | 516702 | COM |
| ABBVIE INC | 2257 | 515616 | COM |
| QUALCOMM INC | 2989 | 511268 | COM |
| J P MORGAN EXCHANGE TRADED F | 8837 | 505830 | EQUITY PREMIUM |
| ADOBE INC | 1426 | 499086 | COM |
| VERIZON COMMUNICATIONS INC | 12132 | 494136 | COM |
| VANGUARD SCOTTSDALE FDS | 8228 | 493115 | INTER TERM TREAS |
| AT&T INC | 19804 | 491931 | COM |
| CHART INDS INC | 2377 | 490209 | COM |
| BANK AMERICA CORP | 8645 | 475475 | COM |
| CYBERARK SOFTWARE LTD | 1058 | 471931 | SHS |
| ARISTA NETWORKS INC | 3531 | 462667 | COM SHS |
| HONEYWELL INTL INC | 2363 | 461049 | COM |
| EMERSON ELEC CO | 3457 | 458840 | COM |
| ISHARES GOLD TR | 5640 | 457799 | ISHARES NEW |
| FORTINET INC | 5721 | 454305 | COM |
| TELEDYNE TECHNOLOGIES INC | 887 | 453018 | COM |
| PURE STORAGE INC | 6728 | 450843 | CL A |
| EATON CORP PLC | 1398 | 445277 | SHS |
| INVESCO EXCH TRADED FD TR II | 4150 | 438448 | SHORT TERM TREAS |
| AUTONATION INC | 2113 | 436292 | COM |
| FIDELITY COVINGTON TRUST | 4216 | 430704 | MSCI CONSM DIS |
| PALO ALTO NETWORKS INC | 2332 | 429554 | COM |
| ACCENTURE PLC IRELAND | 1594 | 427670 | SHS CLASS A |
| FIRST TR EXCHANGE-TRADED ALP | 2623 | 419355 | COM SHS |
| ISHARES TR | 7458 | 408035 | MSCI EMG MKT ETF |
| VANGUARD WORLD FD | 535 | 403272 | INF TECH ETF |
| NXP SEMICONDUCTORS N V | 1828 | 396786 | COM |
| ADVANCED MICRO DEVICES INC | 1818 | 389343 | COM |
| MICRON TECHNOLOGY INC | 1314 | 375029 | COM |
| VANGUARD STAR FDS | 4838 | 364979 | VG TL INTL STK F |
| TARGET CORP | 3722 | 363824 | COM |
| CISCO SYS INC | 4686 | 360950 | COM |
| CITIZENS FINL GROUP INC | 6039 | 352738 | COM |
| METLIFE INC | 4436 | 350142 | COM |
| MCDONALDS CORP | 1138 | 347884 | COM |
| FIDELITY COVINGTON TRUST | 4175 | 344332 | MSCI INDL INDX |
| TJX COS INC NEW | 2184 | 335484 | COM |
| ORACLE CORP | 1666 | 324720 | COM |
| PEPSICO INC | 2185 | 313615 | COM |
| TRAVELERS COMPANIES INC | 1078 | 312697 | COM |
| FREEPORT-MCMORAN INC | 5925 | 300931 | CL B |
| BLACKSTONE MTG TR INC | 15291 | 292517 | COM CL A |
| EXXON MOBIL CORP | 2430 | 292387 | COM |
| ISHARES TR | 1965 | 292176 | CORE S&P TTL STK |
| ETF SER SOLUTIONS | 6608 | 291875 | VIDENT US BOND |
| ISHARES TR | 1383 | 290900 | RUS 1000 VAL ETF |
| EXPAND ENERGY CORPORATION | 2604 | 287377 | COM |
| ISHARES TR | 418 | 286576 | CORE S&P500 ETF |
| EOG RES INC | 2679 | 281322 | COM |
| ENERGY TRANSFER L P | 16948 | 279473 | COM UT LTD PTN |
| OMNICOM GROUP INC | 3305 | 266848 | COM |
| VANGUARD INDEX FDS | 776 | 260245 | TOTAL STK MKT |
| LITHIA MTRS INC | 780 | 259217 | COM |
| AMEREN CORP | 2592 | 258837 | COM |
| VANGUARD ADMIRAL FDS INC | 578 | 256973 | 500 GRTH IDX F |
| ALPHABET INC | 818 | 256688 | CAP STK CL C |
| KINDER MORGAN INC DEL | 9245 | 254152 | COM |
| ALLEGION PLC | 1586 | 252523 | ORD SHS |
| ISHARES INC | 5891 | 250368 | MSCI GERMANY ETF |
| VANGUARD INDEX FDS | 970 | 250212 | SMALL CP ETF |
| ISHARES TR | 1466 | 250144 | RUS TOP 200 ETF |
| ISHARES TR | 4625 | 249195 | ISHS 5-10YR INVT |
| ROCKET LAB CORP | 3546 | 247369 | COM |
| SUNOCO LP/SUNOCO FIN CORP | 4711 | 246904 | COM UT REP LP |
| ISHARES TR | 2525 | 243180 | US HOME CONS ETF |
| MP MATERIALS CORP | 4800 | 242496 | COM CL A |
| BERKLEY W R CORP | 3431 | 240606 | COM |
| FS SPECIALTY LENDING FD | 16986 | 240182 | COM SH BEN INT |
| PROSHARES TR | 19454 | 236561 | BITCOIN ETF |
| APTARGROUP INC | 1913 | 233309 | COM |
| ISHARES INC | 7395 | 230428 | EM MKTS DIV ETF |
| ISHARES TR | 1619 | 228463 | SELECT DIVID ETF |
| COCA COLA CO | 3253 | 227446 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 3849 | 226167 | UNIT BENEFICIAL |
| RTX CORPORATION | 1225 | 224580 | COM |
| ISHARES TR | 878 | 216113 | RUSSELL 2000 ETF |
| HERSHEY CO | 1177 | 214276 | COM |
| ISHARES TR | 1009 | 213979 | S&P 500 VAL ETF |
| ALLIANCEBERNSTEIN HLDG L P | 5491 | 211294 | UNIT LTD PARTN |
| AMERICAN TOWER CORP NEW | 1199 | 210508 | COM |
| VANGUARD INDEX FDS | 988 | 209249 | SM CP VAL ETF |
| INVESCO EXCH TRADED FD TR II | 8576 | 208654 | VAR RATE PFD |
| PIMCO DYNAMIC INCOME OPRNTS | 15000 | 207600 | COM BEN SHS |
| GENTEX CORP | 8847 | 205870 | COM |
| ALLIANT ENERGY CORP | 3163 | 205627 | COM |
| VANGUARD INDEX FDS | 419 | 204413 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 2414 | 201842 | FTSE EUROPE ETF |
| PITNEY BOWES INC | 19022 | 201063 | COM |
| STARWOOD PPTY TR INC | 10962 | 197426 | COM |
| PURPLE INNOVATION INC | 275613 | 190311 | COM |
| FIRST TR EXCHANGE TRADED FD | 12096 | 189532 | INDXX NAT RE ETF |
| RITHM CAPITAL CORP | 14221 | 155009 | COM NEW |
| LLOYDS BANKING GROUP PLC | 23615 | 125160 | SPONSORED ADR |
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