Crumly & Associates Inc.
CIK: 1759578SEC EDGAR →
Portfolio Value
$329.0B
Holdings
200
As of
Q1 2026
New Positions
76
Closed Positions
31
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 616,666 | $26.2B | 7.97% |
| 2 | J P MORGAN EXCHANGE TRADED F | 253,779 | $21.4B | 6.52% |
| 3 | FIRST TR EXCHANGE TRADED FD | 305,910 | $20.9B | 6.35% |
| 4 | ETF SER SOLUTIONS | 359,166 | $20.8B | 6.32% |
| 5 | ETF SER SOLUTIONS | 609,624 | $19.8B | 6.01% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 433,507 | $17.1B | 5.20% |
| 7 | FIRST TR EXCH TRD ALPHDX FD | 282,009 | $14.5B | 4.41% |
| 8 | JANUS DETROIT STR TR | 270,808 | $13.6B | 4.15% |
| 9 | PGIM ETF TR | 265,647 | $13.2B | 4.00% |
| 10 | TIDAL TRUST II | 449,785 | $12.2B | 3.72% |
Quarterly Changes
New Positions (76)
$13.2B · 266K shares
$9.4B · 256K shares
$3.0B · 60K shares
$2.7B · 34K shares
$2.4B · 47K shares
$1.7B · 18K shares
$892.1M · 17K shares
$818.5M · 9K shares
$713.2M · 8K shares
$618.7M · 12K shares
$594.5M · 12K shares
$578.3M · 20K shares
$575.4M · 10K shares
$490.0M · 8K shares
$349.7M · 6K shares
$349.6M · 5K shares
$327.1M · 17K shares
$312.0M · 16K shares
$310.5M · 6K shares
$310.5M · 9K shares
$286.7M · 7K shares
$283.1M · 16K shares
$280.0M · 13K shares
$278.6M · 8K shares
$277.3M · 6K shares
$264.2M · 7K shares
$246.1M · 5K shares
$239.0M · 4K shares
$233.7M · 6K shares
$227.7M · 3K shares
$227.2M · 7K shares
$227.0M · 3K shares
$213.3M · 9K shares
$211.0M · 9K shares
$205.7M · 9K shares
$205.6M · 5K shares
$188.8M · 11K shares
$181.1M · 19K shares
$134.8M · 14K shares
$10.3M · 71K shares
$7.7M · 47K shares
$5.8M · 30K shares
$2.0M · 5K shares
$1.2M · 11K shares
$1.1M · 4K shares
$1.0M · 2K shares
$778K · 5K shares
$705K · 4K shares
$677K · 5K shares
$604K · 1K shares
$579K · 3K shares
$534K · 4K shares
$477K · 4K shares
$451K · 3K shares
$444K · 2K shares
$438K · 4K shares
$412K · 2K shares
$373K · 535 shares
$316K · 1K shares
$311K · 2K shares
$310K · 2K shares
$310K · 2K shares
$300K · 1K shares
$296K · 1K shares
$286K · 328 shares
$286K · 3K shares
$285K · 3K shares
$282K · 835 shares
$270K · 1K shares
$269K · 837 shares
$246K · 2K shares
$239K · 1K shares
$236K · 578 shares
$235K · 1K shares
$235K · 818 shares
$213K · 1K shares
Closed Positions (31)
$9.3B · 208K shares
$5.3B · 183K shares
$4.0B · 145K shares
$1.4B · 55K shares
$1.3B · 54K shares
$1.3B · 53K shares
$1.1B · 44K shares
$508.4M · 9K shares
$498.9M · 9K shares
$492.9M · 52K shares
$464.1M · 7K shares
$388.1M · 5K shares
$345.1M · 4K shares
$338.8M · 9K shares
$337.5M · 13K shares
$267.7M · 5K shares
$246.9M · 4K shares
$222.6M · 7K shares
$216.6M · 4K shares
$44.0M · 12K shares
$32.4M · 11K shares
$935K · 5K shares
$842K · 8K shares
$600K · 2K shares
$463K · 4K shares
$381K · 3K shares
$377K · 3K shares
$325K · 2K shares
$315K · 622 shares
$263K · 996 shares
$221K · 686 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $299.9B | 91.2% |
| Technology | 28 | $15.7B | 4.8% |
| Energy | 10 | $3.7B | 1.1% |
| Communication Services | 7 | $2.9B | 0.9% |
| Utilities | 6 | $1.9B | 0.6% |
| Unknown | 9 | $1.2B | 0.4% |
| Healthcare | 7 | $1.1B | 0.3% |
| Basic Materials | 3 | $671.0M | 0.2% |
| Real Estate | 5 | $637.2M | 0.2% |
| Consumer Defensive | 4 | $500.2M | 0.2% |
| Consumer Cyclical | 9 | $478.9M | 0.1% |
| Industrials | 8 | $226.5M | 0.1% |