Crumly & Associates Inc.

hedge fundUpdated 64 days ago

Managed by Crumly & Associates Inc. • Latest filing Q2 2026

Portfolio value

$522.3M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

72.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$230.2M
Q2 2023	$249.7M
Q3 2023	$254.6M
Q4 2023	$359.9M
Q1 2024	$380.3M
Q2 2024	$347.3M
Q3 2024	$361.9M
Q4 2024	$367.2M
Q1 2025	$362.2M
Q2 2025	$410.8M
Q3 2025	$457.3M
Q4 2025	$476.7M
Q1 2026	$475.9M
Q2 2026	$522.3M

Top holdings

196 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A ISHARES TR	$29M	619.0K	5.56%	Added(+0.4%)
2	? N/A FIRST TR EXCHANGE TRADED FD	$26.2M	322.8K	5.01%	Added(+5.5%)
3	? N/A J P MORGAN EXCHANGE TRADED F	$24.5M	248.6K	4.69%	Trimmed(-2.0%)
4	? N/A ETF SER SOLUTIONS	$22.4M	374.6K	4.30%	Added(+4.3%)
5	? N/A ETF SER SOLUTIONS	$21M	641.8K	4.01%	Added(+5.3%)
6	? N/A FIRST TR EXCHANGE TRADED FD	$20.2M	468.8K	3.87%	Added(+8.2%)
7	? N/A FIRST TR EXCH TRD ALPHDX FD	$15.8M	293.2K	3.02%	Added(+4.0%)
8	? N/A TIDAL TRUST II	$14.3M	461.5K	2.74%	Added(+2.6%)
9	? N/A JANUS DETROIT STR TR	$13.9M	276.1K	2.67%	Added(+1.9%)
10	S SDHY PGIM ETF TR	$13.5M	271.4K	2.59%	Added(+2.2%)
11	? N/A ISHARES TR	$13.5M	191.2K	2.59%	Added(+1.8%)
12	? N/A FIRST TR EXCHANGE TRADED FD	$13.3M	99.9K	2.55%	Added(+2.8%)
13	? N/A VANGUARD WORLD FD	$12.5M	76.7K	2.40%	Added(+7.5%)
14	? N/A ISHARES TR	$11.7M	40.2K	2.24%	Trimmed(-1.9%)
15	? N/A FIRST TR EXCHANGE TRADED FD	$11.5M	99.9K	2.20%	Trimmed(-4.3%)
16	? N/A FIRST TR EXCHANGE-TRADED FD	$11.1M	58.1K	2.13%	Added(+23.7%)
17	? N/A FIDELITY COVINGTON TRUST	$9.8M	140.8K	1.87%	Added(+3.9%)
18	F FIS FIDELITY COVINGTON TRUST	$9.6M	33.5K	1.83%	Trimmed(-2.4%)
19	? N/A ISHARES TR	$8.7M	114.6K	1.66%	Trimmed(-0.7%)
20	V VGES VANGUARD INDEX FDS	$8.6M	12.5K	1.64%	Added(+2.9%)

?

1.N/A

ISHARES TR

+0.4%

Value

$29M

Shares

619.0K

% Port

5.56%

?

2.N/A

FIRST TR EXCHANGE TRADED FD

+5.5%

Value

$26.2M

Shares

322.8K

% Port

5.01%

?

3.N/A

J P MORGAN EXCHANGE TRADED F

-2.0%

Value

$24.5M

Shares

248.6K

% Port

4.69%

?

4.N/A

ETF SER SOLUTIONS

+4.3%

Value

$22.4M

Shares

374.6K

% Port

4.30%

?

5.N/A

ETF SER SOLUTIONS

+5.3%

Value

$21M

Shares

641.8K

% Port

4.01%

?

6.N/A

FIRST TR EXCHANGE TRADED FD

+8.2%

Value

$20.2M

Shares

468.8K

% Port

3.87%

?

7.N/A

FIRST TR EXCH TRD ALPHDX FD

+4.0%

Value

$15.8M

Shares

293.2K

% Port

3.02%

?

8.N/A

TIDAL TRUST II

+2.6%

Value

$14.3M

Shares

461.5K

% Port

2.74%

?

9.N/A

JANUS DETROIT STR TR

+1.9%

Value

$13.9M

Shares

276.1K

% Port

2.67%

S

PGIM ETF TR

+2.2%

Value

$13.5M

Shares

271.4K

% Port

2.59%

?

11.N/A

ISHARES TR

+1.8%

Value

$13.5M

Shares

191.2K

% Port

2.59%

?

12.N/A

FIRST TR EXCHANGE TRADED FD

+2.8%

Value

$13.3M

Shares

99.9K

% Port

2.55%

?

13.N/A

VANGUARD WORLD FD

+7.5%

Value

$12.5M

Shares

76.7K

% Port

2.40%

?

14.N/A

ISHARES TR

-1.9%

Value

$11.7M

Shares

40.2K

% Port

2.24%

?

15.N/A

FIRST TR EXCHANGE TRADED FD

-4.3%

Value

$11.5M

Shares

99.9K

% Port

2.20%

?

16.N/A

FIRST TR EXCHANGE-TRADED FD

+23.7%

Value

$11.1M

Shares

58.1K

% Port

2.13%

?

17.N/A

FIDELITY COVINGTON TRUST

+3.9%

Value

$9.8M

Shares

140.8K

% Port

1.87%

F

18.FIS

FIDELITY COVINGTON TRUST

-2.4%

Value

$9.6M

Shares

33.5K

% Port

1.83%

?

19.N/A

ISHARES TR

-0.7%

Value

$8.7M

Shares

114.6K

% Port

1.66%

V

VANGUARD INDEX FDS

+2.9%

Value

$8.6M

Shares

12.5K

% Port

1.64%

View full portfolio (196 holdings) →

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