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Crumly & Associates Inc.

hedge fundUpdated 29 days ago

Managed by Crumly & Associates Inc. • Latest filing Q3 2026

Portfolio value
$563.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
23.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$457.3M
Q4 2025$476.7M
Q1 2026$475.9M
Q2 2026$522.3M
Q3 2026$563.5M

Top holdings

207 positions as of Q3 2026

View filing
E

ISHARES TR

+9.6%
Value
$31.5M
Shares
678.3K
% Port
5.58%
?
2.N/A

ETF SER SOLUTIONS

+31.9%
Value
$28.6M
Shares
846.8K
% Port
5.08%
D

ETF SER SOLUTIONS

+14.0%
Value
$27.3M
Shares
427.2K
% Port
4.85%
F

FIRST TR EXCHANGE TRADED FD

+7.3%
Value
$27.1M
Shares
346.3K
% Port
4.81%
F

FIRST TR EXCHANGE TRADED FD

+22.5%
Value
$23.3M
Shares
574.3K
% Port
4.14%
J

J P MORGAN EXCHANGE TRADED F

-4.9%
Value
$22.8M
Shares
236.3K
% Port
4.05%
V

VANGUARD WORLD FD

+32.3%
Value
$16.4M
Shares
101.5K
% Port
2.90%
?
8.N/A

TIDAL TRUST II

+14.3%
Value
$14.5M
Shares
527.5K
% Port
2.57%
N

JANUS DETROIT STR TR

+3.3%
Value
$14.4M
Shares
285.2K
% Port
2.55%
S

PGIM ETF TR

+3.0%
Value
$13.6M
Shares
279.6K
% Port
2.41%
F

FIRST TR EXCHANGE TRADED FD

+10.8%
Value
$12.5M
Shares
110.7K
% Port
2.22%
F

FIRST TR EXCHANGE-TRADED FD

+20.2%
Value
$12.4M
Shares
69.8K
% Port
2.19%
B

BITWISE BITCOIN ETF TR

+8.6%
Value
$12.3M
Shares
270.4K
% Port
2.18%
?
14.N/A

FIDELITY COVINGTON TRUST

+20.2%
Value
$12.2M
Shares
169.3K
% Port
2.16%
F

FIRST TR EXCHANGE TRADED FD

+15.3%
Value
$11.9M
Shares
115.2K
% Port
2.11%
E

ISHARES TR

-0.3%
Value
$11.8M
Shares
40.1K
% Port
2.10%
E

ISHARES TR

-16.2%
Value
$11M
Shares
160.2K
% Port
1.96%
?
18.N/A

FIDELITY COVINGTON TRUST

Value
$10.8M
Shares
257.9K
% Port
1.92%
F

FIDELITY COVINGTON TRUST

-0.3%
Value
$10M
Shares
33.4K
% Port
1.78%
A

APPLE INC

+6.6%
Value
$9M
Shares
27.1K
% Port
1.60%

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