Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $387 Million
  • Q4 2025

Crumly & Associates Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $387 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $22.7M, ETF Ser Solution Distillate Us with a value of $21M, Ishares Currency Hedged Msci E with a value of $18.7M, First Tr ETF Vi Smid Cap Risin with a value of $17.9M, and Vanguard Mega Cap Value with a value of $13.9M.

Examining the 13F form we can see an increase of $18M in the current position value, from $369M to 387M.

Below you can find more details about Crumly & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $387 Million
ETFs: $317 Million
Technology: $24.1 Million
Financial Services: $11.3 Million
Communication Services: $6.82 Million
Consumer Cyclical: $6.35 Million
Healthcare: $4.83 Million
Energy: $3.67 Million
Utilities: $3.21 Million
Other: $9.21 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Million 5.86% of portfolio
338,770
Q4 2025 Reduced 7.26%
$0
$21 Million 5.41% of portfolio
366,485
Q4 2025 Reduced 3.37%
$0
$18.7 Million 4.83% of portfolio
454,722
Q4 2025 Added 3.7%
$0
$17.9 Million 4.62% of portfolio
476,716
Q4 2025 Added 20.32%
$0
$13.9 Million 3.58% of portfolio
100,169
Q4 2025 Reduced 9.6%
$0
$13.6 Million 3.52% of portfolio
438,986
Q4 2025 Added 1.66%
$0
$13.4 Million 3.46% of portfolio
139,472
Q4 2025 Added 10.34%
$0
$11.4 Million 2.93% of portfolio
41,131
Q4 2025 Reduced 0.17%
$0
$10.8 Million 2.8% of portfolio
158,791
Q4 2025 Added 26.44%
$0
$10.6 Million 2.74% of portfolio
115,409
Q4 2025 Added 100.09%
$0
$10.1 Million 2.62% of portfolio
107,724
Q4 2025 Added 5.44%
$0
$8.07 Million 2.09% of portfolio
117,981
Q4 2025 Reduced 0.18%
$0
$7.77 Million 2.01% of portfolio
105,831
Q4 2025 Added 4.86%
$0
$7.75 Million 2.0% of portfolio
34,392
Q4 2025 Added 1.38%
$0
$7.53 Million 1.94% of portfolio
12,181
Q3 2025 Reduced 1.01%
$0
$7.5 Million 1.94% of portfolio
49,139
Q4 2025 New
$0
$7.03 Million 1.82% of portfolio
37,512
Q4 2025 New
$0
$6.38 Million 1.65% of portfolio
137,935
Q4 2025 Added 4.85%
$0
$6.34 Million 1.64% of portfolio
52,275
Q4 2025 Reduced 2.01%
$0
$5.51 Million 1.42% of portfolio
96,004
Q4 2025 Reduced 2.59%
$0
$5.42 Million 1.4% of portfolio
121,009
Q4 2025 Added 0.79%
$0
$4.6 Million 1.19% of portfolio
32,933
Q4 2025 Reduced 4.01%
$0
$4.6 Million 1.19% of portfolio
6,910
Q4 2025 Reduced 0.78%
$0
$4.57 Million 1.18% of portfolio
90,261
Q4 2025 Reduced 6.77%
$0
$4.58 Million 1.18% of portfolio
90,860
Q4 2025 Added 2.72%
$0
$3.73 Million 0.96% of portfolio
77,854
Q4 2025 Reduced 2.01%
$0
$3.52 Million 0.91% of portfolio
69,533
Q4 2025 Reduced 57.87%
$0
$3.2 Million 0.83% of portfolio
49,774
Q3 2025 Reduced 1.87%
$0
$3.22 Million 0.83% of portfolio
193,220
Q3 2025 Reduced 0.84%
$0
$2.81 Million 0.73% of portfolio
72,836
Q3 2025 Reduced 0.08%
$0
$2.76 Million 0.71% of portfolio
5,844
Q2 2024 Added 0.24%
$0
$2.58 Million 0.67% of portfolio
37,097
Q4 2025 Reduced 2.38%
$0
$2.56 Million 0.66% of portfolio
33,874
Q4 2025 Reduced 1.26%
$0
$2.43 Million 0.63% of portfolio
48,046
Q4 2025 Added 5.9%
$0
$2.19 Million 0.57% of portfolio
20,482
Q4 2025 Added 0.58%
$0
$2.03 Million 0.52% of portfolio
38,729
Q4 2025 Reduced 3.83%
$0
$1.8 Million 0.46% of portfolio
2,978
Q4 2025 Added 32.12%
$130B
$1.76 Million 0.46% of portfolio
4,690
Q4 2025 Added 7.67%
$0
$1.65 Million 0.43% of portfolio
17,403
Q4 2025 Reduced 0.17%
$0
$1.6 Million 0.41% of portfolio
64,487
Q4 2025 Reduced 17.29%
$0
$1.55 Million 0.4% of portfolio
26,683
Q4 2025 Reduced 2.24%
$0
$1.54 Million 0.4% of portfolio
13,723
Q1 2025 Reduced 1.44%
$0
$1.44 Million 0.37% of portfolio
41,235
Q2 2025 Reduced 0.02%
$0
$1.31 Million 0.34% of portfolio
8,606
Q3 2025 Reduced 6.04%
$0
$1.31 Million 0.34% of portfolio
2,786
Q3 2025 Reduced 7.29%
$0
$940,000 0.24% of portfolio
18,385
Q2 2025 Reduced 9.71%
$0
$778,000 0.2% of portfolio
17,838
Q4 2025 Added 1.58%
$0
$728,000 0.19% of portfolio
10,005
Q4 2025 Reduced 0.87%
$0
$559,000 0.14% of portfolio
9,324
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $387 Million
  • Prior Value $369 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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