Crumly & Associates Inc. Portfolio Stock Holdings
Crumly & Associates Inc. disclosed 194 stock positions valued at approximately $522.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, FIRST TR EXCHANGE TRADED FD, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 194
- Portfolio Value
- $522.1M
Holdings by Sector
Crumly & Associates Inc. Portfolio Holdings in Q2 2026
182 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | HEFA | Other | 5.56% | 618,984 | +2,318 | +0.38% | $29,045,827 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 5.01% | 322,777 | +16,867 | +5.51% | $26,164,312 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 4.69% | 248,565 | -5,214 | -2.05% | $24,506,023 |
| ETF SER SOLUTIONS | DSTL | Other | 4.30% | 374,640 | +15,474 | +4.31% | $22,440,912 |
| ETF SER SOLUTIONS | 26922B501 | Other | 4.01% | 641,780 | +32,156 | +5.27% | $20,955,465 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.87% | 468,829 | +35,322 | +8.15% | $20,225,280 |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | Other | 3.02% | 293,242 | +11,233 | +3.98% | $15,774,935 |
| JANUS DETROIT STR TR | JAAA | Other | 2.67% | 276,101 | +5,293 | +1.95% | $13,940,339 |
| ISHARES TR | SMIN | Other | 2.59% | 191,179 | +3,416 | +1.82% | $13,522,091 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 2.55% | 99,934 | +2,729 | +2.81% | $13,316,206 |
| VANGUARD WORLD FD | MGV | Other | 2.40% | 76,747 | +5,382 | +7.54% | $12,544,297 |
| ISHARES TR | IWY | Other | 2.24% | 40,226 | -782 | -1.91% | $11,690,426 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 2.20% | 99,902 | -4,524 | -4.33% | $11,476,742 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 2.13% | 58,095 | +11,120 | +23.67% | $11,139,716 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 1.87% | 140,850 | +5,345 | +3.94% | $9,786,282 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 1.83% | 33,452 | -820 | -2.39% | $9,553,193 |
| ISHARES TR | DGRO | Other | 1.66% | 114,563 | -831 | -0.72% | $8,682,726 |
| VANGUARD INDEX FDS | VOO | Other | 1.64% | 12,477 | +350 | +2.89% | $8,569,520 |
| BITWISE BITCOIN ETF TR | BITB | Other | 1.52% | 249,044 | -7,157 | -2.79% | $7,934,542 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.45% | 157,145 | -1,755 | -1.10% | $7,571,245 |
| APPLE INC | AAPL | Technology | 1.41% | 25,444 | +3,341 | +15.12% | $7,362,526 |
| PIMCO ETF TR | SMMU | Other | 1.20% | 124,280 | +19,189 | +18.26% | $6,276,158 |
| DBX ETF TR | DEUS | Other | 1.15% | 91,913 | -3,203 | -3.37% | $6,001,965 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.08% | 26,521 | -3,880 | -12.76% | $5,642,873 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.04% | 42,603 | -5,855 | -12.08% | $5,445,089 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.02% | 105,539 | +42,223 | +66.69% | $5,346,065 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.92% | 90,826 | -24,624 | -21.33% | $4,823,762 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.89% | 29,243 | -1,977 | -6.33% | $4,667,183 |
| ISHARES TR | IQLT | Other | 0.86% | 90,578 | -19,272 | -17.54% | $4,488,145 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.81% | 5,653 | -1,482 | -20.77% | $4,221,150 |
| BROADCOM INC | AVGO | Technology | 0.75% | 10,347 | -62 | -0.60% | $3,908,538 |
| ISHARES TR | IJH | Other | 0.73% | 49,193 | -500 | -1.01% | $3,793,295 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.61% | 72,836 | - | - | $3,168,366 |
| FIRST TR EXCHANGE-TRADED FD | FXR | Other | 0.59% | 33,874 | - | - | $3,086,627 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.58% | 5,754 | -90 | -1.54% | $3,005,832 |
| PGIM ETF TR | PAAA | Other | 0.55% | 55,875 | +44,260 | +381.06% | $2,864,711 |
| FIRST TR EXCHANGE-TRADED FD | FXN | Other | 0.55% | 140,849 | -52,371 | -27.10% | $2,849,378 |
| KLA CORP | KLAC | Technology | 0.50% | 8,738 | +7,814 | +845.67% | $2,636,342 |
| NVIDIA CORPORATION | NVDA | Technology | 0.50% | 12,988 | +801 | +6.57% | $2,598,856 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.48% | 5,198 | -528 | -9.22% | $2,482,242 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.47% | 30,838 | -2,602 | -7.78% | $2,448,846 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.45% | 9,866 | -193 | -1.92% | $2,351,462 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 5,933 | +9 | +0.15% | $2,213,296 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 2,990 | +10 | +0.34% | $2,201,626 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.41% | 6,613 | +147 | +2.27% | $2,164,761 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 5,883 | -658 | -10.06% | $2,102,408 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.40% | 38,491 | -488 | -1.25% | $2,063,503 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 4,698 | +26 | +0.56% | $1,975,979 |
| ISHARES TR | IWR | Other | 0.35% | 16,792 | -772 | -4.40% | $1,852,493 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.35% | 2,406 | -152 | -5.94% | $1,836,115 |
| SPDR SERIES TRUST | ONEY | Other | 0.34% | 13,723 | - | - | $1,757,916 |
| WALMART INC | WMT | Consumer Defensive | 0.33% | 15,200 | +113 | +0.75% | $1,721,506 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.31% | 25,838 | -768 | -2.89% | $1,613,814 |
| DBX ETF TR | DEEF | Other | 0.31% | 41,235 | - | - | $1,593,320 |
| NETFLIX INC. | NFLX | Communication Services | 0.29% | 20,983 | +472 | +2.30% | $1,498,186 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.27% | 8,741 | - | - | $1,386,832 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.27% | 1,370 | -21 | -1.51% | $1,385,577 |
| PROLOGIS INC. | PLD | Real Estate | 0.26% | 10,128 | +34 | +0.34% | $1,372,024 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.24% | 25,744 | -34,364 | -57.17% | $1,263,259 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.24% | 3,682 | -1,171 | -24.13% | $1,255,636 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.24% | 33,637 | -558 | -1.63% | $1,236,496 |
| SPDR GOLD TR | GLD | Other | 0.23% | 3,232 | -1,518 | -31.96% | $1,190,604 |
| MERCK & CO INC | MRK | Healthcare | 0.23% | 9,224 | +1,993 | +27.56% | $1,185,250 |
| ISHARES TR | IWF | Other | 0.22% | 9,080 | +6,657 | +274.74% | $1,127,464 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.20% | 4,147 | +193 | +4.88% | $1,029,990 |
| ISHARES TR | MUB | Other | 0.19% | 9,291 | -8,594 | -48.05% | $999,893 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.19% | 4,055 | +71 | +1.78% | $998,422 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.19% | 20,536 | -48,335 | -70.18% | $995,792 |
| NISOURCE INC | NI | Utilities | 0.19% | 20,791 | -274 | -1.30% | $988,612 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.19% | 10,479 | +115 | +1.11% | $966,881 |
| VISA INC | V | Financial Services | 0.18% | 2,811 | +2 | +0.07% | $964,528 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.18% | 1,650 | -535 | -24.49% | $958,502 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.18% | 19,647 | +1,124 | +6.07% | $956,023 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 793 | +8 | +1.02% | $951,148 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.18% | 18,385 | - | - | $944,386 |
| FORTINET INC | FTNT | Technology | 0.17% | 5,778 | -1,041 | -15.27% | $887,616 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.17% | 11,467 | +1,462 | +14.61% | $885,829 |
| BLACKROCK INC | BLK | Other | 0.17% | 910 | -5 | -0.55% | $874,713 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.17% | 6,755 | -315 | -4.46% | $872,003 |
| NEWMONT CORP | NEM | Basic Materials | 0.17% | 9,313 | -1,853 | -16.60% | $869,834 |
| DBX ETF TR | RVNU | Other | 0.16% | 32,873 | -28,354 | -46.31% | $832,010 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 1,458 | +168 | +13.02% | $821,325 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.15% | 701 | -134 | -16.05% | $809,157 |
| APPLIED DIGITAL CORP | APLD | Technology | 0.15% | 21,270 | - | - | $793,371 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.15% | 2,302 | -1,432 | -38.35% | $778,652 |
| CUMMINS INC | CMI | Industrials | 0.15% | 1,078 | +5 | +0.47% | $768,840 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 2,825 | +163 | +6.12% | $710,959 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.13% | 12,155 | +2,003 | +19.73% | $686,514 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 7,726 | +47 | +0.61% | $678,111 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.13% | 7,097 | - | - | $674,854 |
| ISHARES SILVER TR | SLV | Other | 0.13% | 12,618 | +1,110 | +9.65% | $674,684 |
| EATON CORP PLC | ETN | Other | 0.13% | 1,573 | -62 | -3.79% | $670,287 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 3,949 | +23 | +0.59% | $654,586 |
| QUALCOMM INC | QCOM | Technology | 0.13% | 3,534 | -683 | -16.20% | $653,048 |
| T-MOBILE US INC | TMUS | Communication Services | 0.12% | 3,825 | +117 | +3.16% | $641,567 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 4,430 | +264 | +6.34% | $634,122 |
| SLB LIMITED | SLB | Energy | 0.12% | 13,499 | +35 | +0.26% | $627,569 |
| EVERPURE INC | PSTG | Technology | 0.12% | 7,870 | -436 | -5.25% | $620,077 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.12% | 919 | -24 | -2.55% | $612,881 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.12% | 10,325 | +2,097 | +25.49% | $608,979 |
Crumly & Associates Inc. Options Holdings in Q2 2026