Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

$369 Million
Q3 2025

Crumly & Associates Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $369 Million distributed in 193 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 $24.6M, ETF Ser Solution Distillate Us with a value of $22M, Ishares Currency Hedged Msci E with a value of $17.4M, Vanguard Mega Cap Value with a value of $15.3M, and First Tr ETF Vi Smid Cap Risin with a value of $15.1M.

Examining the 13F form we can see an increase of $35.7M in the current position value, from $333M to 369M.

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

Portfolio value $369 Million

ETFs: $297 Million

Technology: $23.7 Million

Financial Services: $12.1 Million

Consumer Cyclical: $7.91 Million

Communication Services: $7.26 Million

Energy: $4.54 Million

Healthcare: $3.95 Million

Utilities: $3.16 Million

Other: $9.67 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RDVY First Trust Rising Dividend Ac ETFs	$0	$24.6 Million 6.66% of portfolio	365,294	Q3 2025 Added 4.38%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$22 Million 5.96% of portfolio	379,280	Q3 2025 Added 5.23%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$17.4 Million 4.71% of portfolio	438,502	Q3 2025 Added 2.59%
MGV Vanguard Mega Cap Value ETFs	$0	$15.3 Million 4.13% of portfolio	110,812	Q3 2025 Added 9.87%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$15.1 Million 4.08% of portfolio	396,210	Q3 2025 Added 2.31%
DSTX ETF Ser Sol Distillate Intl Fu ETFs	$0	$13 Million 3.52% of portfolio	431,808	Q3 2025 Added 2.01%
TDIV First Trust Nasdaq Technology ETFs	$0	$12.5 Million 3.38% of portfolio	126,399	Q3 2025 Added 2.9%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$11.3 Million 3.05% of portfolio	41,202	Q3 2025 Reduced 0.55%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$9.88 Million 2.68% of portfolio	102,163	Q3 2025 Added 2.46%

FCOM Fidelity Covington Tr Msci Com ETFs	$0	$8.91 Million 2.41% of portfolio	125,591	Q3 2025 Added 1.34%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$8.37 Million 2.27% of portfolio	165,052	Q3 2025 Reduced 53.66%
DGRO Ishares Core Dividend Growth E ETFs	$0	$8.05 Million 2.18% of portfolio	118,195	Q3 2025 Reduced 4.67%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$7.54 Million 2.04% of portfolio	33,925	Q3 2025 Added 1.03%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.46 Million 2.02% of portfolio	12,181	Q3 2025 Reduced 1.01%
FVD First Tr Value Line Divid Inde ETFs	$0	$7.42 Million 2.01% of portfolio	160,540	Q3 2025 Reduced 1.83%
SMIN Ishares Msci India Small Cap I ETFs	$0	$7.24 Million 1.96% of portfolio	100,926	Q3 2025 Added 3.52%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$6.43 Million 1.74% of portfolio	53,345	Q3 2025 Reduced 2.14%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$6.08 Million 1.65% of portfolio	131,549	Q3 2025 Added 3.78%

DEUS Xtrackers Russell Us Multifact ETFs	$0	$5.73 Million 1.55% of portfolio	98,555	Q3 2025 Reduced 4.5%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$5.31 Million 1.44% of portfolio	120,066	Q3 2025 Reduced 1.22%
XLE Energy Sector Spdr ETFs	$0	$5.15 Million 1.4% of portfolio	57,678	Q3 2025 Added 3.45%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$4.92 Million 1.33% of portfolio	96,820	Q3 2025 Reduced 0.18%
AAPL Apple Inc. Technology	$4.3T	$4.89 Million 1.32% of portfolio	19,186	Q3 2025 Added 0.86%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$4.84 Million 1.31% of portfolio	34,310	Q3 2025 Reduced 1.49%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.64 Million 1.26% of portfolio	6,964	Q3 2025 Added 0.78%
SMMU Pimco ETF Tr Sht Term Mun Bd A ETFs	$0	$4.47 Million 1.21% of portfolio	88,450	Q3 2025 Added 28.22%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$3.77 Million 1.02% of portfolio	79,447	Q3 2025 Added 31.17%
AVGO Broadcom Inc. Technology	$139B	$3.3 Million 0.9% of portfolio	10,015	Q3 2025 Reduced 0.38%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$3.25 Million 0.88% of portfolio	49,774	Q3 2025 Reduced 1.87%
FXN First Tr Exchange Traded Fd Fi ETFs	$0	$3.15 Million 0.85% of portfolio	193,220	Q3 2025 Reduced 0.84%
EMLP First Tr Exchange Traded Iv ETFs	$0	$2.79 Million 0.76% of portfolio	72,836	Q3 2025 Reduced 0.08%
MSFT Microsoft Corp Technology	$3.78T	$2.72 Million 0.74% of portfolio	5,244	Q3 2025 Added 4.59%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$2.71 Million 0.73% of portfolio	5,844	Q2 2024 Added 0.24%
FXR First Trust Industrials/Produc ETFs	$0	$2.68 Million 0.73% of portfolio	34,306	Q2 2025 Reduced 0.66%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$2.62 Million 0.71% of portfolio	38,000	Q3 2025 Reduced 6.34%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$2.29 Million 0.62% of portfolio	45,370	Q3 2025 Added 43.84%
NFLX Netflix Inc Communication Services	$49.1B	$2.28 Million 0.62% of portfolio	1,903	Q3 2025 Added 2.64%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.17 Million 0.59% of portfolio	20,364	Q3 2025 Added 92.84%
XLF Financial Sector Spdr ETFs	$0	$2.17 Million 0.59% of portfolio	40,272	Q3 2025 Added 3.12%
NVDA Nvidia Corp Technology	$465B	$2.12 Million 0.58% of portfolio	11,384	Q3 2025 Added 6.72%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$2.14 Million 0.58% of portfolio	4,813	Q3 2025 Added 7.03%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.97 Million 0.53% of portfolio	8,964	Q3 2025 Added 3.61%
RVNU Xtrackers Municipal Infrastruc ETFs	$0	$1.92 Million 0.52% of portfolio	77,963	Q3 2025 Added 99.05%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.88 Million 0.51% of portfolio	5,970	Q3 2025 Reduced 1.16%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.68 Million 0.46% of portfolio	17,433	Q3 2025 Reduced 20.16%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$1.62 Million 0.44% of portfolio	27,294	Q3 2025 Reduced 3.64%
GOOGL Alphabet Inc. Communication Services	$1.65T	$1.63 Million 0.44% of portfolio	6,685	Q3 2025 Added 19.31%
ONEY Spdr Ser Tr Russell 1000 Core ETFs	$0	$1.55 Million 0.42% of portfolio	13,723	Q1 2025 Reduced 1.44%
GLD Spdr Gold Trust ETFs	$130B	$1.55 Million 0.42% of portfolio	4,356	Q3 2025 New
WMT Walmart Inc. Consumer Defensive	$279B	$1.48 Million 0.4% of portfolio	14,344	Q3 2025 Added 4.0%

Summary

Portfolio
No. of Stocks 193
Current Value $369 Million
Prior Value $333 Million
Filing
Period Q3 2025
Filing Date November 03, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 40 stocks
Additional Purchases 89 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crumly & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crumly & Associates Inc. with notifications on news.

Account

Crumly & Associates Inc. Portfolio Holdings