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Crumly & Associates Inc.
Period ended Sep 30, 2026 · Latest filing Oct 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $563,479,817
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · HDG MSCI EAFE · 46434V803 · shares: $31,464,203
- ETF SER SOLUTIONS · DISTILLATE INTNL · 26922B501 · shares: $28,641,911
- ETF SER SOLUTIONS · DISTILLATE US · 26922A321 · shares: $27,333,894
- FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $27,112,774
- FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF · 33741X102 · shares: $23,306,555
- J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH · 46654Q609 · shares: $22,821,081
- VANGUARD WORLD FD · MRNGSTR VAL ETF · 921910840 · shares: $16,358,528
- TIDAL TRUST II · HILT SMAL MI ETF · 88636J675 · shares: $14,477,404
- JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $14,395,053
- PGIM ETF TR · SHRT DUR HGH YLD · 69344A784 · shares: $13,606,331
Reported holdings
207 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 7,287 shares | $723,672 |
| EMERSON ELEC CO | COM | 291011104 | — | 4,582 shares | $710,676 |
| EATON CORP PLC | SHS | G29183103 | — | 1,622 shares | $696,990 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,272 shares | $690,915 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 10,311 shares | $688,672 |
| SLB LIMITED | COM STK | 806857108 | — | 13,592 shares | $662,202 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 11,970 shares | $652,485 |
| T-MOBILE US INC | COM | 872590104 | — | 3,883 shares | $633,240 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 13,180 shares | $604,569 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 3,692 shares | $600,873 |
| ORACLE CORP | COM | 68389X105 | — | 4,342 shares | $596,158 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,877 shares | $585,728 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 7,709 shares | $583,880 |
| BANK OF AMER CORP | COM | 060505104 | — | 10,711 shares | $582,993 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 6,186 shares | $569,403 |
| ADOBE INC | COM | 00724F101 | — | 2,372 shares | $569,138 |
| CUMMINS INC | COM | 231021106 | — | 1,082 shares | $558,929 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 915 shares | $555,231 |
| ETF SER SOLUTIONS | DISTILLATE SMLMD | 26922B667 | — | 13,303 shares | $554,501 |
| AT&T INC | COM | 00206R102 | — | 21,784 shares | $531,541 |
| FORTINET INC | COM | 34959E109 | — | 2,959 shares | $528,951 |
| PIMCO ACCESS INCOME FUND | SHS BENFIN INT | 72203T100 | — | 39,750 shares | $525,893 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 2,212 shares | $525,416 |
| CISCO SYS INC | COM | 17275R102 | — | 4,823 shares | $519,063 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 | — | 21,270 shares | $518,350 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,940 shares | $512,567 |
| PEPSICO INC | COM | 713448108 | — | 3,999 shares | $506,774 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 2,658 shares | $487,397 |
| EVERPURE INC | CL A | 74624M102 | — | 3,577 shares | $467,800 |
| EOG RES INC | COM | 26875P101 | — | 3,356 shares | $462,323 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 9,746 shares | $460,888 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 | — | 13,416 shares | $456,144 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 4,144 shares | $443,201 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 1,159 shares | $433,607 |
| METLIFE INC | COM | 59156R108 | — | 4,517 shares | $425,298 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,002 shares | $422,302 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,514 shares | $420,725 |
| FIRST TR EXCHANGE-TRADED FD | INDXX NAT RE ETF | 33734X838 | — | 24,928 shares | $418,387 |
| INTEL CORP | COM | 458140100 | — | 3,479 shares | $418,280 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,224 shares | $416,967 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,838 shares | $411,036 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 5,117 shares | $399,638 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 316092204 | — | 4,216 shares | $399,295 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 3,172 shares | $398,625 |
| APPLIED MATLS INC | COM | 038222105 | — | 767 shares | $392,346 |
| AUTONATION INC | COM | 05329W102 | — | 2,466 shares | $388,247 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 6,051 shares | $385,812 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 2,495 shares | $379,415 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 4,350 shares | $377,580 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | — | 6,869 shares | $377,074 |
| AMGEN INC | COM | 031162100 | — | 889 shares | $374,722 |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | — | 4,175 shares | $369,798 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 2,402 shares | $369,356 |
| DISNEY WALT CO | COM | 254687106 | — | 3,512 shares | $368,409 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 2,170 shares | $355,207 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 | — | 4,711 shares | $343,291 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 4,938 shares | $338,302 |
| APTARGROUP INC | COM | 038336103 | — | 2,786 shares | $337,552 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 16,948 shares | $335,062 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | — | 1,393 shares | $334,892 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LAD | 33740U729 | — | 11,587 shares | $330,670 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,965 shares | $326,740 |
| LITHIA MTRS INC | COM | 536797103 | — | 1,119 shares | $326,558 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 6,876 shares | $325,510 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 4,648 shares | $325,360 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 69355M107 | — | 27,000 shares | $320,220 |
| GE VERNOVA INC | COM | 36828A101 | — | 332 shares | $315,563 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 | — | 1,768 shares | $313,641 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 | — | 8,683 shares | $299,575 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 3,468 shares | $296,445 |
| GENTEX CORP | COM | 371901109 | — | 13,554 shares | $294,664 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 1,025 shares | $291,602 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 1,242 shares | $286,939 |
| TEXTRON INC | COM | 883203101 | — | 3,732 shares | $284,378 |
| TJX COS INC NEW | COM | 872540109 | — | 2,098 shares | $277,586 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 345 shares | $264,218 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM ETF | 46138G888 | — | 2,486 shares | $262,422 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 527 shares | $262,420 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 705 shares | $261,386 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 12,520 shares | $261,167 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 826 shares | $261,082 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 3,779 shares | $254,478 |
| RTX CORPORATION | COM | 75513E101 | — | 1,328 shares | $246,457 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 992 shares | $245,947 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 747 shares | $245,397 |
| AMEREN CORP | COM | 023608102 | — | 2,362 shares | $234,736 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 8,526 shares | $234,209 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 4,625 shares | $232,869 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 2,948 shares | $231,182 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 1,009 shares | $230,335 |
| COCA COLA CO | COM | 191216100 | — | 2,632 shares | $226,546 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 5,151 shares | $224,841 |
| ISHARES TR | US HOME CONS ETF | 464288752 | — | 2,547 shares | $221,661 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,436 shares | $219,508 |
| PFIZER INC | COM | 717081103 | — | 7,483 shares | $213,415 |
| ROCKET LAB CORP | COM | 773121108 | — | 3,002 shares | $209,179 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 114 shares | $206,530 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | — | 8,576 shares | $203,337 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 2,150 shares | $203,261 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 3,163 shares | $200,218 |