← Back to Discover
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) |
|---|---|---|---|---|---|
| PITNEY BOWES INC | COM | 724479100 | — | 12,106 shares | $197,570 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | — | 16,291 shares | $186,532 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 1,704 shares | $160,496 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 25,083 shares | $141,217 |
| NVIDIA CORPORATION | COM | 67066G104 | CALL | 500 shares | $114,190 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | CALL | 500 shares | $47,085 |
| PURPLE INNOVATION INC | COM SHS | 74640Y304 | — | 15,800 shares | $34,602 |