Crumly & Associates Inc.
CIK 1759578
13F filing for Q2 2026・No. 3,801
- Holdings
- US$522.27M
- Quarter change
- +US$46.32M
- Entries
- 196
- Net bought (estimate)
- +US$791.41K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 24
- Cut 63
- Added 81
- Corporate actions 2
- Unchanged 32
Largest holdings
194 stocks worth US$522.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRHDG MSCI EAFE | Added | 618,984 | US$29.05M | 5.56% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 322,777 | US$26.16M | 5.01% |
| J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | Cut | 248,565 | US$24.51M | 4.69% |
| ETF SER SOLUTIONSDISTILLATE US | Added | 374,640 | US$22.44M | 4.30% |
| ETF SER SOLUTIONSDISTILLATE INTNL | Added | 641,780 | US$20.96M | 4.01% |
| FIRST TR EXCHANGE TRADED FDSMID RISNG ETF | Added | 468,829 | US$20.23M | 3.87% |
| FIRST TR EXCH TRD ALPHDX FDINDIA NFTY50 EQW | Added | 293,242 | US$15.77M | 3.02% |
| TIDAL TRUST IIHILT SMAL MI ETF | Added | 461,501 | US$14.31M | 2.74% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 276,101 | US$13.94M | 2.67% |
| PGIM ETF TRSHRT DUR HGH YLD | Added | 271,387 | US$13.54M | 2.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.