Crumly & Associates Inc. (CIK: 0001759578) is a financial institution headquartered at 1200 Centre West Drive, , Springfield, Illinois 62704. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $475,948,297, comprising 200 distinct securities. Over its filing history, it has submitted 27 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 37.8%. Quarterly turnover: 16.5%. ▲ 12 new, +107 added, −40 reduced, ×9 exited.

Top Buys

Q1 2026

1. DSTX Distillate International Fun

+$19.76 M

2. JAAA Janus Henderson Aaa Clo Etf

+$9.09 M

3. PSH Pgim Short Duration High Yield Etf

+$7.82 M

4. GRID First Trst Nasd Cl Edg Sgiif

+$7.68 M

5. HEFA Ishares Currency Hedged Msci Eafe Etf

+$6.88 M

Top Sells

Q1 2026

1. JSI Janus Henderson Securitized Income Etf

−$9.36 M

2. CGMS Capital Group Us Multi-Sector Income Etf

−$6.01 M

3. FBND Fidelity Total Bond Etf

−$5.99 M

4. MGV Vanguard Mega Cap Value Etf

−$4.18 M

5. TDIV First Trust Nasdaq Technology Dividend Index Fund

−$3.28 M

Stocks/ETFs

+6.20%

$475.13 M 99.83%

Options

$0 0.00%

Debt

$0 0.00%

Other

-97.21%

$818,519 0.17%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Currency Hedged Msci Eafe Etf ETF-HEFA	616,666	$26.21 M	5.51%	▲ 161,944	Add 35.6%
Jpmorgan Active Growth Etf ETF-JGRO	253,779	$21.45 M	4.51%	▼ 33,668	Reduce -11.7%
First Trust Rising Dividend Achievers Etf ETF-RDVY	305,910	$20.89 M	4.39%	▼ 32,860	Reduce -9.7%
Distillate Us Fundamental Stability & Value Etf ETF-DSTL	359,166	$20.79 M	4.37%	▼ 7,319	Reduce -2.0%
Distillate International Fun ETF-DSTX	609,624	$19.76 M	4.15%	▲ 609,624	New Buy
First Trust Smid Cap Rising Dividend Achievers Etf ETF-SDVY	433,507	$17.09 M	3.59%	▼ 43,209	Reduce -9.1%
First Trust India Nifty 50 Equal Weight Etf ETF-NFTY	282,009	$14.52 M	3.05%	▲ 91,576	Add 48.1%
Janus Henderson Aaa Clo Etf ETF-JAAA	270,808	$13.64 M	2.87%	▲ 180,547	Add 200.0%
Pgim Short Duration High Yield Etf ETF-PSH	265,647	$13.17 M	2.77%	▲ 157,764	Add 146.2%
Hilton Small-Midcap Opportunity Etf ETF-SMCO	449,785	$12.23 M	2.57%	▼ 56,339	Reduce -11.1%

View Full List

Crumly & Associates Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Crumly & Associates Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 26 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Crumly & Associates Inc. Quarterly 13F Statistics

Discover detailed insights into Crumly & Associates Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Crumly & Associates Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Crumly & Associates Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Crumly & Associates Inc. 13F Filings, Portfolio & Analysis

Crumly & Associates Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Crumly & Associates Inc.'s Portfolio

Crumly & Associates Inc. Quarterly 13F Statistics

Crumly & Associates Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)