Crumly & Associates Inc. holds a diversified book of 194 stocks worth $522.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed JPMorgan Active Growth ETF. Their largest long position is Isha Curr Hedged Msci Eafe at 6% of the equity book. They also disclosed $157K in call options (bullish), shown separately below and excluded from the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1759578/holdings"
Use Arkolith to show Crumly & Associates Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR HDG MSCI EAFE | $29.0M | 619.0K | 5.6% | ▲+0.4% Added · +2K sh | |
| 2 | First TR Exchange Traded FD RISNG DIVD ACHIV | $26.2M | 322.8K | 5.0% | ▲+5.5% Added · +17K sh | |
| 3 | J P Morgan Exchange Traded F ACTIVE GROWTH | $24.5M | 248.6K | 4.7% | ▼−2.0% Reduced · −5K sh | |
| 4 | ETF Ser Solutions DISTILLATE US | $22.4M | 374.6K | 4.3% | ▲+4.3% Added · +15K sh | |
| 5 | ETF Ser Solutions DISTILLATE INTNL | $21.0M | 641.8K | 4.0% | ▲+5.3% Added · +32K sh | |
| 6 | First TR Exchange Traded FD SMID RISNG ETF | $20.2M | 468.8K | 3.9% | ▲+8.1% Added · +35K sh | |
| 7 | First TR Exch TRD Alphdx FD INDIA NFTY50 EQW | $15.8M | 293.2K | 3.0% | ▲+4.0% Added · +11K sh | |
| 8 | Tidal Trust II HILT SMAL MI ETF | $14.3M | 461.5K | 2.7% | ▲+2.6% Added · +12K sh | |
| 9 | Janus Detroit STR TR HENDRSON AAA CL | $13.9M | 276.1K | 2.7% | ▲+1.9% Added · +5K sh | |
| 10 | Pgim ETF TR SHRT DUR HGH YLD | $13.5M | 271.4K | 2.6% | ▲+2.2% Added · +6K sh | |
| 11 | Ishares TR MSCI INDIA SM CP | $13.5M | 191.2K | 2.6% | ▲+1.8% Added · +3K sh | |
| 12 | First TR Exchange Traded FD RBA INDL ETF | $13.3M | 99.9K | 2.6% | ▲+2.8% Added · +3K sh | |
| 13 | Vanguard World FD MEGA CAP VAL ETF | $12.5M | 76.7K | 2.4% | ▲+7.5% Added · +5K sh | |
| 14 | Ishares TR RUS TP200 GR ETF | $11.7M | 40.2K | 2.2% | ▼−1.9% Reduced · −782 sh | |
| 15 | First TR Exchange Traded FD NASD TECH DIV | $11.5M | 99.9K | 2.2% | ▼−4.3% Reduced · −5K sh | |
| 16 | First TR Exchange-Traded FD NASDQ CLN EDGE | $11.1M | 58.1K | 2.1% | ▲+24% Added · +11K sh | |
| 17 | Fidelity Covington Trust MSCI COMMNTN SVC | $9.8M | 140.8K | 1.9% | ▲+3.9% Added · +5K sh | |
| 18 | Fidelity Covington Trust MSCI INFO TECH I | $9.6M | 33.5K | 1.8% | ▼−2.4% Reduced · −820 sh | |
| 19 | Ishares TR CORE DIV GRWTH | $8.7M | 114.6K | 1.7% | ▼−0.7% Reduced · −831 sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $8.6M | 12.5K | 1.6% | ▲+2.9% Added · +350 sh | |
| 21 | Bitwise Bitcoin ETF TR SHS BEN INT | $7.9M | 249.0K | 1.5% | ▼−2.8% Reduced · −7K sh | |
| 22 | First TR Exchange-Traded FD SHS | $7.6M | 157.1K | 1.5% | ▼−1.1% Reduced · −2K sh | |
| 23 | Apple Inc COM | $7.4M | 25.4K | 1.4% | ▲+15% Added · +3K sh | |
| 24 | Pimco ETF TR SHTRM MUN BD ACT | $6.3M | 124.3K | 1.2% | ▲+18% Added · +19K sh | |
| 25 | DBX ETF TR XTRA RU 1000 ETF | $6.0M | 91.9K | 1.1% | ▼−3.4% Reduced · −3K sh | |
| 26 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.6M | 26.5K | 1.1% | ▼−13% Reduced · −4K sh | |
| 27 | Vanguard Scottsdale FDS VNG RUS1000GRW | $5.4M | 42.6K | 1.0% | ▼−12% Reduced · −6K sh | |
| 28 | J P Morgan Exchange Traded F MUNICIPAL ETF | $5.3M | 105.5K | 1.0% | ▲+67% Added · +42K sh | |
| 29 | Select Sector SPDR TR ST STR ENERG ETF | $4.8M | 90.8K | 0.9% | ▼−21% Reduced · −25K sh | |
| 30 | First TR Exchange-Traded FD NASDAQ-100 SEL | $4.7M | 29.2K | 0.9% | ▼−6.3% Reduced · −2K sh | |
| 31 | Ishares TR MSCI INTL QUALTY | $4.5M | 90.6K | 0.9% | ▼−18% Reduced · −19K sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $4.2M | 5.7K | 0.8% | ▼−21% Reduced · −1K sh | |
| 33 | Morgan Stanley ETF Trust EATO VAN MU ETF | $4.1M | 76.5K | 0.8% | ▲+351% Added · +60K sh | |
| 34 | Broadcom Inc COM | $3.9M | 10.3K | 0.7% | ▼−0.6% Reduced · −62 sh | |
| 35 | Ishares TR CORE S&P MCP ETF | $3.8M | 49.2K | 0.7% | ▼−1.0% Reduced · −500 sh | |
| 36 | Coreweave Inc COM CL A | $3.4M | 34.5K | 0.7% | ▲+0.6% Added · +200 sh | |
| 37 | First TR Exchange-Traded FD NO AMER ENERGY | $3.2M | 72.8K | 0.6% | —Held | |
| 38 | First TR Exchange-Traded FD INDLS PROD DUR | $3.1M | 33.9K | 0.6% | —Held | |
| 39 | State STR SPDR Dow Jones Ind UT SER 1 | $3.0M | 5.8K | 0.6% | ▼−1.5% Reduced · −90 sh | |
| 40 | Pgim ETF TR AAA CLO ETF | $2.9M | 55.9K | 0.5% | ▲+381% Added · +44K sh | |
| 41 | First TR Exchange-Traded FD ENERGY ALPHADX | $2.8M | 140.8K | 0.5% | ▼−27% Reduced · −52K sh | |
| 42 | Kla Corp COM NEW | $2.6M | 8.7K | 0.5% | ▲+846% Added · +8K sh | |
| 43 | Nvidia Corporation COM | $2.6M | 13.0K | 0.5% | ▲+6.6% Added · +801 sh | |
| 44 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.5M | 5.2K | 0.5% | ▼−9.2% Reduced · −528 sh | |
| 45 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $2.4M | 30.8K | 0.5% | ▼−7.8% Reduced · −3K sh | |
| 46 | Amazon Com Inc COM | $2.4M | 9.9K | 0.5% | ▼−1.9% Reduced · −193 sh | |
| 47 | Microsoft Corp COM | $2.2M | 5.9K | 0.4% | ▲+0.1% Added · +9 sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $2.2M | 3.0K | 0.4% | ▲+0.3% Added · +10 sh | |
| 49 | JPMorgan Chase & Co COM | $2.2M | 6.6K | 0.4% | ▲+2.3% Added · +147 sh | |
| 50 | Alphabet Inc CAP STK CL A | $2.1M | 5.9K | 0.4% | ▼−10% Reduced · −658 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | COMCAST CORP-CLASS ACMCSA | $98K | 4K |
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $58K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 196 | $522.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 2, 2026 | 200 | $475.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 203 | $476.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 193 | $457.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 2, 2025 | 159 | $410.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 167 | $362.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 155 | $367.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 148 | $361.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.