Crumly & Associates Inc. holds a diversified book of 194 stocks worth $522.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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.
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
Other tracked managers holding the same core names as Crumly & Associates Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $488.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $54.7B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.3B |
| LPL Financial LLC | 78 / 80 | $75.8B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $88.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $17.0B |
| ROYAL BANK OF CANADA | 76 / 80 | $130.3B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $129.0B |
Ranked by how many of Crumly & Associates Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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.
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, filed up to 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.