Arkolith/Funds/Crumly & Associates Inc.

Crumly & Associates Inc.

CIK 1759578
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show Crumly & Associates Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
83
existing
Trimmed
62
reduced
Sold out
22
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
8%
Financials
4%
Consumer Discretionary
2%
Health Care
1%
Utilities
1%
Communication Services
1%
Industrials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

194 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
HDG MSCI EAFE
$29.0M619.0K
5.6%
+0.4%
Added · +2K sh
2First TR Exchange Traded FD
RISNG DIVD ACHIV
$26.2M322.8K
5.0%
+5.5%
Added · +17K sh
3J P Morgan Exchange Traded F
ACTIVE GROWTH
$24.5M248.6K
4.7%
−2.0%
Reduced · −5K sh
4ETF Ser Solutions
DISTILLATE US
$22.4M374.6K
4.3%
+4.3%
Added · +15K sh
5ETF Ser Solutions
DISTILLATE INTNL
$21.0M641.8K
4.0%
+5.3%
Added · +32K sh
6First TR Exchange Traded FD
SMID RISNG ETF
$20.2M468.8K
3.9%
+8.1%
Added · +35K sh
7First TR Exch TRD Alphdx FD
INDIA NFTY50 EQW
$15.8M293.2K
3.0%
+4.0%
Added · +11K sh
8Tidal Trust II
HILT SMAL MI ETF
$14.3M461.5K
2.7%
+2.6%
Added · +12K sh
9Janus Detroit STR TR
HENDRSON AAA CL
$13.9M276.1K
2.7%
+1.9%
Added · +5K sh
10Pgim ETF TR
SHRT DUR HGH YLD
$13.5M271.4K
2.6%
+2.2%
Added · +6K sh
11Ishares TR
MSCI INDIA SM CP
$13.5M191.2K
2.6%
+1.8%
Added · +3K sh
12First TR Exchange Traded FD
RBA INDL ETF
$13.3M99.9K
2.6%
+2.8%
Added · +3K sh
13Vanguard World FD
MEGA CAP VAL ETF
$12.5M76.7K
2.4%
+7.5%
Added · +5K sh
14Ishares TR
RUS TP200 GR ETF
$11.7M40.2K
2.2%
−1.9%
Reduced · −782 sh
15First TR Exchange Traded FD
NASD TECH DIV
$11.5M99.9K
2.2%
−4.3%
Reduced · −5K sh
16First TR Exchange-Traded FD
NASDQ CLN EDGE
$11.1M58.1K
2.1%
+24%
Added · +11K sh
17Fidelity Covington Trust
MSCI COMMNTN SVC
$9.8M140.8K
1.9%
+3.9%
Added · +5K sh
18Fidelity Covington Trust
MSCI INFO TECH I
$9.6M33.5K
1.8%
−2.4%
Reduced · −820 sh
19Ishares TR
CORE DIV GRWTH
$8.7M114.6K
1.7%
−0.7%
Reduced · −831 sh
20Vanguard Index FDS
S&P 500 ETF SHS
$8.6M12.5K
1.6%
+2.9%
Added · +350 sh
21Bitwise Bitcoin ETF TR
SHS BEN INT
$7.9M249.0K
1.5%
−2.8%
Reduced · −7K sh
22First TR Exchange-Traded FD
SHS
$7.6M157.1K
1.5%
−1.1%
Reduced · −2K sh
23Apple Inc
COM
$7.4M25.4K
1.4%
+15%
Added · +3K sh
24Pimco ETF TR
SHTRM MUN BD ACT
$6.3M124.3K
1.2%
+18%
Added · +19K sh
25DBX ETF TR
XTRA RU 1000 ETF
$6.0M91.9K
1.1%
−3.4%
Reduced · −3K sh
26Invesco Exchange Traded FD T
S&P500 EQL WGT
$5.6M26.5K
1.1%
−13%
Reduced · −4K sh
27Vanguard Scottsdale FDS
VNG RUS1000GRW
$5.4M42.6K
1.0%
−12%
Reduced · −6K sh
28J P Morgan Exchange Traded F
MUNICIPAL ETF
$5.3M105.5K
1.0%
+67%
Added · +42K sh
29Select Sector SPDR TR
ST STR ENERG ETF
$4.8M90.8K
0.9%
−21%
Reduced · −25K sh
30First TR Exchange-Traded FD
NASDAQ-100 SEL
$4.7M29.2K
0.9%
−6.3%
Reduced · −2K sh
31Ishares TR
MSCI INTL QUALTY
$4.5M90.6K
0.9%
−18%
Reduced · −19K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$4.2M5.7K
0.8%
−21%
Reduced · −1K sh
33Morgan Stanley ETF Trust
EATO VAN MU ETF
$4.1M76.5K
0.8%
+351%
Added · +60K sh
34Broadcom Inc
COM
$3.9M10.3K
0.7%
−0.6%
Reduced · −62 sh
35Ishares TR
CORE S&P MCP ETF
$3.8M49.2K
0.7%
−1.0%
Reduced · −500 sh
36Coreweave Inc
COM CL A
$3.4M34.5K
0.7%
+0.6%
Added · +200 sh
37First TR Exchange-Traded FD
NO AMER ENERGY
$3.2M72.8K
0.6%
Held
38First TR Exchange-Traded FD
INDLS PROD DUR
$3.1M33.9K
0.6%
Held
39State STR SPDR Dow Jones Ind
UT SER 1
$3.0M5.8K
0.6%
−1.5%
Reduced · −90 sh
40Pgim ETF TR
AAA CLO ETF
$2.9M55.9K
0.5%
+381%
Added · +44K sh
41First TR Exchange-Traded FD
ENERGY ALPHADX
$2.8M140.8K
0.5%
−27%
Reduced · −52K sh
42Kla Corp
COM NEW
$2.6M8.7K
0.5%
+846%
Added · +8K sh
43Nvidia Corporation
COM
$2.6M13.0K
0.5%
+6.6%
Added · +801 sh
44Taiwan Semiconductor Manufac
SPONSORED ADS
$2.5M5.2K
0.5%
−9.2%
Reduced · −528 sh
45J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$2.4M30.8K
0.5%
−7.8%
Reduced · −3K sh
46Amazon Com Inc
COM
$2.4M9.9K
0.5%
−1.9%
Reduced · −193 sh
47Microsoft Corp
COM
$2.2M5.9K
0.4%
+0.1%
Added · +9 sh
48Invesco QQQ TR
UNIT SER 1
$2.2M3.0K
0.4%
+0.3%
Added · +10 sh
49JPMorgan Chase & Co
COM
$2.2M6.6K
0.4%
+2.3%
Added · +147 sh
50Alphabet Inc
CAP STK CL A
$2.1M5.9K
0.4%
−10%
Reduced · −658 sh
Showing 50 of 194 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$157K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCOMCAST CORP-CLASS ACMCSA$98K4K
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$58K500

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.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026196$522.3M13F-HR
Q1 2026Mar 31, 2026Apr 2, 2026200$475.9M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026203$476.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025193$457.3M13F-HR
Q2 2025Jun 30, 2025Jul 2, 2025159$410.8M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025167$362.2M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025155$367.2M13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024148$361.9M13F-HR

Data source

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.