RS Crum Inc. holds a focused book of 103 stocks worth $533.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Intel Corp and trimmed Dimensional Emrg MRKT Core. Their largest long position is Vanguard Short-Term Bond ETF at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% 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 RS Crum Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $566.4B |
| UBS Group AG | 80 / 80 | $148.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $80.9B |
| LPL Financial LLC | 80 / 80 | $76.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $72.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.4B |
| CWM, LLC | 80 / 80 | $6.6B |
Ranked by how many of RS Crum 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 | Vanguard BD Index FDS SHORT TRM BOND | $97.7M | 1.25M | 18.3% | ▲+5.2% Added · +62K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $61.8M | 753.9K | 11.6% | ▲+1.0% Added · +7K sh | |
| 3 | Dimensional ETF Trust US COR EQU 2 ETF | $57.6M | 1.30M | 10.8% | ▲+0.9% Added · +11K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $45.3M | 1.22M | 8.5% | ▲+4.5% Added · +52K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS CO | $27.2M | 669.8K | 5.1% | ▼−1.2% Reduced · −8K sh | |
| 6 | Dimensional ETF Trust US MKTWIDE VALUE | $25.9M | 471.5K | 4.9% | ▲+0.3% Added · +1K sh | |
| 7 | Dimensional ETF Trust US TARGETED VLU | $22.8M | 326.3K | 4.3% | ▲+1.3% Added · +4K sh | |
| 8 | Vanguard Index FDS SML CP GRW ETF | $20.1M | 55.0K | 3.8% | ▲+0.1% Added · +50 sh | |
| 9 | Dimensional ETF Trust GLOBAL REAL EST | $19.5M | 674.3K | 3.7% | ▲+1.4% Added · +9K sh | |
| 10 | SPDR Gold TR GOLD SHS | $19.2M | 52.1K | 3.6% | ▲+3.7% Added · +2K sh | |
| 11 | ALPS ETF TR ALERIAN MLP | $17.2M | 331.4K | 3.2% | ▼−0.5% Reduced · −2K sh | |
| 12 | Amazon Com Inc COM | $10.3M | 43.1K | 1.9% | ▲+0.1% Added · +33 sh | |
| 13 | Abrdn Etfs BBRG ALL COMD K1 | $9.2M | 411.4K | 1.7% | ▲+4.1% Added · +16K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.6M | 120.8K | 1.6% | ▼−2.1% Reduced · −3K sh | |
| 15 | Dimensional ETF Trust WORLD EX US CORE | $6.4M | 174.7K | 1.2% | ▼−1.8% Reduced · −3K sh | |
| 16 | Apple Inc COM | $6.2M | 21.5K | 1.2% | ▲+4.8% Added · +990 sh | |
| 17 | Caterpillar Inc COM | $4.9M | 4.6K | 0.9% | ▲+3.6% Added · +159 sh | |
| 18 | Vanguard BD Index FDS INTERMED TERM | $3.5M | 46.2K | 0.7% | ▲+3.5% Added · +2K sh | |
| 19 | Dimensional ETF Trust US SMALL CAP ETF | $3.2M | 38.9K | 0.6% | ▼−2.5% Reduced · −1K sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $3.0M | 35.3K | 0.6% | ▲+502% Added · +29K sh | |
| 21 | Ishares TR GLOBAL REIT ETF | $2.9M | 103.8K | 0.5% | ▼−1.0% Reduced · −1K sh | |
| 22 | Emerson Elec Co COM | $2.5M | 17.8K | 0.5% | ▲~0% Added · +2 sh | |
| 23 | Enterprise Prods Partners L COM | $2.5M | 68.6K | 0.5% | —Held | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.6K | 0.5% | ▼−1.3% Reduced · −86 sh | |
| 25 | Micron Technology Inc COM | $2.4M | 2.1K | 0.5% | ▲+2.9% Added · +60 sh | |
| 26 | Microsoft Corp COM | $2.2M | 5.8K | 0.4% | ▼−1.1% Reduced · −64 sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1M | 35.2K | 0.4% | ▼−5.4% Reduced · −2K sh | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.0M | 24.4K | 0.4% | ▼−1.7% Reduced · −435 sh | |
| 29 | Vanguard Index FDS VALUE ETF | $1.7M | 8.0K | 0.3% | ▼−2.1% Reduced · −175 sh | |
| 30 | Ishares TR ISHARES BIOTECH | $1.7M | 9.1K | 0.3% | ▼−3.6% Reduced · −340 sh | |
| 31 | Oneok Inc New COM | $1.7M | 19.3K | 0.3% | —Held | |
| 32 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.6M | 27.9K | 0.3% | ▲+0.1% Added · +14 sh | |
| 33 | Cisco Sys Inc COM | $1.5M | 13.1K | 0.3% | ▲~0% Added · +4 sh | |
| 34 | Disney Walt Co COM | $1.4M | 14.8K | 0.3% | ▲+3.4% Added · +487 sh | |
| 35 | Nvidia Corporation COM | $1.2M | 6.2K | 0.2% | ▲+0.9% Added · +55 sh | |
| 36 | Johnson & Johnson COM | $1.2M | 4.7K | 0.2% | ▲~0% Added · +1 sh | |
| 37 | Advanced Micro Devices Inc COM | $1.2M | 2.0K | 0.2% | ▲+2.5% Added · +50 sh | |
| 38 | Vanguard Index FDS SM CP VAL ETF | $999K | 4.1K | 0.2% | —Held | |
| 39 | Southern Co COM | $997K | 10.4K | 0.2% | ▼−7.4% Reduced · −832 sh | |
| 40 | Qualcomm Inc COM | $911K | 4.9K | 0.2% | —Held | |
| 41 | Canadian Natl Ry Co COM | $893K | 7.5K | 0.2% | —Held | |
| 42 | Alphabet Inc CAP STK CL A | $881K | 2.5K | 0.2% | ▼−4.6% Reduced · −118 sh | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $844K | 1.1K | 0.2% | ▲+19% Added · +177 sh | |
| 44 | Simon Ppty Group Inc New COM | $833K | 3.7K | 0.2% | —Held | |
| 45 | Amgen Inc COM | $833K | 2.3K | 0.2% | ▲~0% Added · +1 sh | |
| 46 | Exxon Mobil Corp COM | $789K | 5.8K | 0.1% | ▲+1.1% Added · +65 sh | |
| 47 | Dimensional ETF Trust WORLD EQUITY ETF | $771K | 9.3K | 0.1% | ▲+3.5% Added · +316 sh | |
| 48 | RTX Corporation COM | $722K | 3.8K | 0.1% | ▲+1.1% Added · +40 sh | |
| 49 | Comcast Corp New CL A | $696K | 28.3K | 0.1% | ▼−2.0% Reduced · −590 sh | |
| 50 | Cincinnati Finl Corp COM | $687K | 3.7K | 0.1% | —Held |
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/1401459/holdings"
Use Arkolith to show RS CRUM INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.