account_balance

Investment manager · 13F filer · SEC CIK 1759578

Crumly & Associates Inc.

Reported value$522Mas of Jun 30, 2026
Positions194 18 new, 24 sold out
Top 10 weight38.5%HEFA alone is 6%
FiledJul 88 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
HEFA iShares Tr 5.6% Held
RDVY First Tr Exchange Traded Fd 5.0% Added +6%
JGRO J P Morgan Exchange Traded F 4.7% Trimmed −2%
DSTL ETF Ser Solutions 4.3% Added +4%
DSTX ETF Ser Solutions 4.0% Added +5%
SDVY First Tr Exchange Traded Fd 3.9% Added +8%
NFTY First Tr Exch TRD Alphdx Fd 3.0% Added +4%
SMCO Tidal Trust II 2.7% Added +3%
JAAA Janus Detroit STR Tr 2.7% Held
PSH Pgim ETF Tr 2.6% Added +2%
SMIN iShares Tr 2.6% Held
AIRR First Tr Exchange Traded Fd 2.6% Added +3%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 8, 2026, compared with the Apr 2, 2026 filing
add_circleNew
arrow_upwardAdded
  • KLAC +846%
  • PAAA +381%
  • EVIM +351%
  • IWF +275%
arrow_downwardTrimmed
  • MTBA −57%
  • GLD −32%
  • FXN −27%
  • PANW −24%
remove_circleSold out
  • MDT $774K
  • BRK-B $604K
  • HONZZZZ $583K
  • FTSM $557K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast