CRUMLY & ASSOCIATES INC.

Filed: 7/2/2025ACC: 0001759578-25-000012

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $410.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

159

Positions

$410.83M

Total AUM (reported)

7.08M

Total Shares

Allocation by class

COM$44.76M10.9%

ACTIVE GROWTH$28.93M7.0%

RISNG DIVD ACHIV$21.96M5.3%

DISTILLATE US$19.95M4.9%

ULTRA SHRT ETF$18.05M4.4%

HDG MSCI EAFE$16.22M3.9%

SHS$14.48M3.5%

Portfolio Concentration

Top 3$70.84M17.2%

4–10$95.46M23.2%

11–25$113.83M27.7%

Rest$130.70M31.8%

Top 3 weight

17.2%

Top 10 weight

40.5%

Voting Authority Distribution

Total shares with voting rights: 7.08M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.08M

% of voting shares100.0%

Investment Discretion (by position count)

Sole159

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings159

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares336.11K

TypeSH

Market value$28.93M

7.04%

Sole

0.00

Shared

0.00

None

336.11K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares349.98K

TypeSH

Market value$21.96M

5.34%

Sole

0.00

Shared

0.00

None

349.98K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares360.41K

TypeSH

Market value$19.95M

4.86%

Sole

0.00

Shared

0.00

None

360.41K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares356.14K

TypeSH

Market value$18.05M

4.39%

Sole

0.00

Shared

0.00

None

356.14K

ISHARES TR

SOLE

HDG MSCI EAFE

Shares427.42K

TypeSH

Market value$16.22M

3.95%

Sole

0.00

Shared

0.00

None

427.42K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares387.26K

TypeSH

Market value$13.66M

3.33%

Sole

0.00

Shared

0.00

None

387.26K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares100.86K

TypeSH

Market value$13.23M

3.22%

Sole

0.00

Shared

0.00

None

100.86K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares423.31K

TypeSH

Market value$11.85M

2.88%

Sole

0.00

Shared

0.00

None

423.31K

TIDAL TR II

SOLE

HILTON SMALL-MID

Shares442.73K

TypeSH

Market value$11.37M

2.77%

Sole

0.00

Shared

0.00

None

442.73K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares122.84K

TypeSH

Market value$11.08M

2.70%

Sole

0.00

Shared

0.00

None

122.84K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares175.33K

TypeSH

Market value$10.51M

2.56%

Sole

0.00

Shared

0.00

None

175.33K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares195.27K

TypeSH

Market value$10.28M

2.50%

Sole

0.00

Shared

0.00

None

195.27K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.43K

TypeSH

Market value$10.21M

2.49%

Sole

0.00

Shared

0.00

None

41.43K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares99.71K

TypeSH

Market value$8.12M

1.98%

Sole

0.00

Shared

0.00

None

99.71K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares123.93K

TypeSH

Market value$8.03M

1.96%

Sole

0.00

Shared

0.00

None

123.93K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares123.99K

TypeSH

Market value$7.93M

1.93%

Sole

0.00

Shared

0.00

None

123.99K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares97.49K

TypeSH

Market value$7.52M

1.83%

Sole

0.00

Shared

0.00

None

97.49K

FIRST TR VALUE LINE DIVID IN

SOLE

SHS

Shares163.53K

TypeSH

Market value$7.31M

1.78%

Sole

0.00

Shared

0.00

None

163.53K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares121.63K

TypeSH

Market value$7.13M

1.73%

Sole

0.00

Shared

0.00

None

121.63K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.30K

TypeSH

Market value$6.99M

1.70%

Sole

0.00

Shared

0.00

None

12.30K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares33.58K

TypeSH

Market value$6.62M

1.61%

Sole

0.00

Shared

0.00

None

33.58K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares54.51K

TypeSH

Market value$5.95M

1.45%

Sole

0.00

Shared

0.00

None

54.51K

DBX ETF TR

SOLE

XTRACKERS RUSSEL

Shares103.19K

TypeSH

Market value$5.80M

1.41%

Sole

0.00

Shared

0.00

None

103.19K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares126.76K

TypeSH

Market value$5.80M

1.41%

Sole

0.00

Shared

0.00

None

126.76K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares203.64K

TypeSH

Market value$5.62M

1.37%

Sole

0.00

Shared

0.00

None

203.64K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	336.11K	SH	$28.93M 7.04%	336.11K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	349.98K	SH	$21.96M 5.34%	349.98K
ETF SER SOLUTIONSSOLE	DISTILLATE US	360.41K	SH	$19.95M 4.86%	360.41K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	356.14K	SH	$18.05M 4.39%	356.14K
ISHARES TRSOLE	HDG MSCI EAFE	427.42K	SH	$16.22M 3.95%	427.42K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	387.26K	SH	$13.66M 3.33%	387.26K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	100.86K	SH	$13.23M 3.22%	100.86K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	423.31K	SH	$11.85M 2.88%	423.31K
TIDAL TR IISOLE	HILTON SMALL-MID	442.73K	SH	$11.37M 2.77%	442.73K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	122.84K	SH	$11.08M 2.70%	122.84K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	175.33K	SH	$10.51M 2.56%	175.33K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	195.27K	SH	$10.28M 2.50%	195.27K
ISHARES TRSOLE	RUS TP200 GR ETF	41.43K	SH	$10.21M 2.49%	41.43K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	99.71K	SH	$8.12M 1.98%	99.71K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	123.93K	SH	$8.03M 1.96%	123.93K
ISHARES TRSOLE	CORE DIV GRWTH	123.99K	SH	$7.93M 1.93%	123.99K
ISHARES TRSOLE	MSCI INDIA SM CP	97.49K	SH	$7.52M 1.83%	97.49K
FIRST TR VALUE LINE DIVID INSOLE	SHS	163.53K	SH	$7.31M 1.78%	163.53K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	121.63K	SH	$7.13M 1.73%	121.63K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.30K	SH	$6.99M 1.70%	12.30K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	33.58K	SH	$6.62M 1.61%	33.58K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	54.51K	SH	$5.95M 1.45%	54.51K
DBX ETF TRSOLE	XTRACKERS RUSSEL	103.19K	SH	$5.80M 1.41%	103.19K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	126.76K	SH	$5.80M 1.41%	126.76K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	203.64K	SH	$5.62M 1.37%	203.64K

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