CRUMLY & ASSOCIATES INC.

Filed: 11/3/2025ACC: 0001759578-25-000015

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $457.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

193

Positions

$457.26M

Total AUM (reported)

7.41M

Total Shares

Allocation by class

COM$56.23M12.3%

ACTIVE GROWTH$31.81M7.0%

RISNG DIVD ACHIV$24.57M5.4%

DISTILLATE US$21.98M4.8%

HDG MSCI EAFE$17.37M3.8%

MEGA CAP VAL ETF$15.26M3.3%

SMID RISNG ETF$15.06M3.3%

Portfolio Concentration

Top 3$78.36M17.1%

4–10$98.02M21.4%

11–25$120.23M26.3%

Rest$160.66M35.1%

Top 3 weight

17.1%

Top 10 weight

38.6%

Voting Authority Distribution

Total shares with voting rights: 7.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.41M

% of voting shares100.0%

Investment Discretion (by position count)

Sole193

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings193

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares339.29K

TypeSH

Market value$31.81M

6.96%

Sole

0.00

Shared

0.00

None

339.29K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares365.29K

TypeSH

Market value$24.57M

5.37%

Sole

0.00

Shared

0.00

None

365.29K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares379.28K

TypeSH

Market value$21.98M

4.81%

Sole

0.00

Shared

0.00

None

379.28K

ISHARES TR

SOLE

HDG MSCI EAFE

Shares438.50K

TypeSH

Market value$17.37M

3.80%

Sole

0.00

Shared

0.00

None

438.50K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares110.81K

TypeSH

Market value$15.26M

3.34%

Sole

0.00

Shared

0.00

None

110.81K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares396.21K

TypeSH

Market value$15.06M

3.29%

Sole

0.00

Shared

0.00

None

396.21K

TIDAL TRUST II

SOLE

HILTON SMALL-MID

Shares500.76K

TypeSH

Market value$13.49M

2.95%

Sole

0.00

Shared

0.00

None

500.76K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares431.81K

TypeSH

Market value$13.09M

2.86%

Sole

0.00

Shared

0.00

None

431.81K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares126.40K

TypeSH

Market value$12.46M

2.73%

Sole

0.00

Shared

0.00

None

126.40K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.20K

TypeSH

Market value$11.27M

2.47%

Sole

0.00

Shared

0.00

None

41.20K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares209.06K

TypeSH

Market value$10.93M

2.39%

Sole

0.00

Shared

0.00

None

209.06K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares184.44K

TypeSH

Market value$10.50M

2.30%

Sole

0.00

Shared

0.00

None

184.44K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares102.16K

TypeSH

Market value$9.88M

2.16%

Sole

0.00

Shared

0.00

None

102.16K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares155.35K

TypeSH

Market value$9.67M

2.11%

Sole

0.00

Shared

0.00

None

155.35K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares125.59K

TypeSH

Market value$8.91M

1.95%

Sole

0.00

Shared

0.00

None

125.59K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares165.05K

TypeSH

Market value$8.37M

1.83%

Sole

0.00

Shared

0.00

None

165.05K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares118.19K

TypeSH

Market value$8.05M

1.76%

Sole

0.00

Shared

0.00

None

118.19K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares33.92K

TypeSH

Market value$7.54M

1.65%

Sole

0.00

Shared

0.00

None

33.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.18K

TypeSH

Market value$7.46M

1.63%

Sole

0.00

Shared

0.00

None

12.18K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares160.54K

TypeSH

Market value$7.42M

1.62%

Sole

0.00

Shared

0.00

None

160.54K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares100.93K

TypeSH

Market value$7.24M

1.58%

Sole

0.00

Shared

0.00

None

100.93K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares53.34K

TypeSH

Market value$6.43M

1.41%

Sole

0.00

Shared

0.00

None

53.34K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares131.55K

TypeSH

Market value$6.08M

1.33%

Sole

0.00

Shared

0.00

None

131.55K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares217.29K

TypeSH

Market value$6.03M

1.32%

Sole

0.00

Shared

0.00

None

217.29K

DBX ETF TR

SOLE

XTRACKERS RUSSEL

Shares98.56K

TypeSH

Market value$5.73M

1.25%

Sole

0.00

Shared

0.00

None

98.56K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	339.29K	SH	$31.81M 6.96%	339.29K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	365.29K	SH	$24.57M 5.37%	365.29K
ETF SER SOLUTIONSSOLE	DISTILLATE US	379.28K	SH	$21.98M 4.81%	379.28K
ISHARES TRSOLE	HDG MSCI EAFE	438.50K	SH	$17.37M 3.80%	438.50K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	110.81K	SH	$15.26M 3.34%	110.81K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	396.21K	SH	$15.06M 3.29%	396.21K
TIDAL TRUST IISOLE	HILTON SMALL-MID	500.76K	SH	$13.49M 2.95%	500.76K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	431.81K	SH	$13.09M 2.86%	431.81K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	126.40K	SH	$12.46M 2.73%	126.40K
ISHARES TRSOLE	RUS TP200 GR ETF	41.20K	SH	$11.27M 2.47%	41.20K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	209.06K	SH	$10.93M 2.39%	209.06K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	184.44K	SH	$10.50M 2.30%	184.44K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	102.16K	SH	$9.88M 2.16%	102.16K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	155.35K	SH	$9.67M 2.11%	155.35K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	125.59K	SH	$8.91M 1.95%	125.59K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	165.05K	SH	$8.37M 1.83%	165.05K
ISHARES TRSOLE	CORE DIV GRWTH	118.19K	SH	$8.05M 1.76%	118.19K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	33.92K	SH	$7.54M 1.65%	33.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.18K	SH	$7.46M 1.63%	12.18K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	160.54K	SH	$7.42M 1.62%	160.54K
ISHARES TRSOLE	MSCI INDIA SM CP	100.93K	SH	$7.24M 1.58%	100.93K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	53.34K	SH	$6.43M 1.41%	53.34K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	131.55K	SH	$6.08M 1.33%	131.55K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	217.29K	SH	$6.03M 1.32%	217.29K
DBX ETF TRSOLE	XTRACKERS RUSSEL	98.56K	SH	$5.73M 1.25%	98.56K

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