CRUMLY & ASSOCIATES INC.

Filed: 1/14/2026ACC: 0001759578-26-000002

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 203 equity positions with a total reported market value of $476.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

203

Positions

$476.71M

Total AUM (reported)

7.66M

Total Shares

Allocation by class

COM$55.28M11.6%

ACTIVE GROWTH$26.68M5.6%

RISNG DIVD ACHIV$23.53M4.9%

DISTILLATE US$21.59M4.5%

HDG MSCI EAFE$18.81M3.9%

SMID RISNG ETF$18.27M3.8%

MEGA CAP VAL ETF$14.14M3.0%

Portfolio Concentration

Top 3$71.80M15.1%

4–10$103.84M21.8%

11–25$123.88M26.0%

Rest$177.19M37.2%

Top 3 weight

15.1%

Top 10 weight

36.8%

Voting Authority Distribution

Total shares with voting rights: 7.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.66M

% of voting shares100.0%

Investment Discretion (by position count)

Sole203

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings203

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares287.45K

TypeSH

Market value$26.68M

5.60%

Sole

0.00

Shared

0.00

None

287.45K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares338.77K

TypeSH

Market value$23.53M

4.94%

Sole

0.00

Shared

0.00

None

338.77K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares366.49K

TypeSH

Market value$21.59M

4.53%

Sole

0.00

Shared

0.00

None

366.49K

ISHARES TR

SOLE

HDG MSCI EAFE

Shares454.72K

TypeSH

Market value$18.81M

3.95%

Sole

0.00

Shared

0.00

None

454.72K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares476.72K

TypeSH

Market value$18.27M

3.83%

Sole

0.00

Shared

0.00

None

476.72K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares100.17K

TypeSH

Market value$14.14M

2.97%

Sole

0.00

Shared

0.00

None

100.17K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares438.99K

TypeSH

Market value$13.91M

2.92%

Sole

0.00

Shared

0.00

None

438.99K

TIDAL TRUST II

SOLE

HILTON SMALL-MID

Shares506.12K

TypeSH

Market value$13.57M

2.85%

Sole

0.00

Shared

0.00

None

506.12K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares139.47K

TypeSH

Market value$13.51M

2.83%

Sole

0.00

Shared

0.00

None

139.47K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares158.79K

TypeSH

Market value$11.64M

2.44%

Sole

0.00

Shared

0.00

None

158.79K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.13K

TypeSH

Market value$11.39M

2.39%

Sole

0.00

Shared

0.00

None

41.13K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares190.43K

TypeSH

Market value$11.11M

2.33%

Sole

0.00

Shared

0.00

None

190.43K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares107.72K

TypeSH

Market value$10.59M

2.22%

Sole

0.00

Shared

0.00

None

107.72K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares179.88K

TypeSH

Market value$9.36M

1.96%

Sole

0.00

Shared

0.00

None

179.88K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares194.85K

TypeSH

Market value$9.27M

1.94%

Sole

0.00

Shared

0.00

None

194.85K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares117.98K

TypeSH

Market value$8.19M

1.72%

Sole

0.00

Shared

0.00

None

117.98K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares34.39K

TypeSH

Market value$7.73M

1.62%

Sole

0.00

Shared

0.00

None

34.39K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.18K

TypeSH

Market value$7.64M

1.60%

Sole

0.00

Shared

0.00

None

12.18K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDQ CLN EDGE

Shares49.14K

TypeSH

Market value$7.52M

1.58%

Sole

0.00

Shared

0.00

None

49.14K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares105.83K

TypeSH

Market value$7.40M

1.55%

Sole

0.00

Shared

0.00

None

105.83K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares160.50K

TypeSH

Market value$7.40M

1.55%

Sole

0.00

Shared

0.00

None

160.50K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares37.51K

TypeSH

Market value$7.19M

1.51%

Sole

0.00

Shared

0.00

None

37.51K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares231.35K

TypeSH

Market value$6.39M

1.34%

Sole

0.00

Shared

0.00

None

231.35K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares52.27K

TypeSH

Market value$6.36M

1.34%

Sole

0.00

Shared

0.00

None

52.27K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares137.94K

TypeSH

Market value$6.35M

1.33%

Sole

0.00

Shared

0.00

None

137.94K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	287.45K	SH	$26.68M 5.60%	287.45K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	338.77K	SH	$23.53M 4.94%	338.77K
ETF SER SOLUTIONSSOLE	DISTILLATE US	366.49K	SH	$21.59M 4.53%	366.49K
ISHARES TRSOLE	HDG MSCI EAFE	454.72K	SH	$18.81M 3.95%	454.72K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	476.72K	SH	$18.27M 3.83%	476.72K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	100.17K	SH	$14.14M 2.97%	100.17K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	438.99K	SH	$13.91M 2.92%	438.99K
TIDAL TRUST IISOLE	HILTON SMALL-MID	506.12K	SH	$13.57M 2.85%	506.12K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	139.47K	SH	$13.51M 2.83%	139.47K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	158.79K	SH	$11.64M 2.44%	158.79K
ISHARES TRSOLE	RUS TP200 GR ETF	41.13K	SH	$11.39M 2.39%	41.13K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	190.43K	SH	$11.11M 2.33%	190.43K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	107.72K	SH	$10.59M 2.22%	107.72K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	179.88K	SH	$9.36M 1.96%	179.88K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	194.85K	SH	$9.27M 1.94%	194.85K
ISHARES TRSOLE	CORE DIV GRWTH	117.98K	SH	$8.19M 1.72%	117.98K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	34.39K	SH	$7.73M 1.62%	34.39K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.18K	SH	$7.64M 1.60%	12.18K
FIRST TR EXCHANGE TRADED FDSOLE	NASDQ CLN EDGE	49.14K	SH	$7.52M 1.58%	49.14K
ISHARES TRSOLE	MSCI INDIA SM CP	105.83K	SH	$7.40M 1.55%	105.83K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	160.50K	SH	$7.40M 1.55%	160.50K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	37.51K	SH	$7.19M 1.51%	37.51K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	231.35K	SH	$6.39M 1.34%	231.35K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	52.27K	SH	$6.36M 1.34%	52.27K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	137.94K	SH	$6.35M 1.33%	137.94K

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