CRUMLY & ASSOCIATES INC.

Filed: 4/2/2026ACC: 0001759578-26-000004

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $475.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

200

Positions

$475.95M

Total AUM (reported)

7.86M

Total Shares

Allocation by class

COM$58.67M12.3%

HDG MSCI EAFE$26.21M5.5%

ACTIVE GROWTH$21.45M4.5%

RISNG DIVD ACHIV$20.89M4.4%

DISTILLATE US$20.79M4.4%

DISTILLATE INTNL$19.76M4.2%

SMID RISNG ETF$17.09M3.6%

Portfolio Concentration

Top 3$68.54M14.4%

4–10$111.20M23.4%

11–25$127.25M26.7%

Rest$168.95M35.5%

Top 3 weight

14.4%

Top 10 weight

37.8%

Voting Authority Distribution

Total shares with voting rights: 7.86M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.86M

% of voting shares100.0%

Investment Discretion (by position count)

Sole200

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings200

Rows:

ISHARES TR

SOLE

HDG MSCI EAFE

Shares616.67K

TypeSH

Market value$26.21M

5.51%

Sole

0.00

Shared

0.00

None

616.67K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares253.78K

TypeSH

Market value$21.45M

4.51%

Sole

0.00

Shared

0.00

None

253.78K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares305.91K

TypeSH

Market value$20.89M

4.39%

Sole

0.00

Shared

0.00

None

305.91K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares359.17K

TypeSH

Market value$20.79M

4.37%

Sole

0.00

Shared

0.00

None

359.17K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares609.62K

TypeSH

Market value$19.76M

4.15%

Sole

0.00

Shared

0.00

None

609.62K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares433.51K

TypeSH

Market value$17.09M

3.59%

Sole

0.00

Shared

0.00

None

433.51K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares282.01K

TypeSH

Market value$14.52M

3.05%

Sole

0.00

Shared

0.00

None

282.01K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares270.81K

TypeSH

Market value$13.64M

2.87%

Sole

0.00

Shared

0.00

None

270.81K

PGIM ETF TR

SOLE

SHRT DUR HGH YLD

Shares265.65K

TypeSH

Market value$13.17M

2.77%

Sole

0.00

Shared

0.00

None

265.65K

TIDAL TRUST II

SOLE

HILTON SMALL-MID

Shares449.79K

TypeSH

Market value$12.23M

2.57%

Sole

0.00

Shared

0.00

None

449.79K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares187.76K

TypeSH

Market value$11.26M

2.37%

Sole

0.00

Shared

0.00

None

187.76K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares97.20K

TypeSH

Market value$10.77M

2.26%

Sole

0.00

Shared

0.00

None

97.20K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares71.36K

TypeSH

Market value$10.34M

2.17%

Sole

0.00

Shared

0.00

None

71.36K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.01K

TypeSH

Market value$10.20M

2.14%

Sole

0.00

Shared

0.00

None

41.01K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares104.43K

TypeSH

Market value$9.78M

2.05%

Sole

0.00

Shared

0.00

None

104.43K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares256.20K

TypeSH

Market value$9.43M

1.98%

Sole

0.00

Shared

0.00

None

256.20K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares135.50K

TypeSH

Market value$9.23M

1.94%

Sole

0.00

Shared

0.00

None

135.50K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares115.39K

TypeSH

Market value$8.10M

1.70%

Sole

0.00

Shared

0.00

None

115.39K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDQ CLN EDGE

Shares46.98K

TypeSH

Market value$7.68M

1.61%

Sole

0.00

Shared

0.00

None

46.98K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares158.90K

TypeSH

Market value$7.47M

1.57%

Sole

0.00

Shared

0.00

None

158.90K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.13K

TypeSH

Market value$7.25M

1.52%

Sole

0.00

Shared

0.00

None

12.13K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares34.27K

TypeSH

Market value$7.13M

1.50%

Sole

0.00

Shared

0.00

None

34.27K

SELECT SECTOR SPDR TR

SOLE

STATE STREET ENE

Shares115.45K

TypeSH

Market value$7.07M

1.49%

Sole

0.00

Shared

0.00

None

115.45K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares30.40K

TypeSH

Market value$5.83M

1.23%

Sole

0.00

Shared

0.00

None

30.40K

DBX ETF TR

SOLE

XTRACKERS RUSSEL

Shares95.12K

TypeSH

Market value$5.70M

1.20%

Sole

0.00

Shared

0.00

None

95.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	HDG MSCI EAFE	616.67K	SH	$26.21M 5.51%	616.67K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	253.78K	SH	$21.45M 4.51%	253.78K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	305.91K	SH	$20.89M 4.39%	305.91K
ETF SER SOLUTIONSSOLE	DISTILLATE US	359.17K	SH	$20.79M 4.37%	359.17K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	609.62K	SH	$19.76M 4.15%	609.62K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	433.51K	SH	$17.09M 3.59%	433.51K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	282.01K	SH	$14.52M 3.05%	282.01K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	270.81K	SH	$13.64M 2.87%	270.81K
PGIM ETF TRSOLE	SHRT DUR HGH YLD	265.65K	SH	$13.17M 2.77%	265.65K
TIDAL TRUST IISOLE	HILTON SMALL-MID	449.79K	SH	$12.23M 2.57%	449.79K
ISHARES TRSOLE	MSCI INDIA SM CP	187.76K	SH	$11.26M 2.37%	187.76K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	97.20K	SH	$10.77M 2.26%	97.20K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	71.36K	SH	$10.34M 2.17%	71.36K
ISHARES TRSOLE	RUS TP200 GR ETF	41.01K	SH	$10.20M 2.14%	41.01K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	104.43K	SH	$9.78M 2.05%	104.43K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	256.20K	SH	$9.43M 1.98%	256.20K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	135.50K	SH	$9.23M 1.94%	135.50K
ISHARES TRSOLE	CORE DIV GRWTH	115.39K	SH	$8.10M 1.70%	115.39K
FIRST TR EXCHANGE TRADED FDSOLE	NASDQ CLN EDGE	46.98K	SH	$7.68M 1.61%	46.98K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	158.90K	SH	$7.47M 1.57%	158.90K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.13K	SH	$7.25M 1.52%	12.13K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	34.27K	SH	$7.13M 1.50%	34.27K
SELECT SECTOR SPDR TRSOLE	STATE STREET ENE	115.45K	SH	$7.07M 1.49%	115.45K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	30.40K	SH	$5.83M 1.23%	30.40K
DBX ETF TRSOLE	XTRACKERS RUSSEL	95.12K	SH	$5.70M 1.20%	95.12K

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