CRUMLY & ASSOCIATES INC.

Filed: 7/8/2026ACC: 0001759578-26-000007

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $522.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

194

Positions

$522.27M

Total AUM (reported)

7.88M

Total Shares

Allocation by class

COM$63.22M12.1%

HDG MSCI EAFE$29.05M5.6%

RISNG DIVD ACHIV$26.16M5.0%

ACTIVE GROWTH$24.51M4.7%

DISTILLATE US$22.44M4.3%

DISTILLATE INTNL$20.96M4.0%

SMID RISNG ETF$20.23M3.9%

Portfolio Concentration

Top 3$79.72M15.3%

4–10$121.18M23.2%

11–25$145.43M27.8%

Rest$175.94M33.7%

Top 3 weight

15.3%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 7.88M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.88M

% of voting shares100.0%

Investment Discretion (by position count)

Sole194

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings194

Rows:

ISHARES TR

SOLE

HDG MSCI EAFE

Shares618.98K

TypeSH

Market value$29.05M

5.56%

Sole

0.00

Shared

0.00

None

618.98K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares322.78K

TypeSH

Market value$26.16M

5.01%

Sole

0.00

Shared

0.00

None

322.78K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares248.56K

TypeSH

Market value$24.51M

4.69%

Sole

0.00

Shared

0.00

None

248.56K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares374.64K

TypeSH

Market value$22.44M

4.30%

Sole

0.00

Shared

0.00

None

374.64K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares641.78K

TypeSH

Market value$20.96M

4.01%

Sole

0.00

Shared

0.00

None

641.78K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares468.83K

TypeSH

Market value$20.23M

3.87%

Sole

0.00

Shared

0.00

None

468.83K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares293.24K

TypeSH

Market value$15.77M

3.02%

Sole

0.00

Shared

0.00

None

293.24K

TIDAL TRUST II

SOLE

HILT SMAL MI ETF

Shares461.50K

TypeSH

Market value$14.31M

2.74%

Sole

0.00

Shared

0.00

None

461.50K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares276.10K

TypeSH

Market value$13.94M

2.67%

Sole

0.00

Shared

0.00

None

276.10K

PGIM ETF TR

SOLE

SHRT DUR HGH YLD

Shares271.39K

TypeSH

Market value$13.54M

2.59%

Sole

0.00

Shared

0.00

None

271.39K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares191.18K

TypeSH

Market value$13.52M

2.59%

Sole

0.00

Shared

0.00

None

191.18K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares99.93K

TypeSH

Market value$13.32M

2.55%

Sole

0.00

Shared

0.00

None

99.93K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares76.75K

TypeSH

Market value$12.54M

2.40%

Sole

0.00

Shared

0.00

None

76.75K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares40.23K

TypeSH

Market value$11.69M

2.24%

Sole

0.00

Shared

0.00

None

40.23K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares99.90K

TypeSH

Market value$11.48M

2.20%

Sole

0.00

Shared

0.00

None

99.90K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDQ CLN EDGE

Shares58.09K

TypeSH

Market value$11.14M

2.13%

Sole

0.00

Shared

0.00

None

58.09K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares140.85K

TypeSH

Market value$9.79M

1.87%

Sole

0.00

Shared

0.00

None

140.85K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares33.45K

TypeSH

Market value$9.55M

1.83%

Sole

0.00

Shared

0.00

None

33.45K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares114.56K

TypeSH

Market value$8.68M

1.66%

Sole

0.00

Shared

0.00

None

114.56K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.48K

TypeSH

Market value$8.57M

1.64%

Sole

0.00

Shared

0.00

None

12.48K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares249.04K

TypeSH

Market value$7.93M

1.52%

Sole

0.00

Shared

0.00

None

249.04K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares157.15K

TypeSH

Market value$7.57M

1.45%

Sole

0.00

Shared

0.00

None

157.15K

APPLE INC

SOLE

COM

Shares25.44K

TypeSH

Market value$7.36M

1.41%

Sole

0.00

Shared

0.00

None

25.44K

PIMCO ETF TR

SOLE

SHTRM MUN BD ACT

Shares124.28K

TypeSH

Market value$6.28M

1.20%

Sole

0.00

Shared

0.00

None

124.28K

DBX ETF TR

SOLE

XTRA RU 1000 ETF

Shares91.91K

TypeSH

Market value$6.00M

1.15%

Sole

0.00

Shared

0.00

None

91.91K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	HDG MSCI EAFE	618.98K	SH	$29.05M 5.56%	618.98K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	322.78K	SH	$26.16M 5.01%	322.78K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	248.56K	SH	$24.51M 4.69%	248.56K
ETF SER SOLUTIONSSOLE	DISTILLATE US	374.64K	SH	$22.44M 4.30%	374.64K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	641.78K	SH	$20.96M 4.01%	641.78K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	468.83K	SH	$20.23M 3.87%	468.83K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	293.24K	SH	$15.77M 3.02%	293.24K
TIDAL TRUST IISOLE	HILT SMAL MI ETF	461.50K	SH	$14.31M 2.74%	461.50K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	276.10K	SH	$13.94M 2.67%	276.10K
PGIM ETF TRSOLE	SHRT DUR HGH YLD	271.39K	SH	$13.54M 2.59%	271.39K
ISHARES TRSOLE	MSCI INDIA SM CP	191.18K	SH	$13.52M 2.59%	191.18K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	99.93K	SH	$13.32M 2.55%	99.93K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	76.75K	SH	$12.54M 2.40%	76.75K
ISHARES TRSOLE	RUS TP200 GR ETF	40.23K	SH	$11.69M 2.24%	40.23K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	99.90K	SH	$11.48M 2.20%	99.90K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDQ CLN EDGE	58.09K	SH	$11.14M 2.13%	58.09K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	140.85K	SH	$9.79M 1.87%	140.85K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	33.45K	SH	$9.55M 1.83%	33.45K
ISHARES TRSOLE	CORE DIV GRWTH	114.56K	SH	$8.68M 1.66%	114.56K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.48K	SH	$8.57M 1.64%	12.48K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	249.04K	SH	$7.93M 1.52%	249.04K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	157.15K	SH	$7.57M 1.45%	157.15K
APPLE INCSOLE	COM	25.44K	SH	$7.36M 1.41%	25.44K
PIMCO ETF TRSOLE	SHTRM MUN BD ACT	124.28K	SH	$6.28M 1.20%	124.28K
DBX ETF TRSOLE	XTRA RU 1000 ETF	91.91K	SH	$6.00M 1.15%	91.91K

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