CRUMLY & ASSOCIATES INC.

Filed: 10/7/2026ACC: 0001759578-26-000008

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $563.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

205

Positions

$563.48M

Total AUM (reported)

8.36M

Total Shares

Allocation by class

COM$69.77M12.4%

HDG MSCI EAFE$31.46M5.6%

DISTILLATE INTNL$28.64M5.1%

DISTILLATE US$27.33M4.9%

RISNG DIVD ACHIV$27.11M4.8%

SMID RISNG ETF$23.31M4.1%

ACTIVE GROWTH$22.82M4.1%

Portfolio Concentration

Top 3$87.44M15.5%

4–10$132.08M23.4%

11–25$150.92M26.8%

Rest$193.04M34.3%

Top 3 weight

15.5%

Top 10 weight

39.0%

Voting Authority Distribution

Total shares with voting rights: 8.36M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.36M

% of voting shares100.0%

Investment Discretion (by position count)

Sole205

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings205

Rows:

ISHARES TR

SOLE

HDG MSCI EAFE

Shares678.25K

TypeSH

Market value$31.46M

5.58%

Sole

0.00

Shared

0.00

None

678.25K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares846.76K

TypeSH

Market value$28.64M

5.08%

Sole

0.00

Shared

0.00

None

846.76K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares427.23K

TypeSH

Market value$27.33M

4.85%

Sole

0.00

Shared

0.00

None

427.23K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares346.31K

TypeSH

Market value$27.11M

4.81%

Sole

0.00

Shared

0.00

None

346.31K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares574.34K

TypeSH

Market value$23.31M

4.14%

Sole

0.00

Shared

0.00

None

574.34K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares236.29K

TypeSH

Market value$22.82M

4.05%

Sole

0.00

Shared

0.00

None

236.29K

VANGUARD WORLD FD

SOLE

MRNGSTR VAL ETF

Shares101.55K

TypeSH

Market value$16.36M

2.90%

Sole

0.00

Shared

0.00

None

101.55K

TIDAL TRUST II

SOLE

HILT SMAL MI ETF

Shares527.48K

TypeSH

Market value$14.48M

2.57%

Sole

0.00

Shared

0.00

None

527.48K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares285.22K

TypeSH

Market value$14.40M

2.55%

Sole

0.00

Shared

0.00

None

285.22K

PGIM ETF TR

SOLE

SHRT DUR HGH YLD

Shares279.56K

TypeSH

Market value$13.61M

2.41%

Sole

0.00

Shared

0.00

None

279.56K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares110.69K

TypeSH

Market value$12.49M

2.22%

Sole

0.00

Shared

0.00

None

110.69K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDQ CLN EDGE

Shares69.83K

TypeSH

Market value$12.37M

2.19%

Sole

0.00

Shared

0.00

None

69.83K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares270.39K

TypeSH

Market value$12.26M

2.18%

Sole

0.00

Shared

0.00

None

270.39K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares169.31K

TypeSH

Market value$12.19M

2.16%

Sole

0.00

Shared

0.00

None

169.31K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares115.24K

TypeSH

Market value$11.90M

2.11%

Sole

0.00

Shared

0.00

None

115.24K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares40.09K

TypeSH

Market value$11.82M

2.10%

Sole

0.00

Shared

0.00

None

40.09K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares160.21K

TypeSH

Market value$11.02M

1.96%

Sole

0.00

Shared

0.00

None

160.21K

FIDELITY COVINGTON TRUST

SOLE

FUND EM MKTS ETF

Shares257.89K

TypeSH

Market value$10.82M

1.92%

Sole

0.00

Shared

0.00

None

257.89K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares33.36K

TypeSH

Market value$10.01M

1.78%

Sole

0.00

Shared

0.00

None

33.36K

APPLE INC

SOLE

COM

Shares27.13K

TypeSH

Market value$9.03M

1.60%

Sole

0.00

Shared

0.00

None

27.13K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.64K

TypeSH

Market value$8.86M

1.57%

Sole

0.00

Shared

0.00

None

12.64K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares113.10K

TypeSH

Market value$8.53M

1.51%

Sole

0.00

Shared

0.00

None

113.10K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares157.15K

TypeSH

Market value$7.37M

1.31%

Sole

0.00

Shared

0.00

None

157.15K

PIMCO ETF TR

SOLE

SHTRM MUN BD ACT

Shares131.63K

TypeSH

Market value$6.50M

1.15%

Sole

0.00

Shared

0.00

None

131.63K

DBX ETF TR

SOLE

XTRA RU 1000 ETF

Shares90.33K

TypeSH

Market value$5.74M

1.02%

Sole

0.00

Shared

0.00

None

90.33K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	HDG MSCI EAFE	678.25K	SH	$31.46M 5.58%	678.25K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	846.76K	SH	$28.64M 5.08%	846.76K
ETF SER SOLUTIONSSOLE	DISTILLATE US	427.23K	SH	$27.33M 4.85%	427.23K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	346.31K	SH	$27.11M 4.81%	346.31K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	574.34K	SH	$23.31M 4.14%	574.34K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	236.29K	SH	$22.82M 4.05%	236.29K
VANGUARD WORLD FDSOLE	MRNGSTR VAL ETF	101.55K	SH	$16.36M 2.90%	101.55K
TIDAL TRUST IISOLE	HILT SMAL MI ETF	527.48K	SH	$14.48M 2.57%	527.48K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	285.22K	SH	$14.40M 2.55%	285.22K
PGIM ETF TRSOLE	SHRT DUR HGH YLD	279.56K	SH	$13.61M 2.41%	279.56K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	110.69K	SH	$12.49M 2.22%	110.69K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDQ CLN EDGE	69.83K	SH	$12.37M 2.19%	69.83K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	270.39K	SH	$12.26M 2.18%	270.39K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	169.31K	SH	$12.19M 2.16%	169.31K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	115.24K	SH	$11.90M 2.11%	115.24K
ISHARES TRSOLE	RUS TP200 GR ETF	40.09K	SH	$11.82M 2.10%	40.09K
ISHARES TRSOLE	MSCI INDIA SM CP	160.21K	SH	$11.02M 1.96%	160.21K
FIDELITY COVINGTON TRUSTSOLE	FUND EM MKTS ETF	257.89K	SH	$10.82M 1.92%	257.89K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	33.36K	SH	$10.01M 1.78%	33.36K
APPLE INCSOLE	COM	27.13K	SH	$9.03M 1.60%	27.13K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.64K	SH	$8.86M 1.57%	12.64K
ISHARES TRSOLE	CORE DIV GRWTH	113.10K	SH	$8.53M 1.51%	113.10K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	157.15K	SH	$7.37M 1.31%	157.15K
PIMCO ETF TRSOLE	SHTRM MUN BD ACT	131.63K	SH	$6.50M 1.15%	131.63K
DBX ETF TRSOLE	XTRA RU 1000 ETF	90.33K	SH	$5.74M 1.02%	90.33K

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