2026 Q1 Portfolio Activity
In 2026 Q1, Crumly & Associates Inc. maintained a portfolio of 209 distinct positions. The most significant new addition was COREWEAVE INC, now representing 0.56% of the total fund value. They heavily accumulated shares in JANUS DETROIT STR TR, increasing the position by 200.0%. Conversely, Crumly & Associates Inc. completely exited their position in JANUS DETROIT STR TR.
Position History
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Total Positions
209
Quarter
2026 Q1
Top Holding
HEFA (5.5%)
Top 10 Concentration
37.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
Crumly & Associates Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HEFA
ISHARES TR
|
ETF | 5.51% | 3.95% |
#1
3
Prev: #4
|
6.7 |
—
|
161,944 | 35.6% |
P
S
|
616,666 | $26,205,211 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
JGRO
J P MORGAN EXCH...
|
Warrant | 4.51% | 5.60% |
#2
1
Prev: #1
|
3.8 |
—
|
-33,668 | -11.7% |
P
S
|
253,779 | $21,449,401 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 4.39% | 4.94% |
#3
1
Prev: #2
|
3.3 |
—
|
-32,860 | -9.7% |
P
S
|
305,910 | $20,887,528 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DSTL
ETF SER SOLUTIO...
|
ETF | 4.37% | 4.53% |
#4
1
Prev: #3
|
2.7 |
—
|
-7,319 | -2.0% |
P
S
|
359,166 | $20,788,511 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DSTX
ETF SER SOLUTIO...
|
Bond/Debt | 4.15% | 2.92% |
#5
2
Prev: #7
|
4.7 |
—
|
170,638 | 38.9% |
P
S
|
609,624 | $19,755,282 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 3.59% | 3.83% |
#6
1
Prev: #5
|
1.9 |
—
|
-43,209 | -9.1% |
P
S
|
433,507 | $17,093,175 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
NFTY
FIRST TR EXCH T...
|
ETF | 3.05% | 2.33% |
#7
5
Prev: #12
|
3.7 |
—
|
91,576 | 48.1% |
P
S
|
282,009 | $14,522,485 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 2.87% | 0.96% |
#8
26
Prev: #34
|
4.1 |
—
|
180,547 | 200.0% |
P
S
|
270,808 | $13,640,599 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
PSH
PGIM ETF TR
|
ETF | 2.77% | 1.14% |
#9
19
Prev: #28
|
4.1 |
—
|
157,764 | 146.2% |
P
S
|
265,647 | $13,174,764 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SMCO
TIDAL TRUST II
|
Unknown | 2.57% | 2.85% |
#10
2
Prev: #8
|
1.5 |
—
|
-56,339 | -11.1% |
P
S
|
449,785 | $12,225,147 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SMIN
ISHARES TR
|
ETF | 2.37% | 1.55% |
#11
9
Prev: #20
|
3.9 |
—
|
81,932 | 77.4% |
P
S
|
187,763 | $11,258,269 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 2.26% | 2.22% |
#12
1
Prev: #13
|
1.4 |
—
|
-10,519 | -9.8% |
P
S
|
97,205 | $10,768,380 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 2.17% | 2.97% |
#13
7
Prev: #6
|
0.9 |
—
|
-28,804 | -28.8% |
P
S
|
71,365 | $10,344,357 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IWY
ISHARES TR
|
ETF | 2.14% | 2.39% |
#14
3
Prev: #11
|
1.4 |
—
|
-123 | -0.3% |
P
S
|
41,008 | $10,204,385 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 2.05% | 2.83% |
#15
6
Prev: #9
|
0.8 |
—
|
-35,046 | -25.1% |
P
S
|
104,426 | $9,780,494 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 1.98% | 1.94% |
#16
1
Prev: #15
|
3.3 |
—
|
61,350 | 31.5% |
P
S
|
256,201 | $9,430,759 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FCOM
FIDELITY COVING...
|
Bond/Debt | 1.94% | 2.44% |
#17
7
Prev: #10
|
1.3 |
—
|
-23,286 | -14.7% |
P
S
|
135,505 | $9,230,577 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DGRO
ISHARES TR
|
Warrant | 1.70% | 1.72% |
#18
2
Prev: #16
|
1.2 |
—
|
-2,587 | -2.2% |
P
S
|
115,394 | $8,098,342 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 1.61% | 1.58% |
#19
Prev: #19
|
1.1 |
—
|
-2,164 | -4.4% |
P
S
|
46,975 | $7,684,171 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 1.57% | 1.55% |
#20
1
Prev: #21
|
1.1 |
—
|
-1,605 | -1.0% |
P
S
|
158,900 | $7,473,077 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.52% | 1.60% |
#21
3
Prev: #18
|
1.1 |
—
|
-54 | -0.4% |
P
S
|
12,127 | $7,246,656 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.50% | 1.62% |
#22
5
Prev: #17
|
1.1 |
—
|
-120 | -0.3% |
P
S
|
34,272 | $7,130,269 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.49% | 1.08% |
#23
6
Prev: #29
|
1.1 |
—
|
41 | 0.0% |
P
S
|
115,450 | $7,072,475 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.23% | 1.51% |
#24
2
Prev: #22
|
1.0 |
—
|
-7,111 | -19.0% |
P
S
|
30,401 | $5,834,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DEUS
DBX ETF TR
|
ETF | 1.20% | 1.17% |
#25
1
Prev: #26
|
1.0 |
—
|
-888 | -0.9% |
P
S
|
95,116 | $5,696,497 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.18% | 1.08% |
#26
4
Prev: #30
|
2.5 |
—
|
3,130 | 16.5% |
P
S
|
22,103 | $5,609,610 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 1.12% | 1.34% |
#27
3
Prev: #24
|
0.9 |
—
|
-3,817 | -7.3% |
P
S
|
48,458 | $5,315,358 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SMMU
PIMCO ETF TR
|
ETF | 1.11% | 0.96% |
#28
5
Prev: #33
|
2.4 |
—
|
14,231 | 15.7% |
P
S
|
105,091 | $5,301,845 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 1.07% | 1.15% |
#29
2
Prev: #27
|
0.9 |
—
|
-11,159 | -9.2% |
P
S
|
109,850 | $5,078,381 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.97% | 0.99% |
#30
1
Prev: #31
|
0.9 |
—
|
225 | 3.3% |
P
S
|
7,135 | $4,640,242 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FXN
FIRST TR EXCHAN...
|
ETF | 0.91% | 0.67% |
#31
8
Prev: #39
|
1.4 |
—
|
no change | no change |
P
S
|
193,220 | $4,339,728 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
QQEW
FIRST TR EXCHAN...
|
ETF | 0.83% | 0.98% |
#32
Prev: #32
|
0.8 |
—
|
-1,713 | -5.2% |
P
S
|
31,220 | $3,964,113 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.71% | 0.69% |
#33
5
Prev: #38
|
0.8 |
—
|
-81 | -0.2% |
P
S
|
49,693 | $3,355,760 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FMHI
FIRST TR EXCH T...
|
ETF | 0.69% | 0.78% |
#34
1
Prev: #35
|
0.8 |
—
|
-8,983 | -11.5% |
P
S
|
68,871 | $3,274,126 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.68% | 0.72% |
#35
2
Prev: #37
|
0.8 |
—
|
440 | 4.4% |
P
S
|
10,409 | $3,221,656 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
EMLP
FIRST TR EXCHAN...
|
ETF | 0.67% | 0.58% |
#36
5
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
72,836 | $3,180,020 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.67% | 0.51% |
#37
8
Prev: #45
|
2.8 |
—
|
15,270 | 31.8% |
P
S
|
63,316 | $3,165,183 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 0.62% | 0.23% |
#38
33
Prev: #71
|
3.2 |
—
|
38,558 | 178.9% |
P
S
|
60,108 | $2,972,943 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FXR
FIRST TR EXCHAN...
|
ETF | 0.58% | 0.57% |
#39
3
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
33,874 | $2,765,160 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.57% | 0.59% |
#40
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
5,844 | $2,706,882 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CRWV
COREWEAVE INC
|
Technology | 0.56% | — |
#41
Prev: #—
|
3.7 |
—
|
34,252 | — |
NEW
|
34,252 | $2,653,502 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
JAVA
J P MORGAN EXCH...
|
ETF | 0.50% | 0.56% |
#42
1
Prev: #43
|
0.7 |
—
|
-3,657 | -9.9% |
P
S
|
33,440 | $2,399,320 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.50% | 0.74% |
#43
7
Prev: #36
|
0.2 |
—
|
-22,583 | -32.5% |
P
S
|
46,950 | $2,376,140 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.46% | 0.52% |
#44
Prev: #44
|
2.2 |
—
|
785 | 15.3% |
P
S
|
5,924 | $2,192,966 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.45% | 0.45% |
#45
3
Prev: #48
|
2.2 |
—
|
622 | 5.4% |
P
S
|
12,187 | $2,125,449 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.44% | 0.46% |
#46
Prev: #46
|
0.7 |
—
|
476 | 5.0% |
P
S
|
10,059 | $2,094,988 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.43% | 0.39% |
#47
6
Prev: #53
|
0.7 |
—
|
60 | 1.3% |
P
S
|
4,750 | $2,043,878 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.41% | 0.38% |
#48
7
Prev: #55
|
2.2 |
—
|
1,098 | 5.7% |
P
S
|
20,511 | $1,972,133 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.41% | 0.36% |
#49
7
Prev: #56
|
0.7 |
—
|
122 | 2.2% |
P
S
|
5,726 | $1,934,984 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.40% | 0.44% |
#50
1
Prev: #49
|
0.7 |
—
|
250 | 0.6% |
P
S
|
38,979 | $1,924,393 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) |
Showing 1-50 of 209 holdings