AI Portfolio Summary
In 2026 Q1, Crumly & Associates Inc. maintained a portfolio of 209 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 35.6%. Conversely, Crumly & Associates Inc. completely exited their position in JANUS DETROIT STR TR.
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:
1-25 of 209
| 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.) | |||
|
JSI
JANUS DETROIT S...
|
Unknown | 0.00% | 1.96% |
Sold All 😨
(Was: #14) |
0.0 | -179,881 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SGVT
SCHWAB STRATEGI...
|
Bond/Debt | 0.00% | 0.29% |
Sold All 😨
(Was: #63) |
0.0 | -13,617 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.00% | 0.16% |
Sold All 😨
(Was: #85) |
0.0 | -8,111 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CYBR
CYBERARK SOFTWA...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #118) |
0.0 | -1,058 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #171) |
0.0 | -3,546 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FSSL
FS SPECIALTY LE...
|
Bond/Debt | 0.00% | 0.05% |
Sold All 😨
(Was: #176) |
0.0 | -16,986 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #187) |
0.0 | -1,177 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.00% | 0.04% |
Sold All 😨
(Was: #196) |
0.0 | -419 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VGK
VANGUARD INTL E...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #197) |
0.0 | -2,414 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) |
Showing 1-25 of 209 holdings