Crumly & Associates Inc.

CIK 0001759578 • 6 13F filings • Apr 22, 2025 – Jul 8, 2026

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Filer information

Filed by: Crumly & Associates Inc., Chief Compliance Officer
Address: 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704
Phone: 2173213210
AUM: $476.7M

AUM over time

$563.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $410.8M159 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$219K	0.1%Prev: 0.1%	734 SH	Decreased-1,346 SH
ADOBE INC	COM	$274K	0.1%Prev: 0.1%	707 SH	Decreased-1,200 SH
AIR PRODS & CHEMS INC	COM	$224K	0.1%	794 SH	New
ALPHABET INC	CAP STK CL A	$987K	0.2%Prev: 0.4%	5,603 SH	Decreased-938 SH
ALTRIA GROUP INC	COM	$247K	0.1%Prev: 0.1%	4,212 SH	Increased+590 SH
AMAZON COM INC	COM	$1.9M	0.5%Prev: 0.4%	8,652 SH	Decreased-1,407 SH
AMEREN CORP	COM	$287K	0.1%Prev: 0.1%	2,984 SH	Increased+392 SH
AMERICAN EXPRESS CO	COM	$638K	0.2%Prev: 0.2%	2,000 SH	Decreased-1,734 SH
AMERICAN TOWER CORP NEW	COM	$230K	0.1%Prev: 0.1%	1,039 SH	Decreased-759 SH
AMGEN INC	COM	$320K	0.1%Prev: 0.1%	1,146 SH	Decreased-787 SH
APPLE INC	COM	$3.9M	0.9%Prev: 1.2%	19,022 SH	Decreased-3,081 SH
APPLIED DIGITAL CORP	COM NEW	$218K	0.1%Prev: 0.1%	21,691 SH	Decreased+421 SH
ASTRAZENECA PLC	SPONSORED ADR	$494K	0.1%	7,069 SH	New
AT&T INC	COM	$590K	0.1%Prev: 0.1%	20,378 SH	Increased+430 SH
AUTONATION INC	COM	$335K	0.1%Prev: 0.1%	1,686 SH	Decreased-753 SH
BALL CORP	COM	$230K	0.1%	4,095 SH	New
BANK AMERICA CORP	COM	$570K	0.1%Prev: 0.1%	12,042 SH	Increased+3,397 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$7.1M	1.7%Prev: 2.0%	121,633 SH	Decreased-134,568 SH
BLACKROCK INC	COM	$864K	0.2%Prev: 0.2%	824 SH	Decreased-91 SH
BOSTON SCIENTIFIC CORP	COM	$644K	0.2%Prev: 0.1%	5,993 SH	Increased+690 SH
BROADCOM INC	COM	$2.8M	0.7%Prev: 0.7%	10,053 SH	Decreased-356 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$5.6M	1.4%Prev: 0.1%	203,641 SH	Increased+192,861 SH
CHART INDS INC	COM	$313K	0.1%Prev: 0.1%	1,903 SH	Decreased-892 SH
CHEVRON CORP NEW	COM	$498K	0.1%Prev: 0.2%	3,477 SH	Decreased-449 SH
CISCO SYS INC	COM	$365K	0.1%Prev: 0.1%	5,258 SH	Decreased+424 SH
CITIZENS FINL GROUP INC	COM	$270K	0.1%Prev: 0.1%	6,029 SH	Decreased-10 SH
COMCAST CORP NEW	CL A	$454K	0.1%	12,721 SH	New
CONSTELLATION ENERGY CORP	COM	$1.1M	0.3%Prev: 0.2%	3,374 SH	Decreased-580 SH
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.3%Prev: 0.2%	2,140 SH	Increased-418 SH
CUMMINS INC	COM	$452K	0.1%Prev: 0.1%	1,381 SH	Decreased+308 SH
CYBERARK SOFTWARE LTD	SHS	$498K	0.1%	1,224 SH	New
DBX ETF TR	XTRACK MUN INFRA	$940K	0.2%Prev: 0.3%	39,168 SH	Decreased-22,059 SH
DBX ETF TR	XTRACKERS FTSE	$1.4M	0.3%Prev: 0.3%	41,235 SH	Decreased
DBX ETF TR	XTRACKERS RUSSEL	$5.8M	1.4%Prev: 1.2%	103,195 SH	Increased+8,079 SH
EAST WEST BANCORP INC	COM	$876K	0.2%Prev: 0.2%	8,672 SH	Increased+1,602 SH
EATON CORP PLC	SHS	$469K	0.1%Prev: 0.1%	1,314 SH	Decreased-321 SH
EBAY INC.	COM	$311K	0.1%	4,174 SH	New
ELI LILLY & CO	COM	$467K	0.1%Prev: 0.2%	599 SH	Decreased-186 SH
EMERSON ELEC CO	COM	$324K	0.1%Prev: 0.1%	2,430 SH	Decreased-1,736 SH
ENTERPRISE PRODS PARTNERS L	COM	$551K	0.1%Prev: 0.3%	17,784 SH	Decreased-16,411 SH
EOG RES INC	COM	$433K	0.1%Prev: 0.1%	3,618 SH	Decreased+295 SH
ETF SER SOLUTIONS	DISTILLATE INTNL	$11.9M	2.9%Prev: 4.2%	423,305 SH	Decreased-186,319 SH
ETF SER SOLUTIONS	DISTILLATE SMLMD	$1.0M	0.3%Prev: 0.1%	32,109 SH	Increased+17,041 SH
ETF SER SOLUTIONS	DISTILLATE US	$19.9M	4.9%Prev: 4.4%	360,414 SH	Decreased+1,248 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$8.0M	2.0%Prev: 1.9%	123,933 SH	Decreased-11,572 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$397K	0.1%Prev: 0.1%	4,216 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$645K	0.2%Prev: 0.1%	10,087 SH	Decreased+82 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$324K	0.1%Prev: 0.1%	4,175 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$6.6M	1.6%Prev: 1.5%	33,578 SH	Decreased-694 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.8M	1.4%Prev: 0.1%	126,756 SH	Increased+120,207 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$916K	0.2%Prev: 0.2%	18,385 SH	Decreased
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$2.8M	0.7%Prev: 0.7%	60,566 SH	Decreased-8,305 SH
FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	$10.5M	2.6%Prev: 3.1%	175,327 SH	Decreased-106,682 SH
FIRST TR EXCHANGE TRADED FD	ENERGY ALPHADX	$3.0M	0.7%Prev: 0.9%	194,856 SH	Decreased+1,636 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$1.6M	0.4%Prev: 0.3%	28,324 SH	Increased+1,718 SH
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$2.5M	0.6%Prev: 0.6%	34,306 SH	Decreased+432 SH
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$249K	0.1%Prev: 0.1%	17,466 SH	Decreased+1,604 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$11.1M	2.7%Prev: 2.1%	122,842 SH	Increased+18,416 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$8.1M	2.0%Prev: 2.3%	99,714 SH	Decreased+2,509 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$22.0M	5.3%Prev: 4.4%	349,978 SH	Increased+44,068 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.7M	0.7%Prev: 0.7%	72,896 SH	Decreased+60 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$13.7M	3.3%Prev: 3.6%	387,258 SH	Decreased-46,249 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$838K	0.2%	20,005 SH	New
FIRST TR NAS100 EQ WEIGHTED	SHS	$4.8M	1.2%	34,829 SH	New
FIRST TR VALUE LINE DIVID IN	SHS	$7.3M	1.8%	163,534 SH	New
FIRST TRUST LRGCP GWT ALPHAD	COM SHS	$396K	0.1%	2,623 SH	New
FISERV INC	COM	$825K	0.2%	4,785 SH	New
FORTINET INC	COM	$340K	0.1%Prev: 0.1%	3,216 SH	Decreased-3,603 SH
FREEPORT-MCMORAN INC	CL B	$533K	0.1%Prev: 0.1%	12,303 SH	Increased+6,190 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.3%Prev: 0.2%	1,479 SH	Decreased+88 SH
GROUP 1 AUTOMOTIVE INC	COM	$666K	0.2%Prev: 0.1%	1,525 SH	Increased+76 SH
HONEYWELL INTL INC	COM	$431K	0.1%Prev: 0.1%	1,851 SH	Decreased-729 SH
HSBC HLDGS PLC	SPON ADR NEW	$465K	0.1%Prev: 0.1%	7,647 SH	Decreased+550 SH
INVESCO QQQ TR	UNIT SER 1	$741K	0.2%Prev: 0.4%	1,342 SH	Decreased-1,638 SH
ISHARES GOLD TR	ISHARES NEW	$352K	0.1%Prev: 0.1%	5,640 SH	Decreased+843 SH
ISHARES INC	EM MKTS DIV ETF	$247K	0.1%Prev: 0.1%	8,630 SH	Decreased-400 SH
ISHARES SILVER TR	ISHARES	$283K	0.1%Prev: 0.2%	8,612 SH	Decreased-2,896 SH
ISHARES TR	CORE DIV GRWTH	$7.9M	1.9%Prev: 1.7%	123,989 SH	Decreased+8,595 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	0.8%Prev: 0.7%	50,725 SH	Decreased+1,032 SH
ISHARES TR	CORE S&P TTL STK	$265K	0.1%Prev: 0.1%	1,965 SH	Decreased
ISHARES TR	HDG MSCI EAFE	$16.2M	3.9%Prev: 5.5%	427,420 SH	Decreased-189,246 SH
ISHARES TR	MSCI INDIA SM CP	$7.5M	1.8%Prev: 2.4%	97,494 SH	Decreased-90,269 SH
ISHARES TR	MSCI INTL QUALTY	$5.3M	1.3%Prev: 1.1%	121,555 SH	Increased+11,705 SH
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.3%Prev: 0.4%	10,560 SH	Decreased-7,325 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.3%Prev: 0.2%	3,005 SH	Increased+582 SH
ISHARES TR	RUS 1000 VAL ETF	$856K	0.2%Prev: 0.1%	4,409 SH	Increased+3,026 SH
ISHARES TR	RUS MID CAP ETF	$2.0M	0.5%Prev: 0.4%	21,836 SH	Increased+4,272 SH
ISHARES TR	RUS TOP 200 ETF	$525K	0.1%Prev: 0.0%	3,427 SH	Increased+1,961 SH
ISHARES TR	RUS TP200 GR ETF	$10.2M	2.5%Prev: 2.1%	41,428 SH	Increased+420 SH
ISHARES TR	US HOME CONS ETF	$235K	0.1%Prev: 0.0%	2,525 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$28.9M	7.0%Prev: 4.5%	336,112 SH	Increased+82,333 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$2.7M	0.6%Prev: 0.5%	40,571 SH	Increased+7,131 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$238K	0.1%Prev: 0.1%	4,178 SH	Decreased-5,974 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.6M	0.4%Prev: 0.7%	31,541 SH	Decreased-31,775 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.0M	4.4%Prev: 0.5%	356,139 SH	Increased+309,189 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$10.3M	2.5%	195,268 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.9M	1.2%Prev: 2.9%	96,993 SH	Decreased-173,815 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.4%Prev: 0.4%	6,040 SH	Decreased-426 SH
JUMIA TECHNOLOGIES AG	SPONSORED ADS	$64K	0.0%	15,813 SH	New
KKR & CO INC	COM	$202K	0.0%	1,517 SH	New
KLA CORP	COM NEW	$842K	0.2%Prev: 0.3%	940 SH	Decreased+16 SH
KRAFT HEINZ CO	COM	$270K	0.1%	10,438 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$129K	0.0%Prev: 0.0%	30,372 SH	Increased+4,968 SH
MARVELL TECHNOLOGY INC	COM	$546K	0.1%	7,058 SH	New
MCDONALDS CORP	COM	$296K	0.1%Prev: 0.1%	1,014 SH	Decreased-260 SH
MEDTRONIC PLC	SHS	$616K	0.1%Prev: 0.2%	7,063 SH	Decreased-1,871 SH
MERCK & CO INC	COM	$627K	0.2%Prev: 0.2%	7,922 SH	Decreased+691 SH
META PLATFORMS INC	CL A	$801K	0.2%Prev: 0.2%	1,085 SH	Increased-205 SH
METLIFE INC	COM	$421K	0.1%Prev: 0.1%	5,236 SH	Increased+741 SH
MICROSOFT CORP	COM	$2.5M	0.6%Prev: 0.5%	5,014 SH	Increased-910 SH
NETFLIX INC	COM	$2.5M	0.6%Prev: 0.4%	1,854 SH	Increased-18,657 SH
NEWMONT CORP	COM	$500K	0.1%Prev: 0.3%	8,587 SH	Decreased-2,579 SH
NEXTERA ENERGY INC	COM	$538K	0.1%Prev: 0.1%	7,751 SH	Decreased+72 SH
NISOURCE INC	COM	$737K	0.2%Prev: 0.2%	18,274 SH	Decreased-2,791 SH
NVIDIA CORPORATION	COM	$1.7M	0.4%Prev: 0.4%	10,667 SH	Decreased-1,520 SH
NXP SEMICONDUCTORS N V	COM	$240K	0.1%Prev: 0.1%	1,097 SH	Decreased-1,260 SH
PALANTIR TECHNOLOGIES INC	CL A	$536K	0.1%Prev: 0.1%	3,932 SH	Decreased-699 SH
PEPSICO INC	COM	$269K	0.1%Prev: 0.1%	2,039 SH	Decreased-815 SH
PGIM ETF TR	MUNICIPAL INCOME	$379K	0.1%	7,551 SH	New
PGIM ETF TR	ULTRA SHORT MUNI	$752K	0.2%	14,937 SH	New
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$601K	0.1%Prev: 0.1%	39,750 SH	Increased
PIMCO DYNAMIC INCOME OPRNTS	COM BEN SHS	$169K	0.0%Prev: 0.1%	12,500 SH	Decreased-12,500 SH
PIMCO ETF TR	INTER MUN BD ACT	$378K	0.1%	7,367 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$3.5M	0.8%Prev: 1.1%	68,982 SH	Decreased-36,109 SH
PITNEY BOWES INC	COM	$276K	0.1%Prev: 0.0%	25,295 SH	Increased+5,106 SH
PNC FINL SVCS GROUP INC	COM	$613K	0.1%Prev: 0.2%	3,289 SH	Decreased-695 SH
PROLOGIS INC.	COM	$816K	0.2%Prev: 0.3%	7,758 SH	Decreased-2,336 SH
PURE STORAGE INC	CL A	$242K	0.1%Prev: 0.1%	4,207 SH	Decreased-4,099 SH
PURPLE INNOVATION INC	COM	$186K	0.0%Prev: 0.0%	254,613 SH	Decreased-37,450 SH
QUALCOMM INC	COM	$325K	0.1%Prev: 0.1%	2,043 SH	Decreased-2,174 SH
SALESFORCE INC	COM	$597K	0.1%Prev: 0.1%	2,189 SH	Decreased-1,130 SH
SCHLUMBERGER LTD	COM STK	$483K	0.1%	14,299 SH	New
SCHWAB CHARLES CORP	COM	$824K	0.2%Prev: 0.2%	9,027 SH	Decreased-1,337 SH
SELECT SECTOR SPDR TR	ENERGY	$4.7M	1.2%	55,756 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.0M	0.5%	39,055 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	0.3%	9,159 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.6M	0.6%Prev: 0.6%	5,844 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	1.0%Prev: 1.0%	6,910 SH	Decreased-225 SH
SPDR SER TR	PORTFOLI S&P1500	$528K	0.1%	7,048 SH	New
SPDR SER TR	RUSSELL YIELD	$1.5M	0.4%	13,723 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$252K	0.1%Prev: 0.1%	4,711 SH	Decreased
T-MOBILE US INC	COM	$787K	0.2%Prev: 0.2%	3,303 SH	Increased-405 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	0.3%Prev: 0.4%	5,254 SH	Decreased-472 SH
TELEDYNE TECHNOLOGIES INC	COM	$368K	0.1%Prev: 0.1%	719 SH	Decreased-224 SH
TESLA INC	COM	$1.4M	0.3%Prev: 0.4%	4,497 SH	Decreased-175 SH
TIDAL TR II	HILTON SMALL-MID	$11.4M	2.8%	442,734 SH	New
TJX COS INC NEW	COM	$277K	0.1%Prev: 0.1%	2,244 SH	Decreased+148 SH
TOTALENERGIES SE	SPONSORED ADS	$562K	0.1%	9,151 SH	New
UNITEDHEALTH GROUP INC	COM	$230K	0.1%	737 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$229K	0.1%Prev: 0.0%	578 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.0M	1.7%Prev: 1.5%	12,305 SH	Decreased+178 SH
VANGUARD INDEX FDS	SMALL CP ETF	$230K	0.1%Prev: 0.1%	972 SH	Decreased-53 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.0M	1.4%Prev: 1.1%	54,513 SH	Increased+6,055 SH
VANGUARD STAR FDS	VG TL INTL STK F	$334K	0.1%Prev: 0.1%	4,838 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$421K	0.1%Prev: 0.1%	634 SH	Increased+99 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$13.2M	3.2%Prev: 2.2%	100,858 SH	Increased+29,493 SH
VERIZON COMMUNICATIONS INC	COM	$347K	0.1%Prev: 0.1%	8,020 SH	Decreased-4,304 SH
VISA INC	COM CL A	$755K	0.2%Prev: 0.2%	2,125 SH	Decreased-684 SH
WALMART INC	COM	$1.3M	0.3%Prev: 0.4%	13,792 SH	Decreased-1,295 SH

Sold (vs prior filing)

ABBVIE INC — $579K
ADVANCED MICRO DEVICES INC — $444K
ALLEGION PLC — $310K
ALLIANCEBERNSTEIN HLDG L P — $206K
ALLIANT ENERGY CORP — $227K
ALPHABET INC — $235K
APTARGROUP INC — $311K
ARISTA NETWORKS INC — $477K
BERKLEY W R CORP — $228K
BERKSHIRE HATHAWAY INC DEL — $604K
BITWISE 10 CRYPTO INDEX ETF — $277K
BLACKSTONE MTG TR INC — $312K
COCA COLA CO — $259K
COREWEAVE INC — $2.7M
ENERGY TRANSFER L P — $327K
ETF SER SOLUTIONS — $287K
EXPAND ENERGY CORPORATION — $286K
EXXON MOBIL CORP — $705K
FIRST TR EXCHANGE TRADED FD — $7.7M
FIRST TR EXCHANGE-TRADED ALP — $273K
… and 45 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001759578-26-000002	$476.7M	View
Oct 7, 2026	Q3 2026	13F-HR	0001759578-26-000008	$563.5M	View
Nov 3, 2025	Q3 2025