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: $457.3M191 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$239K	0.1%Prev: 0.1%	1,032 SH	Decreased-1,793 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$428K	0.1%Prev: 0.1%	1,736 SH	Increased-995 SH
ADOBE INC	COM	$505K	0.1%Prev: 0.1%	1,432 SH	Increased-787 SH
AIR PRODS & CHEMS INC	COM	$335K	0.1%	1,228 SH	New
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$210K	0.0%	5,491 SH	New
ALLIANT ENERGY CORP	COM	$213K	0.0%Prev: 0.0%	3,163 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.4%	6,685 SH	Decreased+802 SH
ALTRIA GROUP INC	COM	$201K	0.0%Prev: 0.0%	3,048 SH	Decreased-364 SH
AMAZON COM INC	COM	$2.0M	0.4%Prev: 0.5%	8,964 SH	Decreased-902 SH
AMEREN CORP	COM	$312K	0.1%Prev: 0.1%	2,992 SH	Increased+400 SH
AMERICAN EXPRESS CO	COM	$1.2M	0.3%Prev: 0.1%	3,516 SH	Increased+1,214 SH
AMERICAN TOWER CORP NEW	COM	$313K	0.1%	1,625 SH	New
AMGEN INC	COM	$396K	0.1%Prev: 0.1%	1,402 SH	Decreased+274 SH
APPLE INC	COM	$4.9M	1.1%Prev: 1.4%	19,186 SH	Decreased-6,258 SH
APPLIED DIGITAL CORP	COM NEW	$498K	0.1%Prev: 0.2%	21,691 SH	Decreased+421 SH
ASTRAZENECA PLC	SPONSORED ADR	$654K	0.1%	8,523 SH	New
AT&T INC	COM	$561K	0.1%Prev: 0.1%	19,875 SH	Increased-549 SH
AUTONATION INC	COM	$464K	0.1%Prev: 0.1%	2,119 SH	Increased-320 SH
BALL CORP	COM	$315K	0.1%	6,257 SH	New
BANK AMERICA CORP	COM	$447K	0.1%	8,673 SH	New
BERKLEY W R CORP	COM	$263K	0.1%	3,427 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$628K	0.1%	1,250 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$9.7M	2.1%Prev: 1.5%	155,354 SH	Increased-93,690 SH
BLACKROCK INC	COM	$957K	0.2%Prev: 0.2%	821 SH	Increased-89 SH
BLACKSTONE MTG TR INC	COM CL A	$282K	0.1%	15,291 SH	New
BOSTON SCIENTIFIC CORP	COM	$560K	0.1%Prev: 0.0%	5,737 SH	Increased+746 SH
BROADCOM INC	COM	$3.3M	0.7%Prev: 0.7%	10,015 SH	Decreased-332 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$6.0M	1.3%	217,292 SH	New
CHART INDS INC	COM	$458K	0.1%Prev: 0.1%	2,289 SH	Decreased-563 SH
CHEVRON CORP NEW	COM	$641K	0.1%	4,127 SH	New
CISCO SYS INC	COM	$326K	0.1%Prev: 0.1%	4,762 SH	Decreased+109 SH
CITIZENS FINL GROUP INC	COM	$321K	0.1%Prev: 0.1%	6,039 SH	Decreased-34 SH
COCA COLA CO	COM	$259K	0.1%	3,901 SH	New
COMCAST CORP NEW	CL A	$556K	0.1%Prev: 0.0%	17,701 SH	Increased+7,116 SH
CONSTELLATION ENERGY CORP	COM	$1.2M	0.3%Prev: 0.2%	3,715 SH	Increased-432 SH
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.2%Prev: 0.4%	2,301 SH	Decreased-105 SH
CUMMINS INC	COM	$489K	0.1%Prev: 0.1%	1,158 SH	Decreased+80 SH
CYBERARK SOFTWARE LTD	SHS	$557K	0.1%	1,152 SH	New
DBX ETF TR	XTRACK MUN INFRA	$1.9M	0.4%Prev: 0.2%	77,963 SH	Increased+45,090 SH
DBX ETF TR	XTRACKERS FTSE	$1.4M	0.3%Prev: 0.3%	41,235 SH	Decreased
DBX ETF TR	XTRACKERS RUSSEL	$5.7M	1.3%	98,555 SH	New
EAST WEST BANCORP INC	COM	$885K	0.2%Prev: 0.2%	8,317 SH	Increased+1,562 SH
EATON CORP PLC	SHS	$554K	0.1%Prev: 0.1%	1,480 SH	Decreased-93 SH
EBAY INC.	COM	$512K	0.1%	5,631 SH	New
ELI LILLY & CO	COM	$599K	0.1%Prev: 0.2%	785 SH	Decreased-8 SH
EMERSON ELEC CO	COM	$401K	0.1%Prev: 0.1%	3,060 SH	Decreased-1,370 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$291K	0.1%Prev: 0.1%	16,948 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$938K	0.2%Prev: 0.2%	30,011 SH	Decreased-3,626 SH
EOG RES INC	COM	$563K	0.1%Prev: 0.1%	5,020 SH	Increased+1,684 SH
ETF SER SOLUTIONS	DISTILLATE INTNL	$13.1M	2.9%Prev: 4.0%	431,808 SH	Decreased-209,972 SH
ETF SER SOLUTIONS	DISTILLATE SMLMD	$1.2M	0.3%Prev: 0.1%	33,523 SH	Increased+19,094 SH
ETF SER SOLUTIONS	DISTILLATE US	$22.0M	4.8%Prev: 4.3%	379,280 SH	Decreased+4,640 SH
ETF SER SOLUTIONS	VIDENT US BOND	$292K	0.1%	6,608 SH	New
EXPAND ENERGY CORPORATION	COM	$277K	0.1%	2,604 SH	New
EXXON MOBIL CORP	COM	$286K	0.1%Prev: 0.1%	2,534 SH	Decreased-737 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$8.9M	1.9%Prev: 1.9%	125,591 SH	Decreased-15,259 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$434K	0.1%Prev: 0.1%	4,216 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$675K	0.1%Prev: 0.2%	10,093 SH	Decreased-1,374 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$342K	0.1%Prev: 0.1%	4,175 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$7.5M	1.6%Prev: 1.8%	33,925 SH	Decreased+473 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.1M	1.3%	131,549 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$932K	0.2%Prev: 0.2%	18,385 SH	Decreased
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$3.8M	0.8%Prev: 0.2%	79,447 SH	Increased+58,911 SH
FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	$10.5M	2.3%Prev: 3.0%	184,439 SH	Decreased-108,803 SH
FIRST TR EXCHANGE TRADED FD	ENERGY ALPHADX	$3.1M	0.7%	193,220 SH	New
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$1.6M	0.4%	27,294 SH	New
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$2.7M	0.6%	34,306 SH	New
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$188K	0.0%	12,355 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$12.5M	2.7%Prev: 2.2%	126,399 SH	Increased+26,497 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$9.9M	2.2%Prev: 2.5%	102,163 SH	Decreased+2,229 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$24.6M	5.4%Prev: 5.0%	365,294 SH	Decreased+42,517 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$421K	0.1%Prev: 0.1%	2,623 SH	Increased+855 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.8M	0.6%Prev: 0.6%	72,836 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SHS	$13.0M	2.8%Prev: 1.6%	212,410 SH	Increased+35,618 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$15.1M	3.3%	396,210 SH	New
FISERV INC	COM	$702K	0.2%	5,441 SH	New
FORTINET INC	COM	$416K	0.1%Prev: 0.2%	4,945 SH	Decreased-833 SH
FREEPORT-MCMORAN INC	CL B	$552K	0.1%	14,072 SH	New
GENTEX CORP	COM	$307K	0.1%Prev: 0.1%	10,837 SH	Decreased-2,454 SH
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.3%Prev: 0.3%	1,512 SH	Decreased+142 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$209K	0.0%	2,331 SH	New
GROUP 1 AUTOMOTIVE INC	COM	$650K	0.1%Prev: 0.1%	1,486 SH	Increased+37 SH
HERSHEY CO	COM	$219K	0.0%	1,169 SH	New
HONEYWELL INTL INC	COM	$484K	0.1%Prev: 0.1%	2,299 SH	Increased+969 SH
HSBC HLDGS PLC	SPON ADR NEW	$522K	0.1%Prev: 0.1%	7,356 SH	Decreased+259 SH
INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$969K	0.2%	34,910 SH	New
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$703K	0.2%	6,654 SH	New
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$212K	0.0%Prev: 0.0%	8,576 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.3%Prev: 0.4%	2,254 SH	Decreased-736 SH
ISHARES GOLD TR	ISHARES NEW	$410K	0.1%Prev: 0.1%	5,640 SH	Increased+843 SH
ISHARES INC	MSCI GERMANY ETF	$245K	0.1%	5,891 SH	New
ISHARES SILVER TR	ISHARES	$365K	0.1%Prev: 0.1%	8,612 SH	Decreased-4,006 SH
ISHARES TR	7-10 YR TRSY BD	$269K	0.1%	2,791 SH	New
ISHARES TR	CORE DIV GRWTH	$8.0M	1.8%Prev: 1.7%	118,195 SH	Decreased+3,632 SH
ISHARES TR	CORE S&P MCP ETF	$3.2M	0.7%Prev: 0.7%	49,774 SH	Decreased+581 SH
ISHARES TR	CORE S&P TTL STK	$286K	0.1%Prev: 0.1%	1,965 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$279K	0.1%	417 SH	New
ISHARES TR	HDG MSCI EAFE	$17.4M	3.8%Prev: 5.6%	438,502 SH	Decreased-180,482 SH
ISHARES TR	ISHS 5-10YR INVT	$250K	0.1%Prev: 0.0%	4,625 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$324K	0.1%Prev: 0.1%	6,072 SH	Decreased-117 SH
ISHARES TR	MSCI INDIA SM CP	$7.2M	1.6%Prev: 2.6%	100,926 SH	Decreased-90,253 SH
ISHARES TR	MSCI INTL QUALTY	$5.3M	1.2%Prev: 0.9%	120,066 SH	Increased+29,488 SH
ISHARES TR	NATIONAL MUN ETF	$2.2M	0.5%Prev: 0.2%	20,364 SH	Increased+11,073 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.3%Prev: 0.2%	2,786 SH	Increased-6,294 SH
ISHARES TR	RUS 1000 VAL ETF	$282K	0.1%Prev: 0.0%	1,386 SH	Increased+394 SH
ISHARES TR	RUS MID CAP ETF	$1.7M	0.4%Prev: 0.4%	17,433 SH	Decreased+641 SH
ISHARES TR	RUS TOP 200 ETF	$244K	0.1%	1,466 SH	New
ISHARES TR	RUS TP200 GR ETF	$11.3M	2.5%Prev: 2.2%	41,202 SH	Decreased+976 SH
ISHARES TR	RUSSELL 2000 ETF	$212K	0.0%Prev: 0.1%	875 SH	Decreased-7 SH
ISHARES TR	S&P 500 VAL ETF	$208K	0.0%Prev: 0.0%	1,009 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$228K	0.0%Prev: 0.0%	1,607 SH	Decreased-28 SH
ISHARES TR	US HOME CONS ETF	$271K	0.1%Prev: 0.1%	2,525 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$31.8M	7.0%Prev: 4.7%	339,285 SH	Increased+90,720 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$2.6M	0.6%Prev: 0.5%	38,000 SH	Increased+7,162 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$505K	0.1%Prev: 0.1%	8,842 SH	Decreased-3,313 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.3M	0.5%Prev: 1.0%	45,370 SH	Decreased-60,169 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.4M	1.8%Prev: 0.0%	165,052 SH	Increased+160,490 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$10.9M	2.4%	209,064 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.9M	1.1%Prev: 2.7%	96,820 SH	Decreased-179,281 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.4%	5,970 SH	New
KINDER MORGAN INC DEL	COM	$290K	0.1%	10,259 SH	New
KKR & CO INC	COM	$301K	0.1%	2,314 SH	New
KLA CORP	COM NEW	$1.0M	0.2%Prev: 0.5%	953 SH	Decreased-7,785 SH
KRAFT HEINZ CO	COM	$420K	0.1%	16,146 SH	New
LITHIA MTRS INC	COM	$266K	0.1%Prev: 0.1%	842 SH	Decreased-404 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$124K	0.0%Prev: 0.0%	27,236 SH	Decreased+2,482 SH
MARVELL TECHNOLOGY INC	COM	$623K	0.1%Prev: 0.1%	7,406 SH	Increased+5,738 SH
MCDONALDS CORP	COM	$532K	0.1%	1,751 SH	New
MEDTRONIC PLC	SHS	$716K	0.2%	7,516 SH	New
MERCK & CO INC	COM	$792K	0.2%Prev: 0.2%	9,442 SH	Decreased+218 SH
META PLATFORMS INC	CL A	$885K	0.2%Prev: 0.2%	1,205 SH	Increased-253 SH
METLIFE INC	COM	$377K	0.1%Prev: 0.1%	4,582 SH	Increased+204 SH
MICROSOFT CORP	COM	$2.7M	0.6%Prev: 0.4%	5,244 SH	Increased-689 SH
NETFLIX INC	COM	$2.3M	0.5%	1,903 SH	New
NEWMONT CORP	COM	$855K	0.2%Prev: 0.2%	10,141 SH	Decreased+828 SH
NEXTERA ENERGY INC	COM	$587K	0.1%Prev: 0.1%	7,779 SH	Decreased+53 SH
NISOURCE INC	COM	$831K	0.2%Prev: 0.2%	19,187 SH	Decreased-1,604 SH
NVIDIA CORPORATION	COM	$2.1M	0.5%Prev: 0.5%	11,384 SH	Decreased-1,604 SH
NXP SEMICONDUCTORS N V	COM	$409K	0.1%Prev: 0.1%	1,797 SH	Decreased-211 SH
PALANTIR TECHNOLOGIES INC	CL A	$871K	0.2%Prev: 0.1%	4,772 SH	Increased-867 SH
PEPSICO INC	COM	$409K	0.1%Prev: 0.1%	2,915 SH	Decreased-517 SH
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$647K	0.1%Prev: 0.1%	39,750 SH	Increased
PIMCO DYNAMIC INCOME OPRNTS	COM BEN SHS	$177K	0.0%Prev: 0.1%	12,500 SH	Decreased-14,500 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$4.5M	1.0%Prev: 1.2%	88,450 SH	Decreased-35,830 SH
PITNEY BOWES INC	COM	$241K	0.1%Prev: 0.0%	21,137 SH	Increased+9,477 SH
PNC FINL SVCS GROUP INC	COM	$704K	0.2%Prev: 0.2%	3,502 SH	Decreased-553 SH
PROLOGIS INC.	COM	$1.0M	0.2%Prev: 0.3%	9,042 SH	Decreased-1,086 SH
PURE STORAGE INC	CL A	$595K	0.1%	7,102 SH	New
PURPLE INNOVATION INC	COM	$238K	0.1%Prev: 0.0%	254,613 SH	Increased-78,650 SH
QUALCOMM INC	COM	$473K	0.1%Prev: 0.1%	2,844 SH	Decreased-690 SH
RITHM CAPITAL CORP	COM NEW	$162K	0.0%	14,221 SH	New
RTX CORPORATION	COM	$205K	0.0%Prev: 0.0%	1,225 SH	Decreased-46 SH
SALESFORCE INC	COM	$672K	0.1%Prev: 0.1%	2,834 SH	Increased-512 SH
SCHLUMBERGER LTD	COM STK	$463K	0.1%	13,464 SH	New
SCHWAB CHARLES CORP	COM	$888K	0.2%Prev: 0.2%	9,302 SH	Decreased-1,177 SH
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$1.7M	0.4%	16,469 SH	New
SELECT SECTOR SPDR TR	ENERGY	$5.2M	1.1%	57,678 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.2M	0.5%	40,272 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	0.3%	8,606 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	0.6%	5,844 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.3%Prev: 0.2%	4,356 SH	Increased+1,124 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	1.0%	6,964 SH	New
SPDR SERIES TRUST	BLOOMBERG SHT TE	$219K	0.0%	8,539 SH	New
SPDR SERIES TRUST	ICE PFD SEC ETF	$244K	0.1%	7,368 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$499K	0.1%	6,186 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$1.6M	0.3%	13,723 SH	New
STARWOOD PPTY TR INC	COM	$212K	0.0%	10,962 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$236K	0.1%Prev: 0.1%	4,711 SH	Decreased
T-MOBILE US INC	COM	$812K	0.2%Prev: 0.1%	3,393 SH	Increased-432 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.5M	0.3%	5,195 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$505K	0.1%Prev: 0.1%	862 SH	Decreased-57 SH
TESLA INC	COM	$2.1M	0.5%Prev: 0.4%	4,813 SH	Increased+115 SH
TIDAL TRUST II	HILTON SMALL-MID	$13.5M	3.0%	500,765 SH	New
TJX COS INC NEW	COM	$316K	0.1%Prev: 0.1%	2,184 SH	Decreased+60 SH
TOTALENERGIES SE	SPONSORED ADS	$535K	0.1%	8,956 SH	New
TRACTOR SUPPLY CO	COM	$201K	0.0%	3,527 SH	New
TRAVELERS COMPANIES INC	COM	$300K	0.1%	1,074 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$252K	0.1%Prev: 0.1%	578 SH	Decreased-2,890 SH
VANGUARD INDEX FDS	GROWTH ETF	$201K	0.0%Prev: 0.0%	419 SH	Decreased-2,017 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.5M	1.6%Prev: 1.6%	12,181 SH	Decreased-296 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$206K	0.0%Prev: 0.1%	988 SH	Decreased-254 SH
VANGUARD INDEX FDS	SMALL CP ETF	$247K	0.1%Prev: 0.1%	970 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$254K	0.1%Prev: 0.1%	773 SH	Decreased-66 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$491K	0.1%Prev: 0.1%	8,181 SH	Decreased-2,144 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.4M	1.4%Prev: 1.0%	53,345 SH	Increased+10,742 SH
VANGUARD STAR FDS	VG TL INTL STK F	$355K	0.1%Prev: 0.1%	4,838 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$399K	0.1%Prev: 0.1%	535 SH	Increased-2,361 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$15.3M	3.3%Prev: 2.4%	110,812 SH	Increased+34,065 SH
VERIZON COMMUNICATIONS INC	COM	$544K	0.1%Prev: 0.1%	12,379 SH	Increased-307 SH
VISA INC	COM CL A	$782K	0.2%Prev: 0.2%	2,290 SH	Decreased-521 SH
WALMART INC	COM	$1.5M	0.3%Prev: 0.3%	14,344 SH	Decreased-856 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $959K
ALLEGION PLC — $362K
ALPHABET INC — $289K
AMERICAN TOWER CORP — $325K
APTARGROUP INC — $349K
ARISTA NETWORKS INC — $483K
ASML HLDG NV — $217K
ASTRAZENECA PLC — $1.0M
BANK OF AMER CORP — $501K
BITWISE 10 CRYPTO INDEX ETF — $234K
BLACKSTONE MORTGAGE TRUST IN — $276K
BUNGE GLOBAL SA — $402K
CATERPILLAR INC — $212K
CHEVRON CORPORATION — $655K
COREWEAVE INC — $3.4M
DBX ETF TR — $6.0M
EVERPURE INC — $620K
FIDELITY MERRIMACK STR TR — $898K
FIRST TR EXCHANGE TRADED FD — $20.2M
FIRST TR EXCHANGE-TRADED FD — $2.8M
… and 42 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