account_balance

Investment manager · 13F filer · SEC CIK 1759578

Crumly & Associates Inc.

Reported value$563Mas of Sep 30, 2026
Positions205 19 new, 8 sold out
Top 10 weight39.0%HEFA alone is 6%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
HEFA iShares Tr 5.6% Added +10%
DSTX ETF Ser Solutions 5.1% Added +32%
DSTL ETF Ser Solutions 4.9% Added +14%
RDVY First Tr Exchange Traded Fd 4.8% Added +7%
SDVY First Tr Exchange Traded Fd 4.1% Added +23%
JGRO J P Morgan Exchange Traded F 4.1% Trimmed −5%
MGV Vanguard World Fd 2.9% Added +32%
SMCO Tidal Trust II 2.6% Added +14%
JAAA Janus Detroit STR Tr 2.6% Added +3%
PSH Pgim ETF Tr 2.4% Added +3%
TDIV First Tr Exchange Traded Fd 2.2% Added +11%
GRID First Tr Exchange-Traded Fd 2.2% Added +20%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • FFEM $10.8M
  • GOVI $893K
  • AMAT $392K
  • DIS $368K
arrow_upwardAdded
arrow_downwardTrimmed
  • NFTY −76%
  • PAAA −33%
  • SMIN −16%
  • PANW −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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