1y return+14.8%S&P 500 +20.9%
3y return+40.9%S&P 500 +68.5%
5y return+36.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $168 against $232 in the S&P 500.2
Crumly & Associates Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HEFAIshares Tr | $29.0M | 5.6% | |
| RDVYFirst Tr Exchange Traded Fd | $26.2M | 5.0% | +5.5% |
| JGROJ P Morgan Exchange Traded F | $24.5M | 4.7% | −2.1% |
| DSTLEtf Ser Solutions | $22.4M | 4.3% | +4.3% |
| DSTXEtf Ser Solutions | $21.0M | 4.0% | +5.3% |
| SDVYFirst Tr Exchange Traded Fd | $20.2M | 3.9% | +8.1% |
| NFTYFirst Tr Exch Trd Alphdx Fd | $15.8M | 3.0% | +4.0% |
| SMCOTidal Trust II | $14.3M | 2.7% | +2.6% |
| JAAAJanus Detroit Str Tr | $13.9M | 2.7% | +2.0% |
| PSHPgim Etf Tr | $13.5M | 2.6% | +2.2% |
| SMINIshares Tr | $13.5M | 2.6% | +1.8% |
| AIRRFirst Tr Exchange Traded Fd | $13.3M | 2.6% | +2.8% |
| MGVVanguard World Fd | $12.5M | 2.4% | +7.5% |
| IWYIshares Tr | $11.7M | 2.2% | −1.9% |
| TDIVFirst Tr Exchange Traded Fd | $11.5M | 2.2% | −4.3% |
| GRIDFirst Tr Exchange-traded Fd | $11.1M | 2.1% | +23.7% |
| FCOMFidelity Covington Trust | $9.8M | 1.9% | +3.9% |
| FTECFidelity Covington Trust | $9.6M | 1.8% | −2.4% |
| DGROIshares Tr | $8.7M | 1.7% | |
| VOOVanguard Index Fds | $8.6M | 1.6% | +2.9% |
| BITBBitwise Bitcoin Etf Tr | $7.9M | 1.5% | −2.8% |
| FVDFirst Tr Exchange-traded Fd | $7.6M | 1.5% | −1.1% |
| AAPLApple Inc | $7.4M | 1.4% | +15.1% |
| SMMUPimco Etf Tr | $6.3M | 1.2% | +18.3% |
| DEUSDbx Etf Tr | $6.0M | 1.1% | −3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $3.9M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $9.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.4M |
| IWYIshares Tr | June 30, 2020 | +172.6% | $11.7M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $8.6M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $3.8M |
| XLESelect Sector Spdr Tr | March 31, 2021 | +116.5% | $4.8M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2020 | +103.0% | $26.2M |
| DGROIshares Tr | June 30, 2020 | +101.6% | $8.7M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2022 | +95.3% | $4.2M |
Sold off last quarter
- Medtronic PLCCUSIP G5960L103 was $774K
- BRK/BBerkshire Hathaway Inc Del was $604K
- Honeywell Intl IncCUSIP 438516106 was $583K
- FTSMFirst Tr Exchange-traded Fd was $557K
- TGTTarget Corp was $534K
- TBLLInvesco Exch Traded Fd Tr II was $438K
- MCDMcdonalds Corp was $396K
- TRVTravelers Companies Inc was $316K
- FBNDFidelity Merrimack Str Tr was $299K
- CGMSCapital Grp Fixed Incm Etf T was $294K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +1.6% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −1.1% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crumly & Associates Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1759578&type=13F-HR&dateb=&owner=include&count=40CIK 1759578
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1759578/000175957826000007/Filed July 8, 2026 · accession 0001759578-26-000007