StockDriftsStockDriftsTop 50 Crumly & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | 5.59% | 678.3K | $31.5M | +9.58%(+59.27K) | $35.30(+30.77%) | 2026-09-30 | |
| DSTX | ETF SER SOLUTIONS | 5.08% | 846.8K | $28.6M | +31.94%(+204.99K) | $27.42(+28.36%) | 2026-09-30 | |
| DSTL | ETF SER SOLUTIONS | 4.85% | 427.2K | $27.3M | +14.04%(+52.59K) | $48.20(+40.52%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.81% | 346.3K | $27.1M | +7.29%(+23.54K) | $53.15(+49.29%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.14% | 574.3K | $23.3M | +22.50%(+105.51K) | $35.70(+16.04%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.05% | 236.3K | $22.8M | -4.94%(-12.27K) | $77.45(+21.28%) | 2026-09-30 | |
| MGV | VANGUARD WORLD FD | 2.9% | 101.5K | $16.4M | +32.32%(+24.80K) | $137.61(+19.90%) | 2026-09-30 | |
| SMCO | TIDAL TRUST II | 2.57% | 527.5K | $14.5M | +14.30%(+65.98K) | $25.35(+8.95%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 2.56% | 285.2K | $14.4M | +3.30%(+9.12K) | $50.50(+0.19%) | 2026-09-30 | |
| PSH | PGIM ETF TR | 2.42% | 279.6K | $13.6M | +3.01%(+8.18K) | $50.14(-2.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.95% | +36.56% | +6.04% | +34.08% |
| Top 20 Holdings Unweighted | +10.38% | +34.50% | +5.66% | +31.67% |
Crumly & Associates INC reports $563.48M in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are HEFA (5.6%), DSTX (5.1%) and DSTL (4.8%). The top 20 holdings account for 59.2% of reported assets. Its disclosed equity book has returned +36.56% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crumly & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759578). View Crumly & Associates INC’s 13F filings on SEC