StockDriftsStockDriftsTop 50 Crumly & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | 5.56% | 619.0K | $29.0M | +0.38%(+2.32K) | $34.61(+38.14%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5.01% | 322.8K | $26.2M | +5.51%(+16.87K) | $53.24(+57.02%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.69% | 248.6K | $24.5M | -2.05%(-5.21K) | $77.45(+24.96%) | 2026-06-30 | |
| DSTL | ETF SER SOLUTIONS | 4.3% | 374.6K | $22.4M | +4.31%(+15.47K) | $46.27(+48.91%) | 2026-06-30 | |
| DSTX | ETF SER SOLUTIONS | 4.01% | 641.8K | $21.0M | +5.27%(+32.16K) | $25.64(+39.61%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.87% | 468.8K | $20.2M | +8.15%(+35.32K) | $35.19(+27.40%) | 2026-06-30 | |
| NFTY | FIRST TR EXCH TRD ALPHDX FD | 3.02% | 293.2K | $15.8M | +3.98%(+11.23K) | $49.70(+10.11%) | 2026-06-30 | |
| SMCO | TIDAL TRUST II | 2.74% | 461.5K | $14.3M | +2.60%(+11.72K) | $24.80(+24.56%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.67% | 276.1K | $13.9M | +1.95%(+5.29K) | $50.50(+0.22%) | 2026-06-30 | |
| PSH | PGIM ETF TR | 2.59% | 271.4K | $13.5M | +2.16%(+5.74K) | $50.21(-0.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.34% | +38.02% | +6.19% | +35.04% |
| Top 20 Holdings Unweighted | +10.70% | +35.65% | +5.75% | +32.26% |
Crumly & Associates Inc. reports $522.27M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are HEFA (5.6%), RDVY (5.0%) and JGRO (4.7%). The top 20 holdings account for 59.57% of reported assets. Its disclosed equity book has returned +38.02% on a three-year cumulative basis. Figures reflect the Q2 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