Crumly & Associates Inc.

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CIK 1759578

13F portfolio (2026-Q1)

$476M

Positions

200

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

200

Top 5

22.9%

Top 10

37.8%

Effective N

46.1

HHI

0.022

This quarter

6 new · 0 exit →

By sector

Unclassified83.5%

Information Technology5.9%

Financials2.5%

Consumer Discretionary1.8%

Communication Services1.5%

Utilities1.1%

Energy0.9%

Health Care0.8%

Other1.9%

By market cap

Unknown84.3%

Mega (>$200B)8.2%

Large ($10–200B)6.6%

Mid ($2–10B)0.8%

Small ($300M–2B)0.0%

By region

Other83.5%

North America15.7%

Asia-Pacific0.4%

Europe0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	83.67%	99
Technology Hardware & Equipment	2.07%	8
Semiconductors & Semiconductor Equipment	1.78%	6
Software	1.69%	7
Banks	1.28%	8
Specialty Retail	1.28%	7
Utilities	1.10%	8
Oil, Gas & Consumable Fuels	0.86%	7
Software & IT Services	0.71%	4
Capital Markets	0.68%	4
Pharmaceuticals & Biotechnology	0.60%	4
Media & Entertainment	0.49%	2
Equity Real Estate Investment Trusts (REITs)	0.48%	5
Automobiles & Components	0.42%	2
Diversified Telecommunication Services	0.42%	3
Metals & Mining	0.39%	3
Machinery	0.37%	3
Commercial Services & Supplies	0.33%	3
Aerospace & Defense	0.29%	3
Health Care Equipment & Supplies	0.23%	2
Insurance	0.18%	3
Electrical Equipment & Components	0.17%	2
Beverages	0.15%	2
Communications Equipment	0.11%	1
Hotels, Restaurants & Leisure	0.08%	1
Chemicals	0.07%	1
Tobacco	0.05%	1
Household Durables	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	Unclassified	5.51%
2	JGRO	JPMorgan Active Growth ETF	Unclassified	4.51%
3	RDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	4.39%
4	DSTL	ETF SER SOLUTIONS	Unclassified	4.37%
5	DSTX	ETF SER SOLUTIONS	Unclassified	4.15%
6	SDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	3.59%
7	NFTY	FIRST TR EXCH TRD ALPHDX FD	Unclassified	3.05%
8	JAAA	JANUS DETROIT STR TR	Unclassified	2.87%
9	PSH	PGIM SHORT DURATION HIGH YIELD ETF	Unclassified	2.77%
10	SMCO	TIDAL TRUST II	Unclassified	2.57%

102/200 names classified · sector 16.5% of weight · industry 16.3% · mkt cap 15.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 26 quarters

Information TechnologyAAPL, MSFT, AVGO, NVDA, CRWV · other

FinancialsJPM, SCHW, BLK, MA, ALL · other

Consumer DiscretionaryAMZN, WMT, GPI, TSLA, MCD · other

IndustrialsBA, FISV, LMT, BABA, EBAY · other

Communication ServicesNFLX, DIS, TMUS, GOOGL, CMCSA · other

Health CareMRK, PFE, MDT, LLY, BMRN · other

MaterialsCLF, IFF, OLN, FMC, NEM · other

EnergySLB, CVX, BP, EOG, TTE · other

Consumer StaplesCVS, GIS, KHC, CAG, PEP · other

Real EstatePLD, ARE, FR, WPC, IVT · other

UtilitiesEPD, NI, NEE, CEG, CNP · other

UnclassifiedFVD, IWY, FTEC, MTUM, FTSM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 16.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 14% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (89 classified)Crumly & Associates Inc. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesHealth CareIndustrialsUtilitiesEnergyReal EstateMaterialsConsumer Staples

Style box summary for Crumly & Associates Inc.: centroid Large Core. Heaviest cells: Large Growth 5.2%, Large Core 4.5%, Large Value 1.9%.

Classified: 14.2% of book weight (89/200 names) · unclassified 85.8%: HEFA, JGRO, RDVY, DSTL, DSTX, SDVY, NFTY, JAAA, PSH, SMCO +101 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 200 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	616,666	$26M	5.5%	ADD 36%
2	JGROJPMorgan Active Growth ETF	253,779	$21M	4.5%	TRIM −12%
3	RDVYFIRST TR EXCHANGE TRADED FD	305,910	$21M	4.4%	TRIM −10%
4	DSTLETF SER SOLUTIONS	359,166	$21M	4.4%	HOLD
5	DSTXETF SER SOLUTIONS	609,624	$20M	4.2%	ADD 39%
6	SDVYFIRST TR EXCHANGE TRADED FD	433,507	$17M	3.6%	TRIM −9%
7	NFTYFIRST TR EXCH TRD ALPHDX FD	282,009	$15M	3.1%	ADD 48%
8	JAAAJANUS DETROIT STR TR	270,808	$14M	2.9%	ADD 200%
9	PSHPGIM SHORT DURATION HIGH YIELD ETF	265,647	$13M	2.8%	ADD 146%
10	SMCOTIDAL TRUST II	449,785	$12M	2.6%	TRIM −11%
11	SMINISHARES TR	187,763	$11M	2.4%	ADD 77%
12	AIRRFirst Trust RBA Amern Indl Renaissance ETF	97,205	$11M	2.3%	TRIM −10%
13	MGVVANGUARD WORLD FD	71,365	$10M	2.2%	TRIM −29%
14	IWYISHARES TR	41,008	$10M	2.1%	HOLD
15	TDIVFIRST TR EXCHANGE TRADED FD	104,426	$10M	2.1%	TRIM −25%
16	BITBBITWISE BITCOIN ETF TR	256,201	$9M	2.0%	ADD 31%
17	FCOMFIDELITY COVINGTON TRUST	135,505	$9M	1.9%	TRIM −15%
18	DGROISHARES CORE DIVIDEND GROWTH ETF	115,394	$8M	1.7%	TRIM −2%
19	GRIDFIRST TR EXCHANGE TRADED FD	46,975	$8M	1.6%	TRIM −4%
20	FVDFIRST TR EXCHANGE-TRADED FD	158,900	$7M	1.6%	HOLD
21	VOOVANGUARD INDEX FDS	12,127	$7M	1.5%	HOLD
22	FTECFIDELITY COVINGTON TRUST	34,272	$7M	1.5%	HOLD
23	XLESELECT SECTOR SPDR TR	115,450	$7M	1.5%	HOLD
24	RSPINVESCO EXCHANGE TRADED FD T	30,401	$6M	1.2%	TRIM −19%
25	DEUSDBX ETF TR	95,116	$6M	1.2%	HOLD
26	AAPLAPPLE INC	22,103	$6M	1.2%	ADD 16%
27	VONGVANGUARD SCOTTSDALE FDS	48,458	$5M	1.1%	TRIM −7%
28	SMMUPIMCO ETF TR	105,091	$5M	1.1%	ADD 16%
29	IQLTISHARES TR	109,850	$5M	1.1%	TRIM −9%
30	SPYSTATE STR SPDR S&P 500 ETF T	7,135	$5M	1.0%	ADD 3%
31	FXNFIRST TR EXCHANGE TRADED FD	193,220	$4M	0.9%	HOLD
32	QQEWFirst Trust NASDAQ-100 Equal Wtd ETF	31,220	$4M	0.8%	TRIM −5%
33	IJHISHARES TR	49,693	$3M	0.7%	HOLD
34	FMHIFIRST TR EXCH TRADED FD III	68,871	$3M	0.7%	TRIM −12%
35	AVGOBROADCOM INC	10,409	$3M	0.7%	ADD 4%
36	EMLPFirst TR. Ex. Tr. FD N. American Energy	72,836	$3M	0.7%	HOLD
37	JMUBJPMORGAN MUNICIPAL ETF	63,316	$3M	0.7%	ADD 32%
38	MTBASIMPLIFY EXCHANGE TRADED FUN	60,108	$3M	0.6%	ADD 179%
39	FXRFIRST TR EXCHANGE TRADED FD	33,874	$3M	0.6%	HOLD
40	DIASPDR DOW JONES INDL AVERAGE	5,844	$3M	0.6%	HOLD
41	CRWVCOREWEAVE INC	34,252	$3M	0.6%	NEW
42	JAVAJ P MORGAN EXCHANGE TRADED F	33,440	$2M	0.5%	TRIM −10%
43	JPSTJ P MORGAN EXCHANGE TRADED F	46,950	$2M	0.5%	TRIM −32%
44	MSFTMICROSOFT CORP	5,924	$2M	0.5%	ADD 15%
45	NVDANVIDIA CORPORATION	12,187	$2M	0.4%	ADD 5%
46	AMZNAMAZON COM INC	10,059	$2M	0.4%	ADD 5%
47	GLDSPDR GOLD TR	4,750	$2M	0.4%	HOLD
48	NFLXNETFLIX INC	20,511	$2M	0.4%	ADD 6%
49	TSMTAIWAN SEMICONDUCTOR MFG LTD	5,726	$2M	0.4%	ADD 2%
50	XLFSELECT SECTOR SPDR TR	38,979	$2M	0.4%	HOLD
51	JPMJPMORGAN CHASE & CO	6,466	$2M	0.4%	ADD 8%
52	MUBISHARES TR	17,885	$2M	0.4%	TRIM −13%
53	GOOGLALPHABET INC	6,541	$2M	0.4%	ADD 6%
54	WMTWALMART INC	15,087	$2M	0.4%	ADD 7%
55	TSLATESLA INC	4,672	$2M	0.4%	ADD 6%
56	QQQINVESCO QQQ TR	2,980	$2M	0.4%	HOLD
57	IWRISHARES TR	17,564	$2M	0.4%	HOLD
58	ONEYSPDR SERIES TRUST	13,723	$2M	0.3%	HOLD
59	DEEFDBX ETF TR	41,235	$2M	0.3%	HOLD
60	RVNUDBX ETF TR	61,227	$2M	0.3%	TRIM −5%
61	FXOFIRST TR EXCHANGE TRADED FD	26,606	$1M	0.3%	HOLD
62	KLACKLA CORP	924	$1M	0.3%	HOLD
63	PLDPROLOGIS INC.	10,094	$1M	0.3%	ADD 8%
64	EPDENTERPRISE PRODS PARTNERS L	34,195	$1M	0.3%	ADD 7%
65	XLVSELECT SECTOR SPDR TR	8,741	$1M	0.3%	HOLD
66	NEMNEWMONT CORP	11,166	$1M	0.3%	ADD 4%
67	GSGOLDMAN SACHS GROUP INC	1,391	$1M	0.2%	ADD 3%
68	AXPAMERICAN EXPRESS CO	3,734	$1M	0.2%	ADD 8%
69	CEGCONSTELLATION ENERGY CORP	3,954	$1M	0.2%	ADD 8%
70	IWFISHARES TR	2,423	$1M	0.2%	TRIM −13%
71	CRWDCROWDSTRIKE HLDGS INC	2,558	$998,669	0.2%	ADD 12%
72	NINISOURCE INC	21,065	$982,893	0.2%	ADD 9%
73	SCHWSCHWAB CHARLES CORP	10,364	$973,992	0.2%	ADD 9%
74	FDLFirst Trust Morningstar Div Leaders ETF	18,523	$940,968	0.2%	ADD 4%
75	FMBFirst Trust Managed Municipal ETF	18,385	$931,384	0.2%	HOLD
76	EVIMMORGAN STANLEY ETF TRUST	16,978	$892,109	0.2%	NEW
77	BLKBLACKROCK INC	915	$879,658	0.2%	ADD 11%
78	MRKMERCK & CO INC	7,231	$869,785	0.2%	ADD 4%
79	VVISA INC	2,809	$848,955	0.2%	ADD 21%
80	PNCPNC FINL SVCS GROUP INC	3,984	$829,031	0.2%	ADD 15%
81	TTETotalEnergies SE	8,997	$818,519	0.2%	HOLD
82	CVXCHEVRON CORP NEW	3,926	$812,289	0.2%	ADD 9%
83	SLVISHARES SILVER TR	11,508	$784,155	0.2%	HOLD
84	TMUST-MOBILE US INC	3,708	$778,791	0.2%	ADD 8%
85	PANWPALO ALTO NETWORKS INC	4,853	$778,033	0.2%	ADD 108%
86	MDTMEDTRONIC PLC	8,934	$774,152	0.2%	ADD 17%
87	EWBCEAST WEST BANCORP INC	7,070	$754,793	0.2%	TRIM −2%
88	METAMETA PLATFORMS INC	1,290	$738,086	0.2%	ADD 5%
89	LLYELI LILLY & CO	785	$722,019	0.2%	HOLD
90	NEENEXTERA ENERGY INC	7,679	$713,226	0.1%	HOLD
91	XOMEXXON MOBIL CORP	4,156	$705,046	0.1%	ADD 71%
92	FHLCFIDELITY COVINGTON TRUST	10,005	$703,955	0.1%	HOLD
93	SLBSCHLUMBERGER LTD	13,464	$691,915	0.1%	HOLD
94	AMGNAMGEN INC	1,933	$680,126	0.1%	ADD 6%
95	PLTRPALANTIR TECHNOLOGIES INC	4,631	$677,423	0.1%	ADD 8%
96	CRMSALESFORCE INC	3,319	$619,558	0.1%	ADD 28%
97	VZVERIZON COMMUNICATIONS INC	12,324	$618,665	0.1%	HOLD
98	BRK.BBERKSHIRE HATHAWAY INC DEL	1,261	$604,271	0.1%	HOLD
99	PAAAPGIM ETF TR	11,615	$594,456	0.1%	ADD 10%
100	HSBCHSBC HLDGS PLC	7,097	$585,432	0.1%	TRIM −3%
101	ETNEATON CORP PLC	1,635	$584,790	0.1%	ADD 17%
102	HONHONEYWELL INTL INC	2,580	$583,217	0.1%	ADD 9%
103	ABBVABBVIE INC	2,662	$579,049	0.1%	ADD 18%
104	TAT&T INC	19,948	$578,293	0.1%	HOLD
105	GTLSCHART INDS INC	2,795	$577,866	0.1%	ADD 18%
106	CMICUMMINS INC	1,073	$577,295	0.1%	TRIM −7%
107	JEPIJPMorgan Equity Premium Income ETF	10,152	$575,415	0.1%	ADD 15%
108	PAXSPIMCO ACCESS INCOME FUND	39,750	$572,798	0.1%	HOLD
109	TDYTELEDYNE TECHNOLOGIES INC	943	$570,524	0.1%	ADD 6%
110	DSMCETF SER SOLUTIONS	15,068	$563,891	0.1%	TRIM −7%
111	FTSMFIRST TR EXCHANGE-TRADED FD	9,324	$557,389	0.1%	HOLD
112	FTNTFORTINET INC	6,819	$557,249	0.1%	ADD 19%
113	EMREMERSON ELEC CO	4,166	$545,894	0.1%	ADD 21%
114	QCOMQUALCOMM INC	4,217	$543,065	0.1%	ADD 41%
115	TGTTARGET CORP	4,404	$533,770	0.1%	ADD 18%
116	APLDAPPLIED DIGITAL CORP	21,270	$504,950	0.1%	HOLD
117	PEVERPURE INC	8,306	$490,386	0.1%	ADD 23%
118	VGITVANGUARD SCOTTSDALE FDS	8,228	$489,988	0.1%	HOLD
119	SPTMSPDR SERIES TRUST	6,186	$489,049	0.1%	HOLD
120	EOGEOG RES INC	3,323	$480,406	0.1%	ADD 24%
121	GPIGROUP 1 AUTOMOTIVE INC	1,449	$479,027	0.1%	TRIM −2%
122	ANETARISTA NETWORKS INC	3,889	$477,491	0.1%	ADD 10%
123	ANAUTONATION INC	2,439	$476,239	0.1%	ADD 15%
124	NXPINXP SEMICONDUCTORS N V	2,357	$463,999	0.1%	ADD 29%
125	ADBEADOBE INC	1,907	$463,554	0.1%	ADD 34%
126	ORCLORACLE CORP	3,067	$451,187	0.1%	ADD 84%
127	AMDADVANCED MICRO DEVICES INC	2,185	$444,495	0.1%	ADD 20%
128	PEPPEPSICO INC	2,854	$443,224	0.1%	ADD 31%
129	TBLLINVESCO EXCH TRADED FD TR II	4,150	$438,033	0.1%	HOLD
130	IAUISHARES GOLD TR	4,797	$422,904	0.1%	TRIM −15%
131	BACBANK AMERICA CORP	8,645	$421,444	0.1%	HOLD
132	ACNACCENTURE PLC IRELAND	2,080	$412,443	0.1%	ADD 30%
133	MCDMCDONALDS CORP	1,274	$395,945	0.1%	ADD 12%
134	FDISFIDELITY COVINGTON TRUST	4,216	$393,182	0.1%	HOLD
135	CSCOCISCO SYS INC	4,834	$375,066	0.1%	ADD 3%
136	VGTVANGUARD WORLD FD	535	$373,280	0.1%	HOLD
137	VXUSVANGUARD STAR FDS	4,838	$373,058	0.1%	HOLD
138	CFGCITIZENS FINL GROUP INC	6,039	$362,159	0.1%	HOLD
139	FIDUFIDELITY COVINGTON TRUST	4,175	$361,198	0.1%	HOLD
140	FCXFREEPORT MCMORAN INC	6,113	$359,322	0.1%	ADD 3%
141	EEMISHARES TR	6,158	$349,721	0.1%	TRIM −17%
142	OMCOMNICOM GROUP INC	4,643	$349,636	0.1%	ADD 40%
143	TJXTJX COS INC NEW	2,096	$334,731	0.1%	TRIM −4%
144	BSXBOSTON SCIENTIFIC CORP	5,303	$332,763	0.1%	TRIM −2%
145	ETENERGY TRANSFER L P	16,948	$327,096	0.1%	HOLD
146	PDOPIMCO DYNAMIC INCOME OPRNTS	25,000	$323,250	0.1%	ADD 67%
147	METMETLIFE INC	4,495	$317,870	0.1%	HOLD
148	TRVTRAVELERS COMPANIES INC	1,082	$315,629	0.1%	HOLD
149	BXMTBLACKSTONE MTG TR INC	16,291	$311,973	0.1%	ADD 7%
150	ATRAPTARGROUP INC	2,468	$311,017	0.1%	ADD 29%
151	MPMP MATERIALS CORP	6,433	$310,457	0.1%	ADD 34%
152	DVYEISHARES INC	9,030	$310,451	0.1%	ADD 22%
153	ALLEALLEGION PLC	2,136	$310,339	0.1%	ADD 35%
154	AMTAMERICAN TOWER CORP	1,798	$310,299	0.1%	ADD 50%
155	SUNSUNOCO LP/SUNOCO FIN CORP	4,711	$306,074	0.1%	HOLD
156	LADLITHIA MTRS INC	1,203	$300,413	0.1%	ADD 54%
157	FBNDFIDELITY TOTAL BOND ETF	6,549	$298,765	0.1%	TRIM −95%
158	IWDISHARES TR	1,383	$295,506	0.1%	HOLD
159	CGMSCAPITAL GRP FIXED INCM ETF T	10,780	$293,539	0.1%	TRIM −95%
160	VBNDETF SER SOLUTIONS	6,608	$286,701	0.1%	HOLD
161	GEVGE VERNOVA INC	328	$286,311	0.1%	NEW
162	EXEEXPAND ENERGY CORPORATION	2,604	$285,867	0.1%	HOLD
163	AEEAMEREN CORP	2,592	$284,913	0.1%	HOLD
164	FTRIFIRST TR EXCHANGE TRADED FD	15,862	$283,137	0.1%	ADD 31%
165	MUMICRON TECHNOLOGY INC	835	$282,111	0.1%	TRIM −36%
166	GNTXGENTEX CORP	12,813	$279,964	0.1%	ADD 45%
167	ITOTISHARES TR	1,965	$279,875	0.1%	HOLD
168	KMIKINDER MORGAN INC DEL	8,309	$278,591	0.1%	TRIM −10%
169	BITWBITWISE 10 CRYPTO INDEX ETF	6,216	$277,277	0.1%	ADD 61%
170	IVVISHARES TR	419	$274,004	0.1%	HOLD
171	FTCFIRST TR EXCHANGE-TRADED ALP	1,768	$272,524	0.1%	TRIM −33%
172	VBRVANGUARD INDEX FDS	1,242	$269,825	0.1%	ADD 26%
173	VTIVANGUARD INDEX FDS	837	$268,582	0.1%	ADD 8%
174	VBVANGUARD INDEX FDS	1,025	$268,468	0.1%	ADD 6%
175	IBITISHARES BITCOIN TRUST ETF	6,876	$264,176	0.1%	NEW
176	KOCOCA COLA CO	3,404	$258,906	0.1%	ADD 5%
177	DVYISHARES TR	1,627	$246,316	0.1%	HOLD
178	IGIBISHARES TR	4,625	$246,143	0.1%	HOLD
179	RTXRTX CORPORATION	1,240	$239,107	0.1%	HOLD
180	MOALTRIA GROUP INC	3,622	$239,016	0.1%	NEW
181	VOOGVANGUARD ADMIRAL FDS INC	578	$235,645	0.0%	HOLD
182	IWLIShares - Russell 200 Index ETF	1,466	$235,262	0.0%	HOLD
183	GOOGALPHABET INC	818	$234,651	0.0%	HOLD
184	EWGISHARES INC MSCI GERMANY ETF	5,891	$233,696	0.0%	HOLD
185	ITBISHARES TR	2,525	$228,660	0.0%	HOLD
186	WRBBERKLEY W R CORP	3,436	$227,718	0.0%	HOLD
187	PSKSPDR SERIES TRUST	7,368	$227,229	0.0%	HOLD
188	LNTALLIANT ENERGY CORP	3,163	$226,977	0.0%	HOLD
189	PBIPITNEY BOWES INC	20,189	$223,088	0.0%	ADD 6%
190	IWMISHARES TR	880	$218,122	0.0%	HOLD
191	SJNKSPDR SERIES TRUST	8,539	$213,304	0.0%	HOLD
192	IVEISHARES TR	1,009	$213,050	0.0%	HOLD
193	SCHFSCHWAB STRATEGIC TR	8,526	$211,019	0.0%	NEW
194	VRPINVESCO EXCH TRADED FD TR II	8,576	$205,652	0.0%	HOLD
195	ABALLIANCEBERNSTEIN HLDG L P	5,491	$205,583	0.0%	HOLD
196	PRPLPURPLE INNOVATION INC	292,063	$193,112	0.0%	ADD 6%
197	STWDSTARWOOD PPTY TR INC	10,962	$188,766	0.0%	HOLD
198	BITOPROSHARES TR	19,454	$181,117	0.0%	HOLD
199	RITMRITHM CAPITAL CORP	14,221	$134,815	0.0%	HOLD
200	LYGLLOYDS BANKING GROUP PLC	25,404	$127,782	0.0%	ADD 8%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF

436K

438K

427K

439K

455K

617K

$26M

JGROJPMorgan Active Growth ETF

140K

283K

336K

339K

287K

254K

$21M

RDVYFIRST TR EXCHANGE TRADED FD

334K

342K

350K

365K

339K

306K

$21M

DSTLETF SER SOLUTIONS

336K

346K

360K

379K

366K

359K

$21M

DSTXETF SER SOLUTIONS

406K

412K

423K

432K

439K

610K

$20M

SDVYFIRST TR EXCHANGE TRADED FD

234K

277K

387K

396K

477K

434K

$17M

NFTYFIRST TR EXCH TRD ALPHDX FD

154K

169K

175K

184K

190K

282K

$15M

JAAAJANUS DETROIT STR TR

107K

101K

97K

90K

271K

$14M

PSHPGIM SHORT DURATION HIGH YIELD ETF

—

108K

266K

$13M

SMCOTIDAL TRUST II

205K

409K

443K

501K

506K

450K

$12M

SMINISHARES TR

76K

93K

97K

101K

106K

188K

$11M

AIRRFirst Trust RBA Amern Indl Renaissance ETF

59K

82K

100K

102K

108K

97K

$11M

MGVVANGUARD WORLD FD

—

86K

101K

111K

100K

71K

$10M

IWYISHARES TR

42K

41K

$10M

TDIVFIRST TR EXCHANGE TRADED FD

104K

111K

123K

126K

139K

104K

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Crumly & Associates Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 200 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Crumly & Associates Inc.