Fund HoldingsCrumly & Associates Inc.

Total Portfolio Value
$522.11M
Total Bought
$86.19M
Total Sold
$70.33M
Net Transaction
+$15.86M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TIDAL TRUST II
HILT SMAL MI ETF
0461,501+461,501014,3072.74%+14,307
DBX ETF TR091,913+91,91306,0021.15%+6,002
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0322,777+322,777026,1645.01%+26,164
SELECT SECTOR SPDR TR
ST STR ENERG ETF
090,826+90,82604,8240.92%+4,824
MORGAN STANLEY ETF TRUST
EATO VAN MU ETF
076,536+76,53604,0770.78%+4,077
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
46,97558,095+11,1207,68411,1402.13%+3,456
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
0468,829+468,829020,2253.87%+20,225
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
0248,565+248,565024,5064.69%+24,506
ISHARES TR
HDG MSCI EAFE
616,666618,984+2,31826,20529,0465.56%+2,841
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
97,20599,934+2,72910,76813,3162.55%+2,548
FIDELITY COVINGTON TRUST033,452+33,45209,5531.83%+9,553
PGIM ETF TR
AAA CLO ETF
11,61555,875+44,2605942,8650.55%+2,270
ISHARES TR
MSCI INDIA SM CP
187,763191,179+3,41611,25813,5222.59%+2,264
VANGUARD WORLD FD076,747+76,747012,5442.40%+12,544
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
63,316105,539+42,2233,1655,3461.02%+2,181
SELECT SECTOR SPDR TR
ST STR FINL ETF
038,491+38,49102,0640.40%+2,064
SPDR SERIES TRUST
ST STR R1K YLD
013,723+13,72301,7580.34%+1,758
APPLE INC(AAPL)22,10325,444+3,3415,6107,3631.41%+1,753
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
099,902+99,902011,4772.20%+11,477
ETF SER SOLUTIONS
DISTILLATE US
0374,640+374,640022,4414.30%+22,441
ISHARES TR040,226+40,226011,6902.24%+11,690
SELECT SECTOR SPDR TR
ST STR CARE ETF
08,741+8,74101,3870.27%+1,387
VANGUARD INDEX FDS012,477+12,47708,5701.64%+8,570
KLA CORP(KLAC)9248,738+7,8141,3612,6360.50%+1,276
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
282,009293,242+11,23314,52215,7753.02%+1,252
ETF SER SOLUTIONS
DISTILLATE INTNL
609,624641,780+32,15619,75520,9554.01%+1,200
ASTRAZENECA PLC(AZN)05,313+5,31301,0070.19%+1,007
PIMCO ETF TR
SHTRM MUN BD ACT
105,091124,280+19,1895,3026,2761.20%+974
FIDELITY MERRIMACK STR TR017,903+17,90308980.17%+898
CROWDSTRIKE HLDGS INC(CRWD)02,406+2,40601,8360.35%+1,836
COREWEAVE INC(CRWV)34,25234,452+2002,6543,4290.66%+776
FIRST TR EXCHANGE-TRADED FD029,243+29,24304,6670.89%+4,667
BROADCOM INC(AVGO)010,347+10,34703,9090.75%+3,909
SPACE EXPLORATION TECHN CORP03,541+3,54106050.12%+605
ISHARES TR
CORE DIV GRWTH
0114,563+114,56308,6831.66%+8,683
SPDR SERIES TRUST
ST STR PR SP1500
06,186+6,18605620.11%+562
FIDELITY COVINGTON TRUST0140,850+140,85009,7861.87%+9,786
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,7265,198-5281,9352,4820.48%+547
JOHNSON & JOHNSON(JNJ)02,137+2,13705430.10%+543
MICRON TECHNOLOGY INC(MU)0701+70108090.15%+809
ADVANCED MICRO DEVICES INC(AMD)2,1851,650-5354449590.18%+514
MARVELL TECHNOLOGY INC(MRVL)01,668+1,66804970.10%+497
INVESCO QQQ TR02,990+2,99002,2020.42%+2,202
PALO ALTO NETWORKS INC(PANW)4,8533,682-1,1717781,2560.24%+478
NVIDIA CORPORATION(NVDA)012,988+12,98802,5990.50%+2,599
ISHARES TR49,69349,193-5003,3563,7930.73%+438
INTEL CORP(INTC)02,936+2,93604100.08%+410
BUNGE GLOBAL SA(BG)03,765+3,76504020.08%+402
PGIM ETF TR
SHRT DUR HGH YLD
265,647271,387+5,74013,17513,5372.59%+362
FORTINET INC(FTNT)6,8195,778-1,0415578880.17%+330
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
33,87433,87402,7653,0870.59%+321
MERCK & CO INC(MRK)7,2319,224+1,9938701,1850.23%+315
ROCKET LAB CORP(RKLB)02,994+2,99403040.06%+304
JANUS DETROIT STR TR
HENDRSON AAA CL
270,808276,101+5,29313,64113,9402.67%+300
STATE STR SPDR DOW JONES IND(DIA)05,754+5,75403,0060.58%+3,006
HONEYWELL INTL INC01,330+1,33002980.06%+298
HONEYWELL AEROSPACE INC01,306+1,30602890.06%+289
APPLIED DIGITAL CORP021,270+21,27007930.15%+793
NEBIUS GROUP N.V.(NBIS)0986+98602720.05%+272
JPMORGAN CHASE & CO(JPM)06,613+6,61302,1650.41%+2,165
AMAZON COM INC(AMZN)09,866+9,86602,3510.45%+2,351
TESLA INC(TSLA)04,698+4,69801,9760.38%+1,976
VANGUARD INDEX FDS02,948+2,94802380.05%+238
ELI LILLY & CO(LLY)0793+79309510.18%+951
ALPHABET INC(GOOG)05,883+5,88302,1020.40%+2,102
VANGUARD INTL EQUITY INDEX F02,458+2,45802180.04%+218
ASML HLDG NV
N Y REGISTRY SHS
0109+10902170.04%+217
VANGUARD INDEX FDS0587+58702150.04%+215
CATERPILLAR INC(CAT)0199+19902120.04%+212
VANGUARD INDEX FDS02,436+2,43602100.04%+210
GOLDMAN SACHS GROUP INC(GS)01,370+1,37001,3860.27%+1,386
CUMMINS INC(CMI)01,078+1,07807690.15%+769
FIDELITY COVINGTON TRUST011,467+11,46708860.17%+886
CISCO SYS INC(CSCO)04,653+4,65305470.10%+547
PNC FINL SVCS GROUP INC(PNC)3,9844,055+718299980.19%+169
COMCAST CORP NEW(CCZ)06,585+6,58501620.03%+162
ISHARES TR17,56416,792-7721,7081,8520.35%+145
ABBVIE INC(ABBV)2,6622,825+1635797110.14%+132
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
042,603+42,60305,4451.04%+5,445
EVERPURE INC(P)8,3067,870-4364906200.12%+130
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
010,325+10,32506090.12%+609
FIRST TR EXCHANGE-TRADED FD
FINLS ALPHADEX
025,838+25,83801,6140.31%+1,614
MP MATERIALS CORP(MP)6,4337,644+1,2113104280.08%+118
EAST WEST BANCORP INC(EWBC)06,755+6,75508720.17%+872
GE VERNOVA INC(GEV)328343+152864030.08%+117
VISA INC(V)2,8092,811+28499650.18%+116
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
10,15212,155+2,0035756870.13%+111
QUALCOMM INC(QCOM)4,2173,534-6835436530.13%+110
NXP SEMICONDUCTORS N V
COM
2,3572,008-3494645640.11%+100
COMCAST CORP NEW(CCZ)(Call)04,000+4,000098+98
FIRST TR EXCHANGE-TRADED FD
SHS
158,900157,145-1,7557,4737,5711.45%+98
ISHARES TR09,080+9,08001,1270.22%+1,127
HSBC HLDGS PLC(HSBC)07,097+7,09706750.13%+675
EMERSON ELEC CO(EMR)4,1664,430+2645466340.12%+88
EATON CORP PLC(ETN)1,6351,573-625856700.13%+85
ISHARES INC9,03012,235+3,2053103940.08%+84
META PLATFORMS INC(META)01,458+1,45808210.16%+821
BANK OF AMER CORP08,801+8,80105010.10%+501
FIRST TR EXCHANGE-TRADED FD
INDXX NAT RE ETF
15,86222,683+6,8212833600.07%+77
ISHARES TR06,189+6,18904230.08%+423
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