Crumly & Associates
Crumly & Associates reported 205 stocks worth $563M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are HEFA (5.6%), DSTX (5.1%) and DSTL (4.8%). Compared with Q2 2026, the fund opened new positions in FFEM and GOVI, added to HEFA, DSTX and DSTL, trimmed JGRO, IWY and SMIN and sold out of XOM, OMC and HONA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HEFA Ishares TR | $31.5M | 5.6% | 678K | +59K (+10%) | 8 of 8 | |
| 2 |  DSTX ETF Ser Solutions | $28.6M | 5.1% | 847K | +205K (+32%) | 8 of 8 | |
| 3 |  DSTL Distillate US Fundamental Stability & Value ETF | $27.3M | 4.8% | 427K | +53K (+14%) | 8 of 8 | |
| 4 |  RDVY First TR Exchange Traded FD | $27.1M | 4.8% | 346K | +24K (+7%) | 8 of 8 | |
| 5 |  SDVY First TR Exchange-Traded FD | $23.3M | 4.1% | 574K | +106K (+23%) | 8 of 8 | |
| 6 |  JGRO J P Morgan Exchange Traded F | $22.8M | 4.0% | 236K | −12K (−5%) | 8 of 8 | |
| 7 |  MGV Vanguard Mega Cap Value | $16.4M | 2.9% | 102K | +25K (+32%) | 7 of 8 | |
| 8 |  SMCO Tidal Trust II | $14.5M | 2.6% | 527K | +66K (+14%) | 8 of 8 | |
| 9 |  JAAA Janus Detroit Str TR | $14.4M | 2.6% | 285K | +9,119 (+3%) | 8 of 8 | |
| 10 |  PSH Pgim ETF TR | $13.6M | 2.4% | 280K | +8,176 (+3%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CHART INDS INC | $596K | 2,852 |
 XOM Exxon Mobil Corp | $447K | 3,271 |
 OMC Omnicom Group Inc | $388K | 5,330 |
 HONA Honeywell Aerospace Inc Com | $289K | 1,306 |
 NBIS Nebius Group | $272K | 986 |
🔒 Free account: see all 10.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Crumly & Associates 13F FAQ
What does Crumly & Associates own?
Crumly & Associates reported 205 stocks worth $563M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are HEFA (5.6%), DSTX (5.1%) and DSTL (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Crumly & Associates buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 109 added to, 40 trimmed and 10 sold out. New positions include FFEM and GOVI. It sold all of XOM, OMC and HONA.
When will Crumly & Associates file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Crumly & Associates's portfolio worth?
The Q3 2026 filing reports $563M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.