Crumly & Associates Inc.

All 13F Filings

Location
Springfield, IL
Most recent 13F
Q1 2026
Holdings value ($000)
475,948
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/2/2026 200 475,948 13F-HR Crumly & Associates Inc.
Q4 2025 1/14/2026 203 476,705 13F-HR Crumly & Associates Inc.
Q3 2025 11/3/2025 193 457,265 13F-HR Crumly & Associates Inc.
Q2 2025 7/2/2025 159 410,827 13F-HR Crumly & Associates Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 153.8 K 32.3% 0 225.3 K -225.3 K
ETFs 321.8 K 67.6% 224.6 K 0 224.6 K
Debt 287 0.1% 0 5 -5
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Fund Snapshot

Q1 2026
Latest filed
4/2/2026
Total value ($000)
475,948
Holdings
200
QoQ value change ($000)
-757 (-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.