Crumly & Associates Inc.
All 13F Filings
- Location
- Springfield, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 475,948
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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.