Crumly & Associates Inc.

All 13F Filings

Location
Springfield, IL
Most recent 13F
Q3 2026
Holdings value ($000)
563,480
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/7/2026 207 563,480 13F-HR Crumly & Associates Inc.
Q2 2026 7/8/2026 196 522,267 13F-HR Crumly & Associates Inc.
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)
Derivatives reported exposure ($000): 161 (0.0% of total reported value) · QoQ Δ: +4
Type Value ($000) Share % Inflow Outflow Net
Stocks 178.9 K 31.8% 3.73 K 0 3.73 K
ETFs 384.4 K 68.2% 37.48 K 0 37.48 K
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Fund Snapshot

Q3 2026
Latest filed
10/7/2026
Total value ($000)
563,480
Holdings
207
QoQ value change ($000)
41,213 (7.9%)
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.