Bridget Johnson

Crumly & Associates Inc.

Assets Managed

$522.267M

Holdings

194

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

9.74%(2Q avg: 4.79%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crumly & Associates Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 194 positions.

Assets under management

The assets under management (AUM) of Crumly & Associates Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 522.267M in assets, with a quarterly growth rate of 9.74% and a 2-quarter average growth rate of 4.79%. The portfolio is managed by Bridget Johnson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HEFA Isha Curr Hedged Msci Eafe Recent Activity Increased 0.38%	5.57%	$29.046M 618,984 shares@ $46.93 avg price	Increased 0.38%
RDVY First Trust Rising Dividend Recent Activity Increased 5.52%	5.01%	$26.164M 322,777 shares@ $81.07 avg price	Increased 5.52%
JGRO Jpmorgan Active Growth Etf Recent Activity Decreased -2.05%	4.7%	$24.506M 248,565 shares@ $98.59 avg price	Decreased -2.05%
DSTL Distillate Us Fundamental St Recent Activity Increased 4.31%	4.3%	$22.441M 374,640 shares@ $59.9 avg price	Increased 4.31%
DSTX Distillate International Fun Recent Activity Increased 5.28%	4.02%	$20.955M 641,780 shares@ $32.66 avg price	Increased 5.28%
SDVY First Trust Smid Cap Rising Recent Activity Increased 8.15%	3.88%	$20.225M 468,829 shares@ $43.14 avg price	Increased 8.15%
NFTY First Trust India Nifty 50 E Recent Activity Increased 3.99%	3.03%	$15.775M 293,242 shares@ $53.8 avg price	Increased 3.99%
SMCO Hilton Small-midcap Opp Etf Recent Activity Increased 2.61%	2.74%	$14.307M 461,501 shares@ $31.0 avg price	Increased 2.61%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 1.96%	2.67%	$13.94M 276,101 shares@ $50.49 avg price	Increased 1.96%
PSH Pgim Short Duration High Yld Recent Activity Increased 2.17%	2.6%	$13.537M 271,387 shares@ $49.89 avg price	Increased 2.17%

1-10 of 194