Portfolio (Quarterly) Guide ↗

Crumly & Associates Inc.

· CIK 0001759578

13F Portfolio $476M AUM 200 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 101 Added 37 Reduced 9 Exited

Page 2 of 10 · 200 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	VOO	VANGUARD INDEX FDS	—	12,127.0	$7.2M	1.52%	—	—	$597.56	+12.9%
22	FTEC	FIDELITY COVINGTON TRUST	—	34,272.0	$7.1M	1.50%	—	—	$208.05	+27.9%
23	XLE	SELECT SECTOR SPDR TR	—	115,450.0	$7.1M	1.49%	—	—	$61.26	-0.0%
24	RSP	INVESCO EXCHANGE TRADED FD T	—	30,401.0	$5.8M	1.23%	-7K	-19.0%	$191.92	+5.1%
25	DEUS	DBX ETF TR	—	95,116.0	$5.7M	1.20%	-888.0	-0.9%	$59.89	+4.9%
26	AAPL	APPLE INC	Technology	22,103.0	$5.6M	1.18%	+3K	+16.5%	$253.79	+17.8%
27	VONG	VANGUARD SCOTTSDALE FDS	—	48,458.0	$5.3M	1.12%	-4K	-7.3%	$109.69	+15.5%
28	SMMU	PIMCO ETF TR	—	105,091.0	$5.3M	1.11%	+14K	+15.7%	$50.45	-0.4%
29	—	ISHARES TR	—	109,850.0	$5.1M	1.07%	-11K	-9.2%	$46.23	—
30	SPY	SPDR S&P 500 ETF TR	Financial Services	7,135.0	$4.6M	0.97%	+225.0	+3.3%	$650.35	+12.8%
31	FXN	FIRST TR EXCHANGE TRADED FD	—	193,220.0	$4.3M	0.91%	—	—	$22.46	+1.2%
32	QQEW	FIRST TR EXCHANGE-TRADED FD	—	31,220.0	$4.0M	0.83%	-2K	-5.2%	$126.97	+13.8%
33	IJH	ISHARES TR	—	49,693.0	$3.4M	0.70%	—	—	$67.53	+5.8%
34	FMHI	FIRST TR EXCH TRADED FD III	—	68,871.0	$3.3M	0.69%	-9K	-11.5%	$47.54	+0.2%
35	AVGO	BROADCOM INC	Technology	10,409.0	$3.2M	0.68%	+440.0	+4.4%	$309.51	+32.8%
36	EMLP	FIRST TR EXCHANGE-TRADED FD	—	72,836.0	$3.2M	0.67%	—	—	$43.66	+1.6%
37	JMUB	J P MORGAN EXCHANGE TRADED F	—	63,316.0	$3.2M	0.67%	+15K	+31.8%	$49.99	-0.3%
38	MTBA	SIMPLIFY EXCHANGE TRADED FUN	—	60,108.0	$3.0M	0.62%	+39K	+178.9%	$49.46	-1.5%
39	FXR	FIRST TR EXCHANGE TRADED FD	—	33,874.0	$2.8M	0.58%	—	—	$81.63	+1.4%
40	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	5,844.0	$2.7M	0.57%	—	—	$463.19	+6.6%

Page 2 of 10 · 200 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 34.5%

Technology 27.9%

Communication Services 7.2%

Consumer Cyclical 6.3%

Energy 4.9%

Healthcare 4.3%

Industrials 3.7%

Utilities 3.6%

Consumer Defensive 3.4%

Real Estate 2.3%