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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Crumly & Associates Inc.

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001759578-26-000002

Total Value
$476.7M
Positions
203
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (203)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q609287,447$26.7M5.60%
2FIRST TR EXCHANGE TRADED FD33738R506338,770$23.5M4.94%
3ETF SER SOLUTIONS26922A321366,485$21.6M4.53%
4ISHARES TR46434V803454,722$18.8M3.95%
5FIRST TR EXCHANGE-TRADED FD33741X102476,716$18.3M3.83%
6VANGUARD WORLD FD921910840100,169$14.1M2.97%
7ETF SER SOLUTIONS26922B501438,986$13.9M2.92%
8TIDAL TRUST II88636J675506,124$13.6M2.85%
9FIRST TR EXCHANGE TRADED FD33738R118139,472$13.5M2.83%
10FIDELITY COVINGTON TRUST316092873158,791$11.6M2.44%
11ISHARES TR46428943841,131$11.4M2.39%
12FIRST TR EXCH TRD ALPHDX FD33737J802190,433$11.1M2.33%
13FIRST TR EXCHANGE TRADED FD33738R704107,724$10.6M2.22%
14JANUS DETROIT STR TR47103U746179,881$9.4M1.96%
15BITWISE BITCOIN ETF TRBITB194,851$9.3M1.94%
16ISHARES TR46434V621117,981$8.2M1.72%
17FIDELITY COVINGTON TRUST31609280834,392$7.7M1.62%
18VANGUARD INDEX FDS92290836312,181$7.6M1.60%
19FIRST TR EXCHANGE TRADED FD33737A10849,139$7.5M1.58%
20ISHARES TR46429B614105,831$7.4M1.55%
21FIRST TR EXCHANGE-TRADED FD33734H106160,505$7.4M1.55%
22INVESCO EXCHANGE TRADED FD TIVZ37,512$7.2M1.51%
23CAPITAL GRP FIXED INCM ETF T14020Y300231,354$6.4M1.34%
24VANGUARD SCOTTSDALE FDS92206C68052,275$6.4M1.34%
25FIDELITY MERRIMACK STR TR316188309137,935$6.4M1.33%
26DBX ETF TR23305148196,004$5.6M1.17%
27ISHARES TR46434V456121,009$5.5M1.15%
28PGIM ETF TR69344A784107,883$5.4M1.14%
29SELECT SECTOR SPDR TR81369Y506115,409$5.2M1.08%
30APPLE INCAAPL18,973$5.2M1.08%
31SPDR S&P 500 ETF TRSPY6,910$4.7M0.99%
32FIRST TR EXCHANGE-TRADED FD33734410532,933$4.7M0.98%
33PIMCO ETF TR72201R87490,860$4.6M0.96%
34JANUS DETROIT STR TR47103U84590,261$4.6M0.96%
35FIRST TR EXCH TRADED FD III33739P30177,854$3.7M0.78%
36J P MORGAN EXCHANGE TRADED F46641Q83769,533$3.5M0.74%
37BROADCOM INCAVGO9,969$3.5M0.72%
38ISHARES TR46428750749,774$3.3M0.69%
39FIRST TR EXCHANGE TRADED FD33734X127193,220$3.2M0.67%
40SPDR DOW JONES INDL AVERAGE78467X1095,844$2.8M0.59%
41FIRST TR EXCHANGE-TRADED FD33738D10172,836$2.8M0.58%
42FIRST TR EXCHANGE TRADED FD33734X15033,874$2.7M0.57%
43J P MORGAN EXCHANGE TRADED F46641Q16737,097$2.7M0.56%
44MICROSOFT CORPMSFT5,139$2.5M0.52%
45J P MORGAN EXCHANGE TRADED F46641Q64748,046$2.4M0.51%
46AMAZON COM INCAMZN9,583$2.2M0.46%
47ISHARES TR46428841420,482$2.2M0.46%
48NVIDIA CORPORATIONNVDA11,565$2.2M0.45%
49SELECT SECTOR SPDR TR81369Y60538,729$2.1M0.44%
50TESLA INCTSLA4,418$2.0M0.42%
51ALPHABET INCGOOG6,194$1.9M0.41%
52JPMORGAN CHASE & CO.VYLD6,002$1.9M0.41%
53SPDR GOLD TRGLD4,690$1.9M0.39%
54INVESCO QQQ TRIVZ2,978$1.8M0.38%
55NETFLIX INCNFLX19,413$1.8M0.38%
56TAIWAN SEMICONDUCTOR MFG LTD8740391005,604$1.7M0.36%
57ISHARES TR46428749917,403$1.7M0.35%
58FIRST TR EXCHANGE TRADED FD33734X13526,683$1.6M0.34%
59DBX ETF TR23305170564,487$1.6M0.33%
60WALMART INCWMT14,135$1.6M0.33%
61SPDR SERIES TRUST78468R77013,723$1.6M0.33%
62DBX ETF TR23305151541,235$1.5M0.31%
63SCHWAB STRATEGIC TR80852458113,617$1.4M0.29%
64SELECT SECTOR SPDR TR81369Y2098,606$1.3M0.28%
65ISHARES TR4642876142,786$1.3M0.28%
66CONSTELLATION ENERGY CORPCEG3,663$1.3M0.27%
67AMERICAN EXPRESS COAXP3,461$1.3M0.27%
68PROLOGIS INC.PLDGP9,307$1.2M0.25%
69GOLDMAN SACHS GROUP INCGSCE1,349$1.2M0.25%
70KLA CORPKLAC911$1.1M0.23%
71SIMPLIFY EXCHANGE TRADED FUN82889N52521,550$1.1M0.23%
72CROWDSTRIKE HLDGS INCCRWD2,282$1.1M0.22%
73NEWMONT CORPNEMCL10,686$1.1M0.22%
74ENTERPRISE PRODS PARTNERS L29379210731,852$1.0M0.21%
75SCHWAB CHARLES CORPSCHW-PJ9,491$948,2290.20%
76FIRST TR EXCH TRADED FD III33739N10818,385$940,1170.20%
77BLACKROCK INCBLK824$881,6190.18%
78ELI LILLY & COLLY777$835,0260.18%
79VISA INCV2,329$816,7230.17%
80META PLATFORMS INCMETA1,231$812,5990.17%
81EAST WEST BANCORP INCEWBC7,227$812,2430.17%
82NISOURCE INCNI19,347$807,9310.17%
83FIRST TR EXCHANGE-TRADED FD33691710917,838$790,9370.17%
84PALANTIR TECHNOLOGIES INCPLTR4,285$761,6590.16%
85ASTRAZENECA PLCAZN8,111$745,6440.16%
86FIDELITY COVINGTON TRUST31609260010,005$743,1750.16%
87ISHARES SILVER TRSLV11,377$732,9060.15%
88MERCK & CO INCMRK6,951$731,6360.15%
89MEDTRONIC PLCMDT7,609$730,9440.15%
90PNC FINL SVCS GROUP INC6934751053,477$725,7540.15%
91T-MOBILE US INCTMUSZ3,433$697,0360.15%
92SALESFORCE INCCRM2,585$684,7920.14%
93BERKSHIRE HATHAWAY INC DELBRK-A1,250$628,3130.13%
94NEXTERA ENERGY INCNEE-PW7,651$614,2220.13%
95PIMCO ACCESS INCOME FUNDPAXS39,750$608,1750.13%
96AMGEN INCAMGN1,829$598,6500.13%
97CUMMINS INCCMI1,153$588,7940.12%
98GROUP 1 AUTOMOTIVE INCGPI1,486$584,4530.12%
99TOTALENERGIES SETTE8,876$580,6860.12%
100ETF SER SOLUTIONS26922B66716,260$576,7420.12%
101HSBC HLDGS PLCHBCYF7,311$575,1560.12%
102FIRST TR EXCHANGE-TRADED FD33739Q4089,324$558,7870.12%
103CHEVRON CORP NEWCVX3,610$550,2000.12%
104PGIM ETF TR69344A83410,538$540,1780.11%
105APPLIED DIGITAL CORPAPLD21,270$521,5400.11%
106SLB LIMITEDSLB13,464$516,7480.11%
107BOSTON SCIENTIFIC CORPBSX5,419$516,7020.11%
108ABBVIE INCABBV2,257$515,6160.11%
109QUALCOMM INCQCOM2,989$511,2680.11%
110SPDR SERIES TRUST78464A8056,186$510,3280.11%
111J P MORGAN EXCHANGE TRADED F46641Q3328,837$505,8300.11%
112ADOBE INCADBE1,426$499,0860.10%
113VERIZON COMMUNICATIONS INCVZ12,132$494,1360.10%
114VANGUARD SCOTTSDALE FDS92206C7068,228$493,1150.10%
115AT&T INCT-PC19,804$491,9310.10%
116CHART INDS INC16115Q3082,377$490,2090.10%
117BANK AMERICA CORP0605051048,645$475,4750.10%
118CYBERARK SOFTWARE LTDM2682V1081,058$471,9310.10%
119ARISTA NETWORKS INCANET3,531$462,6670.10%
120HONEYWELL INTL INC4385161062,363$461,0490.10%
121EMERSON ELEC COEMR3,457$458,8400.10%
122ISHARES GOLD TRIAU5,640$457,7990.10%
123FORTINET INCFTNT5,721$454,3050.10%
124TELEDYNE TECHNOLOGIES INCTDY887$453,0180.10%
125PURE STORAGE INC74624M1026,728$450,8430.09%
126EATON CORP PLCETN1,398$445,2770.09%
127INVESCO EXCH TRADED FD TR IIIVZ4,150$438,4480.09%
128AUTONATION INCAN2,113$436,2920.09%
129FIDELITY COVINGTON TRUST3160922044,216$430,7040.09%
130PALO ALTO NETWORKS INCPANW2,332$429,5540.09%
131ACCENTURE PLC IRELANDACN1,594$427,6700.09%
132FIRST TR EXCHANGE-TRADED ALP33735K1082,623$419,3550.09%
133ISHARES TR4642872347,458$408,0350.09%
134VANGUARD WORLD FD92204A702535$403,2720.08%
135NXP SEMICONDUCTORS N VNXPI1,828$396,7860.08%
136ADVANCED MICRO DEVICES INCAMD1,818$389,3430.08%
137MICRON TECHNOLOGY INCMU1,314$375,0290.08%
138VANGUARD STAR FDS9219097684,838$364,9790.08%
139TARGET CORPTGT3,722$363,8240.08%
140CISCO SYS INCCSCO4,686$360,9500.08%
141CITIZENS FINL GROUP INCCIA6,039$352,7380.07%
142METLIFE INCMET-PF4,436$350,1420.07%
143MCDONALDS CORPMCD1,138$347,8840.07%
144FIDELITY COVINGTON TRUST3160927094,175$344,3320.07%
145TJX COS INC NEW8725401092,184$335,4840.07%
146ORACLE CORPORCL-PD1,666$324,7200.07%
147PEPSICO INCPEP2,185$313,6150.07%
148TRAVELERS COMPANIES INCTRV1,078$312,6970.07%
149FREEPORT-MCMORAN INCFCX5,925$300,9310.06%
150BLACKSTONE MTG TR INCBX15,291$292,5170.06%
151EXXON MOBIL CORPXOM2,430$292,3870.06%
152ISHARES TR4642871501,965$292,1760.06%
153ETF SER SOLUTIONS26922A6026,608$291,8750.06%
154ISHARES TR4642875981,383$290,9000.06%
155EXPAND ENERGY CORPORATIONEXE2,604$287,3770.06%
156ISHARES TR464287200418$286,5760.06%
157EOG RES INCEOG2,679$281,3220.06%
158ENERGY TRANSFER L PET-PI16,948$279,4730.06%
159OMNICOM GROUP INCOMC3,305$266,8480.06%
160VANGUARD INDEX FDS922908769776$260,2450.05%
161LITHIA MTRS INC536797103780$259,2170.05%
162AMEREN CORPAEE2,592$258,8370.05%
163VANGUARD ADMIRAL FDS INC921932505578$256,9730.05%
164ALPHABET INCGOOG818$256,6880.05%
165KINDER MORGAN INC DELEP-PC9,245$254,1520.05%
166ALLEGION PLCALLE1,586$252,5230.05%
167ISHARES INC4642868065,891$250,3680.05%
168VANGUARD INDEX FDS922908751970$250,2120.05%
169ISHARES TR4642894461,466$250,1440.05%
170ISHARES TR4642886384,625$249,1950.05%
171ROCKET LAB CORPRKLB3,546$247,3690.05%
172SUNOCO LP/SUNOCO FIN CORPSUN4,711$246,9040.05%
173ISHARES TR4642887522,525$243,1800.05%
174MP MATERIALS CORPMP4,800$242,4960.05%
175BERKLEY W R CORPWRB-PH3,431$240,6060.05%
176FS SPECIALTY LENDING FD64432310716,986$240,1820.05%
177PROSHARES TR74347G44019,454$236,5610.05%
178SPDR SERIES TRUST78464A2927,368$233,4920.05%
179APTARGROUP INCATR1,913$233,3090.05%
180ISHARES INC4642863197,395$230,4280.05%
181ISHARES TR4642871681,619$228,4630.05%
182COCA COLA COKO3,253$227,4460.05%
183BITWISE 10 CRYPTO INDEX ETFBITW3,849$226,1670.05%
184RTX CORPORATIONRTX1,225$224,5800.05%
185SPDR SERIES TRUST78468R4088,539$216,2070.05%
186ISHARES TR464287655878$216,1130.05%
187HERSHEY COHSY1,177$214,2760.04%
188ISHARES TR4642874081,009$213,9790.04%
189ALLIANCEBERNSTEIN HLDG L P01881G1065,491$211,2940.04%
190AMERICAN TOWER CORP NEW03027X1001,199$210,5080.04%
191VANGUARD INDEX FDS922908611988$209,2490.04%
192INVESCO EXCH TRADED FD TR IIIVZ8,576$208,6540.04%
193PIMCO DYNAMIC INCOME OPRNTS69355M10715,000$207,6000.04%
194GENTEX CORPGNTX8,847$205,8700.04%
195ALLIANT ENERGY CORPLNT3,163$205,6270.04%
196VANGUARD INDEX FDS922908736419$204,4130.04%
197VANGUARD INTL EQUITY INDEX F9220428742,414$201,8420.04%
198PITNEY BOWES INCPBI-PB19,022$201,0630.04%
199STARWOOD PPTY TR INCSTHO10,962$197,4260.04%
200PURPLE INNOVATION INCPRPL275,613$190,3110.04%
201FIRST TR EXCHANGE TRADED FD33734X83812,096$189,5320.04%
202RITHM CAPITAL CORPRITM-PF14,221$155,0090.03%
203LLOYDS BANKING GROUP PLCLLOBF23,615$125,1600.03%