RS CRUM INC.
RIA/Wealth
RS CRUM INC. is a RIA/Wealth based in Newport Beach, CA led by Mark Kendall Rylance, reporting $617.0M in AUM as of Q3 2025 with 84% ETF concentration, 74% concentrated in top 10 holdings, and 18% allocation to BSV.
CEOMark Kendall Rylance
- Portfolio Value
- $449.9M
- Positions
- 99
- Top Holding
- BSV at 18.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RS CRUM INC.'s portfolio (74.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $82.6M | 18.36% | +$5.3M Bought | — 1.0M shares | |
ETF ETF | $52.5M | 11.66% | +$202.2K Bought | — 724.4K shares | |
ETF ETF | $48.4M | 10.77% | +$242.5K Bought | — 1.3M shares | |
ETF ETF | $38.1M | 8.46% | +$436.8K Bought | — 1.2M shares | |
ETF ETF | $21.9M | 4.87% | +$252.9K Bought | — 683.0K shares | |
ETF ETF | $20.5M | 4.55% | +$526.5K Bought | — 458.1K shares | |
Unknown Unknown | $19.9M | 4.43% | +$357.2K Bought | — 56.1K shares | |
ETF ETF | $18.4M | 4.09% | +$266.7K Bought | — 315.8K shares | |
ETF ETF | $16.8M | 3.73% | +$580.4K Bought | — 614.2K shares | |
ETF ETF | $15.7M | 3.50% | +$415.5K Bought | — 52.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RS CRUM INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-19.51% | |
-4.19% | |
-3.71% | |
-3.15% | |
-2.93% |
Analytics
Portfolio insights and performance metrics for RS CRUM INC.
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