# EDGAR Filing Document

**Accession Number:** 0001401459
**File Stem:** 0001172661-25-004711
**Filing Date:** 2025-11
**Character Count:** 13554
**Document Hash:** 642139ec96acfa2fe6212f68736e0cc7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004711.hdr.sgml**: 20251112

**ACCESSION NUMBER**: 0001172661-25-004711

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251112

**DATE AS OF CHANGE**: 20251112

**EFFECTIVENESS DATE**: 20251112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RS CRUM INC.
- **CENTRAL INDEX KEY:** 0001401459

**ORGANIZATION NAME:**
- **EIN:** 200423350
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22307
- **FILM NUMBER:** 251470817

**BUSINESS ADDRESS:**
- **STREET 1:** 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 949-428-9696

**MAIL ADDRESS:**
- **STREET 1:** 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** RS CRUM INC.<br>**Address:** 4 Upper Newport Plaza Drive Suite 201<br>Newport Beach, CA 92660

**Form 13F File Number:** 028-22307

**CRD Number (if applicable):** 000158621

**SEC File Number (if applicable):** 801-72672

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Sexton<br>**Title:** Corp Secretary / CCO<br>**Phone:** 949-428-9696

**Signature, Place, and Date of Signing:**

/s/Daniel Sexton  Newport Beach, CA  11-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 99

**Form 13F Information Table Value Total:** $449878293

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 536479 | 2317 | SH |  | SOLE |  | 0 | 0 | 2317 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 |  | 7147296 | 331815 | SH |  | SOLE |  | 0 | 0 | 331815 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 323580 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 447158 | 1836 | SH |  | SOLE |  | 0 | 0 | 1836 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 466346 | 1918 | SH |  | SOLE |  | 0 | 0 | 1918 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 14720587 | 313671 | SH |  | SOLE |  | 0 | 0 | 313671 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 380704 | 5763 | SH |  | SOLE |  | 0 | 0 | 5763 |
| AMAZON COM INC | COM | 023135106 |  | 9329091 | 42488 | SH |  | SOLE |  | 0 | 0 | 42488 |
| AMGEN INC | COM | 031162100 |  | 649060 | 2300 | SH |  | SOLE |  | 0 | 0 | 2300 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 265641 | 13144 | SH |  | SOLE |  | 0 | 0 | 13144 |
| APPLE INC | COM | 037833100 |  | 5519828 | 21678 | SH |  | SOLE |  | 0 | 0 | 21678 |
| BANK AMERICA CORP | COM | 060505104 |  | 465095 | 9015 | SH |  | SOLE |  | 0 | 0 | 9015 |
| BOEING CO | COM | 097023105 |  | 423891 | 1964 | SH |  | SOLE |  | 0 | 0 | 1964 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 296307 | 6570 | SH |  | SOLE |  | 0 | 0 | 6570 |
| BROADCOM INC | COM | 11135F101 |  | 232075 | 703 | SH |  | SOLE |  | 0 | 0 | 703 |
| CALIDI BIOTHERAPEUTICS INC | COM | 320703408 |  | 23190 | 15256 | SH |  | SOLE |  | 0 | 0 | 15256 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 706307 | 7490 | SH |  | SOLE |  | 0 | 0 | 7490 |
| CATERPILLAR INC | COM | 149123101 |  | 2113775 | 4430 | SH |  | SOLE |  | 0 | 0 | 4430 |
| CHEVRON CORP NEW | COM | 166764100 |  | 642901 | 4140 | SH |  | SOLE |  | 0 | 0 | 4140 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 586551 | 3710 | SH |  | SOLE |  | 0 | 0 | 3710 |
| CISCO SYS INC | COM | 17275R102 |  | 898287 | 13129 | SH |  | SOLE |  | 0 | 0 | 13129 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1020823 | 32490 | SH |  | SOLE |  | 0 | 0 | 32490 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 446899 | 483 | SH |  | SOLE |  | 0 | 0 | 483 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 16772667 | 614158 | SH |  | SOLE |  | 0 | 0 | 614158 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 551681 | 7677 | SH |  | SOLE |  | 0 | 0 | 7677 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 20470574 | 458057 | SH |  | SOLE |  | 0 | 0 | 458057 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 5573020 | 177598 | SH |  | SOLE |  | 0 | 0 | 177598 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 21903360 | 682986 | SH |  | SOLE |  | 0 | 0 | 682986 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 48430696 | 1255657 | SH |  | SOLE |  | 0 | 0 | 1255657 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 340741 | 9374 | SH |  | SOLE |  | 0 | 0 | 9374 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 18381802 | 315784 | SH |  | SOLE |  | 0 | 0 | 315784 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 335385 | 7272 | SH |  | SOLE |  | 0 | 0 | 7272 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 52472254 | 724355 | SH |  | SOLE |  | 0 | 0 | 724355 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 2755995 | 40257 | SH |  | SOLE |  | 0 | 0 | 40257 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 38054834 | 1160562 | SH |  | SOLE |  | 0 | 0 | 1160562 |
| DISNEY WALT CO | COM | 254687106 |  | 1726172 | 15076 | SH |  | SOLE |  | 0 | 0 | 15076 |
| EATON CORP PLC | SHS | G29183103 |  | 201721 | 539 | SH |  | SOLE |  | 0 | 0 | 539 |
| ELI LILLY  CO | COM | 532457108 |  | 330113 | 433 | SH |  | SOLE |  | 0 | 0 | 433 |
| EMERSON ELEC CO | COM | 291011104 |  | 2330151 | 17763 | SH |  | SOLE |  | 0 | 0 | 17763 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 2148343 | 68703 | SH |  | SOLE |  | 0 | 0 | 68703 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 648698 | 5753 | SH |  | SOLE |  | 0 | 0 | 5753 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 209601 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| FORD MTR CO | COM | 345370860 |  | 194987 | 16303 | SH |  | SOLE |  | 0 | 0 | 16303 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 218465 | 5740 | SH |  | SOLE |  | 0 | 0 | 5740 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 369002 | 19269 | SH |  | SOLE |  | 0 | 0 | 19269 |
| HOME DEPOT INC | COM | 437076102 |  | 494332 | 1220 | SH |  | SOLE |  | 0 | 0 | 1220 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 656305 | 2326 | SH |  | SOLE |  | 0 | 0 | 2326 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 257847 | 429 | SH |  | SOLE |  | 0 | 0 | 429 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 251475 | 3725 | SH |  | SOLE |  | 0 | 0 | 3725 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 1364479 | 9451 | SH |  | SOLE |  | 0 | 0 | 9451 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 2627952 | 102815 | SH |  | SOLE |  | 0 | 0 | 102815 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 341172 | 3068 | SH |  | SOLE |  | 0 | 0 | 3068 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 866839 | 4675 | SH |  | SOLE |  | 0 | 0 | 4675 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 475383 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 206654 | 1662 | SH |  | SOLE |  | 0 | 0 | 1662 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 50700 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| META PLATFORMS INC | CL A | 30303M102 |  | 782770 | 1066 | SH |  | SOLE |  | 0 | 0 | 1066 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 334640 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| MICROSOFT CORP | COM | 594918104 |  | 2801405 | 5409 | SH |  | SOLE |  | 0 | 0 | 5409 |
| NETFLIX INC | COM | 64110L106 |  | 345289 | 288 | SH |  | SOLE |  | 0 | 0 | 288 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1867224 | 10008 | SH |  | SOLE |  | 0 | 0 | 10008 |
| ONEOK INC NEW | COM | 682680103 |  | 1409854 | 19321 | SH |  | SOLE |  | 0 | 0 | 19321 |
| ORACLE CORP | COM | 68389X105 |  | 237657 | 845 | SH |  | SOLE |  | 0 | 0 | 845 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 284211 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 418499 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 397877 | 2453 | SH |  | SOLE |  | 0 | 0 | 2453 |
| PIMCO INCOME STRATEGY FD II | COM | 72201J104 |  | 423143 | 55750 | SH |  | SOLE |  | 0 | 0 | 55750 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 247223 | 1609 | SH |  | SOLE |  | 0 | 0 | 1609 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 249430 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| QUALCOMM INC | COM | 747525103 |  | 820155 | 4930 | SH |  | SOLE |  | 0 | 0 | 4930 |
| RTX CORPORATION | COM | 75513E101 |  | 629663 | 3763 | SH |  | SOLE |  | 0 | 0 | 3763 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 699259 | 3726 | SH |  | SOLE |  | 0 | 0 | 3726 |
| SOUTHERN CO | COM | 842587107 |  | 1079163 | 11387 | SH |  | SOLE |  | 0 | 0 | 11387 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 19925871 | 56055 | SH |  | SOLE |  | 0 | 0 | 56055 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 635195 | 953 | SH |  | SOLE |  | 0 | 0 | 953 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 284518 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| TESLA INC | COM | 88160R101 |  | 703103 | 1581 | SH |  | SOLE |  | 0 | 0 | 1581 |
| TEXAS INSTRS INC | COM | 882508104 |  | 369665 | 2012 | SH |  | SOLE |  | 0 | 0 | 2012 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 517218 | 8725 | SH |  | SOLE |  | 0 | 0 | 8725 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 |  | 217934 | 5860 | SH |  | SOLE |  | 0 | 0 | 5860 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 82612400 | 1046919 | SH |  | SOLE |  | 0 | 0 | 1046919 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 3254951 | 41682 | SH |  | SOLE |  | 0 | 0 | 41682 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 15724610 | 52835 | SH |  | SOLE |  | 0 | 0 | 52835 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 217410 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1547867 | 8300 | SH |  | SOLE |  | 0 | 0 | 8300 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2800923 | 5840 | SH |  | SOLE |  | 0 | 0 | 5840 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2193035 | 6683 | SH |  | SOLE |  | 0 | 0 | 6683 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 379851 | 4155 | SH |  | SOLE |  | 0 | 0 | 4155 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 886060 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1784607 | 25005 | SH |  | SOLE |  | 0 | 0 | 25005 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 414089 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1973561 | 36426 | SH |  | SOLE |  | 0 | 0 | 36426 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 1128449 | 19175 | SH |  | SOLE |  | 0 | 0 | 19175 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 541633 | 2510 | SH |  | SOLE |  | 0 | 0 | 2510 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7420793 | 123845 | SH |  | SOLE |  | 0 | 0 | 123845 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 438766 | 6325 | SH |  | SOLE |  | 0 | 0 | 6325 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 496196 | 11290 | SH |  | SOLE |  | 0 | 0 | 11290 |
| VISA INC | COM CL A | 92826C839 |  | 336601 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 |  | 390254 | 3415 | SH |  | SOLE |  | 0 | 0 | 3415 |

---