Q2 2026 13F · SEC CIK 2032544

Christensen, King & Associates Investment Services, Inc.

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $251.7M
Reported positions: 108
Holdings vs S&P 500, 3 yrs: —
Assets under management: $294.3M

Christensen, King & Associates Investment Services, Inc. is a wealth manager that reported 108 positions worth $251.7M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Schwab Stratgc Tr (SCHX, 13.4%), Schwb US Broad (SCHB, 6.8%), Schwab Strategic Tr (SCHD, 6.1%).

Christensen, King & Associates Investment Services, Inc. holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Christensen, King & Associates Investment Services, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	13.4%	12.6%	1,142,534	-0.6%	$33.6M
SCHBSchwb US Broad	6.8%	6.6%	595,154	-3.2%	$17.2M
SCHDSchwab Strategic Tr	6.1%	6.6%	484,902	-2.7%	$15.4M
SCHASchwab U.s. Small-Cap ETF	5.8%	5.2%	406,286	-2.3%	$14.7M
SCHGSchwab U.s. Large-Cap Growth ETF	5.6%	5.4%	418,771	-3.6%	$14.2M
SCHFSchwab Intl Equity	5.3%	5.2%	481,397	-1.3%	$13.3M
SCHMSchwab Strategic Tr	5.1%	4.7%	345,912	-2.6%	$12.8M
SCHZSchwab Strategic Tr	5.0%	5.4%	544,016	-0.4%	$12.6M
SCHVSchwab Strategic Tr	3.8%	3.7%	273,806	-3.2%	$9.5M
VOOVanguard S&p 500 ETF	2.6%	2.4%	9,526	+0.0%	$6.5M
SCHRSchwab Inter Tsy	2.1%	2.4%	218,102	-1.7%	$5.4M
SCHESchwab Strategic Tr	1.8%	1.8%	125,546	-0.3%	$4.6M
IOOIshares Tr	1.8%	1.7%	33,254	-1.1%	$4.5M
IEIIshares	1.7%	1.9%	36,995	-1.1%	$4.3M
SCHOSchwab Short-Term U.S. Treasury ETF	1.7%	1.9%	178,348	-1.9%	$4.3M
SCHPSchwab Strategic Tr	1.6%	1.8%	150,935	-2.5%	$4.0M
VTIVanguard Index Fds	1.6%	1.5%	10,574	+0.0%	$3.9M
IEFiShs 7-10 ys Tsy	1.4%	1.6%	38,287	+0.0%	$3.6M
AAPLApple Inc	1.4%	1.3%	11,810	-0.7%	$3.4M
QQQInvesco Qqq Tr	1.2%	1.0%	4,195	+0.0%	$3.1M
NVDANvidia Corporation Com	1.1%	1.0%	13,338	+0.0%	$2.7M
AGGIshares Tr	1.0%	1.1%	24,905	-0.4%	$2.5M
SHYiShs Lehman 1-3Tsy	0.9%	1.0%	29,080	+0.0%	$2.4M
SCHCSchwab Strategic Tr	0.8%	0.8%	41,848	+0.0%	$2.0M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	2,481	+0.0%	$1.9M
TLTIshares 20 Year Treasury Bond ETF	0.7%	0.8%	20,245	-0.9%	$1.7M
VCSHVanguard Scottsdale Fds	0.7%	0.8%	21,951	-3.9%	$1.7M
VIGVanguard Dividend Appreciation ETF	0.7%	0.6%	6,991	+0.0%	$1.7M
VCITVanguard Scottsdale Fds	0.6%	0.7%	19,313	-2.3%	$1.6M
IJRIshares Core S&p Small Cap ETF	0.6%	0.6%	10,367	-0.9%	$1.5M
IJHIshares Tr	0.5%	0.5%	17,380	+0.0%	$1.3M
LLYLilly Eli & Co	0.5%	0.4%	1,115	+0.0%	$1.3M
MSFTMicrosoft Corp	0.5%	0.6%	3,495	+0.0%	$1.3M
GLDSpdr Gold Shares	0.5%	0.6%	3,370	+0.0%	$1.2M
IJSIShares S&P Small Cap 600 Value	0.5%	0.4%	8,519	+0.0%	$1.2M
VYMVym	0.5%	0.5%	7,262	-3.0%	$1.1M
BNDVanguard Total Bond Market ETF	0.4%	0.5%	15,250	+0.0%	$1.1M
VHTVanguard Health Care ETF	0.4%	0.4%	3,744	+0.0%	$1.1M
AMZNAmazon Com Inc Com	0.4%	0.4%	4,247	+0.0%	$1.0M
IJTIshares Tr	0.4%	0.4%	5,659	+0.0%	$1.0M
VDCVanguard World Fd	0.4%	0.4%	4,479	-1.7%	$1.0M
AMDAdvanced Micro Devices Inc	0.4%	—	1,624	—	$943K
TIPiShares TIPS Bond ETF	0.4%	0.4%	8,279	+0.0%	$906K
VTVanguard Total World Stock Index Fund Et	0.3%	0.3%	5,297	+0.0%	$831K
VPUVanguard World Fd	0.3%	0.4%	4,174	+0.0%	$817K
SPGMSpdr Index Shs Fds	0.3%	0.3%	9,408	-5.4%	$806K
VEUVanguard FTSE All	0.3%	—	9,070	—	$760K
GMEGamestop Corp	0.3%	0.3%	33,673	+0.0%	$744K
SCHHSchwab Strategic Tr	0.3%	0.3%	29,878	-9.9%	$708K
VUSBVanguard Bd Index Fds	0.3%	0.3%	13,931	+0.0%	$693K

What Christensen, King & Associates Investment Services, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

SCHH Schwab Strategic Tr-9.9% shares
SPGM Spdr Index Shs Fds-5.4% shares

Left the top 50

VGT Vanguard Info Techwas 1.1%
PLTR Palantir Technologies Inclass Class Awas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$251.7M	108
Q1 2026	$233.1M	105
Q4 2025	$234.3M	106
Q3 2025	$232.7M	106
Q2 2025	$218.2M	101
Q1 2025	$210.8M	97
Q4 2024	$213.3M	92
Q3 2024	$212.5M	99
Q2 2024	$202.7M	93
Q1 2024	$200.2M	97

Questions about Christensen, King & Associates Investment Services, Inc.'s portfolio

What stocks does Christensen, King & Associates Investment Services, Inc. own?

Christensen, King & Associates Investment Services, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 108 positions worth $251.7M. The largest are Schwab Stratgc Tr (SCHX) at 13.4%, Schwb US Broad (SCHB) at 6.8%, Schwab Strategic Tr (SCHD) at 6.1%, Schwab U.s. Small-Cap ETF (SCHA) at 5.8% and Schwab U.s. Large-Cap Growth ETF (SCHG) at 5.6%.

What did Christensen, King & Associates Investment Services, Inc. buy last quarter?

Christensen, King & Associates Investment Services, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Christensen, King & Associates Investment Services, Inc. sell last quarter?

In Q2 2026, Christensen, King & Associates Investment Services, Inc. cut from its top 50 Vanguard Info Tech (VGT), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Schwab Strategic Tr (SCHH) (-9.9% shares) and Spdr Index Shs Fds (SPGM) (-5.4% shares), compared with its Q1 2026 filing.

When is Christensen, King & Associates Investment Services, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Christensen, King & Associates Investment Services, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Christensen, King & Associates Investment Services, Inc. manage?

Christensen, King & Associates Investment Services, Inc. reported $294.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $251.7M.