Q3 2026 13F · SEC CIK 2032544

Christensen, King & Associates Investment Services, Inc.

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.2M
Reported positions: 121
Holdings vs S&P 500, 3 yrs: —
Assets under management: $294.3M

Christensen, King & Associates Investment Services, Inc. is a wealth manager that reported 121 positions worth $276.2M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Schwab Strategic Tr (SCHX, 12.6%), Schwab Strategic Tr (SCHB, 6.5%), Schwab Strategic Tr (SCHD, 6.1%).

Christensen, King & Associates Investment Services, Inc. holdings largest 50 of 121 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	12.6%	13.4%	1,156,756	+1.2%	$34.7M
SCHBSchwab Strategic Tr	6.5%	6.8%	609,119	+2.3%	$17.9M
SCHDSchwab Strategic Tr	6.1%	6.1%	516,198	+6.5%	$16.8M
SCHGSchwab Strategic Tr	5.5%	5.6%	424,508	+1.4%	$15.3M
SCHFSchwab Strategic Tr	5.0%	5.3%	499,632	+3.8%	$13.7M
SCHASchwab Strategic Tr	4.8%	5.8%	404,724	-0.4%	$13.2M
SCHZSchwab Strategic Tr	4.6%	5.0%	577,746	+6.2%	$12.8M
SCHMSchwab Strategic Tr	4.3%	5.1%	349,163	+0.9%	$11.9M
SCHVSchwab Strategic Tr	3.5%	3.8%	292,303	+6.8%	$9.7M
VOOVanguard Index Fds	2.4%	2.6%	9,380	-1.5%	$6.6M
IOOIshares Tr	1.9%	1.8%	37,017	+11.3%	$5.3M
SCHRSchwab Strategic Tr	1.9%	2.1%	223,192	+2.3%	$5.3M
VTIVanguard Index Fds	1.9%	1.6%	13,829	+30.8%	$5.2M
GEGe Aerospace	1.8%	—	15,801	—	$4.9M
SCHESchwab Strategic Tr	1.7%	1.8%	130,600	+4.0%	$4.8M
SCHOSchwab Strategic Tr	1.6%	1.7%	181,932	+2.0%	$4.3M
IEIIshares Tr	1.5%	1.7%	36,428	-1.5%	$4.1M
VGTVanguard World Fd	1.4%	—	30,364	—	$3.8M
SCHPSchwab Strategic Tr	1.4%	1.6%	151,362	+0.3%	$3.8M
AAPLApple Inc	1.4%	1.4%	11,192	-5.2%	$3.7M
QQQInvesco Qqq Tr	1.3%	1.2%	4,974	+18.6%	$3.7M
IEFIshares Tr	1.2%	1.4%	37,606	-1.8%	$3.4M
NVDANvidia Corporation	0.9%	1.1%	11,256	-15.6%	$2.6M
AGGIshares Tr	0.9%	1.0%	26,958	+8.2%	$2.5M
IVVIshares Tr	0.9%	0.7%	3,317	+33.7%	$2.5M
SHYIshares Tr	0.9%	0.9%	30,574	+5.1%	$2.5M
MSFTMicrosoft Corp	0.8%	0.5%	4,442	+27.1%	$2.3M
SCHCSchwab Strategic Tr	0.8%	0.8%	42,995	+2.7%	$2.1M
VCSHVanguard Scottsdale Fds	0.7%	0.7%	24,430	+11.3%	$1.9M
VCITVanguard Scottsdale Fds	0.7%	0.6%	23,902	+23.8%	$1.9M
VIGVanguard Specialized Funds	0.7%	0.7%	7,819	+11.8%	$1.8M
TLTIshares Tr	0.6%	0.7%	21,417	+5.8%	$1.7M
IJHIshares Tr	0.6%	0.5%	22,402	+28.9%	$1.6M
IJRIshares Tr	0.5%	0.6%	10,818	+4.4%	$1.5M
VUSBVanguard Bd Index Fds	0.5%	0.3%	27,338	+96.2%	$1.4M
BNDVanguard Bd Index Fds	0.5%	0.4%	18,758	+23.0%	$1.3M
GLDSpdr Gold Tr	0.5%	0.5%	3,373	+0.1%	$1.3M
DELLDell Technologies Inc	0.5%	—	2,345	—	$1.3M
LLYEli Lilly & Co	0.4%	0.5%	1,061	-4.8%	$1.2M
VYMVanguard Whitehall Fds	0.4%	0.5%	7,788	+7.2%	$1.2M
IJSIshares Tr	0.4%	0.5%	9,298	+9.1%	$1.2M
VHTVanguard World Fd	0.4%	0.4%	3,714	-0.8%	$1.2M
IJTIshares Tr	0.4%	0.4%	6,666	+17.8%	$1.1M
VDCVanguard World Fd	0.4%	0.4%	4,676	+4.4%	$1.0M
TIPIshares Tr	0.3%	0.4%	9,039	+9.2%	$940K
PLTRPalantir Technologies Inc	0.3%	—	5,012	—	$937K
AMZNAmazon Com Inc	0.3%	0.4%	3,727	-12.2%	$929K
GMEGamestop Corp	0.3%	0.3%	36,254	+7.7%	$894K
VTVanguard Intl Equity Index F	0.3%	0.3%	5,300	+0.1%	$837K
AMDAdvanced Micro Devices Inc	0.3%	0.4%	1,365	-15.9%	$835K

What Christensen, King & Associates Investment Services, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$276.2M	121
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 Q3 2026 and filed Oct 22, 2026, lists 121 positions worth $276.2M. The largest are Schwab Strategic Tr (SCHX) at 12.6%, Schwab Strategic Tr (SCHB) at 6.5%, Schwab Strategic Tr (SCHD) at 6.1%, Schwab Strategic Tr (SCHG) at 5.5% and Schwab Strategic Tr (SCHF) at 5.0%.

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

In Q3 2026, Christensen, King & Associates Investment Services, Inc. added Vanguard Bd Index Fds (VUSB) (+96.2% shares), Ishares Tr (IVV) (+33.7% shares) and Vanguard Index Fds (VTI) (+30.8% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Christensen, King & Associates Investment Services, Inc. cut from its top 50 Vanguard World Fd (VPU), cut from its top 50 Spdr Index Shs Fds (SPGM), cut from its top 50 Vanguard Intl Equity Index F (VEU), cut from its top 50 Schwab Strategic Tr (SCHH), Advanced Micro Devices Inc (AMD) (-15.9% shares), Nvidia Corporation (NVDA) (-15.6% shares) and Amazon Com Inc (AMZN) (-12.2% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $276.2M.