Christensen, King & Associates Investment Services, Inc. — 13F Holdings & Portfolio
CIK 2032544 · latest 13F-HR filed 2026-07-14
Christensen, King & Associates Investment Services, Inc. manages $251.7M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (13.36%), SCHB (6.85%), SCHD (6.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 53, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
RICHLAND, WA 99354
$251.7M
Long-equity book
108
Distinct positions
2026-06-30
Filed 2026-07-14
+6 / −3 / ↑53 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$4.2M +14.1%
- SCHWAB STRATEGIC TR$2.6M +21.4%
- SCHWAB STRATEGIC TR$1.8M +11.7%
- SCHWAB STRATEGIC TR$1.8M +16.0%
- SCHWAB STRATEGIC TR$1.5M +11.9%
Top Trims
- VANGUARD WORLD FD-$2.1M -83.0%
- SPDR GOLD TR-$208.6K -14.4%
- EXXON MOBIL CORP-$170.9K -28.5%
- PALANTIR TECHNOLOGIES INC-$146.9K -20.2%
- ISHARES INC-$83.3K -24.6%
New Positions
- MICRON TECHNOLOGY INC$345.3K
- INTEL CORP$248.2K
- VANGUARD INTL EQUITY INDEX F$219.9K
- ISHARES TR$213.0K
- STATE STR SPDR S&P 500 ETF T$210.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $33.6M | 13.36% | 1,142,534 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $17.2M | 6.85% | 595,154 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $15.4M | 6.11% | 484,902 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $14.7M | 5.83% | 406,286 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $14.2M | 5.63% | 418,771 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $13.3M | 5.30% | 481,397 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $12.8M | 5.07% | 345,912 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $12.6M | 5.00% | 544,016 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $9.5M | 3.79% | 273,806 | SH |
| 10 | VANGUARD INDEX FDS | VOO | 922908363 | $6.5M | 2.60% | 9,526 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $5.4M | 2.14% | 218,102 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $4.6M | 1.81% | 125,546 | SH |
| 13 | ISHARES TR | IOO | 464287572 | $4.5M | 1.80% | 33,254 | SH |
| 14 | ISHARES TR | IEI | 464288661 | $4.3M | 1.73% | 36,995 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $4.3M | 1.71% | 178,348 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $4.0M | 1.59% | 150,935 | SH |
| 17 | VANGUARD INDEX FDS | VTI | 922908769 | $3.9M | 1.55% | 10,574 | SH |
| 18 | ISHARES TR | IEF | 464287440 | $3.6M | 1.44% | 38,287 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $3.4M | 1.36% | 11,810 | SH |
| 20 | INVESCO QQQ TR | QQQ | 46090E103 | $3.1M | 1.23% | 4,195 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 1.06% | 13,338 | SH |
| 22 | ISHARES TR | AGG | 464287226 | $2.5M | 0.98% | 24,905 | SH |
| 23 | ISHARES TR | SHY | 464287457 | $2.4M | 0.95% | 29,080 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $2.0M | 0.80% | 41,848 | SH |
| 25 | ISHARES TR | IVV | 464287200 | $1.9M | 0.74% | 2,481 | SH |
| 26 | ISHARES TR | TLT | 464287432 | $1.7M | 0.70% | 20,245 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.7M | 0.69% | 21,951 | SH |
| 28 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.7M | 0.66% | 6,991 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.6M | 0.63% | 19,313 | SH |
| 30 | ISHARES TR | IJR | 464287804 | $1.5M | 0.61% | 10,367 | SH |
| 31 | ISHARES TR | IJH | 464287507 | $1.3M | 0.53% | 17,380 | SH |
| 32 | ELI LILLY & CO | LLY | 532457108 | $1.3M | 0.53% | 1,115 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.52% | 3,495 | SH |
| 34 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 0.49% | 3,370 | SH |
| 35 | ISHARES TR | IJS | 464287879 | $1.2M | 0.46% | 8,519 | SH |
| 36 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.1M | 0.46% | 7,262 | SH |
| 37 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.1M | 0.44% | 15,250 | SH |
| 38 | VANGUARD WORLD FD | VHT | 92204A504 | $1.1M | 0.44% | 3,744 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.40% | 4,247 | SH |
| 40 | ISHARES TR | IJT | 464287887 | $1.0M | 0.40% | 5,659 | SH |
| 41 | VANGUARD WORLD FD | VDC | 92204A207 | $1.0M | 0.40% | 4,479 | SH |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $943.4K | 0.37% | 1,624 | SH |
| 43 | ISHARES TR | TIP | 464287176 | $906.0K | 0.36% | 8,279 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $831.3K | 0.33% | 5,297 | SH |
| 45 | VANGUARD WORLD FD | VPU | 92204A876 | $817.0K | 0.32% | 4,174 | SH |
| 46 | SPDR INDEX SHS FDS | SPGM | 78463X475 | $806.0K | 0.32% | 9,408 | SH |
| 47 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $759.6K | 0.30% | 9,070 | SH |
| 48 | GAMESTOP CORP | GME | 36467W109 | $743.5K | 0.30% | 33,673 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $707.5K | 0.28% | 29,878 | SH |
| 50 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $693.5K | 0.28% | 13,931 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $251.7M | 108 | 0002032544-26-000004 |
| 2026-03-31 | 2026-04-20 | $233.1M | 105 | 0002032544-26-000002 |
| 2025-12-31 | 2026-01-22 | $234.3M | 106 | 0002032544-26-000001 |