Christensen, King & Associates Investment Services, Inc. 13F Holdings · Q2 2026
Christensen, King & Associates Investment Services, Inc. reported 108 securities worth $251.70M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (13.36%), SCHB (6.85%), SCHD (6.11%). Among its top 25 positions this quarter: 1 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $33.6M | 13.36% | 1.1M | Trimmed |
| 2 | SCHB | SCHWAB STRATEGIC TR | $17.2M | 6.85% | 595,154 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $15.4M | 6.11% | 484,902 | Trimmed |
| 4 | SCHA | SCHWAB STRATEGIC TR | $14.7M | 5.83% | 406,286 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $14.2M | 5.63% | 418,771 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $13.3M | 5.30% | 481,397 | Trimmed |
| 7 | SCHM | SCHWAB STRATEGIC TR | $12.8M | 5.07% | 345,912 | Trimmed |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $12.6M | 5.00% | 544,016 | Trimmed |
| 9 | SCHV | SCHWAB STRATEGIC TR | $9.5M | 3.79% | 273,806 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $6.5M | 2.60% | 9,526 | Hold |
| 11 | SCHR | SCHWAB STRATEGIC TR | $5.4M | 2.14% | 218,102 | Trimmed |
| 12 | SCHE | SCHWAB STRATEGIC TR | $4.6M | 1.81% | 125,546 | Trimmed |
| 13 | IOO | ISHARES TR | $4.5M | 1.80% | 33,254 | Trimmed |
| 14 | IEI | ISHARES TR | $4.3M | 1.73% | 36,995 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $4.3M | 1.71% | 178,348 | Trimmed |
| 16 | SCHP | SCHWAB STRATEGIC TR | $4.0M | 1.59% | 150,935 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $3.9M | 1.55% | 10,574 | Hold |
| 18 | IEF | ISHARES TR | $3.6M | 1.44% | 38,287 | Hold |
| 19 | AAPL | APPLE INC | $3.4M | 1.36% | 11,810 | Trimmed |
| 20 | QQQ | INVESCO QQQ TR | $3.1M | 1.23% | 4,195 | Hold |
| 21 | NVDA | NVIDIA CORPORATION | $2.7M | 1.06% | 13,338 | Added |
| 22 | AGG | ISHARES TR | $2.5M | 0.98% | 24,905 | Trimmed |
| 23 | SHY | ISHARES TR | $2.4M | 0.95% | 29,080 | Hold |
| 24 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 0.80% | 41,848 | Hold |
| 25 | IVV | ISHARES TR | $1.9M | 0.74% | 2,481 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR