Christensen, King & Associates Investment Services, Inc. holds a focused book of 108 reported positions worth $251.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Christensen, King & Associates Investment Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Christensen, King & Associates Investment Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ZynergyRetirementPlanningLLC | 22 / 80 | $182.8M |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Beacon Wealthcare LLC | 18 / 80 | $304.1M |
| Avalon Advisory Group | 10 / 80 | $259.4M |
| Vestwell Advisors, LLC | 13 / 80 | $396.3M |
| PPS&V Asset Management Consultants, Inc. | 20 / 80 | $175.5M |
| Swiss Re Ltd | 15 / 80 | $1.0B |
| Golden Reserve Retirement LLC | 23 / 80 | $552.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Christensen, King & Associates Investment Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $33.6M | 1.14M | 13.4% | ▼−0.6% Reduced · −7K sh | |
| 2 | Schwab Strategic TR US BRD MKT ETF | $17.2M | 595.2K | 6.8% | ▼−3.2% Reduced · −20K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $15.4M | 484.9K | 6.1% | ▼−2.7% Reduced · −13K sh | |
| 4 | Schwab Strategic TR US SML CAP ETF | $14.7M | 406.3K | 5.8% | ▼−2.3% Reduced · −10K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $14.2M | 418.8K | 5.6% | ▼−3.6% Reduced · −16K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $13.3M | 481.4K | 5.3% | ▼−1.3% Reduced · −6K sh | |
| 7 | Schwab Strategic TR US MID-CAP ETF | $12.8M | 345.9K | 5.1% | ▼−2.6% Reduced · −9K sh | |
| 8 | Schwab Strategic TR US AGGREGATE B | $12.6M | 544.0K | 5.0% | ▼−0.4% Reduced · −2K sh | |
| 9 | Schwab Strategic TR US LCAP VA ETF | $9.5M | 273.8K | 3.8% | ▼−3.2% Reduced · −9K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $6.5M | 9.5K | 2.6% | —Held | |
| 11 | Schwab Strategic TR INT-TRM U.S TRES | $5.4M | 218.1K | 2.1% | ▼−1.7% Reduced · −4K sh | |
| 12 | Schwab Strategic TR EMRG MKTEQ ETF | $4.6M | 125.5K | 1.8% | ▼−0.3% Reduced · −369 sh | |
| 13 | Ishares TR GLOBAL 100 ETF | $4.5M | 33.3K | 1.8% | ▼−1.1% Reduced · −363 sh | |
| 14 | Ishares TR 3 7 YR TREAS BD | $4.3M | 37.0K | 1.7% | ▼−1.1% Reduced · −420 sh | |
| 15 | Schwab Strategic TR SHT TM US TRES | $4.3M | 178.3K | 1.7% | ▼−1.9% Reduced · −3K sh | |
| 16 | Schwab Strategic TR US TIPS ETF | $4.0M | 150.9K | 1.6% | ▼−2.5% Reduced · −4K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.6K | 1.6% | —Held | |
| 18 | Ishares TR 7-10 YR TRSY BD | $3.6M | 38.3K | 1.4% | —Held | |
| 19 | Apple Inc COM | $3.4M | 11.8K | 1.4% | ▼−0.7% Reduced · −87 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.2K | 1.2% | —Held | |
| 21 | Nvidia Corporation COM | $2.7M | 13.3K | 1.1% | ▲~0% Added · +1 sh | |
| 22 | Ishares TR CORE US AGGBD ET | $2.5M | 24.9K | 1.0% | ▼−0.4% Reduced · −101 sh | |
| 23 | Ishares TR 1 3 YR TREAS BD | $2.4M | 29.1K | 0.9% | —Held | |
| 24 | Schwab Strategic TR INTL SCEQT ETF | $2.0M | 41.8K | 0.8% | —Held | |
| 25 | Ishares TR CORE S&P500 ETF | $1.9M | 2.5K | 0.7% | —Held | |
| 26 | Ishares TR 20 YR TR BD ETF | $1.7M | 20.2K | 0.7% | ▼−0.9% Reduced · −176 sh | |
| 27 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.7M | 22.0K | 0.7% | ▼−3.9% Reduced · −892 sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $1.7M | 7.0K | 0.7% | —Held | |
| 29 | Vanguard Scottsdale FDS INT-TERM CORP | $1.6M | 19.3K | 0.6% | ▼−2.3% Reduced · −445 sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.4K | 0.6% | ▼−0.9% Reduced · −97 sh | |
| 31 | Ishares TR CORE S&P MCP ETF | $1.3M | 17.4K | 0.5% | —Held | |
| 32 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.5% | —Held | |
| 33 | Microsoft Corp COM | $1.3M | 3.5K | 0.5% | —Held | |
| 34 | SPDR Gold TR GOLD SHS | $1.2M | 3.4K | 0.5% | —Held | |
| 35 | Ishares TR SP SMCP600VL ETF | $1.2M | 8.5K | 0.5% | —Held | |
| 36 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 7.3K | 0.5% | ▼−3.0% Reduced · −224 sh | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 15.3K | 0.4% | —Held | |
| 38 | Vanguard World FD HEALTH CAR ETF | $1.1M | 3.7K | 0.4% | —Held | |
| 39 | Amazon Com Inc COM | $1.0M | 4.2K | 0.4% | —Held | |
| 40 | Ishares TR S&P SML 600 GWT | $1.0M | 5.7K | 0.4% | —Held | |
| 41 | Vanguard World FD CONSUM STP ETF | $1.0M | 4.5K | 0.4% | ▼−1.7% Reduced · −77 sh | |
| 42 | Advanced Micro Devices Inc COM | $943K | 1.6K | 0.4% | —Held | |
| 43 | Ishares TR TIPS BD ETF | $906K | 8.3K | 0.4% | —Held | |
| 44 | Vanguard Intl Equity Index F TT WRLD ST ETF | $831K | 5.3K | 0.3% | —Held | |
| 45 | Vanguard World FD UTILITIES ETF | $817K | 4.2K | 0.3% | —Held | |
| 46 | SPDR Index SHS FDS ST STR MSCI GLB | $806K | 9.4K | 0.3% | ▼−5.4% Reduced · −539 sh | |
| 47 | Vanguard Intl Equity Index F ALLWRLD EX US | $760K | 9.1K | 0.3% | —Held | |
| 48 | Gamestop Corp CL A | $744K | 33.7K | 0.3% | —Held | |
| 49 | Schwab Strategic TR US REIT ETF | $708K | 29.9K | 0.3% | ▼−9.9% Reduced · −3K sh | |
| 50 | Vanguard BD Index FDS VANGUARD ULTRA | $693K | 13.9K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Christensen, King & Associates Investment Services, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 108 | $251.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 105 | $233.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 106 | $234.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 106 | $232.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 101 | $218.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 97 | $210.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 93 | $213.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 99 | $212.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.