Christensen, King & Associates Investment Services, Inc. holds a focused book of 108 stocks worth $251.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2032544/holdings"
Use Arkolith to show Christensen, King & Associates Investment Services, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, 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 |
|---|---|---|
| FMR LLC | 80 / 80 | $578.2B |
| MORGAN STANLEY | 80 / 80 | $433.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $391.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $371.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $132.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $122.8B |
| LPL Financial LLC | 80 / 80 | $83.1B |
| HighTower Advisors, LLC | 80 / 80 | $26.6B |
Ranked by how many of Christensen, King & Associates Investment Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 108 | $251.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 105 | $233.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 106 | $234.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 106 | $232.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 101 | $218.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 97 | $210.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 93 | $213.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 99 | $212.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.