Christensen, King & Associates Investment Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Christensen, King & Associates Investment Services, Inc. disclosed 121 stock positions valued at approximately $276.16M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 121
- Portfolio Value
- $276.16M
Holdings by Sector
Christensen, King & Associates Investment Services, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 12.57% | 1,156,756 | +14,222 | +1.24% | $34,702,683 |
| SCHWAB STRATEGIC TR | SCHB | Other | 6.46% | 609,119 | +13,965 | +2.35% | $17,853,267 |
| SCHWAB STRATEGIC TR | SCHD | Other | 6.08% | 516,198 | +31,296 | +6.45% | $16,791,937 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.52% | 424,508 | +5,737 | +1.37% | $15,252,568 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.97% | 499,632 | +18,235 | +3.79% | $13,724,883 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.78% | 404,724 | -1,562 | -0.38% | $13,206,144 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 4.62% | 577,746 | +33,730 | +6.20% | $12,768,183 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.30% | 349,163 | +3,251 | +0.94% | $11,878,520 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.53% | 292,303 | +18,497 | +6.76% | $9,736,602 |
| VANGUARD INDEX FDS | VOO | Other | 2.38% | 9,380 | -146 | -1.53% | $6,574,075 |
| ISHARES TR | IOO | Other | 1.93% | 37,017 | +3,763 | +11.32% | $5,330,749 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.92% | 223,192 | +5,090 | +2.33% | $5,289,649 |
| VANGUARD INDEX FDS | VTI | Other | 1.87% | 13,829 | +3,255 | +30.78% | $5,175,471 |
| GE AEROSPACE | GE | Industrials | 1.79% | 15,801 | +15,801 | +100.00% | $4,934,467 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.72% | 130,600 | +5,054 | +4.03% | $4,760,363 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.57% | 181,932 | +3,584 | +2.01% | $4,340,892 |
| ISHARES TR | IEI | Other | 1.50% | 36,428 | -567 | -1.53% | $4,132,433 |
| VANGUARD WORLD FD | VGT | Other | 1.38% | 30,364 | +26,805 | +753.16% | $3,815,815 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.38% | 151,362 | +427 | +0.28% | $3,803,719 |
| APPLE INC | AAPL | Technology | 1.35% | 11,192 | -618 | -5.23% | $3,727,087 |
| INVESCO QQQ TR | QQQ | Other | 1.33% | 4,974 | +779 | +18.57% | $3,679,701 |
| ISHARES TR | IEF | Other | 1.22% | 37,606 | -681 | -1.78% | $3,358,566 |
| NVIDIA CORPORATION | NVDA | Technology | 0.93% | 11,256 | -2,082 | -15.61% | $2,570,696 |
| ISHARES TR | AGG | Other | 0.92% | 26,958 | +2,053 | +8.24% | $2,548,640 |
| ISHARES TR | IVV | Other | 0.92% | 3,317 | +836 | +33.70% | $2,540,317 |
| ISHARES TR | SHY | Other | 0.90% | 30,574 | +1,494 | +5.14% | $2,482,631 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 4,442 | +947 | +27.10% | $2,278,151 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.77% | 42,995 | +1,147 | +2.74% | $2,138,560 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.68% | 24,430 | +2,479 | +11.29% | $1,887,249 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.68% | 23,902 | +4,589 | +23.76% | $1,871,778 |
Showing 30 of 121 holdings in the latest reporting period.