DOSSIER · 13F-HR · Q2 2026

Christensen, King & Associates Investment Services, Inc.

$252M in tracked AUM across 108 positions as of Q2 2026.

CK
CIK 0002032544 · last filed Jun 30, 2026
Total AUM
$252M
as of Q2 2026
Holdings
108
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Christensen, King & Associates Investment Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$34M1.1M13.4%
02
SCHB
SCHWAB STRATEGIC TR
$17M595K6.8%
03
SCHD
SCHWAB STRATEGIC TR
$15M485K6.1%
04
SCHA
SCHWAB STRATEGIC TR
$15M406K5.8%
05
SCHG
SCHWAB STRATEGIC TR
$14M419K5.6%
06
SCHF
SCHWAB STRATEGIC TR
$13M481K5.3%
07
SCHM
SCHWAB STRATEGIC TR
$13M346K5.1%
08
SCHZ
SCHWAB STRATEGIC TR
$13M544K5.0%
09
SCHV
SCHWAB STRATEGIC TR
$10M274K3.8%
10
VOO
VANGUARD INDEX FDS
$7M10K2.6%

Filing history

2026Q2Jun 30
$252M 8.0%
108 positionsView →
2026Q1Mar 31
$233M 0.5%
105 positionsView →
2025Q4Dec 31
$234M 0.7%
106 positionsView →
2025Q3Sep 30
$233M 6.7%
106 positionsView →
2025Q2Jun 30
$218M 3.5%
101 positionsLocked
2025Q1Mar 31
$211M 1.2%
97 positionsLocked
2024Q4Dec 31
$213M 0.4%
93 positionsLocked
2024Q3Sep 30
$212M 4.8%
99 positionsLocked
2024Q2Jun 30
$203M 1.3%
93 positionsLocked
2024Q1Mar 31
$200M 7.2%
97 positionsLocked
2023Q4Dec 31
$187M
93 positionsLocked