Christensen, King & Associates Investment Services
Christensen, King & Associates Investment Services reported 121 stocks worth $276M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SCHX (12.6%), SCHB (6.5%) and SCHD (6.1%). Compared with Q2 2026, the fund opened new positions in GE, DELL and IVE, added to SCHX, SCHB and SCHD, trimmed SCHA, VOO and IEI and sold out of XOM, IBM and EFAV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $34.7M | 12.6% | 1.2M | +14K (+1%) | 8 of 8 | |
| 2 |  SCHB Schwab US Broad Market ETF | $17.9M | 6.5% | 609K | +14K (+2%) | 8 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $16.8M | 6.1% | 516K | +31K (+6%) | 8 of 8 | |
| 4 |  SCHG Schwab Strategic TR | $15.3M | 5.5% | 425K | +5,737 (+1%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $13.7M | 5.0% | 500K | +18K (+4%) | 8 of 8 | |
| 6 |  SCHA Schwab US Small Cap ETF | $13.2M | 4.8% | 405K | −1,562 (−0%) | 8 of 8 | |
| 7 |  SCHZ Schwab US Aggregate Bond | $12.8M | 4.6% | 578K | +34K (+6%) | 8 of 8 | |
| 8 |  SCHM Schwab Strategic TR | $11.9M | 4.3% | 349K | +3,251 (+1%) | 8 of 8 | |
| 9 |  SCHV Schwab US Large Cap | $9.7M | 3.5% | 292K | +18K (+7%) | 8 of 8 | |
| 10 |  VOO Vanguard S&P 500 ETF | $6.6M | 2.4% | 9,380 | −146 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Christensen, King & Associates Investment Services 13F FAQ
What does Christensen, King & Associates Investment Services own?
Christensen, King & Associates Investment Services reported 121 stocks worth $276M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SCHX (12.6%), SCHB (6.5%) and SCHD (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Christensen, King & Associates Investment Services buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 70 added to, 26 trimmed and 4 sold out. New positions include GE, DELL and IVE. It sold all of XOM, IBM and EFAV.
When will Christensen, King & Associates Investment Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Christensen, King & Associates Investment Services's portfolio worth?
The Q3 2026 filing reports $276M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.