Christensen, King & Associates Investment Services, Inc.

Name: Christensen, King & Associates Investment Services, Inc. 13F holdings, Q3 2025
Creator: Christensen, King & Associates Investment Services, Inc.
Published: 2025-10-21

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Christensen, King & Associates Investment Services, Inc. reported 106 stock positions worth $232.7 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.3% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.8%) and Schwab US Large-Cap Growth (SCHG, 6.0%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 49 and reduced 35. The biggest buy was Apple (AAPL, shares +11%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −2%).

Most Recent 13F: Q2 2026
Location: RICHLAND, WA
CIK: 0002032544
Portfolio Value: $232.7M (Q3 2025)
SEC Filing: 0002032544-25-000006 ↗ filed Oct 21, 2025

Holdings Value

Holdings 106 stocks · $232.7M


SCHX Schwab US Large-Cap ETF	13.29%	1,174,731	$30.9M	Reduce -1.3%
SCHB Schwab US Broad Market ETF	6.85%	620,086	$15.9M	Reduce -0.7%
SCHG Schwab US Large-Cap Growth	6.02%	439,155	$14.0M	Reduce -0.5%
SCHD Schwab US DVD Equity ETF	6.00%	511,354	$14.0M	Reduce -1.9%
SCHZ Schwab US Aggregate Bond ETF	5.15%	511,189	$12.0M	Add +2.7%
SCHA Schwab US Small-Cap ETF	5.00%	417,100	$11.6M	Reduce -0.7%
SCHF Schwab Intl Equity ETF	4.96%	496,185	$11.6M	Reduce -1.1%
SCHM Schwab US Mid Cap ETF	4.50%	353,420	$10.5M	Add +0.4%
SCHV Schwab US Large-Cap Value	3.51%	280,898	$8.2M	Reduce -0.6%
VOO Vanguard S&P 500 ETF	2.46%	9,330	$5.7M	Add +0.6%
SCHR Schwab Intermediate-Term US	2.29%	212,119	$5.3M	Reduce -0.1%
IEI iShares 3-7 Year Treasury Bo	2.00%	38,888	$4.6M	Reduce -4.5%
SCHP Schwab U.S. Tips ETF	1.88%	162,165	$4.4M	Reduce -2.6%
SCHE Schwab Emrg Mrkts Eqty ETF	1.82%	127,037	$4.2M	Reduce -1.7%
SCHO Schwab Short-Term US Treas	1.70%	162,404	$4.0M	Add +2.7%
IOO iShares Global 100 ETF	1.57%	30,401	$3.6M	Add +0.4%
IEF iShares 7-10 Year Treasury B	1.56%	37,728	$3.6M	Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US	1.49%	10,587	$3.5M	Reduce -4.2%
AAPL Apple Inc.	1.39%	12,675	$3.2M	Add +11.0%
QQQ Invesco QQQ Trust Series 1	1.19%	4,608	$2.8M	Reduce -9.2%
VGT Vanguard Info Tech ETF	1.15%	3,598	$2.7M	No change
NVDA Nvidia Corp.	1.14%	14,225	$2.7M	Add +5.8%
AGG iShares Core U.S. Aggregate	1.06%	24,675	$2.5M	Add +0.8%
SHY iShares 1-3 Year Treasury Bo	1.03%	28,946	$2.4M	Add +0.6%
SCHC Schwab Intl Small-Cap Equity	0.85%	43,669	$2.0M	Reduce -1.5%
MSFT Microsoft Corp.	0.82%	3,666	$1.9M	Add +23.0%
TLT iShares 20+ Year Treasury BD	0.78%	20,253	$1.8M	Add +3.6%
VCSH Vanguard S/T Corp. Bond ETF	0.76%	22,030	$1.8M	Reduce -3.0%
IVV iShares Core S&P 500 ETF	0.76%	2,626	$1.8M	Reduce -0.3%
VCIT Vanguard Int-Term Corporate	0.64%	17,745	$1.5M	Add +2.5%
VIG Vanguard Dividend Apprec ETF	0.58%	6,224	$1.3M	Add +13.1%
GLD SPDR Gold Shares	0.52%	3,385	$1.2M	Reduce -2.3%
IJR iShares Core S&P Small-Cap E	0.51%	9,905	$1.2M	Add +3.3%
IJH iShares Core S&P Midcap ETF	0.48%	17,282	$1.1M	Add +1.2%
VDC Vanguard Consumer Staple ETF	0.43%	4,685	$1.0M	Add +0.3%
VHT Vanguard Health Care ETF	0.42%	3,732	$969K	Reduce -0.3%
TIP iShares Tips Bond ETF	0.42%	8,701	$968K	Reduce -3.6%
AMZN Amazon.com Inc.	0.41%	4,347	$954K	Add +23.5%
IJS iShares S&P Small-Cap 600 Va	0.40%	8,379	$927K	Reduce -0.4%
IJT iShares S&P Small-Cap 600 GR	0.39%	6,388	$904K	Reduce -0.7%
PLTR Palantir Technologies Inc. Class A	0.39%	4,922	$898K	Reduce -10.1%
LLY Eli Lilly & Co.	0.37%	1,139	$869K	Add +1.1%
GME Gamestop Corp. Class A	0.36%	31,045	$847K	Add +8.3%
VYM Vanguard High DVD Yield ETF	0.36%	5,967	$841K	Reduce -0.0%
BND Vanguard Total Bond Market	0.36%	11,309	$841K	Add +0.1%
SPGM State Street SPDR Portfolio	0.33%	10,195	$764K	No change
SCHH Schwab US REIT ETF	0.32%	34,360	$741K	Add +0.1%
VPU Vanguard Utilities ETF	0.31%	3,822	$724K	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.29%	1,358	$683K	No change
VT Vanguard Tot World STK ETF	0.29%	4,950	$682K	Add +0.0%
PGX Invesco Preferred ETF	0.28%	55,253	$641K	Reduce -1.1%
VEU Vanguard Ftse All-World Ex-U	0.26%	8,637	$616K	Add +1.4%
VUSB Vanguard Ultra Short Bond Et	0.26%	12,246	$612K	Add +25.8%
SCHI Schwab 5-10 Year Corporate B	0.24%	24,419	$564K	Add +0.7%
ANGL Vaneck Fallen Angel High YLD	0.23%	18,383	$547K	Add +0.7%
ABBV Abbvie Inc.	0.23%	2,273	$526K	Add +21.4%
VCR Vanguard Consumer Discre ETF	0.23%	1,323	$524K	Add +0.1%
IVW iShares S&P 500 Growth ETF	0.22%	4,172	$504K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.21%	1,025	$492K	Reduce -2.5%
IWR iShares Russell Mid-Cap ETF	0.21%	4,991	$482K	Add +8.1%
VB Vanguard Most SM-Cap ETF-Usd	0.21%	1,889	$480K	No change
PFF iShares Preferred & Income S	0.20%	15,027	$475K	Reduce -4.3%
COST Costco Wholesale Corp.	0.20%	502	$464K	Add +4.4%
BNDX Vanguard Total Intl Bond ETF	0.19%	8,946	$442K	Add +5.9%
MUNI PIMCO Intermediate Municipal	0.19%	8,370	$438K	No change
XOM Exxon Mobil Corp.	0.18%	3,784	$427K	Add +0.1%
SCHJ Schwab 1-5 YR Corp. BND ETF	0.18%	16,699	$417K	Reduce -1.9%
IAU iShares Gold Trust	0.17%	5,497	$400K	Reduce -1.8%
XT Ishar Fture Exp Tech ETF-Usd	0.17%	5,514	$397K	Reduce -0.7%
VTV Vanguard Mrngstr Val ETF-Aui	0.17%	2,067	$386K	Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.16%	1,282	$362K	New
ISCB iShares Morningstar SM Cap	0.16%	5,694	$361K	Add +0.1%
MUB iShares National Muni Bond E	0.15%	3,365	$358K	Reduce -2.4%
IUSV iShares Core S&P U.S. Value	0.15%	3,584	$358K	Reduce -15.5%
ABT Abbott Laboratories	0.15%	2,643	$354K	Add +0.1%
HDV iShares Core High Dividend E	0.15%	2,846	$349K	Add +0.0%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.15%	3,892	$339K	Reduce -1.5%
ISTB iShares Core 1-5 Year Usd Bo	0.14%	6,759	$330K	Add +0.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.14%	2,960	$330K	Add +0.6%
GOOGL Alphabet Inc. Class A	0.14%	1,341	$326K	Add +2.4%
EWC iShares MSCI Canada ETF	0.14%	6,288	$318K	No change
ITW Illinois Tool Works	0.13%	1,155	$301K	No change
IYH iShares U.S. Healthcare ETF	0.13%	5,111	$300K	No change
MCD McDonald's Corp.	0.13%	969	$294K	Add +0.1%
TSLA Tesla Inc.	0.12%	645	$287K	Add +1.1%
NEAR iShares SH Dba ETF Usd Inc.	0.12%	5,536	$284K	Add +0.5%
V Visa Inc. Class A	0.12%	824	$281K	No change
FXH First Trust Health Care Alph	0.12%	2,546	$279K	Add +0.1%
IWD iShares Russell 1000 Value E	0.12%	1,330	$271K	Add +8.4%
ORCL Oracle Corp.	0.12%	958	$269K	No change
AMD Advanced Micro Devices	0.11%	1,624	$263K	Add +6.6%
IEFA iShares Core MSCI Eafe ETF	0.11%	2,930	$256K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.11%	372	$248K	New
XLV SS Health Care Select Sector	0.11%	1,763	$245K	No change
VXUS Vanguard Total Intl Stock	0.10%	3,305	$243K	No change
WSM Williams-Sonoma Inc.	0.10%	1,240	$242K	No change
IDV iShares International Select	0.10%	6,204	$227K	Add +0.6%
WMT Walmart Inc.	0.10%	2,145	$221K	Add +0.1%
IJJ iShares S&P Mid-Cap 400 Valu	0.09%	1,685	$219K	Add +0.3%
EFAV iShares MSCI Eafe Min Vol Fa	0.09%	2,526	$214K	No change
GBTC Grayscale Bitcoin Trust ETF	0.09%	2,367	$212K	Reduce -6.0%
HD Home Depot Inc.	0.09%	523	$212K	New
IXUS iShares Core Intl Stock ETF	0.09%	2,544	$210K	New
VWO Vanguard Ftse Emerging Marke	0.09%	3,851	$209K	New
FNDX Schwab Fndmntl US LRG Co. ETF	0.09%	7,767	$204K	New
OTLK Outlook Therapeutics Inc.	0.01%	27,208	$29K	Add +11.8%

Portfolio Sells Q2 2025 → Q3 2025


SCHD Schwab US DVD Equity ETF	Reduce -1.9%	6.00%	−0.33
IEI iShares 3-7 Year Treasury Bo	Reduce -4.5%	2.00%	−0.23
SCHP Schwab U.S. Tips ETF	Reduce -2.6%	1.88%	−0.16
SCHR Schwab Intermediate-Term US	Reduce -0.1%	2.29%	−0.15
SCHF Schwab Intl Equity ETF	Reduce -1.1%	4.96%	−0.12
IEF iShares 7-10 Year Treasury B	Reduce -0.8%	1.56%	−0.11
QQQ Invesco QQQ Trust Series 1	Reduce -9.2%	1.19%	−0.09
PG The Procter & Gamble Co.	Sold out	0.00%	−0.09
VCSH Vanguard S/T Corp. Bond ETF	Reduce -3.0%	0.76%	−0.07
SCHV Schwab US Large-Cap Value	Reduce -0.6%	3.51%	−0.07
VTI VG Morningstar TS MKT ETF-US	Reduce -4.2%	1.49%	−0.05
SCHX Schwab US Large-Cap ETF	Reduce -1.3%	13.29%	−0.04
TIP iShares Tips Bond ETF	Reduce -3.6%	0.42%	−0.04
IUSV iShares Core S&P U.S. Value	Reduce -15.5%	0.15%	−0.03
PFF iShares Preferred & Income S	Reduce -4.3%	0.20%	−0.02
SCHJ Schwab 1-5 YR Corp. BND ETF	Reduce -1.9%	0.18%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -5.5%	0.17%	−0.01
SCHC Schwab Intl Small-Cap Equity	Reduce -1.5%	0.85%	−0.01
MUB iShares National Muni Bond E	Reduce -2.4%	0.15%	−0.01
VHT Vanguard Health Care ETF	Reduce -0.3%	0.42%	−0.01
PGX Invesco Preferred ETF	Reduce -1.1%	0.28%	−0.01
GBTC Grayscale Bitcoin Trust ETF	Reduce -6.0%	0.09%	−0.01
IJT iShares S&P Small-Cap 600 GR	Reduce -0.7%	0.39%	−0.00
VYM Vanguard High DVD Yield ETF	Reduce -0.0%	0.36%	−0.00
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -1.5%	0.15%	−0.00
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -2.5%	0.21%	+0.00
XT Ishar Fture Exp Tech ETF-Usd	Reduce -0.7%	0.17%	+0.00
IVV iShares Core S&P 500 ETF	Reduce -0.3%	0.76%	+0.01
IAU iShares Gold Trust	Reduce -1.8%	0.17%	+0.01
IJS iShares S&P Small-Cap 600 Va	Reduce -0.4%	0.40%	+0.01
SCHB Schwab US Broad Market ETF	Reduce -0.7%	6.85%	+0.03
GLD SPDR Gold Shares	Reduce -2.3%	0.52%	+0.03
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -1.7%	1.82%	+0.04
PLTR Palantir Technologies Inc. Class A	Reduce -10.1%	0.39%	+0.04
SCHG Schwab US Large-Cap Growth	Reduce -0.5%	6.02%	+0.11
SCHA Schwab US Small-Cap ETF	Reduce -0.7%	5.00%	+0.13

Portfolio Buys Q2 2025 → Q3 2025


AAPL Apple Inc.	Add +11.0%	1.39%	+0.31
NVDA Nvidia Corp.	Add +5.8%	1.14%	+0.17
IBM Intl Business Machines Corp.	New	0.16%	+0.16
MSFT Microsoft Corp.	Add +23.0%	0.82%	+0.14
SPY SS SPDR S&P 500 ETF Trust-US	New	0.11%	+0.11
HD Home Depot Inc.	New	0.09%	+0.09
IXUS iShares Core Intl Stock ETF	New	0.09%	+0.09
VWO Vanguard Ftse Emerging Marke	New	0.09%	+0.09
FNDX Schwab Fndmntl US LRG Co. ETF	New	0.09%	+0.09
IOO iShares Global 100 ETF	Add +0.4%	1.57%	+0.07
ABBV Abbvie Inc.	Add +21.4%	0.23%	+0.07
VIG Vanguard Dividend Apprec ETF	Add +13.1%	0.58%	+0.06
AMZN Amazon.com Inc.	Add +23.5%	0.41%	+0.06
GME Gamestop Corp. Class A	Add +8.3%	0.36%	+0.04
VUSB Vanguard Ultra Short Bond Et	Add +25.8%	0.26%	+0.04
VOO Vanguard S&P 500 ETF	Add +0.6%	2.46%	+0.04
GOOGL Alphabet Inc. Class A	Add +2.4%	0.14%	+0.03
TSLA Tesla Inc.	Add +1.1%	0.12%	+0.03
IJR iShares Core S&P Small-Cap E	Add +3.3%	0.51%	+0.03
AMD Advanced Micro Devices	Add +6.6%	0.11%	+0.01
IWR iShares Russell Mid-Cap ETF	Add +8.1%	0.21%	+0.01
IWD iShares Russell 1000 Value E	Add +8.4%	0.12%	+0.01
VCR Vanguard Consumer Discre ETF	Add +0.1%	0.23%	+0.01
ISCB iShares Morningstar SM Cap	Add +0.1%	0.16%	+0.00
VPU Vanguard Utilities ETF	Add +0.3%	0.31%	+0.00
VEU Vanguard Ftse All-World Ex-U	Add +1.4%	0.26%	+0.00
VT Vanguard Tot World STK ETF	Add +0.0%	0.29%	+0.00
IDV iShares International Select	Add +0.6%	0.10%	−0.00
FXH First Trust Health Care Alph	Add +0.1%	0.12%	−0.00
IJH iShares Core S&P Midcap ETF	Add +1.2%	0.48%	−0.00
WMT Walmart Inc.	Add +0.1%	0.10%	−0.00
IJJ iShares S&P Mid-Cap 400 Valu	Add +0.3%	0.09%	−0.00
BNDX Vanguard Total Intl Bond ETF	Add +5.9%	0.19%	−0.00
HDV iShares Core High Dividend E	Add +0.0%	0.15%	−0.00
MCD McDonald's Corp.	Add +0.1%	0.13%	−0.00
XOM Exxon Mobil Corp.	Add +0.1%	0.18%	−0.00
OTLK Outlook Therapeutics Inc.	Add +11.8%	0.01%	−0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +0.6%	0.14%	−0.01
NEAR iShares SH Dba ETF Usd Inc.	Add +0.5%	0.12%	−0.01
ISTB iShares Core 1-5 Year Usd Bo	Add +0.8%	0.14%	−0.01
ANGL Vaneck Fallen Angel High YLD	Add +0.7%	0.23%	−0.01
SCHI Schwab 5-10 Year Corporate B	Add +0.7%	0.24%	−0.01
ABT Abbott Laboratories	Add +0.1%	0.15%	−0.01
TLT iShares 20+ Year Treasury BD	Add +3.6%	0.78%	−0.01
SCHH Schwab US REIT ETF	Add +0.1%	0.32%	−0.01
VCIT Vanguard Int-Term Corporate	Add +2.5%	0.64%	−0.02
COST Costco Wholesale Corp.	Add +4.4%	0.20%	−0.02
BND Vanguard Total Bond Market	Add +0.1%	0.36%	−0.02
SCHM Schwab US Mid Cap ETF	Add +0.4%	4.50%	−0.03
LLY Eli Lilly & Co.	Add +1.1%	0.37%	−0.03

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	108	$251.7M	SCHX, SCHB, SCHD, SCHA, SCHG
Q1 2026	105	$233.1M	SCHX, SCHB, SCHD, SCHZ, SCHG
Q4 2025	106	$234.3M	SCHX, SCHB, SCHG, SCHD, SCHZ
Q3 2025	106	$232.7M	SCHX, SCHB, SCHG, SCHD, SCHZ
Q2 2025	101	$218.2M	SCHX, SCHB, SCHD, SCHG, SCHZ
Q1 2025	97	$210.8M	SCHX, SCHD, SCHB, SCHG, SCHZ
Q4 2024	92	$213.3M	SCHX, SCHB, SCHD, SCHG, SCHZ
Q3 2024	99	$212.5M	SCHX, SCHD, SCHB, SCHZ, SCHG
Q2 2024	93	$202.7M	SCHX, SCHD, SCHB, SCHG, SCHZ
Q1 2024	97	$200.2M	SCHX, SCHD, SCHB, SCHZ, SCHG