Christensen, King & Associates Investment Services, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Christensen, King & Associates Investment Services, Inc. reported 105 stock positions worth $233.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.6% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.6%) and Schwab US DVD Equity ETF (SCHD, 6.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 51 and reduced 36. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +0%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $233.1M (Q1 2026)
- SEC Filing
- 0002032544-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 105 stocks · $233.1M
| SCHX Schwab US Large-Cap ETF | 12.64% | 1,149,357 | $29.5M | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 6.62% | 614,671 | $15.4M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 6.56% | 498,253 | $15.3M | Add +0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 5.44% | 546,284 | $12.7M | Add +3.0% |
| SCHG Schwab US Large-Cap Growth | 5.43% | 434,601 | $12.7M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 5.19% | 415,889 | $12.1M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 5.18% | 487,587 | $12.1M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 4.72% | 355,057 | $11.0M | Add +0.4% |
| SCHV Schwab US Large-Cap Value | 3.70% | 282,816 | $8.6M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 2.44% | 9,526 | $5.7M | Add +1.1% |
| SCHR Schwab Intermediate-Term US | 2.37% | 221,905 | $5.5M | Add +3.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.90% | 37,415 | $4.4M | Reduce -0.8% |
| SCHO Schwab Short-Term US Treas | 1.89% | 181,762 | $4.4M | Add +4.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.78% | 125,915 | $4.1M | Reduce -0.1% |
| SCHP Schwab U.S. Tips ETF | 1.77% | 154,831 | $4.1M | Add +0.9% |
| IOO iShares Global 100 ETF | 1.74% | 33,617 | $4.1M | Add +4.8% |
| IEF iShares 7-10 Year Treasury B | 1.57% | 38,287 | $3.7M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.46% | 10,574 | $3.4M | Reduce -0.9% |
| AAPL Apple Inc. | 1.30% | 11,897 | $3.0M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 1.07% | 3,577 | $2.5M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 1.06% | 25,006 | $2.5M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.04% | 4,195 | $2.4M | Reduce -2.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.03% | 29,080 | $2.4M | Add +0.5% |
| NVDA Nvidia Corp. | 1.00% | 13,337 | $2.3M | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.84% | 41,848 | $2.0M | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.78% | 22,843 | $1.8M | Add +2.0% |
| TLT iShares 20+ Year Treasury BD | 0.76% | 20,421 | $1.8M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 19,758 | $1.6M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 0.70% | 2,481 | $1.6M | Reduce -6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 6,991 | $1.5M | Add +8.3% |
| GLD SPDR Gold Shares | 0.62% | 3,370 | $1.5M | No change |
| IJR iShares Core S&P Small-Cap E | 0.56% | 10,464 | $1.3M | Add +4.3% |
| MSFT Microsoft Corp. | 0.56% | 3,495 | $1.3M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 17,380 | $1.2M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.48% | 15,250 | $1.1M | Add +16.5% |
| VYM Vanguard High DVD Yield ETF | 0.48% | 7,486 | $1.1M | Add +6.0% |
| LLY Eli Lilly & Co. | 0.44% | 1,115 | $1.0M | No change |
| VDC Vanguard Consumer Staple ETF | 0.44% | 4,556 | $1.0M | Add +4.9% |
| VHT Vanguard Health Care ETF | 0.44% | 3,744 | $1.0M | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.43% | 8,519 | $1.0M | Add +3.9% |
| TIP iShares Tips Bond ETF | 0.39% | 8,279 | $914K | Reduce -3.8% |
| AMZN Amazon.com Inc. | 0.38% | 4,247 | $885K | No change |
| VPU Vanguard Utilities ETF | 0.35% | 4,174 | $827K | Add +8.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.35% | 5,659 | $819K | Reduce -10.9% |
| GME Gamestop Corp. Class A | 0.33% | 33,673 | $776K | Add +8.0% |
| SPGM State Street SPDR Portfolio | 0.32% | 9,947 | $753K | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.31% | 5,297 | $733K | Add +6.9% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 4,962 | $726K | Add +13.7% |
| SCHH Schwab US REIT ETF | 0.31% | 33,161 | $713K | Reduce -2.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.30% | 13,931 | $694K | Add +10.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 9,070 | $681K | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,378 | $660K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.27% | 27,921 | $633K | Add +13.2% |
| XOM Exxon Mobil Corp. | 0.26% | 3,531 | $599K | Reduce -1.8% |
| PGX Invesco Preferred ETF | 0.25% | 54,139 | $589K | Reduce -2.1% |
| ANGL Vaneck Fallen Angel High YLD | 0.24% | 19,276 | $554K | Add +5.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,207 | $527K | Add +8.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 10,364 | $498K | Add +4.2% |
| COST Costco Wholesale Corp. | 0.21% | 489 | $488K | Add +1.4% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.21% | 7,031 | $479K | Add +20.9% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.21% | 19,349 | $478K | Add +16.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 1,816 | $476K | Add +0.1% |
| VCR Vanguard Consumer Discre ETF | 0.20% | 1,306 | $469K | Add +0.1% |
| IAU iShares Gold Trust | 0.20% | 5,209 | $459K | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.19% | 2,075 | $451K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 3,978 | $450K | Reduce -4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 4,573 | $445K | Reduce -7.5% |
| MUNI PIMCO Intermediate Municipal | 0.19% | 8,370 | $437K | No change |
| PFF iShares Preferred & Income S | 0.18% | 13,701 | $415K | Reduce -8.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,070 | $406K | Add +0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 8,236 | $378K | No change |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,240 | $356K | Reduce -2.0% |
| IUSV iShares Core S&P U.S. Value | 0.15% | 3,383 | $346K | Reduce -5.7% |
| MUB iShares National Muni Bond E | 0.15% | 3,220 | $342K | Add +0.1% |
| EWC iShares MSCI Canada ETF | 0.15% | 6,177 | $338K | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.14% | 1,624 | $330K | No change |
| IYH iShares U.S. Healthcare ETF | 0.14% | 5,111 | $315K | No change |
| ISCB iShares Morningstar SM Cap | 0.13% | 4,777 | $311K | Add +0.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.13% | 2,784 | $303K | Reduce -6.7% |
| MCD McDonald's Corp. | 0.13% | 970 | $301K | Add +0.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.13% | 6,072 | $294K | Reduce -2.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.12% | 5,595 | $284K | Add +0.3% |
| IYE iShares U.S. Energy ETF | 0.12% | 4,319 | $280K | Add +0.3% |
| FXH First Trust Health Care Alph | 0.12% | 2,547 | $280K | Add +0.0% |
| ITW Illinois Tool Works | 0.12% | 1,051 | $274K | Reduce -9.0% |
| ABT Abbott Laboratories | 0.12% | 2,647 | $272K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.12% | 1,266 | $270K | Reduce -0.3% |
| WMT Walmart Inc. | 0.11% | 2,146 | $267K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,900 | $262K | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 5,204 | $260K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.11% | 1,755 | $257K | No change |
| IDV iShares International Select | 0.11% | 5,982 | $255K | Reduce -3.7% |
| VXUS Vanguard Total Intl Stock | 0.11% | 3,256 | $251K | Reduce -1.5% |
| V Visa Inc. Class A | 0.11% | 824 | $249K | No change |
| CAT Caterpillar Inc. | 0.11% | 350 | $248K | No change |
| TSLA Tesla Inc. | 0.10% | 646 | $240K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.10% | 683 | $234K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 963 | $233K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 2,548 | $233K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.09% | 7,826 | $218K | Add +0.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHG Schwab US Large-Cap Growth | Reduce -0.3% | 5.43% | −0.63 |
| SCHB Schwab US Broad Market ETF | Reduce -0.1% | 6.62% | −0.27 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.56% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.09 |
| VGT Vanguard Info Tech ETF | Reduce -0.7% | 1.07% | −0.09 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -0.1% | 1.30% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.2% | 1.04% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -6.5% | 0.70% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 1.46% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -10.9% | 0.35% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.5% | 0.19% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -8.5% | 0.18% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.8% | 1.90% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 0.15% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -2.1% | 0.25% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.5% | 0.19% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -3.8% | 0.39% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -6.7% | 0.13% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -5.7% | 0.15% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -8.4% | 0.09% | −0.01 |
| SPGM State Street SPDR Portfolio | Reduce -0.7% | 0.32% | −0.00 |
| ITW Illinois Tool Works | Reduce -9.0% | 0.12% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -2.8% | 0.13% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.9% | 0.09% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -1.2% | 0.15% | +0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -1.5% | 0.11% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 0.11% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.12% | +0.00 |
| SCHH Schwab US REIT ETF | Reduce -2.2% | 0.31% | +0.00 |
| IDV iShares International Select | Reduce -3.7% | 0.11% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.50% | +0.01 |
| IAU iShares Gold Trust | Reduce -2.4% | 0.20% | +0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.2% | 0.84% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.1% | 1.78% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.26% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.4% | 5.19% | +0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -0.0% | 5.18% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +0.0% | 6.56% | +0.73 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 4.72% | +0.18 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.0% | 5.44% | +0.15 |
| SCHV Schwab US Large-Cap Value | Add +0.0% | 3.70% | +0.13 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| HDV iShares Core High Dividend E | New | 0.09% | +0.09 |
| SCHO Schwab Short-Term US Treas | Add +4.7% | 1.89% | +0.09 |
| SCHR Schwab Intermediate-Term US | Add +3.4% | 2.37% | +0.07 |
| BND Vanguard Total Bond Market | Add +16.5% | 0.48% | +0.07 |
| GME Gamestop Corp. Class A | Add +8.0% | 0.33% | +0.07 |
| VPU Vanguard Utilities ETF | Add +8.9% | 0.35% | +0.05 |
| VDC Vanguard Consumer Staple ETF | Add +4.9% | 0.44% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 0.56% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +6.0% | 0.48% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +8.3% | 0.65% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +6.5% | 0.70% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +3.9% | 0.43% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +0.9% | 1.77% | +0.03 |
| IYE iShares U.S. Energy ETF | Add +0.3% | 0.12% | +0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +20.9% | 0.21% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 1.06% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.21% | +0.03 |
| SCHI Schwab 5-10 Year Corporate B | Add +13.2% | 0.27% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +10.3% | 0.30% | +0.03 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +16.7% | 0.21% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.2% | 0.29% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +6.9% | 0.31% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.0% | 0.78% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +1.1% | 1.57% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.11% | +0.01 |
| IOO iShares Global 100 ETF | Add +4.8% | 1.74% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +5.6% | 0.24% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.2% | 0.21% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.5% | 1.03% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +0.9% | 0.76% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.17% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.20% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.09% | +0.00 |
| MCD McDonald's Corp. | Add +0.1% | 0.13% | +0.00 |
| ISCB iShares Morningstar SM Cap | Add +0.0% | 0.13% | +0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.3% | 0.12% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.1% | 0.11% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.1% | 0.15% | −0.00 |
| FXH First Trust Health Care Alph | Add +0.0% | 0.12% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.3% | 0.23% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.19% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.20% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +13.7% | 0.31% | −0.02 |
| TSLA Tesla Inc. | Add +0.2% | 0.10% | −0.02 |
| VHT Vanguard Health Care ETF | Add +0.1% | 0.44% | −0.02 |
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 |