BHK Investment Advisors
Latest statistics and disclosures from BHK Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGV, MGK, BND, VOE, VBR, and represent 49.19% of BHK Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MGV, BND, VBR, VOE, VOT, BRK.B, VBK, BRK.A, PL, MGK.
- Started 9 new stock positions in CVX, NU, PL, CGVV, GL, CGGR, XOM, BRK.A, BRK.B.
- Reduced shares in these 10 stocks: , LLY, INFY, ZTS, , JPM, SPY, VCSH, SPIB, NVDA.
- Sold out of its positions in INFY, LLY, TROW, V.
- BHK Investment Advisors was a net buyer of stock by $35M.
- BHK Investment Advisors has $304M in assets under management (AUM), dropping by 13.68%.
- Central Index Key (CIK): 0001710539
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Portfolio Holdings for BHK Investment Advisors
BHK Investment Advisors holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Cap Val Etf (MGV) | 10.7 | $33M | +14% | 231k | 141.16 |
|
| Vanguard World Mega Grwth Ind (MGK) | 10.7 | $33M | +4% | 79k | 412.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.4 | $29M | +14% | 387k | 74.07 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 9.2 | $28M | +12% | 158k | 177.37 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 9.2 | $28M | +12% | 132k | 211.79 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 9.1 | $28M | +9% | 92k | 302.11 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 8.8 | $27M | +11% | 96k | 279.14 |
|
| Apple (AAPL) | 2.2 | $6.8M | +7% | 25k | 271.86 |
|
| Barings Corporate Investors (MCI) | 2.2 | $6.7M | +2% | 371k | 18.15 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.1 | $6.2M | +3% | 62k | 100.34 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.8 | $5.5M | +9% | 65k | 83.61 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 1.8 | $5.5M | +4% | 60k | 90.40 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $5.4M | +9% | 100k | 53.76 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $5.3M | -2% | 7.8k | 681.91 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.6 | $4.8M | +16% | 61k | 78.81 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.4 | $4.1M | +4% | 44k | 94.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.6M | NEW | 5.1k | 502.65 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.4M | -5% | 7.5k | 322.20 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $2.3M | +7% | 13k | 181.21 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.3M | NEW | 3.00 | 754800.00 |
|
| Microsoft Corporation (MSFT) | 0.6 | $1.9M | +39% | 4.0k | 483.67 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $1.9M | +4% | 14k | 141.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.8M | +4% | 3.9k | 473.30 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.6M | 2.6k | 627.13 |
|
|
| Amazon (AMZN) | 0.5 | $1.6M | 7.0k | 230.82 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.6M | +254% | 59k | 26.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.4M | +7% | 6.8k | 210.34 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $1.4M | -7% | 17k | 79.73 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.5 | $1.4M | NEW | 70k | 19.72 |
|
| Applied Materials (AMAT) | 0.4 | $1.4M | +18% | 5.3k | 257.00 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.3M | 9.4k | 136.94 |
|
|
| Truist Financial Corp equities (TFC) | 0.4 | $1.1M | +3% | 22k | 49.21 |
|
| BlackRock | 0.3 | $947k | +15% | 884.00 | 1070.76 |
|
| FedEx Corporation (FDX) | 0.3 | $936k | +5% | 3.2k | 288.88 |
|
| Carlisle Companies (CSL) | 0.3 | $930k | +14% | 2.9k | 319.90 |
|
| Automatic Data Processing (ADP) | 0.3 | $924k | +30% | 3.6k | 257.23 |
|
| Amgen (AMGN) | 0.3 | $895k | +2% | 2.7k | 327.35 |
|
| EOG Resources (EOG) | 0.3 | $864k | +57% | 8.2k | 105.01 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $815k | +166% | 16k | 50.94 |
|
| Watsco, Incorporated (WSO) | 0.3 | $773k | +55% | 2.3k | 336.94 |
|
| Hubbell (HUBB) | 0.2 | $753k | +12% | 1.7k | 444.15 |
|
| Illinois Tool Works (ITW) | 0.2 | $744k | +11% | 3.0k | 246.34 |
|
| Regions Financial Corporation (RF) | 0.2 | $725k | +9% | 27k | 27.10 |
|
| Gra (GGG) | 0.2 | $703k | +29% | 8.6k | 81.97 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $685k | +14% | 3.1k | 223.20 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $624k | 3.3k | 186.50 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $601k | 1.9k | 313.00 |
|
|
| Franklin Electric (FELE) | 0.2 | $570k | +4% | 6.0k | 95.53 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $558k | NEW | 4.6k | 120.34 |
|
| Wells Fargo & Company (WFC) | 0.2 | $530k | +118% | 5.7k | 93.20 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $512k | 2.5k | 204.85 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $502k | NEW | 30k | 16.74 |
|
| Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV) | 0.2 | $478k | NEW | 18k | 26.90 |
|
| Bank of America Corporation (BAC) | 0.2 | $476k | +82% | 8.7k | 55.00 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $476k | NEW | 11k | 44.47 |
|
| Lowe's Companies (LOW) | 0.2 | $475k | +3% | 2.0k | 241.17 |
|
| Kayne Anderson MLP Investment (KYN) | 0.1 | $452k | +19% | 37k | 12.38 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $444k | 4.4k | 101.01 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $419k | +5% | 2.4k | 177.75 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $380k | 1.2k | 323.05 |
|
|
| PNC Financial Services (PNC) | 0.1 | $380k | +6% | 1.8k | 208.73 |
|
| Home Depot (HD) | 0.1 | $350k | +29% | 1.0k | 344.08 |
|
| Chevron Corporation (CVX) | 0.1 | $317k | NEW | 2.1k | 152.42 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $313k | 3.2k | 97.76 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $312k | 508.00 | 614.31 |
|
|
| Super Micro Computer Com New (SMCI) | 0.1 | $304k | +48% | 10k | 29.27 |
|
| Globe Life (GL) | 0.1 | $303k | NEW | 2.2k | 139.86 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $301k | 2.7k | 110.19 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $271k | -11% | 8.0k | 33.81 |
|
| Zoetis Cl A (ZTS) | 0.1 | $259k | -51% | 2.1k | 125.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $253k | 3.4k | 75.44 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $222k | 500.00 | 444.59 |
|
Past Filings by BHK Investment Advisors
SEC 13F filings are viewable for BHK Investment Advisors going back to 2017
- BHK Investment Advisors 2025 Q4 filed Feb. 3, 2026
- BHK Investment Advisors 2025 Q3 filed Nov. 5, 2025
- BHK Investment Advisors 2025 Q2 filed Aug. 7, 2025
- BHK Investment Advisors 2025 Q1 filed May 1, 2025
- BHK Investment Advisors 2024 Q4 filed Feb. 4, 2025
- BHK Investment Advisors 2024 Q3 filed Nov. 12, 2024
- BHK Investment Advisors 2024 Q2 filed Aug. 6, 2024
- BHK Investment Advisors 2024 Q1 filed May 8, 2024
- BHK Investment Advisors 2023 Q4 filed Jan. 29, 2024
- BHK Investment Advisors 2023 Q3 filed Nov. 13, 2023
- BHK Investment Advisors 2023 Q2 filed Aug. 7, 2023
- BHK Investment Advisors 2023 Q1 filed May 9, 2023
- BHK Investment Advisors 2022 Q4 filed Feb. 2, 2023
- BHK Investment Advisors 2022 Q3 filed Nov. 1, 2022
- BHK Investment Advisors 2022 Q2 filed Aug. 4, 2022
- BHK Investment Advisors 2022 Q1 filed May 5, 2022