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BHK Investment Advisors

Latest statistics and disclosures from BHK Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGK, MGV, VOT, BND, VBK, and represent 49.93% of BHK Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, QQQ, SMCI, VOOG, SPY, BSV, MINT, BND, LQD, NVDA.
Started 4 new stock positions in PYLD, SMCI, QQQ, VOOG.
Reduced shares in these 10 stocks: MGK, VOT, VBK, VBR, VOE, MGV, VGK, VWO, VPL, GOOGL.
BHK Investment Advisors was a net seller of stock by $-1.7M.
BHK Investment Advisors has $268M in assets under management (AUM), dropping by 4.80%.
Central Index Key (CIK): 0001710539

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Positions held by BHK Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	11.4	$30M	-3%	76k	402.42	View chart
Vanguard World Mega Cap Val Etf (MGV)	10.4	$28M		202k	137.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	9.4	$25M	-2%	86k	293.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.4	$25M		340k	74.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	9.3	$25M	-2%	83k	297.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	9.1	$24M		140k	174.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	9.1	$24M		117k	208.71	View chart
Barings Corporate Investors (MCI)	2.8	$7.5M		361k	20.76	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.3	$6.1M		60k	100.69	View chart
Apple (AAPL)	2.2	$6.0M		23k	254.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$5.3M	+3%	8.0k	666.17	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.9	$5.1M		58k	87.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.0M		92k	54.18	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.8	$4.8M	-2%	60k	79.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$4.1M	+2%	52k	78.91	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.5	$4.0M		42k	95.68	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.5M		7.9k	315.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$2.1M		12k	176.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$1.8M	-2%	13k	139.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.7M		3.7k	468.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.6M		2.6k	612.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.5M		19k	79.93	View chart
Amazon (AMZN)	0.6	$1.5M		6.9k	219.57	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M		2.9k	517.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.3M		9.3k	142.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M		6.4k	203.59	View chart
Truist Financial Corp equities (TFC)	0.4	$991k		22k	45.72	View chart
Applied Materials (AMAT)	0.3	$914k		4.5k	204.73	View chart
BlackRock	0.3	$894k		766.00	1166.39	View chart
Carlisle Companies (CSL)	0.3	$837k		2.5k	328.98	View chart
Automatic Data Processing (ADP)	0.3	$811k		2.8k	293.46	View chart
Amgen (AMGN)	0.3	$751k	-2%	2.7k	282.19	View chart
FedEx Corporation (FDX)	0.3	$725k		3.1k	235.80	View chart
Illinois Tool Works (ITW)	0.3	$708k		2.7k	260.77	View chart
Hubbell (HUBB)	0.2	$648k		1.5k	430.31	View chart
Regions Financial Corporation (RF)	0.2	$642k		24k	26.37	View chart
Broadridge Financial Solutions (BR)	0.2	$640k		2.7k	238.18	View chart
NVIDIA Corporation (NVDA)	0.2	$634k	+2%	3.4k	186.58	View chart
Zoetis Cl A (ZTS)	0.2	$621k		4.2k	146.34	View chart
Watsco, Incorporated (WSO)	0.2	$595k		1.5k	404.32	View chart
EOG Resources (EOG)	0.2	$586k		5.2k	112.12	View chart
Gra (GGG)	0.2	$562k		6.6k	84.96	View chart
Franklin Electric (FELE)	0.2	$542k		5.7k	95.20	View chart
T. Rowe Price (TROW)	0.2	$505k		4.9k	102.64	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$499k		2.5k	199.47	View chart
Lowe's Companies (LOW)	0.2	$477k		1.9k	251.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$469k	-11%	1.9k	243.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$448k	NEW	17k	26.84	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.2	$443k		4.4k	100.77	View chart
Eli Lilly & Co. (LLY)	0.2	$425k		557.00	763.00	View chart
Palantir Technologies Cl A (PLTR)	0.2	$406k	-10%	2.2k	182.42	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$377k	-8%	31k	12.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$371k		1.2k	319.98	View chart
Infosys Sponsored Adr (INFY)	0.1	$364k		22k	16.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$354k	NEW	510.00	694.55	View chart
PNC Financial Services (PNC)	0.1	$343k		1.7k	200.93	View chart
Super Micro Computer Com New (SMCI)	0.1	$336k	NEW	7.0k	47.94	View chart
Home Depot (HD)	0.1	$318k		785.00	405.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$307k	+8%	2.8k	111.46	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$306k		6.0k	51.04	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$305k		9.0k	33.89	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$305k		3.2k	95.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$246k		3.4k	73.46	View chart
Bank of America Corporation (BAC)	0.1	$245k		4.7k	51.59	View chart
Visa Com Cl A (V)	0.1	$232k		679.00	341.43	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$218k	NEW	500.00	435.46	View chart
Wells Fargo & Company (WFC)	0.1	$218k		2.6k	83.82	View chart

Past Filings by BHK Investment Advisors

SEC 13F filings are viewable for BHK Investment Advisors going back to 2017

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
BHK Investment Advisors 2021 Q4 filed Feb. 7, 2022

View all past filings

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