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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 MGV, MGK, VBK, VOE, VOT, and represent 48.52% of BHK Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MGK (+$28M), IWF, TSM, ZTS, AMD, BND, VOT, MU, VOOG, PYLD.
Started 4 new stock positions in Deep Fission Ord, MU, TSM, AMD.
Reduced shares in these 10 stocks: , VBK, AAPL, CVX, MINT, PL, XOM, GL, , MGV.
Sold out of its positions in BlackRock, CVX, FANG, GL.
BHK Investment Advisors was a net buyer of stock by $29M.
BHK Investment Advisors has $335M in assets under management (AUM), dropping by 11.88%.
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 79 positions in its portfolio as reported in the June 2026 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	$36M		219k	163.45	View chart
Vanguard World Mega Grwth Ind (MGK)	10.3	$34M	+398%	391k	87.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	9.4	$32M		86k	365.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	9.1	$30M		154k	197.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	9.1	$30M		99k	306.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	9.0	$30M		125k	242.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.6	$29M		394k	73.41	View chart
Apple (AAPL)	2.1	$6.9M	-6%	24k	289.36	View chart
Barings Corporate Investors (MCI)	2.0	$6.8M	+2%	387k	17.56	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.9	$6.5M	-2%	56k	115.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$6.1M		103k	59.69	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.8	$6.0M	-5%	60k	100.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.8	$6.0M		68k	88.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$5.8M		7.7k	746.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$4.9M	+3%	63k	77.91	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.2	$4.1M		43k	93.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$2.9M		13k	221.20	View chart
Applied Materials (AMAT)	0.8	$2.7M	-4%	3.8k	723.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.5M		5.1k	500.39	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.4M	-2%	7.4k	327.33	View chart
Dell Technologies CL C (DELL)	0.7	$2.4M	-6%	5.5k	431.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$2.3M	+2%	14k	164.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$2.2M		3.00	748850.00	View chart
Planet Labs Pbc Com Cl A (PL)	0.6	$2.0M	-14%	60k	33.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.9M	+300%	15k	124.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.8M		2.6k	686.81	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$1.8M	+12%	67k	26.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.6M		6.8k	242.42	View chart
Amazon (AMZN)	0.5	$1.6M	-5%	6.6k	238.34	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	-14%	3.7k	372.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.3M	-2%	17k	79.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$1.3M	-2%	9.1k	146.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.2M	NEW	2.6k	477.57	View chart
Carlisle Companies (CSL)	0.3	$1.1M	+6%	3.1k	362.72	View chart
Zoetis Cl A (ZTS)	0.3	$1.1M	+81%	15k	71.86	View chart
FedEx Corporation (FDX)	0.3	$1.1M	+12%	3.5k	313.12	View chart
Hubbell (HUBB)	0.3	$1.0M	+12%	1.9k	523.30	View chart
Automatic Data Processing (ADP)	0.3	$981k	+7%	4.4k	223.96	View chart
Truist Financial Corp equities (TFC)	0.3	$974k	-4%	20k	49.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$964k		6.2k	156.31	View chart
Illinois Tool Works (ITW)	0.3	$938k	+16%	3.5k	270.49	View chart
Amgen (AMGN)	0.3	$904k		2.5k	362.14	View chart
Watsco, Incorporated (WSO)	0.3	$900k	-5%	2.2k	416.65	View chart
Broadridge Financial Solutions (BR)	0.3	$867k	+26%	6.3k	136.96	View chart
Gra (GGG)	0.3	$842k	+30%	11k	75.61	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.2	$829k	+26%	27k	30.90	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$816k		16k	51.00	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$803k	+31%	17k	47.20	View chart
NVIDIA Corporation (NVDA)	0.2	$742k	+2%	3.7k	200.09	View chart
Intel Corporation (INTC)	0.2	$698k		5.0k	139.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$664k	-5%	1.9k	357.37	View chart
Regions Financial Corporation (RF)	0.2	$662k	-9%	22k	30.20	View chart
Franklin Electric (FELE)	0.2	$619k	-4%	5.8k	107.18	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$548k		2.5k	219.21	View chart
EOG Resources (EOG)	0.2	$544k	-7%	4.2k	129.73	View chart
Lowe's Companies (LOW)	0.2	$534k	+31%	2.4k	220.46	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$505k		37k	13.83	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$502k		4.4k	114.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$463k		1.2k	394.09	View chart
Advanced Micro Devices (AMD)	0.1	$448k	NEW	771.00	580.91	View chart
Bank of America Corporation (BAC)	0.1	$408k		7.2k	56.98	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$401k		30k	13.36	View chart
PNC Financial Services (PNC)	0.1	$398k		1.6k	246.22	View chart
Home Depot (HD)	0.1	$381k	+9%	1.1k	352.77	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$376k		3.2k	117.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$370k		503.00	736.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$339k	+18%	2.9k	116.67	View chart
Super Micro Computer Com New (SMCI)	0.1	$333k	-2%	11k	29.33	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$325k	+8%	3.0k	109.06	View chart
Micron Technology (MU)	0.1	$305k	NEW	264.00	1154.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$286k		3.4k	85.49	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$268k		8.0k	33.46	View chart
Evi Industries (EVI)	0.1	$266k	-2%	18k	14.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$248k	+500%	3.0k	82.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$248k	-55%	1.8k	136.75	View chart
Wells Fargo & Company (WFC)	0.1	$240k	-49%	2.9k	82.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$215k		7.0k	30.49	View chart
Deep Fission Ord	0.0	$166k	NEW	15k	11.04	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$150k		15k	10.00	View chart

Past Filings by BHK Investment Advisors

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

BHK Investment Advisors 2026 Q2 filed July 28, 2026
BHK Investment Advisors 2026 Q1 filed April 29, 2026
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

View all past filings

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