Q2 2026 13F · SEC CIK 1710539

BHK Investment Advisors, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $334.7M
Reported positions: 79
Top holdings a year, 3 yrs: +14.5%
Assets under management: $794.1M

BHK Investment Advisors, LLC is a wealth manager that reported 79 positions worth $334.7M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Mega Cap Value ETF Total (MGV, 10.7%), Vanguard World Fd (MGK, 10.3%), Vanguard Small Cap Growth ETF (VBK, 9.4%). A portfolio copying its top holdings returned 14.5% a year over the last 3 years, against 20.4% for the S&P 500.

BHK Investment Advisors, LLC holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BHK Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MGVVanguard Mega Cap Value ETF Total	10.7%	10.7%	219,087	-0.7%	$35.8M
MGKVanguard World Fd	10.3%	9.6%	391,052	+398.5%	$34.4M
VBKVanguard Small Cap Growth ETF	9.4%	8.9%	86,081	-1.9%	$31.5M
VOEVanguard Index Fds	9.1%	9.4%	154,011	+0.6%	$30.4M
VOTVanguard Index Fds	9.1%	8.4%	98,916	+1.1%	$30.3M
VBRVanguard Small Cap Value ETF	9.0%	9.1%	124,520	-0.6%	$30.3M
BNDVanguard Total Bond Market ETF	8.6%	9.6%	393,714	+1.2%	$28.9M
AAPLApple Inc	2.1%	2.1%	23,729	-6.1%	$6.9M
MCIBarings Corporate Invs Com	2.0%	2.2%	386,988	+2.5%	$6.8M
VPLVanguard Ftse Pacific ETF	1.9%	1.9%	55,922	-2.5%	$6.5M
VWOVanguard Intl Equity Index F	1.8%	1.9%	102,779	-0.3%	$6.1M
MINTPimco ETF Tr	1.8%	2.1%	59,582	-5.5%	$6.0M
VGKVanguard Intl Equity Index F	1.8%	1.9%	67,769	+0.7%	$6.0M
SPYSpdr S&p 500 ETF Tr	1.7%	1.7%	7,747	-0.4%	$5.8M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.5%	1.6%	63,042	+3.3%	$4.9M
HYSPimco ETF Tr	1.2%	1.3%	43,400	+1.2%	$4.1M
IWNIshares Russell 2000 Value ETF	0.9%	0.8%	13,021	+0.4%	$2.9M
AMATApplied Matls Inc	0.8%	0.5%	3,803	-4.6%	$2.7M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	5,050	-1.0%	$2.5M
JPMJpmorgan Chase & Co	0.7%	0.7%	7,361	-2.3%	$2.4M
DELLDell Technologies Inc	0.7%	0.3%	5,455	-6.4%	$2.4M
IWSIshares Russell Mid-Cap Value ETF	0.7%	0.7%	13,873	+2.0%	$2.3M
BRK-ABerkshire Hathaway Inc Del	0.7%	0.7%	3	+0.0%	$2.2M
PLPlanet Labs Pbc	0.6%	0.7%	60,000	-14.3%	$2.0M
IWFIshares Russell 1000 Growth ETF	0.6%	0.5%	15,045	+300.0%	$1.9M
VOOVanguard S&p 500 ETF	0.5%	0.5%	2,617	+0.0%	$1.8M
PYLDPimco Multisector Bond Active Exchange-T	0.5%	0.5%	66,880	+13.0%	$1.8M
IWDIshares Russell 1000 Value ETF	0.5%	0.5%	6,806	+0.0%	$1.6M
AMZNAmazon Com Inc Com	0.5%	0.5%	6,642	-5.7%	$1.6M
MSFTMicrosoft Corp	0.4%	0.5%	3,652	-14.4%	$1.4M
VCSHVanguard Scottsdale Fds	0.4%	0.5%	17,044	-2.3%	$1.3M
IWPIshares Russell Mid-Cap Growth ETF	0.4%	0.4%	9,102	-2.1%	$1.3M
TSMTaiwan Semiconductor Manufac	0.4%	—	2,550	—	$1.2M
CSLCarlisle Cos Inc	0.3%	0.3%	3,089	+6.2%	$1.1M
ZTSZoetis Inc	0.3%	0.3%	15,268	+81.6%	$1.1M
FDXFedex Corp	0.3%	0.4%	3,457	+12.3%	$1.1M
HUBBHubbell Inc	0.3%	0.3%	1,916	+12.6%	$1.0M
ADPAutomatic Data Processing Inc Com	0.3%	0.3%	4,379	+7.1%	$981K
TFCTruist Financial Ord Shs	0.3%	0.3%	19,553	-4.4%	$974K
DVYiShares Select Dividend ETF Total	0.3%	0.3%	6,167	+0.0%	$964K
ITWIllinois Tool Works Inc.	0.3%	0.3%	3,467	+16.3%	$938K
AMGNAmgen Inc Com	0.3%	0.3%	2,496	-0.8%	$904K
WSOWatsco Inc	0.3%	0.3%	2,160	-5.8%	$900K
BRBroadridge Financial Solutions	0.3%	0.3%	6,328	+26.5%	$867K
GGGGraco Inc	0.3%	0.2%	11,132	+30.9%	$842K
CGVVCapital Group Equity ETF Tr	0.2%	—	26,820	—	$829K
JMSTJ P Morgan Exchange Traded F	0.2%	0.3%	16,000	+0.0%	$816K
CGGRCapital Group Growth ETF	0.2%	—	17,010	—	$803K
NVDANvidia Corporation Com	0.2%	0.2%	3,708	+2.2%	$742K
INTCIntel Corp	0.2%	—	5,000	—	$698K

What BHK Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MGK Vanguard World Fd+398.5% shares
IWF Ishares Russell 1000 Growth ETF+300.0% shares
ZTS Zoetis Inc+81.6% shares
GGG Graco Inc+30.9% shares
BR Broadridge Financial Solutions+26.5% shares
ITW Illinois Tool Works Inc.+16.3% shares
PYLD Pimco Multisector Bond Active Exchange-T+13.0% shares
HUBB Hubbell Inc+12.6% shares

Reduced

MSFT Microsoft Corp-14.4% shares
PL Planet Labs Pbc-14.3% shares
DELL Dell Technologies Inc-6.4% shares
AAPL Apple Inc-6.1% shares
WSO Watsco Inc-5.8% shares
AMZN Amazon Com Inc Com-5.7% shares
MINT Pimco ETF Tr-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +14.5% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$334.7M	79
Q1 2026	$299.2M	79
Q4 2025	$304.3M	72
Q3 2025	$267.7M	67
Q2 2025	$255.4M	63
Q1 2025	$236.5M	62
Q4 2024	$266.4M	59
Q3 2024	$268.0M	63
Q2 2024	$254.8M	64
Q1 2024	$260.2M	59
Q4 2023	$174.3M	53
Q3 2023	$217.5M	54

Questions about BHK Investment Advisors, LLC's portfolio

What stocks does BHK Investment Advisors, LLC own?

BHK Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 79 positions worth $334.7M. The largest are Vanguard Mega Cap Value ETF Total (MGV) at 10.7%, Vanguard World Fd (MGK) at 10.3%, Vanguard Small Cap Growth ETF (VBK) at 9.4%, Vanguard Index Fds (VOE) at 9.1% and Vanguard Index Fds (VOT) at 9.1%.

What did BHK Investment Advisors, LLC buy last quarter?

In Q2 2026, BHK Investment Advisors, LLC added Vanguard World Fd (MGK) (+398.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares) and Zoetis Inc (ZTS) (+81.6% shares), compared with its Q1 2026 filing.

What did BHK Investment Advisors, LLC sell last quarter?

In Q2 2026, BHK Investment Advisors, LLC cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Regions Financial Corp New (RF), Microsoft Corp (MSFT) (-14.4% shares), Planet Labs Pbc (PL) (-14.3% shares) and Dell Technologies Inc (DELL) (-6.4% shares), compared with its Q1 2026 filing.

How has BHK Investment Advisors, LLC's portfolio performed?

A portfolio copying BHK Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is BHK Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BHK Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BHK Investment Advisors, LLC manage?

BHK Investment Advisors, LLC reported $794.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $334.7M.