BHK Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, BHK Investment Advisors, LLC held in its portfolio 72 assets valued at $304,301,104 (i.e. $304.30M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($32.60M), VANGUARD WORLD FD ($32.56M), and VANGUARD BD INDEX FDS ($28.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BHK Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 230953 | 32601379 | MEGA CAP VAL ETF |
| VANGUARD WORLD FD | 78877 | 32558064 | MEGA GRWTH IND |
| VANGUARD BD INDEX FDS | 387158 | 28676814 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 157777 | 27984908 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 131510 | 27852592 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 91558 | 27660531 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 96154 | 26840482 | MCAP GR IDXVIP |
| APPLE INC | 25173 | 6843652 | COM |
| BARINGS CORPORATE INVS | 370663 | 6727527 | COM |
| PIMCO ETF TR | 62213 | 6242412 | ENHAN SHRT MA AC |
| VANGUARD INTL EQUITY INDEX F | 65404 | 5468467 | FTSE EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 60309 | 5451978 | FTSE PACIFIC ETF |
| VANGUARD INTL EQUITY INDEX F | 100058 | 5379132 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 7753 | 5286835 | TR UNIT |
| VANGUARD BD INDEX FDS | 60509 | 4768749 | SHORT TRM BOND |
| PIMCO ETF TR | 43650 | 4138893 | 0-5 HIGH YIELD |
| BERKSHIRE HATHAWAY INC DEL | 5090 | 2558489 | CL B NEW |
| JPMORGAN CHASE & CO. | 7476 | 2408759 | COM |
| ISHARES TR | 12892 | 2336105 | RUS 2000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| MICROSOFT CORP | 4020 | 1944371 | COM |
| ISHARES TR | 13695 | 1931614 | RUS MDCP VAL ETF |
| ISHARES TR | 3851 | 1822662 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 2617 | 1641199 | S&P 500 ETF SHS |
| AMAZON COM INC | 6987 | 1612739 | COM |
| PIMCO ETF TR | 59210 | 1579723 | MULTISECTOR BD |
| ISHARES TR | 6803 | 1430945 | RUS 1000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 17444 | 1390810 | SHRT TRM CORP BD |
| PLANET LABS PBC | 70000 | 1380400 | COM CL A |
| APPLIED MATLS INC | 5278 | 1356423 | COM |
| ISHARES TR | 9351 | 1280509 | RUS MD CP GR ETF |
| TRUIST FINL CORP | 22395 | 1102059 | COM |
| BLACKROCK INC | 884 | 946549 | COM |
| FEDEX CORP | 3241 | 936260 | COM |
| CARLISLE COS INC | 2908 | 930278 | COM |
| AUTOMATIC DATA PROCESSING IN | 3593 | 924219 | COM |
| AMGEN INC | 2735 | 895303 | COM |
| EOG RES INC | 8226 | 863850 | COM |
| J P MORGAN EXCHANGE TRADED F | 16000 | 815040 | ULTRA SHT MUNCPL |
| WATSCO INC | 2294 | 772948 | COM |
| HUBBELL INC | 1696 | 753272 | COM |
| ILLINOIS TOOL WKS INC | 3021 | 744189 | COM |
| REGIONS FINANCIAL CORP NEW | 26757 | 725125 | COM |
| GRACO INC | 8580 | 703337 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 3071 | 685439 | COM |
| NVIDIA CORPORATION | 3348 | 624402 | COM |
| ALPHABET INC | 1921 | 601273 | CAP STK CL A |
| FRANKLIN ELEC INC | 5971 | 570384 | COM |
| EXXON MOBIL CORP | 4639 | 558254 | COM |
| WELLS FARGO CO NEW | 5681 | 529469 | COM |
| VANGUARD ADMIRAL FDS INC | 2500 | 512125 | 500 VAL IDX FD |
| NU HLDGS LTD | 30000 | 502200 | ORD SHS CL A |
| CAPITAL GROUP EQUITY ETF TR | 17760 | 477744 | US LRG VALUE ETF |
| BANK AMERICA CORP | 8656 | 476080 | COM |
| CAPITAL GROUP GROWTH ETF | 10695 | 475607 | SHS CREATION UNI |
| LOWES COS INC | 1970 | 475112 | COM |
| KAYNE ANDERSON ENERGY INFRST | 36500 | 451870 | COM |
| VANGUARD ADMIRAL FDS INC | 4400 | 444444 | MIDCP 400 VAL |
| PALANTIR TECHNOLOGIES INC | 2355 | 418601 | CL A |
| ISHARES TR | 1175 | 379583 | RUS 2000 GRW ETF |
| PNC FINL SVCS GROUP INC | 1818 | 379471 | COM |
| HOME DEPOT INC | 1017 | 349931 | COM |
| CHEVRON CORP NEW | 2082 | 317333 | COM |
| VANGUARD ADMIRAL FDS INC | 3200 | 312832 | SMLCP 600 VAL |
| INVESCO QQQ TR | 508 | 312069 | UNIT SER 1 |
| SUPER MICRO COMPUTER INC | 10395 | 304262 | COM NEW |
| GLOBE LIFE INC | 2169 | 303356 | COM |
| ISHARES TR | 2727 | 300486 | IBOXX INV CP ETF |
| SPDR SERIES TRUST | 8000 | 270480 | STATE STREET SPD |
| ZOETIS INC | 2061 | 259286 | CL A |
| VANGUARD STAR FDS | 3350 | 252724 | VG TL INTL STK F |
| VANGUARD ADMIRAL FDS INC | 500 | 222295 | 500 GRTH IDX F |
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