BHK Investment Advisors, LLC
CIK: 0001710539Latest portfolio: $304.3M · Q4 2025
Holdings
72
Total Value
$304.3M
New Positions
72
Closed Positions
0
Top Holdings
View All 72 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MGVVANGUARD WORLD FD | 230,953 | $32.6M | 10.71% | NEW | |
| 2 | MGKVANGUARD WORLD FD | 78,877 | $32.6M | 10.70% | NEW | |
| 3 | BNDVANGUARD BD INDEX FDS | 387,158 | $28.7M | 9.42% | NEW | |
| 4 | VOEVANGUARD INDEX FDS | 157,777 | $28.0M | 9.20% | NEW | |
| 5 | VBRVANGUARD INDEX FDS | 131,510 | $27.9M | 9.15% | NEW | |
| 6 | VBKVANGUARD INDEX FDS | 91,558 | $27.7M | 9.09% | NEW | |
| 7 | VOTVANGUARD INDEX FDS | 96,154 | $26.8M | 8.82% | NEW | |
| 8 | AAPLAPPLE INC | 25,173 | $6.8M | 2.25% | NEW | |
| 9 | MCIBARINGS CORPORATE INVS | 370,663 | $6.7M | 2.21% | NEW | |
| 10 | MINTPIMCO ETF TR | 62,213 | $6.2M | 2.05% | NEW | |
| 11 | VGKVANGUARD INTL EQUITY INDEX F | 65,404 | $5.5M | 1.80% | NEW | |
| 12 | VPLVANGUARD INTL EQUITY INDEX F | 60,309 | $5.5M | 1.79% | NEW | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 100,058 | $5.4M | 1.77% | NEW | |
| 14 | SPYSPDR S&P 500 ETF TR | 7,753 | $5.3M | 1.74% | NEW | |
| 15 | BSVVANGUARD BD INDEX FDS | 60,509 | $4.8M | 1.57% | NEW | |
| 16 | HYSPIMCO ETF TR | 43,650 | $4.1M | 1.36% | NEW | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,090 | $2.6M | 0.84% | NEW | |
| 18 | JPMJPMORGAN CHASE & CO. | 7,476 | $2.4M | 0.79% | NEW | |
| 19 | IWNISHARES TR | 12,892 | $2.3M | 0.77% | NEW | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.74% | NEW | |
| 21 | MSFTMICROSOFT CORP | 4,020 | $1.9M | 0.64% | NEW | |
| 22 | IWSISHARES TR | 13,695 | $1.9M | 0.63% | NEW | |
| 23 | IWFISHARES TR | 3,851 | $1.8M | 0.60% | NEW | |
| 24 | VOOVANGUARD INDEX FDS | 2,617 | $1.6M | 0.54% | NEW | |
| 25 | AMZNAMAZON COM INC | 6,987 | $1.6M | 0.53% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.2601325582867625e+144T)
Technology0.0% ($6.843672719441357e+21T)
Industrials0.0% ($1380936930924772864.0T)
Unknown0.0% ($25582.3T)
Consumer Cyclical0.0% ($1.6T)
Energy0.0% ($863.6B)
Healthcare0.0% ($895.3M)
Communication Services0.0% ($601K)
Filing History
Fund Information
BHK Investment Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $304.3M across 72 holdings. The largest position is VANGUARD WORLD FD (MGV), representing 10.7% of the portfolio. Compared to the previous quarter, the fund opened 72 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.