BHK Investment Advisors, LLC

Est. AUM

$299.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	MEGA CAP VAL ETF	$32.0M	220541	10.68%	SOLE
2	VANGUARD WORLD FD	MEGA GRWTH IND	$28.8M	78444	9.63%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.6M	388947	9.57%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$28.2M	153074	9.43%	SOLE
5	VANGUARD INDEX FDS	SM CP VAL ETF	$27.2M	125316	9.10%	SOLE
6	VANGUARD INDEX FDS	SML CP GRW ETF	$26.5M	87775	8.87%	SOLE
7	VANGUARD INDEX FDS	MCAP GR IDXVIP	$25.2M	97828	8.41%	SOLE
8	BARINGS CORPORATE INVS	COM	$6.5M	377530	2.18%	SOLE
9	APPLE INC	COM	$6.4M	25258	2.14%	SOLE
10	PIMCO ETF TR	ENHAN SHRT MA AC	$6.3M	63048	2.12%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$5.6M	57350	1.87%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	103119	1.86%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.5M	67266	1.85%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.1M	7782	1.69%	SOLE
15	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.8M	61032	1.60%	SOLE
16	PIMCO ETF TR	0-5 HIGH YIELD	$4.0M	42900	1.34%	SOLE
17	ISHARES TR	RUS 2000 VAL ETF	$2.5M	12968	0.82%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5100	0.82%	SOLE
19	JPMORGAN CHASE & CO	COM	$2.2M	7535	0.74%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.72%	SOLE
21	ISHARES TR	RUS MDCP VAL ETF	$2.0M	13596	0.66%	SOLE
22	PLANET LABS PBC	COM CL A	$2.0M	70000	0.65%	SOLE
23	ISHARES TR	RUS 1000 GRW ETF	$1.6M	3761	0.54%	SOLE
24	MICROSOFT CORP	COM	$1.6M	4266	0.53%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2617	0.52%	SOLE
26	PIMCO ETF TR	MULTISECTOR BD	$1.6M	59210	0.52%	SOLE
27	AMAZON COM INC	COM	$1.5M	7042	0.49%	SOLE
28	ISHARES TR	RUS 1000 VAL ETF	$1.5M	6805	0.49%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	17444	0.46%	SOLE
30	APPLIED MATLS INC	COM	$1.4M	3988	0.46%	SOLE
31	ISHARES TR	RUS MD CP GR ETF	$1.2M	9301	0.40%	SOLE
32	FEDEX CORP	COM	$1.1M	3077	0.37%	SOLE
33	ZOETIS INC	CL A	$994K	8406	0.33%	SOLE
34	CARLISLE COS INC	COM	$970K	2909	0.32%	SOLE
35	DELL TECHNOLOGIES INC	CL C	$957K	5830	0.32%	SOLE
36	TRUIST FINL CORP	COM	$940K	20448	0.31%	SOLE
37	ISHARES TR	SELECT DIVID ETF	$933K	6165	0.31%	SOLE
38	AMGEN INC	COM	$885K	2516	0.30%	SOLE
39	HUBBELL INC	COM	$835K	1701	0.28%	SOLE
40	WATSCO INC	COM	$835K	2294	0.28%	SOLE
41	AUTOMATIC DATA PROCESSING IN	COM	$831K	4089	0.28%	SOLE
42	BLACKROCK INC	COM	$825K	857	0.28%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$816K	16000	0.27%	SOLE
44	BROADRIDGE FINL SOLUTIONS IN	COM	$813K	5003	0.27%	SOLE
45	ILLINOIS TOOL WKS INC	COM	$776K	2982	0.26%	SOLE
46	GRACO INC	COM	$720K	8506	0.24%	SOLE
47	EXXON MOBIL CORP	COM	$698K	4115	0.23%	SOLE
48	EOG RES INC	COM	$654K	4523	0.22%	SOLE
49	NVIDIA CORPORATION	COM	$633K	3628	0.21%	SOLE
50	REGIONS FINANCIAL CORP NEW	COM	$631K	24174	0.21%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.