BHK Investment Advisors, LLC 13F Holdings · Q2 2026
BHK Investment Advisors, LLC reported 79 securities worth $334.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MGV (10.70%), MGK (10.27%), VBK (9.40%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGV | VANGUARD WORLD FD | $35.8M | 10.70% | 219,087 | Trimmed |
| 2 | MGK | VANGUARD WORLD FD | $34.4M | 10.27% | 391,052 | Added |
| 3 | VBK | VANGUARD INDEX FDS | $31.5M | 9.40% | 86,081 | Trimmed |
| 4 | VOE | VANGUARD INDEX FDS | $30.4M | 9.09% | 154,011 | Added |
| 5 | VOT | VANGUARD INDEX FDS | $30.3M | 9.05% | 98,916 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $30.3M | 9.04% | 124,520 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $28.9M | 8.63% | 393,714 | Added |
| 8 | AAPL | APPLE INC | $6.9M | 2.05% | 23,729 | Trimmed |
| 9 | MCI | BARINGS CORPORATE INVS | $6.8M | 2.03% | 386,988 | Added |
| 10 | VPL | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.93% | 55,922 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.83% | 102,779 | Trimmed |
| 12 | MINT | PIMCO ETF TR | $6.0M | 1.79% | 59,582 | Trimmed |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.79% | 67,769 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 1.73% | 7,747 | Trimmed |
| 15 | BSV | VANGUARD BD INDEX FDS | $4.9M | 1.47% | 63,042 | Added |
| 16 | HYS | PIMCO ETF TR | $4.1M | 1.21% | 43,400 | Added |
| 17 | IWN | ISHARES TR | $2.9M | 0.86% | 13,021 | Added |
| 18 | AMAT | APPLIED MATLS INC | $2.7M | 0.82% | 3,803 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.5M | 0.75% | 5,050 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.72% | 7,361 | Trimmed |
| 21 | DELL | DELL TECHNOLOGIES INC | $2.4M | 0.70% | 5,455 | Trimmed |
| 22 | IWS | ISHARES TR | $2.3M | 0.68% | 13,873 | Added |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.67% | 3 | Hold |
| 24 | PL | PLANET LABS PBC | $2.0M | 0.59% | 60,000 | Trimmed |
| 25 | IWF | ISHARES TR | $1.9M | 0.56% | 15,045 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR