Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $35.8M | 10.7% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $34.4M | 10.3% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $31.5M | 9.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $30.4M | 9.1% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $30.3M | 9.1% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $30.3M | 9.0% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $28.9M | 8.6% |
| Apple Inc.COM | COM | $6.87M | 2.1% |
| Barings Corporate InvsCOM | COM | $6.8M | 2.0% |
| Vanguard Intl Equity Index FFTSE PACIFIC ETF | FTSE PACIFIC ETF | $6.47M | 1.9% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $6.13M | 1.8% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $6.01M | 1.8% |
| Vanguard Intl Equity Index FFTSE EUROPE ETF | FTSE EUROPE ETF | $6M | 1.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $5.79M | 1.7% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $4.91M | 1.5% |
| Pimco ETF TR0-5 HIGH YIELD | 0-5 HIGH YIELD | $4.06M | 1.2% |
| iShares TRRUS 2000 VAL ETF | RUS 2000 VAL ETF | $2.88M | 0.9% |
| Applied Matls Inc.COM | COM | $2.75M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.53M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $2.41M | 0.7% |
| Dell Technologies Inc.CL C | CL C | $2.35M | 0.7% |
| iShares TRRUS MDCP VAL ETF | RUS MDCP VAL ETF | $2.28M | 0.7% |
| Berkshire Hathaway Inc. DelCL A | CL A | $2.25M | 0.7% |
| Planet Labs PbcCOM CL A | COM CL A | $1.99M | 0.6% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $1.87M | 0.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.8M | 0.5% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $1.77M | 0.5% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $1.65M | 0.5% |
| Amazon Com Inc.COM | COM | $1.58M | 0.5% |
| Microsoft Corp.COM | COM | $1.36M | 0.4% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $1.35M | 0.4% |
| iShares TRRUS MD CP GR ETF | RUS MD CP GR ETF | $1.33M | 0.4% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.22M | 0.4% |
| Carlisle Cos Inc.COM | COM | $1.12M | 0.3% |
| Zoetis Inc.CL A | CL A | $1.1M | 0.3% |
| Fedex Corp.COM | COM | $1.08M | 0.3% |
| Hubbell Inc.COM | COM | $1M | 0.3% |
| Automatic Data Processing INCOM | COM | $981K | 0.3% |
| Truist Finl Corp.COM | COM | $974K | 0.3% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $964K | 0.3% |
| Illinois Tool Wks Inc.COM | COM | $938K | 0.3% |
| Amgen Inc.COM | COM | $904K | 0.3% |
| Watsco Inc.COM | COM | $900K | 0.3% |
| Broadridge Finl Solutions INCOM | COM | $867K | 0.3% |
| Graco Inc.COM | COM | $842K | 0.3% |
| Capital Group Equity ETF TRUS LRG VALUE ETF | US LRG VALUE ETF | $829K | 0.2% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $816K | 0.2% |
| Capital Group Growth ETFSHS CREAT UNIT | SHS CREAT UNIT | $803K | 0.2% |
| Nvidia CorporationCOM | COM | $742K | 0.2% |
| Intel Corp.COM | COM | $698K | 0.2% |
Vanguard World FDMEGA CAP VAL ETF$35.8M
- Class
- MEGA CAP VAL ETF
- Share
- 10.7%
Vanguard World FDMEGA GRWTH IND$34.4M
- Class
- MEGA GRWTH IND
- Share
- 10.3%
Vanguard Index FdsSML CP GRW ETF$31.5M
- Class
- SML CP GRW ETF
- Share
- 9.4%
Vanguard Index FdsMCAP VL IDXVIP$30.4M
- Class
- MCAP VL IDXVIP
- Share
- 9.1%
Vanguard Index FdsMCAP GR IDXVIP$30.3M
- Class
- MCAP GR IDXVIP
- Share
- 9.1%
Vanguard Index FdsSM CP VAL ETF$30.3M
- Class
- SM CP VAL ETF
- Share
- 9.0%
Vanguard BD Index FdsTOTAL BND MRKT$28.9M
- Class
- TOTAL BND MRKT
- Share
- 8.6%
Apple Inc.COM$6.87M
- Class
- COM
- Share
- 2.1%
Barings Corporate InvsCOM$6.8M
- Class
- COM
- Share
- 2.0%
Vanguard Intl Equity Index FFTSE PACIFIC ETF$6.47M
- Class
- FTSE PACIFIC ETF
- Share
- 1.9%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$6.13M
- Class
- FTSE EMR MKT ETF
- Share
- 1.8%
Pimco ETF TRENHAN SHRT MA AC$6.01M
- Class
- ENHAN SHRT MA AC
- Share
- 1.8%
Vanguard Intl Equity Index FFTSE EUROPE ETF$6M
- Class
- FTSE EUROPE ETF
- Share
- 1.8%
State Str SPDR S&P 500 ETF TTR UNIT$5.79M
- Class
- TR UNIT
- Share
- 1.7%
Vanguard BD Index FdsSHORT TRM BOND$4.91M
- Class
- SHORT TRM BOND
- Share
- 1.5%
Pimco ETF TR0-5 HIGH YIELD$4.06M
- Class
- 0-5 HIGH YIELD
- Share
- 1.2%
iShares TRRUS 2000 VAL ETF$2.88M
- Class
- RUS 2000 VAL ETF
- Share
- 0.9%
Applied Matls Inc.COM$2.75M
- Class
- COM
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$2.53M
- Class
- CL B NEW
- Share
- 0.8%
JPMORGAN Chase & COCOM$2.41M
- Class
- COM
- Share
- 0.7%
Dell Technologies Inc.CL C$2.35M
- Class
- CL C
- Share
- 0.7%
iShares TRRUS MDCP VAL ETF$2.28M
- Class
- RUS MDCP VAL ETF
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL A$2.25M
- Class
- CL A
- Share
- 0.7%
Planet Labs PbcCOM CL A$1.99M
- Class
- COM CL A
- Share
- 0.6%
iShares TRRUS 1000 GRW ETF$1.87M
- Class
- RUS 1000 GRW ETF
- Share
- 0.6%
Vanguard Index FdsS&P 500 ETF SHS$1.8M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
Pimco ETF TRMULTISECTOR BD$1.77M
- Class
- MULTISECTOR BD
- Share
- 0.5%
iShares TRRUS 1000 VAL ETF$1.65M
- Class
- RUS 1000 VAL ETF
- Share
- 0.5%
Amazon Com Inc.COM$1.58M
- Class
- COM
- Share
- 0.5%
Microsoft Corp.COM$1.36M
- Class
- COM
- Share
- 0.4%
Vanguard Scottsdale FdsSHRT TRM CORP BD$1.35M
- Class
- SHRT TRM CORP BD
- Share
- 0.4%
iShares TRRUS MD CP GR ETF$1.33M
- Class
- RUS MD CP GR ETF
- Share
- 0.4%
Taiwan Semiconductor ManufacSPONSORED ADS$1.22M
- Class
- SPONSORED ADS
- Share
- 0.4%
Carlisle Cos Inc.COM$1.12M
- Class
- COM
- Share
- 0.3%
Zoetis Inc.CL A$1.1M
- Class
- CL A
- Share
- 0.3%
Fedex Corp.COM$1.08M
- Class
- COM
- Share
- 0.3%
Hubbell Inc.COM$1M
- Class
- COM
- Share
- 0.3%
Automatic Data Processing INCOM$981K
- Class
- COM
- Share
- 0.3%
Truist Finl Corp.COM$974K
- Class
- COM
- Share
- 0.3%
iShares TRSELECT DIVID ETF$964K
- Class
- SELECT DIVID ETF
- Share
- 0.3%
Illinois Tool Wks Inc.COM$938K
- Class
- COM
- Share
- 0.3%
Amgen Inc.COM$904K
- Class
- COM
- Share
- 0.3%
Watsco Inc.COM$900K
- Class
- COM
- Share
- 0.3%
Broadridge Finl Solutions INCOM$867K
- Class
- COM
- Share
- 0.3%
Graco Inc.COM$842K
- Class
- COM
- Share
- 0.3%
Capital Group Equity ETF TRUS LRG VALUE ETF$829K
- Class
- US LRG VALUE ETF
- Share
- 0.2%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$816K
- Class
- ULTRA SHT MUNCPL
- Share
- 0.2%
Capital Group Growth ETFSHS CREAT UNIT$803K
- Class
- SHS CREAT UNIT
- Share
- 0.2%
Nvidia CorporationCOM$742K
- Class
- COM
- Share
- 0.2%
Intel Corp.COM$698K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 79 positions by value, with holdings of the same security combined. The 79 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1710539
- File number
- 028-18298
- Options
- 0 call, 0 put
- In the 25 largest
- 88.4%
- Prior quarter
- $299M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 4
Common questions
What are BHK Investment Advisors’ 13F holdings worth?
$335 million across 79 positions for the quarter ended 30 June 2026.
What is BHK Investment Advisors’ largest 13F holding?
VANGUARD WORLD FD (MEGA CAP VAL ETF) was the largest position at $35.8 million, or 10.7% of reported 13F value, as of 30 June 2026.
How concentrated is BHK Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 72.2% of reported value and the twenty-five largest for 88.4%, across 79 positions as of 30 June 2026.
Does Form 13F show everything BHK Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does BHK Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.