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CIK: 0001710539
Total reported value
$334.7M
$334.7M
79 檔
43.3%
As reported in its official Q1 2026 Form 13F filing, BHK Investment Advisors, LLC's tracked investment portfolio stood at $334.7M with 79 total positions.
In Q1 2026, BHK Investment Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.68% | +0.02% | -4.51% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.63% | +0.64% | -0.55% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.57% | -0.94% | +0.46% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.43% | -0.34% | -2.98% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.10% | -0.06% | -4.71% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 8.87% | +0.53% | -4.13% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 8.41% | +0.64% | +1.74% | |
| 8 | MCI | Barings Corporate Investors | Stock-Other | 2.18% | -0.15% | +1.85% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.14% | -0.09% | +0.34% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.12% | -0.33% | +1.34% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.87% | +0.06% | -4.91% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.03% | +3.06% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.85% | -0.06% | +2.85% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.04% | +0.37% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.60% | -0.13% | +0.86% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.34% | -0.13% | -1.72% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.82% | +0.04% | +0.59% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.07% | +0.20% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.02% | +0.79% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | -0.05% | — | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.66% | +0.02% | -0.72% | |
| 22 | PL | Planet Labs Pbc | Stock-Industrials | 0.65% | -0.06% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.02% | -2.34% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.12% | +6.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | — | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | +0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | +0.79% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | +0.03% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | -0.06% | — | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.36% | -24.44% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.40% | — | -0.53% | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.37% | -0.05% | -5.06% | |
| 33 | ZTS | Zoetis Inc | Stock-Healthcare | 0.33% | — | +307.86% | |
| 34 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.32% | +0.01% | +0.03% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.32% | +0.38% | — | |
| 36 | TFC | Truist Financial CORP | Stock-Financials | 0.31% | -0.02% | -8.69% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.31% | -0.02% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.03% | -8.01% | |
| 39 | HUBB | Hubbell Inc | Stock-Industrials | 0.28% | +0.02% | +0.29% | |
| 40 | WSO | Watsco Inc | Stock-Industrials | 0.28% | -0.01% | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | +0.01% | +13.80% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.28% | -0.28% | EXIT | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.27% | -0.03% | — | |
| 44 | BR | Broadridge Financial Solutio | Stock-Tech | 0.27% | -0.01% | +62.91% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.26% | +0.02% | -1.29% | |
| 46 | GGG | Graco Inc | Stock-Industrials | 0.24% | +0.01% | -0.86% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.16% | -11.30% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.22% | -0.06% | -45.02% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.01% | +8.36% | |
| 50 | RF | Regions Financial CORP | Stock-Financials | 0.21% | -0.01% | -9.65% |
According to official SEC Form 13F filings, BHK Investment Advisors, LLC reported a total U.S. public equity portfolio value of $334.7M across 79 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGV, MGK, BND) accounted for 43.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
DELL
市值: $956.9K
Top Position Liquidated / Trimmed
MGV
前期市值: $32.6M
During Q1 2026, BHK Investment Advisors, LLC's top holdings by market value included MGV (10.7%)、MGK (9.6%)、BND (9.6%). The largest single position, MGV, represented 10.7% of total portfolio value.
In Q1 2026, BHK Investment Advisors, LLC made 62 total portfolio adjustments, initiating 7 new buys, adding to 29 positions, trimming 26 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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