DOSSIER · 13F-HR · Q1 2026

BHK Investment Advisors, LLC

$299M in tracked AUM across 79 positions as of Q1 2026.

BI
CIK 0001710539 · last filed Mar 31, 2026
Total AUM
$299M
as of Q1 2026
Holdings
79
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

BHK Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MGV
VANGUARD WORLD FD
$32M221K10.7%
02
MGK
VANGUARD WORLD FD
$29M78K9.6%
03
BND
VANGUARD BD INDEX FDS
$29M389K9.6%
04
VOE
VANGUARD INDEX FDS
$28M153K9.4%
05
VBR
VANGUARD INDEX FDS
$27M125K9.1%
06
VBK
VANGUARD INDEX FDS
$27M88K8.9%
07
VOT
VANGUARD INDEX FDS
$25M98K8.4%
08
MCI
BARINGS CORPORATE INVS
$7M378K2.2%
09
AAPL
APPLE INC
$6M25K2.1%
10
MINT
PIMCO ETF TR
$6M63K2.1%

Filing history

2026Q1Mar 31
$299M 1.7%
79 positionsView →
2025Q4Dec 31
$304M 13.7%
72 positionsView →
2025Q3Sep 30
$268M 4.8%
67 positionsView →
2025Q2Jun 30
$255M 8.0%
63 positionsLocked
2025Q1Mar 31
$237M 11.2%
62 positionsLocked
2024Q4Dec 31
$266M 0.6%
59 positionsLocked
2024Q3Sep 30
$268M 5.2%
63 positionsLocked
2024Q2Jun 30
$255M 2.1%
64 positionsLocked
2024Q1Mar 31
$260M 49.3%
59 positionsLocked
2023Q4Dec 31
$174M 19.9%
53 positionsLocked
2023Q3Sep 30
$217M 6.9%
54 positionsLocked
2023Q2Jun 30
$234M 2.1%
58 positionsLocked
Showing 12 of 32