DOSSIER · 13F-HR · Q2 2026

BHK Investment Advisors, LLC

$335M in tracked AUM across 79 positions as of Q2 2026.

BI
CIK 0001710539 · last filed Jun 30, 2026
Total AUM
$335M
as of Q2 2026
Holdings
79
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BHK Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MGV
VANGUARD WORLD FD
$36M219K10.7%
02
MGK
VANGUARD WORLD FD
$34M391K10.3%
03
VBK
VANGUARD INDEX FDS
$31M86K9.4%
04
VOE
VANGUARD INDEX FDS
$30M154K9.1%
05
VOT
VANGUARD INDEX FDS
$30M99K9.1%
06
VBR
VANGUARD INDEX FDS
$30M125K9.0%
07
BND
VANGUARD BD INDEX FDS
$29M394K8.6%
08
AAPL
APPLE INC
$7M24K2.1%
09
MCI
BARINGS CORPORATE INVS
$7M387K2.0%
10
VPL
VANGUARD INTL EQUITY INDEX F
$6M56K1.9%

Filing history

2026Q2Jun 30
$335M▲ 11.9%
79 positionsView →
2026Q1Mar 31
$299M▼ 1.7%
79 positionsView →
2025Q4Dec 31
$304M▲ 13.7%
72 positionsView →
2025Q3Sep 30
$268M▲ 4.8%
67 positionsLocked
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
Showing 12 of 33