Filed: 4/29/2026ACC: 0001062993-26-002202
📋 What this filing means
BHK INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $299.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$299.19M
Total AUM (reported)
2.53M
Total Shares
Allocation by class
COM$36.37M12.2%
MEGA CAP VAL ETF$31.97M10.7%
MEGA GRWTH IND$28.82M9.6%
TOTAL BND MRKT$28.64M9.6%
MCAP VL IDXVIP$28.21M9.4%
SM CP VAL ETF$27.22M9.1%
SML CP GRW ETF$26.53M8.9%
Portfolio Concentration
Top 3$89.43M29.9%
4–10$126.40M42.2%
11–25$48.53M16.2%
Rest$34.83M11.6%
Top 3 weight
29.9%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
VANGUARD WORLD FD
SOLEShares220.54K
TypeSH
Market value$31.97M
10.68%
Sole
0.00
Shared
0.00
None
220.54K
VANGUARD WORLD FD
SOLEShares78.44K
TypeSH
Market value$28.82M
9.63%
Sole
0.00
Shared
0.00
None
78.44K
VANGUARD BD INDEX FDS
SOLEShares388.95K
TypeSH
Market value$28.64M
9.57%
Sole
0.00
Shared
0.00
None
388.95K
VANGUARD INDEX FDS
SOLEShares153.07K
TypeSH
Market value$28.21M
9.43%
Sole
0.00
Shared
0.00
None
153.07K
VANGUARD INDEX FDS
SOLEShares125.32K
TypeSH
Market value$27.22M
9.10%
Sole
0.00
Shared
0.00
None
125.32K
VANGUARD INDEX FDS
SOLEShares87.78K
TypeSH
Market value$26.53M
8.87%
Sole
0.00
Shared
0.00
None
87.78K
VANGUARD INDEX FDS
SOLEShares97.83K
TypeSH
Market value$25.18M
8.41%
Sole
0.00
Shared
0.00
None
97.83K
BARINGS CORPORATE INVS
SOLEShares377.53K
TypeSH
Market value$6.51M
2.18%
Sole
0.00
Shared
0.00
None
377.53K
APPLE INC
SOLEShares25.26K
TypeSH
Market value$6.41M
2.14%
Sole
0.00
Shared
0.00
None
25.26K
PIMCO ETF TR
SOLEShares63.05K
TypeSH
Market value$6.34M
2.12%
Sole
0.00
Shared
0.00
None
63.05K
VANGUARD INTL EQUITY INDEX F
SOLEShares57.35K
TypeSH
Market value$5.60M
1.87%
Sole
0.00
Shared
0.00
None
57.35K
VANGUARD INTL EQUITY INDEX F
SOLEShares103.12K
TypeSH
Market value$5.57M
1.86%
Sole
0.00
Shared
0.00
None
103.12K
VANGUARD INTL EQUITY INDEX F
SOLEShares67.27K
TypeSH
Market value$5.54M
1.85%
Sole
0.00
Shared
0.00
None
67.27K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.78K
TypeSH
Market value$5.06M
1.69%
Sole
0.00
Shared
0.00
None
7.78K
VANGUARD BD INDEX FDS
SOLEShares61.03K
TypeSH
Market value$4.79M
1.60%
Sole
0.00
Shared
0.00
None
61.03K
PIMCO ETF TR
SOLEShares42.90K
TypeSH
Market value$4.00M
1.34%
Sole
0.00
Shared
0.00
None
42.90K
ISHARES TR
SOLEShares12.97K
TypeSH
Market value$2.46M
0.82%
Sole
0.00
Shared
0.00
None
12.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.10K
TypeSH
Market value$2.44M
0.82%
Sole
0.00
Shared
0.00
None
5.10K
JPMORGAN CHASE & CO
SOLEShares7.54K
TypeSH
Market value$2.22M
0.74%
Sole
0.00
Shared
0.00
None
7.54K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.15M
0.72%
Sole
0.00
Shared
0.00
None
3.00
ISHARES TR
SOLEShares13.60K
TypeSH
Market value$1.98M
0.66%
Sole
0.00
Shared
0.00
None
13.60K
PLANET LABS PBC
SOLEShares70K
TypeSH
Market value$1.96M
0.65%
Sole
0.00
Shared
0.00
None
70K
ISHARES TR
SOLEShares3.76K
TypeSH
Market value$1.60M
0.54%
Sole
0.00
Shared
0.00
None
3.76K
MICROSOFT CORP
SOLEShares4.27K
TypeSH
Market value$1.58M
0.53%
Sole
0.00
Shared
0.00
None
4.27K
VANGUARD INDEX FDS
SOLEShares2.62K
TypeSH
Market value$1.56M
0.52%
Sole
0.00
Shared
0.00
None
2.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 220.54K | SH | $31.97M 10.68% | 0.00 | 0.00 | 220.54K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 78.44K | SH | $28.82M 9.63% | 0.00 | 0.00 | 78.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 388.95K | SH | $28.64M 9.57% | 0.00 | 0.00 | 388.95K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 153.07K | SH | $28.21M 9.43% | 0.00 | 0.00 | 153.07K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 125.32K | SH | $27.22M 9.10% | 0.00 | 0.00 | 125.32K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 87.78K | SH | $26.53M 8.87% | 0.00 | 0.00 | 87.78K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 97.83K | SH | $25.18M 8.41% | 0.00 | 0.00 | 97.83K |
BARINGS CORPORATE INVSSOLE | COM | 377.53K | SH | $6.51M 2.18% | 0.00 | 0.00 | 377.53K |
APPLE INCSOLE | COM | 25.26K | SH | $6.41M 2.14% | 0.00 | 0.00 | 25.26K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 63.05K | SH | $6.34M 2.12% | 0.00 | 0.00 | 63.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 57.35K | SH | $5.60M 1.87% | 0.00 | 0.00 | 57.35K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 103.12K | SH | $5.57M 1.86% | 0.00 | 0.00 | 103.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 67.27K | SH | $5.54M 1.85% | 0.00 | 0.00 | 67.27K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.78K | SH | $5.06M 1.69% | 0.00 | 0.00 | 7.78K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 61.03K | SH | $4.79M 1.60% | 0.00 | 0.00 | 61.03K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 42.90K | SH | $4.00M 1.34% | 0.00 | 0.00 | 42.90K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 12.97K | SH | $2.46M 0.82% | 0.00 | 0.00 | 12.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.10K | SH | $2.44M 0.82% | 0.00 | 0.00 | 5.10K |
JPMORGAN CHASE & COSOLE | COM | 7.54K | SH | $2.22M 0.74% | 0.00 | 0.00 | 7.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.72% | 0.00 | 0.00 | 3.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 13.60K | SH | $1.98M 0.66% | 0.00 | 0.00 | 13.60K |
PLANET LABS PBCSOLE | COM CL A | 70K | SH | $1.96M 0.65% | 0.00 | 0.00 | 70K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.76K | SH | $1.60M 0.54% | 0.00 | 0.00 | 3.76K |
MICROSOFT CORPSOLE | COM | 4.27K | SH | $1.58M 0.53% | 0.00 | 0.00 | 4.27K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.62K | SH | $1.56M 0.52% | 0.00 | 0.00 | 2.62K |
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