Filed: 7/28/2026ACC: 0001062993-26-003860
📋 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 $334.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$334.72M
Total AUM (reported)
2.88M
Total Shares
Allocation by class
COM$38.69M11.6%
MEGA CAP VAL ETF$35.81M10.7%
MEGA GRWTH IND$34.38M10.3%
SML CP GRW ETF$31.48M9.4%
MCAP VL IDXVIP$30.43M9.1%
MCAP GR IDXVIP$30.30M9.1%
SM CP VAL ETF$30.26M9.0%
Portfolio Concentration
Top 3$101.67M30.4%
4–10$140.02M41.8%
11–25$54.20M16.2%
Rest$38.83M11.6%
Top 3 weight
30.4%
Top 10 weight
72.2%
Voting Authority Distribution
Total shares with voting rights: 2.88M
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
2.88M
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
SOLEShares219.09K
TypeSH
Market value$35.81M
10.70%
Sole
0.00
Shared
0.00
None
219.09K
VANGUARD WORLD FD
SOLEShares391.05K
TypeSH
Market value$34.38M
10.27%
Sole
0.00
Shared
0.00
None
391.05K
VANGUARD INDEX FDS
SOLEShares86.08K
TypeSH
Market value$31.48M
9.40%
Sole
0.00
Shared
0.00
None
86.08K
VANGUARD INDEX FDS
SOLEShares154.01K
TypeSH
Market value$30.43M
9.09%
Sole
0.00
Shared
0.00
None
154.01K
VANGUARD INDEX FDS
SOLEShares98.92K
TypeSH
Market value$30.30M
9.05%
Sole
0.00
Shared
0.00
None
98.92K
VANGUARD INDEX FDS
SOLEShares124.52K
TypeSH
Market value$30.26M
9.04%
Sole
0.00
Shared
0.00
None
124.52K
VANGUARD BD INDEX FDS
SOLEShares393.71K
TypeSH
Market value$28.90M
8.63%
Sole
0.00
Shared
0.00
None
393.71K
APPLE INC
SOLEShares23.73K
TypeSH
Market value$6.87M
2.05%
Sole
0.00
Shared
0.00
None
23.73K
BARINGS CORPORATE INVS
SOLEShares386.99K
TypeSH
Market value$6.80M
2.03%
Sole
0.00
Shared
0.00
None
386.99K
VANGUARD INTL EQUITY INDEX F
SOLEShares55.92K
TypeSH
Market value$6.47M
1.93%
Sole
0.00
Shared
0.00
None
55.92K
VANGUARD INTL EQUITY INDEX F
SOLEShares102.78K
TypeSH
Market value$6.13M
1.83%
Sole
0.00
Shared
0.00
None
102.78K
PIMCO ETF TR
SOLEShares59.58K
TypeSH
Market value$6.01M
1.79%
Sole
0.00
Shared
0.00
None
59.58K
VANGUARD INTL EQUITY INDEX F
SOLEShares67.77K
TypeSH
Market value$6.00M
1.79%
Sole
0.00
Shared
0.00
None
67.77K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.75K
TypeSH
Market value$5.79M
1.73%
Sole
0.00
Shared
0.00
None
7.75K
VANGUARD BD INDEX FDS
SOLEShares63.04K
TypeSH
Market value$4.91M
1.47%
Sole
0.00
Shared
0.00
None
63.04K
PIMCO ETF TR
SOLEShares43.40K
TypeSH
Market value$4.06M
1.21%
Sole
0.00
Shared
0.00
None
43.40K
ISHARES TR
SOLEShares13.02K
TypeSH
Market value$2.88M
0.86%
Sole
0.00
Shared
0.00
None
13.02K
APPLIED MATLS INC
SOLEShares3.80K
TypeSH
Market value$2.75M
0.82%
Sole
0.00
Shared
0.00
None
3.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.05K
TypeSH
Market value$2.53M
0.75%
Sole
0.00
Shared
0.00
None
5.05K
JPMORGAN CHASE & CO
SOLEShares7.36K
TypeSH
Market value$2.41M
0.72%
Sole
0.00
Shared
0.00
None
7.36K
DELL TECHNOLOGIES INC
SOLEShares5.46K
TypeSH
Market value$2.35M
0.70%
Sole
0.00
Shared
0.00
None
5.46K
ISHARES TR
SOLEShares13.87K
TypeSH
Market value$2.28M
0.68%
Sole
0.00
Shared
0.00
None
13.87K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.25M
0.67%
Sole
0.00
Shared
0.00
None
3.00
PLANET LABS PBC
SOLEShares60K
TypeSH
Market value$1.99M
0.59%
Sole
0.00
Shared
0.00
None
60K
ISHARES TR
SOLEShares15.04K
TypeSH
Market value$1.87M
0.56%
Sole
0.00
Shared
0.00
None
15.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 219.09K | SH | $35.81M 10.70% | 0.00 | 0.00 | 219.09K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 391.05K | SH | $34.38M 10.27% | 0.00 | 0.00 | 391.05K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 86.08K | SH | $31.48M 9.40% | 0.00 | 0.00 | 86.08K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 154.01K | SH | $30.43M 9.09% | 0.00 | 0.00 | 154.01K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 98.92K | SH | $30.30M 9.05% | 0.00 | 0.00 | 98.92K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 124.52K | SH | $30.26M 9.04% | 0.00 | 0.00 | 124.52K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 393.71K | SH | $28.90M 8.63% | 0.00 | 0.00 | 393.71K |
APPLE INCSOLE | COM | 23.73K | SH | $6.87M 2.05% | 0.00 | 0.00 | 23.73K |
BARINGS CORPORATE INVSSOLE | COM | 386.99K | SH | $6.80M 2.03% | 0.00 | 0.00 | 386.99K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 55.92K | SH | $6.47M 1.93% | 0.00 | 0.00 | 55.92K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 102.78K | SH | $6.13M 1.83% | 0.00 | 0.00 | 102.78K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 59.58K | SH | $6.01M 1.79% | 0.00 | 0.00 | 59.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 67.77K | SH | $6.00M 1.79% | 0.00 | 0.00 | 67.77K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.75K | SH | $5.79M 1.73% | 0.00 | 0.00 | 7.75K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 63.04K | SH | $4.91M 1.47% | 0.00 | 0.00 | 63.04K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 43.40K | SH | $4.06M 1.21% | 0.00 | 0.00 | 43.40K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 13.02K | SH | $2.88M 0.86% | 0.00 | 0.00 | 13.02K |
APPLIED MATLS INCSOLE | COM | 3.80K | SH | $2.75M 0.82% | 0.00 | 0.00 | 3.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.05K | SH | $2.53M 0.75% | 0.00 | 0.00 | 5.05K |
JPMORGAN CHASE & COSOLE | COM | 7.36K | SH | $2.41M 0.72% | 0.00 | 0.00 | 7.36K |
DELL TECHNOLOGIES INCSOLE | CL C | 5.46K | SH | $2.35M 0.70% | 0.00 | 0.00 | 5.46K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 13.87K | SH | $2.28M 0.68% | 0.00 | 0.00 | 13.87K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.25M 0.67% | 0.00 | 0.00 | 3.00 |
PLANET LABS PBCSOLE | COM CL A | 60K | SH | $1.99M 0.59% | 0.00 | 0.00 | 60K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 15.04K | SH | $1.87M 0.56% | 0.00 | 0.00 | 15.04K |
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