Bhk Investment Advisors, LLC Top Holdings and 13F Report (2026) About Bhk Investment Advisors, LLCInvestment ActivityBhk Investment Advisors, LLC has $334.72 million in total holdings as of June 30, 2026.Bhk Investment Advisors, LLC owns shares of 79 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.38% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Bhk Investment Advisors, LLC has purchased 79 new stocks and bought additional shares in 30 stocks.Bhk Investment Advisors, LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Mega Cap Value ETF $35,809,712Vanguard Mega Cap Growth ETF $34,377,372Vanguard Small-Cap Growth ETF $31,479,833Vanguard Mid-Cap Value ETF $30,432,645Vanguard Mid-Cap Growth ETF $30,298,033 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $1,217,804 Holding007903107 - Advanced Micro Devices $447,882 Holding595112103 - Micron Technology $304,733 Holding243927100 - DEEP FISSION INC $165,600 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 312,608 shares (about $27.48M)iShares Russell 1000 Growth ETF 11,284 shares (about $1.40M)Taiwan Semiconductor Manufacturing 2,550 shares (about $1.22M)Zoetis 6,862 shares (about $493.09K)Advanced Micro Devices 771 shares (about $447.88K) Largest Sales this Quarter Vanguard Small-Cap Growth ETF 1,694 shares (about $619.50K)Apple 1,529 shares (about $442.43K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 3,466 shares (about $349.41K)Planet Labs PBC 10,000 shares (about $331.30K)ExxonMobil 2,303 shares (about $314.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBhk Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGVVanguard Mega Cap Value ETF$35,809,712$237,656 â–¼-0.7%219,08710.7%ETFMGKVanguard Mega Cap Growth ETF$34,377,372$27,481,362 â–²398.5%391,05210.3%ETFVBKVanguard Small-Cap Growth ETF$31,479,833$619,496 â–¼-1.9%86,0819.4%ETFVOEVanguard Mid-Cap Value ETF$30,432,645$185,152 â–²0.6%154,0119.1%ETFVOTVanguard Mid-Cap Growth ETF$30,298,033$333,255 â–²1.1%98,9169.1%ETFVBRVanguard Small-Cap Value ETF$30,257,128$193,420 â–¼-0.6%124,5209.0%ETFBNDVanguard Total Bond Market ETF$28,902,574$349,946 â–²1.2%393,7148.6%ETFAAPLApple$6,866,150$442,427 â–¼-6.1%23,7292.1%TechnologyMCIBarings Corporate Investors$6,795,503$166,082 â–²2.5%386,9882.0%FinanceVPLVanguard FTSE Pacific ETF$6,469,652$165,206 â–¼-2.5%55,9221.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,134,887$20,295 â–¼-0.3%102,7791.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,006,449$349,407 â–¼-5.5%59,5821.8%ETFVGKVanguard FTSE Europe ETF$6,000,244$44,535 â–²0.7%67,7691.8%ETFSPYSPDR S&P 500 ETF Trust$5,785,128$26,137 â–¼-0.4%7,7471.7%ETFBSVVanguard Short-Term Bond ETF$4,911,636$156,600 â–²3.3%63,0421.5%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$4,058,768$46,760 â–²1.2%43,4001.2%ETFIWNiShares Russell 2000 Value ETF$2,880,193$11,723 â–²0.4%13,0210.9%ETFAMATApplied Materials$2,749,773$133,765 â–¼-4.6%3,8030.8%TechnologyBRK.BBerkshire Hathaway$2,526,970$25,020 â–¼-1.0%5,0500.8%FinanceJPMJPMorgan Chase & Co.$2,409,441$56,955 â–¼-2.3%7,3610.7%FinanceDELLDell Technologies$2,353,778$161,809 â–¼-6.4%5,4550.7%TechnologyIWSiShares Russell Mid-Cap Value ETF$2,283,473$45,594 â–²2.0%13,8730.7%ETFBRK.ABerkshire Hathaway$2,246,5500.0%30.7%FinancePLPlanet Labs PBC$1,987,800$331,300 â–¼-14.3%60,0000.6%IndustrialsIWFiShares Russell 1000 Growth ETF$1,868,131$1,401,129 â–²300.0%15,0450.6%ETFVOOVanguard S&P 500 ETF$1,797,3820.0%2,6170.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,773,658$203,408 â–²13.0%66,8800.5%ETFIWDiShares Russell 1000 Value ETF$1,649,917$242 â–²0.0%6,8060.5%ETFAMZNAmazon.com$1,583,054$95,336 â–¼-5.7%6,6420.5%Consumer DiscretionaryMSFTMicrosoft$1,362,162$229,016 â–¼-14.4%3,6520.4%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,346,987$31,612 â–¼-2.3%17,0440.4%ETFIWPiShares Russell Mid-Cap Growth ETF$1,332,560$29,134 â–¼-2.1%9,1020.4%ETFTSMTaiwan Semiconductor Manufacturing$1,217,804$1,217,804 â–²New Holding2,5500.4%TechnologyCSLCarlisle Companies$1,120,443$65,290 â–²6.2%3,0890.3%IndustrialsZTSZoetis$1,097,136$493,093 â–²81.6%15,2680.3%HealthcareFDXFedEx$1,082,439$118,984 â–²12.3%3,4570.3%IndustrialsHUBBHubbell$1,002,651$112,510 â–²12.6%1,9160.3%IndustrialsADPAutomatic Data Processing$980,722$64,948 â–²7.1%4,3790.3%IndustrialsTFCTruist Financial$974,149$44,590 â–¼-4.4%19,5530.3%FinanceDVYiShares Select Dividend ETF$963,967$313 â–²0.0%6,1670.3%ETFITWIllinois Tool Works$937,778$131,186 â–²16.3%3,4670.3%IndustrialsAMGNAmgen$903,898$7,243 â–¼-0.8%2,4960.3%HealthcareWSOWatsco$899,968$55,831 â–¼-5.8%2,1600.3%IndustrialsBRBroadridge Financial Solutions$866,661$181,467 â–²26.5%6,3280.3%IndustrialsGGGGraco$841,667$198,546 â–²30.9%11,1320.3%IndustrialsCAPITAL GROUP EQUITY ETF TR$828,738$172,886 â–²26.4%26,8200.2%US LRG VALUE ETFJMSTJPMorgan Ultra-Short Municipal ETF$816,0000.0%16,0000.2%ETFCGGRCapital Group Growth ETF$802,872$192,576 â–²31.6%17,0100.2%ETFNVDANVIDIA$741,934$16,007 â–²2.2%3,7080.2%TechnologyINTCIntel$698,1500.0%5,0000.2%TechnologyGOOGLAlphabet$663,636$41,455 â–¼-5.9%1,8570.2%Communication ServicesRFRegions Financial$661,846$68,223 â–¼-9.3%21,9150.2%FinanceFELEFranklin Electric$618,664$26,689 â–¼-4.1%5,7720.2%IndustrialsVOOVVanguard S&P 500 Value ETF$548,0250.0%2,5000.2%ETFEOGEOG Resources$543,457$43,331 â–¼-7.4%4,1890.2%EnergyLOWLowe's Companies$533,728$126,984 â–²31.2%2,4210.2%Consumer DiscretionaryKYNKayne Anderson Energy Infrastructure Fund$504,7950.0%36,5000.2%FinanceIVOVVanguard S&P Mid-Cap 400 Value ETF$501,9080.0%4,4000.1%ETFIWOiShares Russell 2000 Growth ETF$463,0510.0%1,1750.1%ETFAMDAdvanced Micro Devices$447,882$447,882 â–²New Holding7710.1%TechnologyBACBank of America$407,7490.0%7,1560.1%FinanceNUNU$400,8000.0%30,0000.1%FinancePNCThe PNC Financial Services Group$398,3840.0%1,6180.1%FinanceHDHome Depot$381,342$33,513 â–²9.6%1,0810.1%Consumer DiscretionaryVIOVVanguard S&P Small-Cap 600 Value ETF$375,4560.0%3,2000.1%ETFQQQInvesco QQQ$370,409$2,209 â–¼-0.6%5030.1%ETFPALANTIR TECHNOLOGIES INC$338,926$52,501 â–²18.3%2,9050.1%CL ASUPER MICRO COMPUTER INC$332,749$8,799 â–¼-2.6%11,3450.1%COM NEWLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$325,313$25,846 â–²8.6%2,9830.1%ETFMUMicron Technology$304,733$304,733 â–²New Holding2640.1%TechnologyVXUSVanguard Total International Stock ETF$286,3920.0%3,3500.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$267,6800.0%8,0000.1%ETFEVIEVI Industries$266,040$7,390 â–¼-2.7%18,0000.1%IndustrialsVOOGVanguard S&P 500 Growth ETF$247,860$206,550 â–²500.0%3,0000.1%ETFXOMExxonMobil$247,793$314,938 â–¼-56.0%1,8120.1%EnergyWFCWells Fargo & Company$239,573$233,127 â–¼-49.3%2,8990.1%FinancePFFiShares Preferred and Income Securities ETF$214,6500.0%7,0400.1%ETFDEEP FISSION INC$165,600$165,600 â–²New Holding15,0000.0%COMBCRXBioCryst Pharmaceuticals$150,0000.0%15,0000.0%HealthcareBLKBlackRock$0$824,604 â–¼-100.0%00.0%FinanceCVXChevron$0$405,421 â–¼-100.0%00.0%EnergyGLGlobe Life$0$301,860 â–¼-100.0%00.0%FinanceFANGDiamondback Energy$0$252,895 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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