BHK Investment Advisors, LLC
CIK 0001710539 · BIRMINGHAM, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$334.7M
2026 Q2
Positions
79
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MGV
VANGUARD WORLD FD
10.7%
MGK
VANGUARD WORLD FD
10.3%
VBK
VANGUARD INDEX FDS
9.4%
VOE
VANGUARD INDEX FDS
9.1%
VOT
VANGUARD INDEX FDS
9.1%
VBR
VANGUARD INDEX FDS
9.0%
BND
VANGUARD BD INDEX FDS
8.6%
AAPL
APPLE INC
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.