BHK Investment Advisors, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$304.3M
Holdings
72
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGVVANGUARD WORLD FD | 230,953 | $32.6M | 10.71% | |
| 2 | MGKVANGUARD WORLD FD | 78,877 | $32.6M | 10.70% | |
| 3 | BNDVANGUARD BD INDEX FDS | 387,158 | $28.7M | 9.42% | |
| 4 | VOEVANGUARD INDEX FDS | 157,777 | $28.0M | 9.20% | |
| 5 | VBRVANGUARD INDEX FDS | 131,510 | $27.9M | 9.15% | |
| 6 | VBKVANGUARD INDEX FDS | 91,558 | $27.7M | 9.09% | |
| 7 | VOTVANGUARD INDEX FDS | 96,154 | $26.8M | 8.82% | |
| 8 | AAPLAPPLE INC | 25,173 | $6.8M | 2.25% | |
| 9 | MCIBARINGS CORPORATE INVS | 370,663 | $6.7M | 2.21% | |
| 10 | MINTPIMCO ETF TR | 62,213 | $6.2M | 2.05% | |
| 11 | VGKVANGUARD INTL EQUITY INDEX F | 65,404 | $5.5M | 1.80% | |
| 12 | VPLVANGUARD INTL EQUITY INDEX F | 60,309 | $5.5M | 1.79% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 100,058 | $5.4M | 1.77% | |
| 14 | SPYSPDR S&P 500 ETF TR | 7,753 | $5.3M | 1.74% | |
| 15 | BSVVANGUARD BD INDEX FDS | 60,509 | $4.8M | 1.57% | |
| 16 | HYSPIMCO ETF TR | 43,650 | $4.1M | 1.36% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,090 | $2.6M | 0.84% | |
| 18 | JPMJPMORGAN CHASE & CO. | 7,476 | $2.4M | 0.79% | |
| 19 | IWNISHARES TR | 12,892 | $2.3M | 0.77% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.74% | |
| 21 | MSFTMICROSOFT CORP | 4,020 | $1.9M | 0.64% | |
| 22 | IWSISHARES TR | 13,695 | $1.9M | 0.63% | |
| 23 | IWFISHARES TR | 3,851 | $1.8M | 0.60% | |
| 24 | VOOVANGUARD INDEX FDS | 2,617 | $1.6M | 0.54% | |
| 25 | AMZNAMAZON COM INC | 6,987 | $1.6M | 0.53% | |
| 26 | PYLDPIMCO ETF TR | 59,210 | $1.6M | 0.52% | |
| 27 | IWDISHARES TR | 6,803 | $1.4M | 0.47% | |
| 28 | VCSHVANGUARD SCOTTSDALE FDS | 17,444 | $1.4M | 0.46% | |
| 29 | PLPLANET LABS PBC | 70,000 | $1.4M | 0.45% | |
| 30 | AMATAPPLIED MATLS INC | 5,278 | $1.4M | 0.45% | |
| 31 | IWPISHARES TR | 9,351 | $1.3M | 0.42% | |
| 32 | TFCTRUIST FINL CORP | 22,395 | $1.1M | 0.36% | |
| 33 | BLKCHFBLACKROCK INC | 884 | $946K | 0.31% | |
| 34 | FDXFEDEX CORP | 3,241 | $936K | 0.31% | |
| 35 | CSLCARLISLE COS INC | 2,908 | $930K | 0.31% | |
| 36 | ADPAUTOMATIC DATA PROCESSING IN | 3,593 | $924K | 0.30% | |
| 37 | AMGNAMGEN INC | 2,735 | $895K | 0.29% | |
| 38 | EOGEOG RES INC | 8,226 | $863K | 0.28% | |
| 39 | JMSTJ P MORGAN EXCHANGE TRADED F | 16,000 | $815K | 0.27% | |
| 40 | WSOWATSCO INC | 2,294 | $772K | 0.25% | |
| 41 | HUBBHUBBELL INC | 1,696 | $753K | 0.25% | |
| 42 | ITWILLINOIS TOOL WKS INC | 3,021 | $744K | 0.24% | |
| 43 | RFREGIONS FINANCIAL CORP NEW | 26,757 | $725K | 0.24% | |
| 44 | GGGGRACO INC | 8,580 | $703K | 0.23% | |
| 45 | BRBROADRIDGE FINL SOLUTIONS IN | 3,071 | $685K | 0.23% | |
| 46 | NVDANVIDIA CORPORATION | 3,348 | $624K | 0.21% | |
| 47 | GOOGLALPHABET INC | 1,921 | $601K | 0.20% | |
| 48 | FELEFRANKLIN ELEC INC | 5,971 | $570K | 0.19% | |
| 49 | XOMEXXON MOBIL CORP | 4,639 | $558K | 0.18% | |
| 50 | WFCWELLS FARGO CO NEW | 5,681 | $529K | 0.17% | |
| 51 | VOOVVANGUARD ADMIRAL FDS INC | 2,500 | $512K | 0.17% | |
| 52 | NUNU HLDGS LTD | 30,000 | $502K | 0.16% | |
| 53 | CGVVCAPITAL GROUP EQUITY ETF TR | 17,760 | $477K | 0.16% | |
| 54 | BACBANK AMERICA CORP | 8,656 | $476K | 0.16% | |
| 55 | LOWLOWES COS INC | 1,970 | $475K | 0.16% | |
| 56 | CGGRCAPITAL GROUP GROWTH ETF | 10,695 | $475K | 0.16% | |
| 57 | KYNKAYNE ANDERSON ENERGY INFRST | 36,500 | $451K | 0.15% | |
| 58 | IVOVVANGUARD ADMIRAL FDS INC | 4,400 | $444K | 0.15% | |
| 59 | PLTRPALANTIR TECHNOLOGIES INC | 2,355 | $418K | 0.14% | |
| 60 | IWOISHARES TR | 1,175 | $379K | 0.12% | |
| 61 | PNCPNC FINL SVCS GROUP INC | 1,818 | $379K | 0.12% | |
| 62 | HDHOME DEPOT INC | 1,017 | $349K | 0.11% | |
| 63 | CVXCHEVRON CORP NEW | 2,082 | $317K | 0.10% | |
| 64 | NDQINVESCO QQQ TR | 508 | $312K | 0.10% | |
| 65 | VIOVVANGUARD ADMIRAL FDS INC | 3,200 | $312K | 0.10% | |
| 66 | SMCISUPER MICRO COMPUTER INC | 10,395 | $304K | 0.10% | |
| 67 | GLGLOBE LIFE INC | 2,169 | $303K | 0.10% | |
| 68 | LQDISHARES TR | 2,727 | $300K | 0.10% | |
| 69 | SPIBSPDR SERIES TRUST | 8,000 | $270K | 0.09% | |
| 70 | ZTSZOETIS INC | 2,061 | $259K | 0.09% | |
| 71 | VXUSVANGUARD STAR FDS | 3,350 | $252K | 0.08% | |
| 72 | VOOGVANGUARD ADMIRAL FDS INC | 500 | $222K | 0.07% |