Institutional Manager · CIK 0001710539
BHK Investment Advisors, LLC
BIRMINGHAM, AL · File #028-18298
Latest AUM
$304.3M
Positions
72
Top-10 Concentration
75.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202572 pos · $304.3M
- 13F HOLDINGS REPORTQ/E Sep 202567 pos · $267.7M
- 13F HOLDINGS REPORTQ/E Jun 202563 pos · $255.4M
- 13F HOLDINGS REPORTQ/E Mar 202562 pos · $236.5M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $266.4M
- 13F HOLDINGS REPORTQ/E Sep 202463 pos · $268.0M
- 13F HOLDINGS REPORTQ/E Jun 202464 pos · $254.8M
- 13F HOLDINGS REPORTQ/E Mar 202459 pos · $260.2M
- 13F HOLDINGS REPORTQ/E Dec 202354 pos · $217.5M
- 13F HOLDINGS REPORTQ/E Sep 202358 pos · $233.6M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $228.8M
- 13F HOLDINGS REPORTQ/E Mar 202356 pos · $177.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 921910840 | 230,953 | $32.6M | 11.01% |
| 2 | VANGUARD WORLD FD | 921910816 | 78,877 | $32.6M | 11.00% |
| 3 | VANGUARD BD INDEX FDS | 921937835 | 387,158 | $28.7M | 9.68% |
| 4 | VANGUARD INDEX FDS | 922908512 | 157,777 | $28.0M | 9.45% |
| 5 | VANGUARD INDEX FDS | 922908611 | 131,510 | $27.9M | 9.41% |
| 6 | VANGUARD INDEX FDS | 922908595 | 91,558 | $27.7M | 9.34% |
| 7 | VANGUARD INDEX FDS | 922908538 | 96,154 | $26.8M | 9.06% |
| 8 | APPLE INC | AAPL | 25,173 | $6.8M | 2.31% |
| 9 | BARINGS CORPORATE INVS | 06759X107 | 370,663 | $6.7M | 2.27% |
| 10 | PIMCO ETF TR | 72201R833 | 62,213 | $6.2M | 2.11% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042874 | 65,404 | $5.5M | 1.85% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042866 | 60,309 | $5.5M | 1.84% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 100,058 | $5.4M | 1.82% |
| 14 | SPDR S&P 500 ETF TR | SPY | 7,753 | $5.3M | 1.79% |
| 15 | VANGUARD BD INDEX FDS | 921937827 | 60,509 | $4.8M | 1.61% |
| 16 | PIMCO ETF TR | 72201R783 | 43,650 | $4.1M | 1.40% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,090 | $2.6M | 0.86% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 7,476 | $2.4M | 0.81% |
| 19 | ISHARES TR | 464287630 | 12,892 | $2.3M | 0.79% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.76% |