BHK Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), BHK Investment Advisors, LLC reported 63 stock positions worth $255.4 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 11.2% of the portfolio, followed by Vngrd Mrgstr MG CP VL ETF-Ui (MGV, 10.4%) and Vngrd Mrngstr MC GRW ETF-Usd (VOT, 9.8%). Compared with Q1 2025, it opened 1 new position, added to 37 and reduced 13. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +56%) and the biggest sale Vanguard Total Bond Market (BND, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, AL
- CIK
- 0001710539
- Portfolio Value
- $255.4M (Q2 2025)
- SEC Filing
- 0001062993-25-013744 ↗ filed Aug 7, 2025
Holdings Value
Holdings 63 stocks · $255.4M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 11.22% | 78,247 | $28.7M | Reduce -0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 10.44% | 203,281 | $26.7M | Reduce -0.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 9.85% | 88,460 | $25.2M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 9.78% | 339,246 | $25.0M | Reduce -1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 9.24% | 85,218 | $23.6M | Add +3.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 9.07% | 140,887 | $23.2M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 8.97% | 117,444 | $22.9M | Add +1.7% |
| MCI Barings Corporate Investors | 3.07% | 362,189 | $7.8M | Add +9.2% |
| MINT PIMCO Enhanced Short Maturit | 2.35% | 59,703 | $6.0M | Add +0.2% |
| VPL Vanguard Ftse Pacific ETF | 1.90% | 59,051 | $4.9M | Add +0.7% |
| AAPL Apple Inc. | 1.89% | 23,522 | $4.8M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.86% | 7,704 | $4.8M | Add +56.0% |
| VGK Vanguard Ftse Europe ETF | 1.85% | 61,094 | $4.7M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.81% | 93,602 | $4.6M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 1.56% | 50,585 | $4.0M | Reduce -3.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.56% | 41,850 | $4.0M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.91% | 7,977 | $2.3M | Reduce -8.8% |
| IWN iShares Russell 2000 Value E | 0.74% | 12,037 | $1.9M | Add +2.0% |
| IWS iShares Russell Mid-Cap Valu | 0.70% | 13,506 | $1.8M | Add +9.0% |
| IWF iShares Russell 1000 Growth | 0.61% | 3,686 | $1.6M | Add +2.8% |
| AMZN Amazon.com Inc. | 0.59% | 6,873 | $1.5M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 18,894 | $1.5M | No change |
| VOO Vanguard S&P 500 ETF | 0.58% | 2,617 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.56% | 2,889 | $1.4M | Reduce -2.5% |
| IWP iShares Russell Mid-Cap Grow | 0.50% | 9,255 | $1.3M | Add +2.2% |
| IWD iShares Russell 1000 Value E | 0.48% | 6,349 | $1.2M | Add +0.0% |
| CSL Carlisle Cos Inc. | 0.38% | 2,568 | $959K | Add +2.0% |
| TFC Truist Financial Corp. | 0.37% | 21,817 | $938K | Reduce -1.2% |
| ADP Automatic Data Processing | 0.33% | 2,761 | $852K | Add +3.2% |
| BLK BlackRock Finance Inc. | 0.32% | 771 | $809K | No change |
| AMAT Applied Materials Inc. | 0.32% | 4,412 | $808K | Add +8.0% |
| AMGN Amgen Inc. | 0.30% | 2,734 | $763K | Add +2.8% |
| FDX FedEx Corp. | 0.27% | 3,033 | $690K | Add +7.1% |
| ITW Illinois Tool Works | 0.26% | 2,713 | $671K | Add +2.3% |
| ZTS Zoetis Inc. | 0.26% | 4,197 | $655K | Add +21.6% |
| BR Broadridge Financial Solutio | 0.26% | 2,686 | $653K | Add +0.6% |
| WSO Watsco Inc. | 0.25% | 1,471 | $650K | Add +13.5% |
| EOG EOG Resources Inc. | 0.24% | 5,229 | $625K | Add +4.5% |
| HUBB Hubbell Inc. | 0.24% | 1,505 | $615K | Reduce -1.4% |
| RF Regions Financial Corp. | 0.23% | 24,850 | $584K | Reduce -0.6% |
| GGG Graco Inc. | 0.22% | 6,619 | $569K | Add +1.5% |
| NVDA Nvidia Corp. | 0.21% | 3,318 | $524K | Add +21.6% |
| FELE Franklin Electric Co. Inc. | 0.20% | 5,695 | $511K | Add +0.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.19% | 4,968 | $479K | Add +0.8% |
| VOOV Vanguard S&P 500 Value ETF | 0.18% | 2,500 | $472K | No change |
| LLY Eli Lilly & Co. | 0.17% | 557 | $434K | Add +1.8% |
| KYN Kayne Anderson Energy Infra | 0.17% | 33,500 | $426K | Add +8.1% |
| LOW Lowe's Cos Inc. | 0.17% | 1,900 | $421K | Add +4.7% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.16% | 4,400 | $420K | No change |
| INFY Infosys Ltd.-SP ADR | 0.16% | 22,335 | $414K | No change |
| GOOGL Alphabet Inc. Class A | 0.15% | 2,180 | $384K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 2,475 | $337K | Add +2.1% |
| IWO iShares Russell 2000 Growth | 0.13% | 1,159 | $331K | Add +13.2% |
| PNC PNC Financial Services Group | 0.12% | 1,705 | $318K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 6,000 | $306K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 9,000 | $302K | No change |
| HD Home Depot Inc. | 0.11% | 785 | $288K | Add +12.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 2,545 | $279K | Reduce -3.0% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.11% | 3,200 | $274K | No change |
| V Visa Inc. Class A | 0.10% | 690 | $245K | Add +1.9% |
| VXUS Vanguard Total Intl Stock | 0.09% | 3,350 | $231K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 4,801 | $227K | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.08% | 2,646 | $212K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | Reduce -1.9% | 9.78% | −0.96 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.3% | 10.44% | −0.67 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.3% | 1.56% | −0.17 |
| TFC Truist Financial Corp. | Reduce -1.2% | 0.37% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -3.0% | 0.11% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -8.8% | 0.91% | −0.00 |
| RF Regions Financial Corp. | Reduce -0.6% | 0.23% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.09% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 1.81% | +0.02 |
| HUBB Hubbell Inc. | Reduce -1.4% | 0.24% | +0.03 |
| MSFT Microsoft Corp. | Reduce -2.5% | 0.56% | +0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.8% | 9.85% | +0.62 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.1% | 11.22% | +0.99 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +56.0% | 1.86% | +0.70 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.0% | 9.24% | +0.43 |
| VPL Vanguard Ftse Pacific ETF | Add +0.7% | 1.90% | +0.10 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +21.6% | 0.21% | +0.08 |
| AMAT Applied Materials Inc. | Add +8.0% | 0.32% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +2.8% | 0.61% | +0.07 |
| IWP iShares Russell Mid-Cap Grow | Add +2.2% | 0.50% | +0.05 |
| VGK Vanguard Ftse Europe ETF | Add +0.3% | 1.85% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +2.1% | 0.13% | +0.05 |
| IWS iShares Russell Mid-Cap Valu | Add +9.0% | 0.70% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.59% | +0.04 |
| IWO iShares Russell 2000 Growth | Add +13.2% | 0.13% | +0.02 |
| ZTS Zoetis Inc. | Add +21.6% | 0.26% | +0.02 |
| CSL Carlisle Cos Inc. | Add +2.0% | 0.38% | +0.01 |
| HD Home Depot Inc. | Add +12.5% | 0.11% | +0.00 |
| KYN Kayne Anderson Energy Infra | Add +8.1% | 0.17% | −0.00 |
| TROW T Rowe Price Group Inc. | Add +0.8% | 0.19% | −0.00 |
| V Visa Inc. Class A | Add +1.9% | 0.10% | −0.00 |
| GGG Graco Inc. | Add +1.5% | 0.22% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +2.0% | 0.74% | −0.01 |
| ADP Automatic Data Processing | Add +3.2% | 0.33% | −0.01 |
| LOW Lowe's Cos Inc. | Add +4.7% | 0.17% | −0.01 |
| ITW Illinois Tool Works | Add +2.3% | 0.26% | −0.02 |
| BR Broadridge Financial Solutio | Add +0.6% | 0.26% | −0.02 |
| LLY Eli Lilly & Co. | Add +1.8% | 0.17% | −0.02 |
| FDX FedEx Corp. | Add +7.1% | 0.27% | −0.02 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 0.48% | −0.02 |
| FELE Franklin Electric Co. Inc. | Add +0.9% | 0.20% | −0.02 |
| WSO Watsco Inc. | Add +13.5% | 0.25% | −0.02 |
| EOG EOG Resources Inc. | Add +4.5% | 0.24% | −0.03 |
| AMGN Amgen Inc. | Add +2.8% | 0.30% | −0.05 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.9% | 1.56% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.7% | 8.97% | −0.12 |
| MINT PIMCO Enhanced Short Maturit | Add +0.2% | 2.35% | −0.18 |
| MCI Barings Corporate Investors | Add +9.2% | 3.07% | −0.22 |
| AAPL Apple Inc. | Add +0.3% | 1.89% | −0.31 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.2% | 9.07% | −0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $334.7M | MGV, MGK, VBK, VOE, VOT |
| Q1 2026 | 79 | $299.2M | MGV, MGK, BND, VOE, VBR |
| Q4 2025 | 72 | $304.3M | MGV, MGK, BND, VOE, VBR |
| Q3 2025 | 67 | $267.7M | MGK, MGV, VOT, BND, VBK |
| Q2 2025 | 63 | $255.4M | MGK, MGV, VOT, BND, VBK |
| Q1 2025 | 62 | $236.5M | MGV, BND, MGK, VOE, VOT |
| Q4 2024 | 59 | $266.4M | MGK, MGV, BND, VBK, VOT |
| Q3 2024 | 63 | $268.0M | MGK, MGV, VBR, BND, VOE |
| Q2 2024 | 64 | $254.8M | MGK, MGV, BND, VBR, VOT |
| Q1 2024 | 59 | $260.2M | MGK, MGV, VBR, VBK, VOE |