BHK Investment Advisors, LLC - Portfolio overview

BHK Investment Advisors, LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. MGV - VANGUARD WORLD FD, 10.60%
  2. MGK - VANGUARD WORLD FD, 9.56%
  3. BND - VANGUARD BD INDEX FDS, 9.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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