BHK Investment Advisors
BHK Investment Advisors reported 79 stocks worth $335M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are MGV (10.7%), MGK (10.3%) and VBK (9.4%). Compared with Q1 2026, the fund opened new positions in TSM, AMD and MU, added to MGK, VOE and VOT, trimmed MGV, VBK and VBR and sold out of BLK, CVX and GL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MGV Vanguard Mega Cap Value | $35.8M | 10.7% | 219K | −1,454 (−1%) | 8 of 8 | |
| 2 |  MGK Vanguard Mega Cap Growth | $34.4M | 10.3% | 391K | +313K (+399%) | 8 of 8 | |
| 3 |  VBK Vanguard Small Cap | $31.5M | 9.4% | 86K | −1,694 (−2%) | 8 of 8 | |
| 4 |  VOE Vanguard Index Fds | $30.4M | 9.1% | 154K | +937 (+1%) | 8 of 8 | |
| 5 |  VOT Vanguard Index Fds | $30.3M | 9.1% | 99K | +1,088 (+1%) | 8 of 8 | |
| 6 |  VBR Vanguard Index Fds | $30.3M | 9.0% | 125K | −796 (−1%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $28.9M | 8.6% | 394K | +4,767 (+1%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $6.9M | 2.0% | 24K | −1,529 (−6%) | 8 of 8 | |
| 9 |  MCI Barings Corporate Invs | $6.8M | 2.0% | 387K | +9,458 (+3%) | 8 of 8 | |
| 10 |  VPL Vanguard Ftse Pacific ETF | $6.5M | 1.9% | 56K | −1,428 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BHK Investment Advisors 13F FAQ
What does BHK Investment Advisors own?
BHK Investment Advisors reported 79 stocks worth $335M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are MGV (10.7%), MGK (10.3%) and VBK (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did BHK Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 28 added to, 29 trimmed and 4 sold out. New positions include TSM, AMD and MU. It sold all of BLK, CVX and GL.
When will BHK Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BHK Investment Advisors's portfolio worth?
The Q2 2026 filing reports $335M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.