# BHK Investment Advisors, LLC: Form 13F holdings

An institutional investment manager in BIRMINGHAM, AL. SEC CIK 1710539.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $334.7m
- Positions: 79 (79 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1710539/000106299326003860/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $35.8m | 10.7% | 219,087 |  | Reduced −1,454 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $34.4m | 10.3% | 391,052 |  | Added +312,608 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $31.5m | 9.4% | 86,081 |  | Reduced −1,694 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $30.4m | 9.1% | 154,011 |  | Added +937 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $30.3m | 9.1% | 98,916 |  | Added +1,088 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $30.3m | 9.0% | 124,520 |  | Reduced −796 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $28.9m | 8.6% | 393,714 |  | Added +4,767 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $6.9m | 2.1% | 23,729 |  | Reduced −1,529 |
| [BARINGS CORPORATE INVS (MCI)](/companies/mci.md) | COM | $6.8m | 2.0% | 386,988 |  | Added +9,458 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $6.5m | 1.9% | 55,922 |  | Reduced −1,428 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.1m | 1.8% | 102,779 |  | Reduced −340 |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.0m | 1.8% | 59,582 |  | Reduced −3,466 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $6.0m | 1.8% | 67,769 |  | Added +503 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $5.8m | 1.7% | 7,747 |  | Reduced −35 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.9m | 1.5% | 63,042 |  | Added +2,010 |
| PIMCO ETF TR | 0-5 HIGH YIELD | $4.1m | 1.2% | 43,400 |  | Added +500 |
| ISHARES TR | RUS 2000 VAL ETF | $2.9m | 0.9% | 13,021 |  | Added +53 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $2.7m | 0.8% | 3,803 |  | Reduced −185 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $2.5m | 0.8% | 5,050 |  | Reduced −50 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $2.4m | 0.7% | 7,361 |  | Reduced −174 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $2.4m | 0.7% | 5,455 |  | Reduced −375 |
| ISHARES TR | RUS MDCP VAL ETF | $2.3m | 0.7% | 13,873 |  | Added +277 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $2.2m | 0.7% | 3 |  | Unchanged |
| [PLANET LABS PBC (PL)](/companies/pl.md) | COM CL A | $2.0m | 0.6% | 60,000 |  | Reduced −10,000 |
| ISHARES TR | RUS 1000 GRW ETF | $1.9m | 0.6% | 15,045 |  | Added +11,284 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8m | 0.5% | 2,617 |  | Unchanged |
| PIMCO ETF TR | MULTISECTOR BD | $1.8m | 0.5% | 66,880 |  | Added +7,670 |
| ISHARES TR | RUS 1000 VAL ETF | $1.6m | 0.5% | 6,806 |  | Added +1 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.6m | 0.5% | 6,642 |  | Reduced −400 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.4m | 0.4% | 3,652 |  | Reduced −614 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3m | 0.4% | 17,044 |  | Reduced −400 |
| ISHARES TR | RUS MD CP GR ETF | $1.3m | 0.4% | 9,102 |  | Reduced −199 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.2m | 0.4% | 2,550 |  | New +2,550 |
| [CARLISLE COS INC (CSL)](/companies/csl.md) | COM | $1.1m | 0.3% | 3,089 |  | Added +180 |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $1.1m | 0.3% | 15,268 |  | Added +6,862 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $1.1m | 0.3% | 3,457 |  | Added +380 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $1.0m | 0.3% | 1,916 |  | Added +215 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $980.7k | 0.3% | 4,379 |  | Added +290 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $974.1k | 0.3% | 19,553 |  | Reduced −895 |
| ISHARES TR | SELECT DIVID ETF | $964.0k | 0.3% | 6,167 |  | Added +2 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $937.8k | 0.3% | 3,467 |  | Added +485 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $903.9k | 0.3% | 2,496 |  | Reduced −20 |
| [WATSCO INC (WSO)](/companies/wso.md) | COM | $900.0k | 0.3% | 2,160 |  | Reduced −134 |
| [BROADRIDGE FINL SOLUTIONS IN (BR)](/companies/br.md) | COM | $866.7k | 0.3% | 6,328 |  | Added +1,325 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $841.7k | 0.3% | 11,132 |  | Added +2,626 |
| CAPITAL GROUP EQUITY ETF TR | US LRG VALUE ETF | $828.7k | 0.2% | 26,820 |  | Added +5,595 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $816.0k | 0.2% | 16,000 |  | Unchanged |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $802.9k | 0.2% | 17,010 |  | Added +4,080 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $741.9k | 0.2% | 3,708 |  | Added +80 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $698.1k | 0.2% | 5,000 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $663.6k | 0.2% | 1,857 |  | Reduced −116 |
| [REGIONS FINANCIAL CORP NEW (RF)](/companies/rf.md) | COM | $661.8k | 0.2% | 21,915 |  | Reduced −2,259 |
| [FRANKLIN ELEC INC (FELE)](/companies/fele.md) | COM | $618.7k | 0.2% | 5,772 |  | Reduced −249 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $548.0k | 0.2% | 2,500 |  | Unchanged |
| [EOG RES INC (EOG)](/companies/eog.md) | COM | $543.5k | 0.2% | 4,189 |  | Reduced −334 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $533.7k | 0.2% | 2,421 |  | Added +576 |
| [KAYNE ANDERSON ENERGY INFRST (KYN)](/companies/kyn.md) | COM | $504.8k | 0.2% | 36,500 |  | Unchanged |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $501.9k | 0.1% | 4,400 |  | Unchanged |
| ISHARES TR | RUS 2000 GRW ETF | $463.1k | 0.1% | 1,175 |  | Unchanged |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $447.9k | 0.1% | 771 |  | New +771 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $407.7k | 0.1% | 7,156 |  | Unchanged |
| NU HLDGS LTD | ORD SHS CL A | $400.8k | 0.1% | 30,000 |  | Unchanged |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $398.4k | 0.1% | 1,618 |  | Unchanged |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $381.3k | 0.1% | 1,081 |  | Added +95 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $375.5k | 0.1% | 3,200 |  | Unchanged |
| INVESCO QQQ TR | UNIT SER 1 | $370.4k | 0.1% | 503 |  | Reduced −3 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $338.9k | 0.1% | 2,905 |  | Added +450 |
| [SUPER MICRO COMPUTER INC (SMCI)](/companies/smci.md) | COM NEW | $332.7k | <0.1% | 11,345 |  | Reduced −300 |
| ISHARES TR | IBOXX INV CP ETF | $325.3k | <0.1% | 2,983 |  | Added +237 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $304.7k | <0.1% | 264 |  | New +264 |
| VANGUARD STAR FDS | VG TL INTL STK F | $286.4k | <0.1% | 3,350 |  | Unchanged |
| SPDR SERIES TRUST | ST INTER BD ETF | $267.7k | <0.1% | 8,000 |  | Unchanged |
| [EVI INDS INC (EVI)](/companies/evi.md) | COM | $266.0k | <0.1% | 18,000 |  | Reduced −500 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $247.9k | <0.1% | 3,000 |  | Added +2,500 |
| EXXON MOBIL CORP | COM | $247.8k | <0.1% | 1,812 |  | Reduced −2,303 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $239.6k | <0.1% | 2,899 |  | Reduced −2,821 |
| ISHARES TR | PFD AND INCM SEC | $214.7k | <0.1% | 7,040 |  | Unchanged |
| [DEEP FISSION INC (FISN)](/companies/fisn.md) | COM | $165.6k | <0.1% | 15,000 |  | New +15,000 |
| [BIOCRYST PHARMACEUTICALS INC (BCRX)](/companies/bcrx.md) | COM | $150.0k | <0.1% | 15,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| BLACKROCK INC | COM | $0 | 0.0% | 0 |  | Sold out −857 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,960 |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,279 |
| [GLOBE LIFE INC (GL)](/companies/gl.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,169 |

Source: SEC EDGAR, Form 13F-HR, accession 0001062993-26-003860. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.