Bhk Investment Advisors, LLC Portfolio Holdings

Bhk Investment Advisors, LLC

  • $267 Million
  • Q3 2025

Bhk Investment Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $267 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $30.4M, Vanguard Mega Cap Value with a value of $27.9M, Vanguard Mid Cap Growth Index with a value of $25.3M, Vanguard Bd Index Fd Inc Total with a value of $25.3M, and Vanguard Small Cap Growth ETF with a value of $24.8M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $255M to 267M.

Below you can find more details about Bhk Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $231 Million
Financial Services: $14.4 Million
Technology: $10.4 Million
Industrials: $5.42 Million
Consumer Cyclical: $2.3 Million
Healthcare: $1.79 Million
Energy: $586,000
Communication Services: $469,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.4 Million 11.41% of portfolio
75,637
Q3 2025 Reduced 3.34%
$0
$27.9 Million 10.44% of portfolio
202,231
Q3 2025 Reduced 0.52%
$0
$25.3 Million 9.48% of portfolio
86,057
Q3 2025 Reduced 2.72%
$0
$25.3 Million 9.47% of portfolio
339,589
Q3 2025 Added 0.1%
$0
$24.8 Million 9.31% of portfolio
83,424
Q3 2025 Reduced 2.11%
$0
$24.4 Million 9.16% of portfolio
140,041
Q3 2025 Reduced 0.6%
$0
$24.3 Million 9.11% of portfolio
116,464
Q3 2025 Reduced 0.83%
$0
$7.5 Million 2.81% of portfolio
361,417
Q3 2025 Reduced 0.21%
$0
$6.06 Million 2.27% of portfolio
60,166
Q3 2025 Added 0.78%
$4.38T
$5.96 Million 2.23% of portfolio
23,422
Q3 2025 Reduced 0.43%
$0
$5.3 Million 1.99% of portfolio
7,954
Q3 2025 Added 3.25%
$0
$5.09 Million 1.91% of portfolio
57,967
Q3 2025 Reduced 1.84%
$0
$4.97 Million 1.86% of portfolio
91,791
Q3 2025 Reduced 1.93%
$0
$4.75 Million 1.78% of portfolio
59,560
Q3 2025 Reduced 2.51%
$0
$4.08 Million 1.53% of portfolio
51,736
Q3 2025 Added 2.28%
$0
$4 Million 1.5% of portfolio
41,850
Q2 2025 Added 1.95%
$0
$2.13 Million 0.8% of portfolio
12,040
Q3 2025 Added 0.02%
$0
$1.84 Million 0.69% of portfolio
13,158
Q3 2025 Reduced 2.58%
$0
$1.73 Million 0.65% of portfolio
3,686
Q2 2025 Added 2.79%
$0
$1.6 Million 0.6% of portfolio
2,617
Q1 2024 New
$0
$1.51 Million 0.57% of portfolio
18,894
Q1 2025 Reduced 3.57%
$2.39T
$1.51 Million 0.56% of portfolio
6,857
Q3 2025 Reduced 0.23%
$3.8T
$1.5 Million 0.56% of portfolio
2,889
Q2 2025 Reduced 2.46%
$0
$1.32 Million 0.49% of portfolio
9,255
Q2 2025 Added 2.21%
$0
$1.29 Million 0.48% of portfolio
6,351
Q3 2025 Added 0.03%
$59.5B
$990,000 0.37% of portfolio
21,670
Q3 2025 Reduced 0.67%
$194B
$913,000 0.34% of portfolio
4,463
Q3 2025 Added 1.16%
$160B
$893,000 0.33% of portfolio
766
Q3 2025 Reduced 0.65%
$15.9B
$836,000 0.31% of portfolio
2,543
Q3 2025 Reduced 0.97%
$105B
$810,000 0.3% of portfolio
2,762
Q3 2025 Added 0.04%
$180B
$750,000 0.28% of portfolio
2,660
Q3 2025 Reduced 2.71%
$69.6B
$724,000 0.27% of portfolio
3,074
Q3 2025 Added 1.35%
$74.9B
$707,000 0.26% of portfolio
2,713
Q2 2025 Added 2.3%
$474B
$633,000 0.24% of portfolio
3,397
Q3 2025 Added 2.38%
$23.3B
$642,000 0.24% of portfolio
24,355
Q3 2025 Reduced 1.99%
$23.2B
$647,000 0.24% of portfolio
1,505
Q2 2025 Reduced 1.38%
$34.9B
$639,000 0.24% of portfolio
2,686
Q2 2025 Added 0.56%
$56.6B
$620,000 0.23% of portfolio
4,244
Q3 2025 Added 1.12%
$64.7B
$586,000 0.22% of portfolio
5,230
Q3 2025 Added 0.02%
$11.4B
$594,000 0.22% of portfolio
1,471
Q2 2025 Added 13.5%
$13.5B
$562,000 0.21% of portfolio
6,620
Q3 2025 Added 0.02%
$4.31B
$542,000 0.2% of portfolio
5,695
Q2 2025 Added 0.9%
$0
$498,000 0.19% of portfolio
2,500
Q1 2024 New
$23B
$504,000 0.19% of portfolio
4,919
Q3 2025 Reduced 0.99%
$141B
$477,000 0.18% of portfolio
1,900
Q2 2025 Added 4.74%
$1.65T
$469,000 0.18% of portfolio
1,930
Q3 2025 Reduced 11.47%
$0
$443,000 0.17% of portfolio
4,400
Q1 2024 New
$974B
$424,000 0.16% of portfolio
557
Q2 2025 Added 1.83%
$342B
$405,000 0.15% of portfolio
2,225
Q3 2025 Reduced 10.1%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $267 Million
  • Prior Value $255 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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