BHK Investment Advisors, LLC ETF holdings
Birmingham, AL
Reported $282.9M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$282.9M
ETFs held
36
Change from prior quarter
+11.9%
With price moves
ETFs as a share of its 13F
84.5%
of $334.7M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MGV | Vanguard Morningstar Mega Cap Value ETF | $35.8M | 219,087 | −1,454 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $34.4M | 391,052 | +312,608 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $31.5M | 86,081 | −1,694 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $30.4M | 154,011 | +937 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $30.3M | 98,916 | +1,088 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $30.3M | 124,520 | −796 shares |
| BND | Vanguard Total Bond Market ETF | $28.9M | 393,714 | +4,767 shares |
| VPL | Vanguard FTSE Pacific ETF | $6.5M | 55,922 | −1,428 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $6.1M | 102,779 | −340 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $6.0M | 59,582 | −3,466 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001710539. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BHK Investment Advisors, LLC own?
BHK Investment Advisors, LLC reported 36 ETF positions worth $282.9M in its Form 13F for June 30, 2026. The largest was MGV, at $35.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.