BHK Investment Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports a total of 86 distinct equity positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). Key individual stock holdings include Apple Inc., with 23,219 shares; Microsoft Corporation, with 3,787 shares; and NVIDIA Corporation, with 4,063 shares. Other notable individual positions include Amazon.com Inc. (6,642 shares), Taiwan Semiconductor Manufacturing Company Sponsored ADS (2,840 shares), and Palantir Technologies Inc. Class A (2,905 shares).
A significant portion of the portfolio is allocated to Vanguard ETFs. The firm holds the Vanguard Total Bond Market ETF with 406,078 shares, the Vanguard S&P 500 ETF with 2,646 shares, and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF with 103,685 shares. Other ETFs in the portfolio include the iShares Core S&P Mid-Cap Value ETF, the iShares Core S&P Small-Cap Value ETF, and various PIMCO ETFs focused on short-term and high-yield strategies.
The filing lists Meredyth R. Hazzard as the CEO and CFO of BHK Investment Advisors, LLC, with the firm's address located in Birmingham, Alabama.
