BCK Partners
Latest statistics and disclosures from BCK Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VCSH, VO, VB, IGIB, and represent 87.33% of BCK Partners's stock portfolio.
- Added to shares of these 7 stocks: VCSH, IGIB, VTI, LLY, AMGN, MSFT, NVDA.
- Started 2 new stock positions in AMGN, LLY.
- Reduced shares in these 10 stocks: VOO, GLW, VB, VO, SCHF, , SCHE, SPTM, XOM, UNH.
- Sold out of its position in EXEL.
- BCK Partners was a net seller of stock by $-2.3M.
- BCK Partners has $185M in assets under management (AUM), dropping by -0.37%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 25.9 | $48M | -4% | 77k | 627.13 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.9 | $44M | +3% | 554k | 79.73 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 14.9 | $28M | 95k | 290.22 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 11.4 | $21M | -2% | 82k | 257.95 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.2 | $21M | +2% | 385k | 53.88 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $7.5M | -3% | 312k | 24.04 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.2M | -4% | 97k | 32.75 |
|
| Corning Incorporated (GLW) | 1.0 | $1.9M | -30% | 22k | 87.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.7M | +20% | 5.1k | 335.27 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.4M | 48k | 28.48 |
|
|
| Apple (AAPL) | 0.6 | $1.1M | 3.9k | 271.86 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $992k | 2.0k | 502.65 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $629k | 14k | 44.41 |
|
|
| Amazon (AMZN) | 0.3 | $620k | -4% | 2.7k | 230.82 |
|
| Johnson & Johnson (JNJ) | 0.3 | $581k | 2.8k | 206.95 |
|
|
| Norfolk Southern (NSC) | 0.2 | $440k | -3% | 1.5k | 288.72 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.2 | $429k | 14k | 30.20 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $399k | +6% | 825.00 | 483.62 |
|
| UnitedHealth (UNH) | 0.2 | $377k | -8% | 1.1k | 330.11 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $350k | -14% | 4.2k | 82.50 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $330k | -10% | 2.7k | 120.34 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $301k | 1.6k | 186.50 |
|
|
| Applied Materials (AMAT) | 0.2 | $301k | 1.2k | 256.99 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $295k | -5% | 943.00 | 313.00 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $230k | NEW | 214.00 | 1074.68 |
|
| Amgen (AMGN) | 0.1 | $216k | NEW | 660.00 | 327.31 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $203k | 6.0k | 33.81 |
|
Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- BCK Partners 2025 Q4 filed Jan. 28, 2026
- BCK Partners 2025 Q3 filed Oct. 28, 2025
- BCK Partners 2025 Q2 filed July 30, 2025
- BCK Partners 2025 Q1 filed April 25, 2025
- BCK Partners 2024 Q4 filed Jan. 30, 2025
- BCK Partners 2024 Q3 filed Oct. 25, 2024
- BCK Partners 2024 Q2 filed July 24, 2024
- BCK Partners 2024 Q1 filed April 30, 2024
- BCK Partners 2023 Q4 filed Jan. 26, 2024
- BCK Partners 2023 Q3 filed Oct. 25, 2023
- BCK Partners 2023 Q2 filed July 20, 2023
- BCK Partners 2023 Q1 filed April 13, 2023
- BCK Partners 2022 Q4 filed Jan. 20, 2023
- BCK Partners 2022 Q3 filed Nov. 7, 2022
- BCK Partners 2022 Q2 filed July 20, 2022
- BCK Partners 2022 Q1 restated filed May 13, 2022