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 87.25% of BCK Partners's stock portfolio.
- Added to shares of these 10 stocks: VCSH, VB, VO, VOO, IGIB, GLW, GOOGL, SCHF, SCHE, AMZN.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 10 stocks: , AAPL, SPDW, VTI, UNH, SCHA, AMAT, SPTM, NSC, XOM.
- Sold out of its position in NEE.
- BCK Partners was a net buyer of stock by $6.3M.
- BCK Partners has $186M in assets under management (AUM), dropping by 8.98%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 26 positions in its portfolio as reported in the September 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) | 26.4 | $49M | +2% | 80k | 612.38 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.0 | $43M | +4% | 536k | 79.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 15.3 | $28M | +4% | 97k | 293.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 11.5 | $21M | +6% | 84k | 254.28 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.9 | $20M | +3% | 375k | 54.09 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $7.5M | +2% | 324k | 23.28 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $3.4M | +2% | 102k | 33.37 |
|
| Corning Incorporated (GLW) | 1.4 | $2.6M | +14% | 31k | 82.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.4M | 4.3k | 328.17 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.3M | 48k | 27.90 |
|
|
| Apple (AAPL) | 0.5 | $1.0M | -5% | 4.0k | 254.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $992k | 2.0k | 502.74 |
|
|
| Amazon (AMZN) | 0.3 | $617k | +7% | 2.8k | 219.57 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $614k | -3% | 14k | 42.79 |
|
| Johnson & Johnson (JNJ) | 0.3 | $521k | 2.8k | 185.42 |
|
|
| Norfolk Southern (NSC) | 0.3 | $473k | 1.6k | 300.41 |
|
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.2 | $431k | 14k | 30.29 |
|
|
| UnitedHealth (UNH) | 0.2 | $431k | -2% | 1.2k | 345.30 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.2 | $402k | 5.0k | 80.65 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $401k | 775.00 | 517.95 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $344k | 3.0k | 112.75 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $298k | 1.6k | 186.58 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $242k | NEW | 995.00 | 243.10 |
|
| Applied Materials (AMAT) | 0.1 | $240k | -3% | 1.2k | 204.74 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $204k | 6.0k | 33.89 |
|
|
| Exelixis (EXEL) | 0.1 | $203k | 4.9k | 41.30 |
|
Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- 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
- BCK Partners 2022 Q1 filed April 21, 2022