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 87.16% of BCK Partners's stock portfolio.
- Added to shares of these 6 stocks: VCSH, IGIB, VOO, VO, SPTM, SPDW.
- Reduced shares in these 10 stocks: GLW, LLY, SCHF, AMAT, VTI, SCHE, VB, AMGN, XOM, SCHA.
- Sold out of its position in LLY.
- BCK Partners was a net buyer of stock by $1.7M.
- BCK Partners has $185M in assets under management (AUM), dropping by 0.10%.
- Central Index Key (CIK): 0001845867
Tip: Access up to 7 years of quarterly data
Positions held by BCK Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for BCK Partners
BCK Partners holds 26 positions in its portfolio as reported in the March 2026 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) | 24.9 | $46M | 77k | 597.55 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 24.4 | $45M | +2% | 570k | 79.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 14.9 | $28M | 96k | 287.18 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 11.6 | $22M | 82k | 261.92 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.4 | $21M | +2% | 396k | 53.22 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $7.6M | 306k | 24.75 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.2M | 97k | 32.95 |
|
|
| Corning Incorporated (GLW) | 1.4 | $2.7M | -10% | 20k | 135.97 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | 5.1k | 320.81 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.4M | 48k | 29.08 |
|
|
| Apple (AAPL) | 0.5 | $996k | 3.9k | 253.79 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $946k | 2.0k | 479.20 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $686k | 2.8k | 244.44 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.3 | $647k | 14k | 45.65 |
|
|
| Amazon (AMZN) | 0.3 | $559k | 2.7k | 208.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $448k | -3% | 2.6k | 169.66 |
|
| Norfolk Southern (NSC) | 0.2 | $438k | 1.5k | 287.00 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.2 | $428k | 14k | 30.07 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $353k | +5% | 4.5k | 79.06 |
|
| UnitedHealth (UNH) | 0.2 | $309k | 1.1k | 270.59 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $305k | 825.00 | 370.17 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $282k | 1.6k | 174.40 |
|
|
| Applied Materials (AMAT) | 0.1 | $274k | -31% | 802.00 | 341.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $271k | 943.00 | 287.56 |
|
|
| Amgen (AMGN) | 0.1 | $215k | -7% | 610.00 | 351.85 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $201k | 6.0k | 33.54 |
|
Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- BCK Partners 2026 Q1 filed April 27, 2026
- 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