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 86.28% of BCK Partners's stock portfolio.
- Added to shares of these 5 stocks: VCSH, GLW, IGIB, Exxon Mobil Corp, VTI.
- Started 1 new stock position in Exxon Mobil Corp.
- Reduced shares in these 10 stocks: VOO, , , VB, VO, JNJ, SCHF, BRK.B, SCHA, AMAT.
- Sold out of its positions in XOM, SPIB.
- BCK Partners was a net buyer of stock by $3.2M.
- BCK Partners has $205M in assets under management (AUM), dropping by -1.05%.
- 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 September 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) | 25.9 | $53M | 76k | 700.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.7 | $49M | +3% | 629k | 77.25 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 14.8 | $30M | 387k | 78.42 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 11.1 | $23M | 80k | 284.49 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.8 | $22M | +4% | 442k | 50.35 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $8.1M | 296k | 27.47 |
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| Corning Incorporated (GLW) | 2.3 | $4.6M | +60% | 30k | 153.76 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.5M | 97k | 36.45 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.9 | $1.8M | 4.8k | 374.24 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.5M | 45k | 32.63 |
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| Apple (AAPL) | 0.6 | $1.3M | 3.9k | 333.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $955k | -2% | 1.9k | 497.95 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $686k | 14k | 50.21 |
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| Amazon (AMZN) | 0.3 | $669k | 2.7k | 249.15 |
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| Johnson & Johnson (JNJ) | 0.3 | $664k | -8% | 2.5k | 264.74 |
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| Norfolk Southern (NSC) | 0.2 | $471k | 1.5k | 309.00 |
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| Exxonmobil Holdings Corp Com Shs | 0.2 | $439k | NEW | 2.7k | 162.78 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.2 | $437k | 4.8k | 92.05 |
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| Microsoft Corporation (MSFT) | 0.2 | $423k | 825.00 | 512.90 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.2 | $421k | 14k | 29.59 |
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| UnitedHealth (UNH) | 0.2 | $419k | 1.1k | 367.08 |
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| NVIDIA Corporation (NVDA) | 0.2 | $384k | 1.7k | 228.39 |
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| Applied Materials (AMAT) | 0.2 | $347k | -3% | 678.00 | 511.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $311k | 903.00 | 344.08 |
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| Amgen (AMGN) | 0.1 | $257k | 610.00 | 421.51 |
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| Eli Lilly & Co. (LLY) | 0.1 | $231k | 200.00 | 1157.08 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $204k | 3.9k | 51.76 |
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Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- BCK Partners 2026 Q3 filed Oct. 23, 2026
- BCK Partners 2026 Q2 filed July 20, 2026
- 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