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 86.21% of BCK Partners's stock portfolio.
- Added to shares of these 9 stocks: VO (+$24M), VCSH, IGIB, LLY, SPEM, SPTM, NVDA, SCHE, XOM.
- Started 2 new stock positions in LLY, SPEM.
- Reduced shares in these 10 stocks: VB, SCHF, GLW, VOO, VTI, AMAT, SCHA, SPDW, JNJ, GOOGL.
- BCK Partners was a net buyer of stock by $27M.
- BCK Partners has $207M in assets under management (AUM), dropping by 12.00%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 28 positions in its portfolio as reported in the June 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) | 25.4 | $53M | 77k | 686.81 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.1 | $48M | +6% | 606k | 79.03 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 15.1 | $31M | +303% | 388k | 80.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 11.8 | $24M | 81k | 303.12 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.8 | $23M | +6% | 423k | 53.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $8.2M | -2% | 297k | 27.70 |
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| Corning Incorporated (GLW) | 2.3 | $4.8M | -4% | 19k | 255.43 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.5M | 97k | 36.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.8M | -5% | 4.8k | 370.04 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.6M | -3% | 46k | 36.13 |
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| Apple (AAPL) | 0.5 | $1.1M | 3.9k | 289.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $988k | 2.0k | 500.39 |
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| Johnson & Johnson (JNJ) | 0.3 | $695k | -2% | 2.7k | 253.97 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $695k | -2% | 14k | 50.39 |
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| Amazon (AMZN) | 0.3 | $640k | 2.7k | 238.34 |
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| Applied Materials (AMAT) | 0.2 | $506k | -12% | 700.00 | 723.00 |
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| Norfolk Southern (NSC) | 0.2 | $480k | 1.5k | 314.59 |
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| UnitedHealth (UNH) | 0.2 | $475k | 1.1k | 415.63 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.2 | $435k | +7% | 4.8k | 90.79 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.2 | $427k | 14k | 30.01 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $369k | +2% | 2.7k | 136.75 |
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| NVIDIA Corporation (NVDA) | 0.2 | $336k | +3% | 1.7k | 200.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $323k | -4% | 903.00 | 357.37 |
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| Microsoft Corporation (MSFT) | 0.1 | $308k | 825.00 | 373.02 |
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| Eli Lilly & Co. (LLY) | 0.1 | $240k | NEW | 200.00 | 1199.43 |
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| Amgen (AMGN) | 0.1 | $221k | 610.00 | 362.12 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $204k | NEW | 3.9k | 51.78 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $201k | 6.0k | 33.46 |
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Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- 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
- BCK Partners 2022 Q3 filed Nov. 7, 2022