BCK Partners, Inc.
Holdings as of 2026-06-30, filed 2026-07-20
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
28
Value reported by manager
$207.4M
Sum of our stored positions
$207.4M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
86.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
28 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $52.8M | 76,841 | — | 922908363 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $47.9M | 605,856 | — | 92206C409 |
| VANGUARD INDEX FDS | MID CAP ETF | $31.3M | 388,334 | — | 922908629 |
| VANGUARD INDEX FDS | SMALL CP ETF | $24.4M | 80,458 | — | 922908751 |
| ISHARES TR | ISHS 5-10YR INVT | $22.5M | 423,132 | — | 464288638 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $8.2M | 297,134 | — | 808524805 |
| CORNING INC | COM | $4.8M | 18,713 | — | 219350105 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.5M | 96,763 | — | 808524706 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.8M | 4,778 | — | 922908769 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 45,638 | — | 808524607 |
| APPLE INC | COM | $1.1M | 3,924 | — | 037833100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $987.8K | 1,974 | — | 084670702 |
| JOHNSON & JOHNSON | COM | $695.1K | 2,737 | — | 478160104 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $695.1K | 13,794 | — | 78463X889 |
| AMAZON COM INC | COM | $639.9K | 2,685 | — | 023135106 |
| APPLIED MATLS INC | COM | $506.1K | 700 | — | 038222105 |
| NORFOLK SOUTHN CORP | COM | $479.8K | 1,525 | — | 655844108 |
| UNITEDHEALTH GROUP INC | COM | $474.6K | 1,142 | — | 91324P102 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $434.9K | 4,790 | — | 78464A805 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $426.7K | 14,220 | — | 78464A474 |
| EXXON MOBIL CORP | COM | $368.5K | 2,695 | — | 30231G102 |
| NVIDIA CORPORATION | COM | $336K | 1,679 | — | 67066G104 |
| ALPHABET INC | CAP STK CL A | $322.7K | 903 | — | 02079K305 |
| MICROSOFT CORP | COM | $307.7K | 825 | — | 594918104 |
| ELI LILLY & CO | COM | $239.9K | 200 | — | 532457108 |
| AMGEN INC | COM | $220.9K | 610 | — | 031162100 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $204K | 3,940 | — | 78463X509 |
| SPDR SERIES TRUST | ST INTER BD ETF | $200.9K | 6,005 | — | 78464A375 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20