Filed: 4/25/2025ACC: 0001667731-25-000525
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $160.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$160.26M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
S&P 500 ETF SHS$40.27M25.1%
SHRT TRM CORP BD$40.24M25.1%
MID CAP ETF$24.00M15.0%
ISHS 5-10YR INVT$18.88M11.8%
SMALL CP ETF$16.95M10.6%
INTL EQTY ETF$6.52M4.1%
COM$5.78M3.6%
Portfolio Concentration
Top 3$104.51M65.2%
4–10$48.76M30.4%
11–25$6.99M4.4%
Top 3 weight
65.2%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:
VANGUARD INDEX FDS
SOLEShares78.35K
TypeSH
Market value$40.27M
25.13%
Sole
0.00
Shared
0.00
None
78.35K
VANGUARD SCOTTSDALE FDS
SOLEShares509.81K
TypeSH
Market value$40.24M
25.11%
Sole
0.00
Shared
0.00
None
509.81K
VANGUARD INDEX FDS
SOLEShares92.78K
TypeSH
Market value$24.00M
14.97%
Sole
0.00
Shared
0.00
None
92.78K
ISHARES TR
SOLEShares359.54K
TypeSH
Market value$18.88M
11.78%
Sole
0.00
Shared
0.00
None
359.54K
VANGUARD INDEX FDS
SOLEShares76.43K
TypeSH
Market value$16.95M
10.58%
Sole
0.00
Shared
0.00
None
76.43K
SCHWAB STRATEGIC TR
SOLEShares329.83K
TypeSH
Market value$6.52M
4.07%
Sole
0.00
Shared
0.00
None
329.83K
SCHWAB STRATEGIC TR
SOLEShares101.73K
TypeSH
Market value$2.80M
1.75%
Sole
0.00
Shared
0.00
None
101.73K
CORNING INC
SOLEShares26.84K
TypeSH
Market value$1.23M
0.77%
Sole
0.00
Shared
0.00
None
26.84K
VANGUARD INDEX FDS
SOLEShares4.47K
TypeSH
Market value$1.23M
0.77%
Sole
0.00
Shared
0.00
None
4.47K
SCHWAB STRATEGIC TR
SOLEShares48.99K
TypeSH
Market value$1.15M
0.72%
Sole
0.00
Shared
0.00
None
48.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.03K
TypeSH
Market value$1.08M
0.67%
Sole
0.00
Shared
0.00
None
2.03K
APPLE INC
SOLEShares4.24K
TypeSH
Market value$941.2K
0.59%
Sole
0.00
Shared
0.00
None
4.24K
UNITEDHEALTH GROUP INC
SOLEShares1.28K
TypeSH
Market value$673.0K
0.42%
Sole
0.00
Shared
0.00
None
1.28K
SPDR INDEX SHS FDS
SOLEShares15.25K
TypeSH
Market value$555.1K
0.35%
Sole
0.00
Shared
0.00
None
15.25K
AMAZON COM INC
SOLEShares2.61K
TypeSH
Market value$496.6K
0.31%
Sole
0.00
Shared
0.00
None
2.61K
JOHNSON & JOHNSON
SOLEShares2.81K
TypeSH
Market value$465.5K
0.29%
Sole
0.00
Shared
0.00
None
2.81K
SPDR SER TR
SOLEShares14.40K
TypeSH
Market value$433.4K
0.27%
Sole
0.00
Shared
0.00
None
14.40K
NORFOLK SOUTHN CORP
SOLEShares1.59K
TypeSH
Market value$376.6K
0.23%
Sole
0.00
Shared
0.00
None
1.59K
EXXON MOBIL CORP
SOLEShares3.15K
TypeSH
Market value$375.2K
0.23%
Sole
0.00
Shared
0.00
None
3.15K
SPDR SER TR
SOLEShares5.43K
TypeSH
Market value$369.3K
0.23%
Sole
0.00
Shared
0.00
None
5.43K
MICROSOFT CORP
SOLEShares787.00
TypeSH
Market value$295.4K
0.18%
Sole
0.00
Shared
0.00
None
787.00
APPLIED MATLS INC
SOLEShares1.75K
TypeSH
Market value$253.2K
0.16%
Sole
0.00
Shared
0.00
None
1.75K
NEXTERA ENERGY INC
SOLEShares3.48K
TypeSH
Market value$246.5K
0.15%
Sole
0.00
Shared
0.00
None
3.48K
AMGEN INC
SOLEShares715.00
TypeSH
Market value$222.8K
0.14%
Sole
0.00
Shared
0.00
None
715.00
ELI LILLY & CO
SOLEShares244.00
TypeSH
Market value$201.5K
0.13%
Sole
0.00
Shared
0.00
None
244.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 78.35K | SH | $40.27M 25.13% | 0.00 | 0.00 | 78.35K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 509.81K | SH | $40.24M 25.11% | 0.00 | 0.00 | 509.81K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 92.78K | SH | $24.00M 14.97% | 0.00 | 0.00 | 92.78K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 359.54K | SH | $18.88M 11.78% | 0.00 | 0.00 | 359.54K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 76.43K | SH | $16.95M 10.58% | 0.00 | 0.00 | 76.43K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 329.83K | SH | $6.52M 4.07% | 0.00 | 0.00 | 329.83K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 101.73K | SH | $2.80M 1.75% | 0.00 | 0.00 | 101.73K |
CORNING INCSOLE | COM | 26.84K | SH | $1.23M 0.77% | 0.00 | 0.00 | 26.84K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.47K | SH | $1.23M 0.77% | 0.00 | 0.00 | 4.47K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 48.99K | SH | $1.15M 0.72% | 0.00 | 0.00 | 48.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.03K | SH | $1.08M 0.67% | 0.00 | 0.00 | 2.03K |
APPLE INCSOLE | COM | 4.24K | SH | $941.2K 0.59% | 0.00 | 0.00 | 4.24K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.28K | SH | $673.0K 0.42% | 0.00 | 0.00 | 1.28K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 15.25K | SH | $555.1K 0.35% | 0.00 | 0.00 | 15.25K |
AMAZON COM INCSOLE | COM | 2.61K | SH | $496.6K 0.31% | 0.00 | 0.00 | 2.61K |
JOHNSON & JOHNSONSOLE | COM | 2.81K | SH | $465.5K 0.29% | 0.00 | 0.00 | 2.81K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 14.40K | SH | $433.4K 0.27% | 0.00 | 0.00 | 14.40K |
NORFOLK SOUTHN CORPSOLE | COM | 1.59K | SH | $376.6K 0.23% | 0.00 | 0.00 | 1.59K |
EXXON MOBIL CORPSOLE | COM | 3.15K | SH | $375.2K 0.23% | 0.00 | 0.00 | 3.15K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 5.43K | SH | $369.3K 0.23% | 0.00 | 0.00 | 5.43K |
MICROSOFT CORPSOLE | COM | 787.00 | SH | $295.4K 0.18% | 0.00 | 0.00 | 787.00 |
APPLIED MATLS INCSOLE | COM | 1.75K | SH | $253.2K 0.16% | 0.00 | 0.00 | 1.75K |
NEXTERA ENERGY INCSOLE | COM | 3.48K | SH | $246.5K 0.15% | 0.00 | 0.00 | 3.48K |
AMGEN INCSOLE | COM | 715.00 | SH | $222.8K 0.14% | 0.00 | 0.00 | 715.00 |
ELI LILLY & COSOLE | COM | 244.00 | SH | $201.5K 0.13% | 0.00 | 0.00 | 244.00 |