Filed: 7/30/2025ACC: 0001667731-25-001008
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $170.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$170.42M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
S&P 500 ETF SHS$44.54M26.1%
SHRT TRM CORP BD$40.92M24.0%
MID CAP ETF$25.97M15.2%
ISHS 5-10YR INVT$19.34M11.3%
SMALL CP ETF$18.80M11.0%
INTL EQTY ETF$6.96M4.1%
COM$5.77M3.4%
Portfolio Concentration
Top 3$111.43M65.4%
4–10$52.09M30.6%
11–25$6.70M3.9%
Rest$201.6K0.1%
Top 3 weight
65.4%
Top 10 weight
96.0%
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)
Sole26
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings26
Rows:
VANGUARD INDEX FDS
SOLEShares78.41K
TypeSH
Market value$44.54M
26.13%
Sole
0.00
Shared
0.00
None
78.41K
VANGUARD SCOTTSDALE FDS
SOLEShares514.74K
TypeSH
Market value$40.92M
24.01%
Sole
0.00
Shared
0.00
None
514.74K
VANGUARD INDEX FDS
SOLEShares92.81K
TypeSH
Market value$25.97M
15.24%
Sole
0.00
Shared
0.00
None
92.81K
ISHARES TR
SOLEShares362.95K
TypeSH
Market value$19.34M
11.35%
Sole
0.00
Shared
0.00
None
362.95K
VANGUARD INDEX FDS
SOLEShares79.35K
TypeSH
Market value$18.80M
11.03%
Sole
0.00
Shared
0.00
None
79.35K
SCHWAB STRATEGIC TR
SOLEShares314.85K
TypeSH
Market value$6.96M
4.08%
Sole
0.00
Shared
0.00
None
314.85K
SCHWAB STRATEGIC TR
SOLEShares99.46K
TypeSH
Market value$3.00M
1.76%
Sole
0.00
Shared
0.00
None
99.46K
CORNING INC
SOLEShares27.49K
TypeSH
Market value$1.45M
0.85%
Sole
0.00
Shared
0.00
None
27.49K
VANGUARD INDEX FDS
SOLEShares4.32K
TypeSH
Market value$1.31M
0.77%
Sole
0.00
Shared
0.00
None
4.32K
SCHWAB STRATEGIC TR
SOLEShares48.64K
TypeSH
Market value$1.23M
0.72%
Sole
0.00
Shared
0.00
None
48.64K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.98K
TypeSH
Market value$959.4K
0.56%
Sole
0.00
Shared
0.00
None
1.98K
APPLE INC
SOLEShares4.24K
TypeSH
Market value$869.7K
0.51%
Sole
0.00
Shared
0.00
None
4.24K
SPDR INDEX SHS FDS
SOLEShares14.91K
TypeSH
Market value$603.8K
0.35%
Sole
0.00
Shared
0.00
None
14.91K
AMAZON COM INC
SOLEShares2.61K
TypeSH
Market value$572.6K
0.34%
Sole
0.00
Shared
0.00
None
2.61K
SPDR SERIES TRUST
SOLEShares14.22K
TypeSH
Market value$429.3K
0.25%
Sole
0.00
Shared
0.00
None
14.22K
JOHNSON & JOHNSON
SOLEShares2.81K
TypeSH
Market value$428.8K
0.25%
Sole
0.00
Shared
0.00
None
2.81K
NORFOLK SOUTHN CORP
SOLEShares1.59K
TypeSH
Market value$407.0K
0.24%
Sole
0.00
Shared
0.00
None
1.59K
UNITEDHEALTH GROUP INC
SOLEShares1.28K
TypeSH
Market value$400.9K
0.24%
Sole
0.00
Shared
0.00
None
1.28K
MICROSOFT CORP
SOLEShares777.00
TypeSH
Market value$386.5K
0.23%
Sole
0.00
Shared
0.00
None
777.00
SPDR SERIES TRUST
SOLEShares5.04K
TypeSH
Market value$377.4K
0.22%
Sole
0.00
Shared
0.00
None
5.04K
EXXON MOBIL CORP
SOLEShares3.06K
TypeSH
Market value$329.7K
0.19%
Sole
0.00
Shared
0.00
None
3.06K
NVIDIA CORPORATION
SOLEShares1.60K
TypeSH
Market value$252.8K
0.15%
Sole
0.00
Shared
0.00
None
1.60K
NEXTERA ENERGY INC
SOLEShares3.48K
TypeSH
Market value$241.4K
0.14%
Sole
0.00
Shared
0.00
None
3.48K
APPLIED MATLS INC
SOLEShares1.22K
TypeSH
Market value$222.4K
0.13%
Sole
0.00
Shared
0.00
None
1.22K
EXELIXIS INC
SOLEShares4.92K
TypeSH
Market value$216.8K
0.13%
Sole
0.00
Shared
0.00
None
4.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 78.41K | SH | $44.54M 26.13% | 0.00 | 0.00 | 78.41K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 514.74K | SH | $40.92M 24.01% | 0.00 | 0.00 | 514.74K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 92.81K | SH | $25.97M 15.24% | 0.00 | 0.00 | 92.81K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 362.95K | SH | $19.34M 11.35% | 0.00 | 0.00 | 362.95K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 79.35K | SH | $18.80M 11.03% | 0.00 | 0.00 | 79.35K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 314.85K | SH | $6.96M 4.08% | 0.00 | 0.00 | 314.85K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 99.46K | SH | $3.00M 1.76% | 0.00 | 0.00 | 99.46K |
CORNING INCSOLE | COM | 27.49K | SH | $1.45M 0.85% | 0.00 | 0.00 | 27.49K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.32K | SH | $1.31M 0.77% | 0.00 | 0.00 | 4.32K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 48.64K | SH | $1.23M 0.72% | 0.00 | 0.00 | 48.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.98K | SH | $959.4K 0.56% | 0.00 | 0.00 | 1.98K |
APPLE INCSOLE | COM | 4.24K | SH | $869.7K 0.51% | 0.00 | 0.00 | 4.24K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 14.91K | SH | $603.8K 0.35% | 0.00 | 0.00 | 14.91K |
AMAZON COM INCSOLE | COM | 2.61K | SH | $572.6K 0.34% | 0.00 | 0.00 | 2.61K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 14.22K | SH | $429.3K 0.25% | 0.00 | 0.00 | 14.22K |
JOHNSON & JOHNSONSOLE | COM | 2.81K | SH | $428.8K 0.25% | 0.00 | 0.00 | 2.81K |
NORFOLK SOUTHN CORPSOLE | COM | 1.59K | SH | $407.0K 0.24% | 0.00 | 0.00 | 1.59K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.28K | SH | $400.9K 0.24% | 0.00 | 0.00 | 1.28K |
MICROSOFT CORPSOLE | COM | 777.00 | SH | $386.5K 0.23% | 0.00 | 0.00 | 777.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 5.04K | SH | $377.4K 0.22% | 0.00 | 0.00 | 5.04K |
EXXON MOBIL CORPSOLE | COM | 3.06K | SH | $329.7K 0.19% | 0.00 | 0.00 | 3.06K |
NVIDIA CORPORATIONSOLE | COM | 1.60K | SH | $252.8K 0.15% | 0.00 | 0.00 | 1.60K |
NEXTERA ENERGY INCSOLE | COM | 3.48K | SH | $241.4K 0.14% | 0.00 | 0.00 | 3.48K |
APPLIED MATLS INCSOLE | COM | 1.22K | SH | $222.4K 0.13% | 0.00 | 0.00 | 1.22K |
EXELIXIS INCSOLE | COM | 4.92K | SH | $216.8K 0.13% | 0.00 | 0.00 | 4.92K |
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