Filed: 1/28/2026ACC: 0002085853-26-000131
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $185.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$185.04M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
S&P 500 ETF SHS$47.95M25.9%
SHRT TRM CORP BD$44.17M23.9%
MID CAP ETF$27.59M14.9%
SMALL CP ETF$21.16M11.4%
ISHS 5-10YR INVT$20.74M11.2%
INTL EQTY ETF$7.50M4.1%
COM$6.78M3.7%
Portfolio Concentration
Top 3$119.71M64.7%
4–10$57.57M31.1%
11–25$7.34M4.0%
Rest$419.1K0.2%
Top 3 weight
64.7%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
VANGUARD INDEX FDS
SOLEShares76.46K
TypeSH
Market value$47.95M
25.91%
Sole
76.46K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares554.02K
TypeSH
Market value$44.17M
23.87%
Sole
554.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares95.06K
TypeSH
Market value$27.59M
14.91%
Sole
95.06K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares82.02K
TypeSH
Market value$21.16M
11.43%
Sole
82.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares384.86K
TypeSH
Market value$20.74M
11.21%
Sole
384.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares311.78K
TypeSH
Market value$7.50M
4.05%
Sole
311.78K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares97.12K
TypeSH
Market value$3.18M
1.72%
Sole
97.12K
Shared
0.00
None
0.00
CORNING INC
SOLEShares21.95K
TypeSH
Market value$1.92M
1.04%
Sole
21.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.13K
TypeSH
Market value$1.72M
0.93%
Sole
5.13K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares47.74K
TypeSH
Market value$1.36M
0.73%
Sole
47.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.93K
TypeSH
Market value$1.07M
0.58%
Sole
3.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.97K
TypeSH
Market value$992.2K
0.54%
Sole
1.97K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares14.16K
TypeSH
Market value$629.0K
0.34%
Sole
14.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.69K
TypeSH
Market value$619.8K
0.33%
Sole
2.69K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.81K
TypeSH
Market value$580.9K
0.31%
Sole
2.81K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares1.52K
TypeSH
Market value$440.3K
0.24%
Sole
1.52K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares14.22K
TypeSH
Market value$429.4K
0.23%
Sole
14.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares825.00
TypeSH
Market value$399.0K
0.22%
Sole
825.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.14K
TypeSH
Market value$377.0K
0.20%
Sole
1.14K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.24K
TypeSH
Market value$350.0K
0.19%
Sole
4.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2.74K
TypeSH
Market value$330.1K
0.18%
Sole
2.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.62K
TypeSH
Market value$301.4K
0.16%
Sole
1.62K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares1.17K
TypeSH
Market value$300.7K
0.16%
Sole
1.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares943.00
TypeSH
Market value$295.2K
0.16%
Sole
943.00
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares214.00
TypeSH
Market value$230.0K
0.12%
Sole
214.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 76.46K | SH | $47.95M 25.91% | 76.46K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 554.02K | SH | $44.17M 23.87% | 554.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 95.06K | SH | $27.59M 14.91% | 95.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 82.02K | SH | $21.16M 11.43% | 82.02K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 384.86K | SH | $20.74M 11.21% | 384.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 311.78K | SH | $7.50M 4.05% | 311.78K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 97.12K | SH | $3.18M 1.72% | 97.12K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 21.95K | SH | $1.92M 1.04% | 21.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.13K | SH | $1.72M 0.93% | 5.13K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 47.74K | SH | $1.36M 0.73% | 47.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.93K | SH | $1.07M 0.58% | 3.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.97K | SH | $992.2K 0.54% | 1.97K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 14.16K | SH | $629.0K 0.34% | 14.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.69K | SH | $619.8K 0.33% | 2.69K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.81K | SH | $580.9K 0.31% | 2.81K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 1.52K | SH | $440.3K 0.24% | 1.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.22K | SH | $429.4K 0.23% | 14.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 825.00 | SH | $399.0K 0.22% | 825.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.14K | SH | $377.0K 0.20% | 1.14K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.24K | SH | $350.0K 0.19% | 4.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.74K | SH | $330.1K 0.18% | 2.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.62K | SH | $301.4K 0.16% | 1.62K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.17K | SH | $300.7K 0.16% | 1.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 943.00 | SH | $295.2K 0.16% | 943.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 214.00 | SH | $230.0K 0.12% | 214.00 | 0.00 | 0.00 |
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