Filed: 4/27/2026ACC: 0002085853-26-000506
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $185.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$185.22M
Total AUM (reported)
1.76M
Total Shares
Allocation by class
S&P 500 ETF SHS$46.08M24.9%
SHRT TRM CORP BD$45.20M24.4%
MID CAP ETF$27.62M14.9%
SMALL CP ETF$21.46M11.6%
ISHS 5-10YR INVT$21.07M11.4%
INTL EQTY ETF$7.57M4.1%
COM$7.18M3.9%
Portfolio Concentration
Top 3$118.91M64.2%
4–10$58.95M31.8%
11–25$7.16M3.9%
Rest$201.4K0.1%
Top 3 weight
64.2%
Top 10 weight
96.0%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Sole
Full voting authority
1.76M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
VANGUARD INDEX FDS
SOLEShares77.12K
TypeSH
Market value$46.08M
24.88%
Sole
77.12K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares570.25K
TypeSH
Market value$45.20M
24.41%
Sole
570.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares96.19K
TypeSH
Market value$27.62M
14.91%
Sole
96.19K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares81.95K
TypeSH
Market value$21.46M
11.59%
Sole
81.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares395.91K
TypeSH
Market value$21.07M
11.38%
Sole
395.91K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares305.67K
TypeSH
Market value$7.57M
4.08%
Sole
305.67K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares96.52K
TypeSH
Market value$3.18M
1.72%
Sole
96.52K
Shared
0.00
None
0.00
CORNING INC
SOLEShares19.63K
TypeSH
Market value$2.67M
1.44%
Sole
19.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.05K
TypeSH
Market value$1.62M
0.87%
Sole
5.05K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares47.46K
TypeSH
Market value$1.38M
0.75%
Sole
47.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.92K
TypeSH
Market value$995.9K
0.54%
Sole
3.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.97K
TypeSH
Market value$945.9K
0.51%
Sole
1.97K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.81K
TypeSH
Market value$686.1K
0.37%
Sole
2.81K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares14.17K
TypeSH
Market value$647.0K
0.35%
Sole
14.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.69K
TypeSH
Market value$559.2K
0.30%
Sole
2.69K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2.64K
TypeSH
Market value$447.9K
0.24%
Sole
2.64K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares1.52K
TypeSH
Market value$437.7K
0.24%
Sole
1.52K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares14.22K
TypeSH
Market value$427.6K
0.23%
Sole
14.22K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.47K
TypeSH
Market value$353.1K
0.19%
Sole
4.47K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.14K
TypeSH
Market value$309.0K
0.17%
Sole
1.14K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares825.00
TypeSH
Market value$305.4K
0.16%
Sole
825.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.62K
TypeSH
Market value$281.8K
0.15%
Sole
1.62K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares802.00
TypeSH
Market value$274.1K
0.15%
Sole
802.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares943.00
TypeSH
Market value$271.2K
0.15%
Sole
943.00
Shared
0.00
None
0.00
AMGEN INC
SOLEShares610.00
TypeSH
Market value$214.6K
0.12%
Sole
610.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 77.12K | SH | $46.08M 24.88% | 77.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 570.25K | SH | $45.20M 24.41% | 570.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 96.19K | SH | $27.62M 14.91% | 96.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 81.95K | SH | $21.46M 11.59% | 81.95K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 395.91K | SH | $21.07M 11.38% | 395.91K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 305.67K | SH | $7.57M 4.08% | 305.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 96.52K | SH | $3.18M 1.72% | 96.52K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 19.63K | SH | $2.67M 1.44% | 19.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.05K | SH | $1.62M 0.87% | 5.05K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 47.46K | SH | $1.38M 0.75% | 47.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.92K | SH | $995.9K 0.54% | 3.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.97K | SH | $945.9K 0.51% | 1.97K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.81K | SH | $686.1K 0.37% | 2.81K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 14.17K | SH | $647.0K 0.35% | 14.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.69K | SH | $559.2K 0.30% | 2.69K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.64K | SH | $447.9K 0.24% | 2.64K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 1.52K | SH | $437.7K 0.24% | 1.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.22K | SH | $427.6K 0.23% | 14.22K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.47K | SH | $353.1K 0.19% | 4.47K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.14K | SH | $309.0K 0.17% | 1.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 825.00 | SH | $305.4K 0.16% | 825.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.62K | SH | $281.8K 0.15% | 1.62K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 802.00 | SH | $274.1K 0.15% | 802.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 943.00 | SH | $271.2K 0.15% | 943.00 | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 610.00 | SH | $214.6K 0.12% | 610.00 | 0.00 | 0.00 |
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