BCK Partners, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), BCK Partners, Inc. reported 26 stock positions worth $170.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.1% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 24.0%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 15.2%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 7 and reduced 11. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +0%) and the biggest sale an exit from Amgen (AMGN).

Most Recent 13F
Q2 2026
Location
Corning, NY
CIK
0001845867
Portfolio Value
$170.4M (Q2 2025)
SEC Filing
0001667731-25-001008 ↗ filed Jul 30, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $186.9M Q1 2024 Q2 2024: $193.4M Q2 2024 Q3 2024: $209.6M Q3 2024 Q4 2024: $163.1M Q4 2024 Q1 2025: $160.3M Q1 2025 Q2 2025: $170.4M $170.4M Q2 2025 Q3 2025: $185.7M Q3 2025 Q4 2025: $185.0M Q4 2025 Q1 2026: $185.2M Q1 2026 Q2 2026: $207.4M Q2 2026

Holdings 26 stocks · $170.4M

VOO Vanguard S&P 500 ETF 26.13% 78,407 $44.5M Add +0.1%
VCSH Vanguard S/T Corp. Bond ETF 24.01% 514,744 $40.9M Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 15.24% 92,806 $26.0M Add +0.0%
IGIB iShares 5-10Y Inv Grade Corp. 11.35% 362,951 $19.3M Add +0.9%
VB Vanguard Most SM-Cap ETF-Usd 11.03% 79,352 $18.8M Add +3.8%
SCHF Schwab Intl Equity ETF 4.08% 314,852 $7.0M Reduce -4.5%
SCHE Schwab Emrg Mrkts Eqty ETF 1.76% 99,457 $3.0M Reduce -2.2%
GLW Corning Inc. 0.85% 27,492 $1.4M Add +2.4%
VTI VG Morningstar TS MKT ETF-US 0.77% 4,316 $1.3M Reduce -3.4%
SCHA Schwab US Small-Cap ETF 0.72% 48,640 $1.2M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 0.56% 1,975 $959K Reduce -2.8%
AAPL Apple Inc. 0.51% 4,239 $870K Add +0.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.35% 14,913 $604K Reduce -2.2%
AMZN Amazon.com Inc. 0.34% 2,610 $573K No change
SPSB SS SPDR P St C Corp. ETF 0.25% 14,220 $429K Reduce -1.3%
JNJ Johnson & Johnson 0.25% 2,807 $429K No change
NSC Norfolk Southern Corp. 0.24% 1,590 $407K No change
UNH Unitedhealth Group Inc. 0.24% 1,285 $401K No change
MSFT Microsoft Corp. 0.23% 777 $386K Reduce -1.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.22% 5,039 $377K Reduce -7.2%
XOM Exxon Mobil Corp. 0.19% 3,058 $330K Reduce -3.1%
NVDA Nvidia Corp. 0.15% 1,600 $253K New
NEE Nextera Energy Inc. 0.14% 3,477 $241K No change
AMAT Applied Materials Inc. 0.13% 1,215 $222K Reduce -30.4%
EXEL Exelixis Inc. 0.13% 4,920 $217K New
SPIB SS SPDR P Int C Corp. ETF 0.12% 6,005 $202K New

Portfolio Sells Q1 2025 → Q2 2025

AMGN Amgen Inc. Sold out 0.00% −0.14
LLY Eli Lilly & Co. Sold out 0.00% −0.13
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.8% 0.56% −0.11
XOM Exxon Mobil Corp. Reduce -3.1% 0.19% −0.04
AMAT Applied Materials Inc. Reduce -30.4% 0.13% −0.03
SPSB SS SPDR P St C Corp. ETF Reduce -1.3% 0.25% −0.02
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -7.2% 0.22% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -3.4% 0.77% +0.00
SCHA Schwab US Small-Cap ETF Reduce -0.7% 0.72% +0.01
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.2% 0.35% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -2.2% 1.76% +0.01
SCHF Schwab Intl Equity ETF Reduce -4.5% 4.08% +0.01
MSFT Microsoft Corp. Reduce -1.3% 0.23% +0.04

Portfolio Buys Q1 2025 → Q2 2025

VOO Vanguard S&P 500 ETF Add +0.1% 26.13% +1.01
VB Vanguard Most SM-Cap ETF-Usd Add +3.8% 11.03% +0.46
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.0% 15.24% +0.27
NVDA Nvidia Corp. New 0.15% +0.15
EXEL Exelixis Inc. New 0.13% +0.13
SPIB SS SPDR P Int C Corp. ETF New 0.12% +0.12
GLW Corning Inc. Add +2.4% 0.85% +0.08
AAPL Apple Inc. Add +0.1% 0.51% −0.08
IGIB iShares 5-10Y Inv Grade Corp. Add +0.9% 11.35% −0.43
VCSH Vanguard S/T Corp. Bond ETF Add +1.0% 24.01% −1.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 28$207.4MVOO, VCSH, VO, VB, IGIB
Q1 2026 26$185.2MVOO, VCSH, VO, VB, IGIB
Q4 2025 27$185.0MVOO, VCSH, VO, VB, IGIB
Q3 2025 26$185.7MVOO, VCSH, VO, VB, IGIB
Q2 2025 26$170.4MVOO, VCSH, VO, IGIB, VB
Q1 2025 25$160.3MVOO, VCSH, VO, IGIB, VB
Q4 2024 26$163.1MVOO, VCSH, VO, IGIB, VB
Q3 2024 29$209.6MVOO, VCSH, VO, IGIB, VB
Q2 2024 30$193.4MVOO, VCSH, VO, VB, IGIB
Q1 2024 29$186.9MVOO, VCSH, VO, VB, IGIB