BCK Partners, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), BCK Partners, Inc. reported 26 stock positions worth $185.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.4% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 23.0%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 15.3%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 9 and reduced 12. The biggest buy was Corning (GLW, shares +14%) and the biggest sale an exit from Nextera Energy (NEE).

Most Recent 13F
Q2 2026
Location
Corning, NY
CIK
0001845867
Portfolio Value
$185.7M (Q3 2025)
SEC Filing
0002085853-25-000179 ↗ filed Oct 28, 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 Q2 2025 Q3 2025: $185.7M $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 · $185.7M

VOO Vanguard S&P 500 ETF 26.43% 80,152 $49.1M Add +2.2%
VCSH Vanguard S/T Corp. Bond ETF 23.05% 535,492 $42.8M Add +4.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 15.31% 96,776 $28.4M Add +4.3%
VB Vanguard Most SM-Cap ETF-Usd 11.54% 84,290 $21.4M Add +6.2%
IGIB iShares 5-10Y Inv Grade Corp. 10.93% 375,389 $20.3M Add +3.4%
SCHF Schwab Intl Equity ETF 4.06% 323,558 $7.5M Add +2.8%
SCHE Schwab Emrg Mrkts Eqty ETF 1.83% 101,744 $3.4M Add +2.3%
GLW Corning Inc. 1.39% 31,405 $2.6M Add +14.2%
VTI VG Morningstar TS MKT ETF-US 0.75% 4,265 $1.4M Reduce -1.2%
SCHA Schwab US Small-Cap ETF 0.72% 48,170 $1.3M Reduce -1.0%
AAPL Apple Inc. 0.55% 3,986 $1.0M Reduce -6.0%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 1,974 $992K Reduce -0.1%
AMZN Amazon.com Inc. 0.33% 2,811 $617K Add +7.7%
SPDW Ste STR SPDR PT DW Eu ETF 0.33% 14,356 $614K Reduce -3.7%
JNJ Johnson & Johnson 0.28% 2,807 $520K No change
NSC Norfolk Southern Corp. 0.25% 1,575 $473K Reduce -0.9%
SPSB SS SPDR P St C Corp. ETF 0.23% 14,220 $431K No change
UNH Unitedhealth Group Inc. 0.23% 1,247 $431K Reduce -3.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.22% 4,978 $401K Reduce -1.2%
MSFT Microsoft Corp. 0.22% 775 $401K Reduce -0.3%
XOM Exxon Mobil Corp. 0.18% 3,048 $344K Reduce -0.3%
NVDA Nvidia Corp. 0.16% 1,599 $298K Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.13% 995 $242K New
AMAT Applied Materials Inc. 0.13% 1,170 $240K Reduce -3.7%
SPIB SS SPDR P Int C Corp. ETF 0.11% 6,005 $204K No change
EXEL Exelixis Inc. 0.11% 4,920 $203K No change

Portfolio Sells Q2 2025 → Q3 2025

NEE Nextera Energy Inc. Sold out 0.00% −0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.53% −0.03
SPDW Ste STR SPDR PT DW Eu ETF Reduce -3.7% 0.33% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 0.75% −0.02
MSFT Microsoft Corp. Reduce -0.3% 0.22% −0.01
XOM Exxon Mobil Corp. Reduce -0.3% 0.18% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -1.2% 0.22% −0.01
UNH Unitedhealth Group Inc. Reduce -3.0% 0.23% −0.00
AMAT Applied Materials Inc. Reduce -3.7% 0.13% −0.00
SCHA Schwab US Small-Cap ETF Reduce -1.0% 0.72% +0.00
NVDA Nvidia Corp. Reduce -0.1% 0.16% +0.01
NSC Norfolk Southern Corp. Reduce -0.9% 0.25% +0.02
AAPL Apple Inc. Reduce -6.0% 0.55% +0.04

Portfolio Buys Q2 2025 → Q3 2025

GLW Corning Inc. Add +14.2% 1.39% +0.54
VB Vanguard Most SM-Cap ETF-Usd Add +6.2% 11.54% +0.51
VOO Vanguard S&P 500 ETF Add +2.2% 26.43% +0.29
GOOGL Alphabet Inc. Class A New 0.13% +0.13
SCHE Schwab Emrg Mrkts Eqty ETF Add +2.3% 1.83% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.3% 15.31% +0.07
AMZN Amazon.com Inc. Add +7.7% 0.33% −0.00
SCHF Schwab Intl Equity ETF Add +2.8% 4.06% −0.03
IGIB iShares 5-10Y Inv Grade Corp. Add +3.4% 10.93% −0.42
VCSH Vanguard S/T Corp. Bond ETF Add +4.0% 23.05% −0.97

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