BCK Partners, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), BCK Partners, Inc. reported 27 stock positions worth $185.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.9% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 23.9%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 14.9%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 5 and reduced 15. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +3%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).

Most Recent 13F
Q2 2026
Location
Corning, NY
CIK
0001845867
Portfolio Value
$185.0M (Q4 2025)
SEC Filing
0002085853-26-000131 ↗ filed Jan 28, 2026

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 Q3 2025 Q4 2025: $185.0M $185.0M Q4 2025 Q1 2026: $185.2M Q1 2026 Q2 2026: $207.4M Q2 2026

Holdings 27 stocks · $185.0M

VOO Vanguard S&P 500 ETF 25.91% 76,456 $47.9M Reduce -4.6%
VCSH Vanguard S/T Corp. Bond ETF 23.87% 554,016 $44.2M Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 14.91% 95,057 $27.6M Reduce -1.8%
VB Vanguard Most SM-Cap ETF-Usd 11.43% 82,019 $21.2M Reduce -2.7%
IGIB iShares 5-10Y Inv Grade Corp. 11.21% 384,863 $20.7M Add +2.5%
SCHF Schwab Intl Equity ETF 4.05% 311,778 $7.5M Reduce -3.6%
SCHE Schwab Emrg Mrkts Eqty ETF 1.72% 97,118 $3.2M Reduce -4.5%
GLW Corning Inc. 1.04% 21,949 $1.9M Reduce -30.1%
VTI VG Morningstar TS MKT ETF-US 0.93% 5,126 $1.7M Add +20.2%
SCHA Schwab US Small-Cap ETF 0.73% 47,745 $1.4M Reduce -0.9%
AAPL Apple Inc. 0.58% 3,926 $1.1M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.54% 1,974 $992K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.34% 14,164 $629K Reduce -1.3%
AMZN Amazon.com Inc. 0.33% 2,685 $620K Reduce -4.5%
JNJ Johnson & Johnson 0.31% 2,807 $581K No change
NSC Norfolk Southern Corp. 0.24% 1,525 $440K Reduce -3.2%
SPSB SS SPDR P St C Corp. ETF 0.23% 14,220 $429K No change
MSFT Microsoft Corp. 0.22% 825 $399K Add +6.5%
UNH Unitedhealth Group Inc. 0.20% 1,142 $377K Reduce -8.4%
SPTM SS SPDR P S&P 1500 Comp ETF 0.19% 4,242 $350K Reduce -14.8%
XOM Exxon Mobil Corp. 0.18% 2,743 $330K Reduce -10.0%
NVDA Nvidia Corp. 0.16% 1,616 $301K Add +1.1%
AMAT Applied Materials Inc. 0.16% 1,170 $301K No change
GOOGL Alphabet Inc. Class A 0.16% 943 $295K Reduce -5.2%
LLY Eli Lilly & Co. 0.12% 214 $230K New
AMGN Amgen Inc. 0.12% 660 $216K New
SPIB SS SPDR P Int C Corp. ETF 0.11% 6,005 $203K No change

Portfolio Sells Q3 2025 → Q4 2025

VOO Vanguard S&P 500 ETF Reduce -4.6% 25.91% −0.52
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.8% 14.91% −0.40
GLW Corning Inc. Reduce -30.1% 1.04% −0.35
EXEL Exelixis Inc. Sold out 0.00% −0.11
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -4.5% 1.72% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.7% 11.43% −0.11
UNH Unitedhealth Group Inc. Reduce -8.4% 0.20% −0.03
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -14.8% 0.19% −0.03
NSC Norfolk Southern Corp. Reduce -3.2% 0.24% −0.02
XOM Exxon Mobil Corp. Reduce -10.0% 0.18% −0.01
SCHF Schwab Intl Equity ETF Reduce -3.6% 4.05% −0.01
AMZN Amazon.com Inc. Reduce -4.5% 0.33% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.3% 0.34% +0.01
SCHA Schwab US Small-Cap ETF Reduce -0.9% 0.73% +0.01
GOOGL Alphabet Inc. Class A Reduce -5.2% 0.16% +0.03
AAPL Apple Inc. Reduce -1.5% 0.58% +0.03

Portfolio Buys Q3 2025 → Q4 2025

VCSH Vanguard S/T Corp. Bond ETF Add +3.5% 23.87% +0.83
IGIB iShares 5-10Y Inv Grade Corp. Add +2.5% 11.21% +0.27
VTI VG Morningstar TS MKT ETF-US Add +20.2% 0.93% +0.18
LLY Eli Lilly & Co. New 0.12% +0.12
AMGN Amgen Inc. New 0.12% +0.12
NVDA Nvidia Corp. Add +1.1% 0.16% +0.00
MSFT Microsoft Corp. Add +6.5% 0.22% −0.00

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