BCK Partners, Inc.

Portfolio Overview

BCK Partners, Inc. disclosed 26 positions worth $185.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $LLY. The portfolio is most concentrated in Other (95.5% of disclosed assets). All figures are sourced directly from BCK Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1845867.

• VANGUARD INDEX FDS

  —

  Quality

  $46.1M77,117 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $45.2M570,255 sh

• VANGUARD INDEX FDS

  —

  Quality

  $27.6M96,187 sh

• VANGUARD INDEX FDS

  —

  Quality

  $21.5M81,950 sh

• ISHARES TR

  —

  Quality

  $21.1M395,914 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $7.6M305,667 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $3.2M96,524 sh
• 

  CORNING INC /NY

  $GLW

  72.7

  Quality

  $2.7M19,626 sh

• VANGUARD INDEX FDS

  —

  Quality

  $1.6M5,051 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $1.4M47,464 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$46.1M	77,117
VANGUARD SCOTTSDALE FDS	—	$45.2M	570,255
VANGUARD INDEX FDS	—	$27.6M	96,187
VANGUARD INDEX FDS	—	$21.5M	81,950
ISHARES TR	—	$21.1M	395,914
SCHWAB STRATEGIC TR	—	$7.6M	305,667
SCHWAB STRATEGIC TR	—	$3.2M	96,524
CORNING INC /NY$GLW	72.7	$2.7M	19,626
VANGUARD INDEX FDS	—	$1.6M	5,051
SCHWAB STRATEGIC TR	—	$1.4M	47,464

Showing top 10 of 26 holdings.

Full Holdings — BCK Partners, Inc. (Q1 2026)

All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$46.1M	24.9%	+1%	—
2	—	VANGUARD SCOTTSDALE FDS	$45.2M	24.4%	+3%	—
3	—	VANGUARD INDEX FDS	$27.6M	14.9%	+1%	—
4	—	VANGUARD INDEX FDS	$21.5M	11.6%	-0%	—
5	—	ISHARES TR	$21.1M	11.4%	+3%	—
6	—	SCHWAB STRATEGIC TR	$7.6M	4.1%	-2%	—
7	—	SCHWAB STRATEGIC TR	$3.2M	1.7%	-1%	—
8	$GLW	CORNING INC /NY	$2.7M	1.4%	-11%	72.7
9	—	VANGUARD INDEX FDS	$1.6M	0.9%	-1%	—
10	—	SCHWAB STRATEGIC TR	$1.4M	0.8%	-1%	—
11	$AAPL	Apple Inc.	$995,872	0.5%	-0%	76.1
12	$BRK.B	BERKSHIRE HATHAWAY INC	$945,941	0.5%	+0%	64.5
13	$JNJ	JOHNSON & JOHNSON	$686,143	0.4%	+0%	72.8
14	—	SPDR INDEX SHS FDS	$647,043	0.3%	+0%	—
15	$AMZN	AMAZON COM INC	$559,205	0.3%	+0%	74.6
16	$XOM	EXXON MOBIL CORP	$447,902	0.2%	-4%	61.8
17	$NSC	NORFOLK SOUTHERN CORP	$437,675	0.2%	+0%	70.8
18	—	SPDR SERIES TRUST	$427,595	0.2%	+0%	—
19	—	SPDR SERIES TRUST	$353,082	0.2%	+5%	—
20	$UNH	UNITEDHEALTH GROUP INC	$309,014	0.2%	+0%	66.8
21	$MSFT	MICROSOFT CORP	$305,390	0.2%	+0%	83.7
22	$NVDA	NVIDIA CORP	$281,831	0.1%	+0%	90.2
23	$AMAT	APPLIED MATERIALS INC /DE	$274,116	0.1%	-31%	74.8
24	$GOOG	Alphabet Inc.	$271,169	0.1%	+0%	80.2
25	$AMGN	AMGEN INC	$214,629	0.1%	-8%	79.5
26	—	SPDR SERIES TRUST	$201,408	0.1%	+0%	—