BCK Partners, Inc.

Portfolio Overview

BCK Partners, Inc. disclosed 28 positions worth $207.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $LLY. The portfolio is most concentrated in Other (94.5% 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 - S&P 500 ETF SHS

  —

  Quality

  $52.8M76,841 sh

• VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

  —

  Quality

  $47.9M605,856 sh

• VANGUARD INDEX FDS - MID CAP ETF

  —

  Quality

  $31.3M388,334 sh

• VANGUARD INDEX FDS - SMALL CP ETF

  —

  Quality

  $24.4M80,458 sh

• ISHARES TR - ISHS 5-10YR INVT

  —

  Quality

  $22.5M423,132 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

  —

  Quality

  $8.2M297,134 sh
• 

  CORNING INC /NY

  $GLW

  73.7

  Quality

  $4.8M18,713 sh

• SCHWAB STRATEGIC TR - EMRG MKTEQ ETF

  —

  Quality

  $3.5M96,763 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $1.8M4,778 sh

• SCHWAB STRATEGIC TR - US SML CAP ETF

  —

  Quality

  $1.6M45,638 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$52.8M	76,841
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$47.9M	605,856
VANGUARD INDEX FDS - MID CAP ETF	—	$31.3M	388,334
VANGUARD INDEX FDS - SMALL CP ETF	—	$24.4M	80,458
ISHARES TR - ISHS 5-10YR INVT	—	$22.5M	423,132
SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$8.2M	297,134
CORNING INC /NY$GLW	73.7	$4.8M	18,713
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$3.5M	96,763
VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.8M	4,778
SCHWAB STRATEGIC TR - US SML CAP ETF	—	$1.6M	45,638

Showing top 10 of 28 holdings.

Full Holdings — BCK Partners, Inc. (Q2 2026)

All 28 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 - S&P 500 ETF SHS	$52.8M	25.4%	-0%	—
2	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$47.9M	23.1%	+6%	—
3	—	VANGUARD INDEX FDS - MID CAP ETF	$31.3M	15.1%	+304%	—
4	—	VANGUARD INDEX FDS - SMALL CP ETF	$24.4M	11.8%	-2%	—
5	—	ISHARES TR - ISHS 5-10YR INVT	$22.5M	10.8%	+7%	—
6	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$8.2M	4.0%	-3%	—
7	$GLW	CORNING INC /NY	$4.8M	2.3%	-5%	73.7
8	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$3.5M	1.7%	+0%	—
9	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.8M	0.8%	-5%	—
10	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$1.6M	0.8%	-4%	—
11	$AAPL	Apple Inc.	$1.1M	0.6%	+0%	76.4
12	$BRK.B	BERKSHIRE HATHAWAY INC	$987,770	0.5%	+0%	73.8
13	$JNJ	JOHNSON & JOHNSON	$695,116	0.3%	-2%	69
14	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$695,080	0.3%	-3%	—
15	$AMZN	AMAZON COM INC	$639,943	0.3%	+0%	68.7
16	$AMAT	APPLIED MATERIALS INC /DE	$506,100	0.2%	-13%	72.3
17	$NSC	NORFOLK SOUTHERN CORP	$479,750	0.2%	+0%	63.2
18	$UNH	UNITEDHEALTH GROUP INC	$474,649	0.2%	+0%	62.7
19	—	SPDR SERIES TRUST - ST STR PR SP1500	$434,884	0.2%	+7%	—
20	—	SPDR SERIES TRUST - ST SHOR CORP ETF	$426,742	0.2%	+0%	—
21	$XOM.R34088	EXXON MOBIL CORP	$368,528	0.2%	+2%	57.9
22	$NVDA	NVIDIA CORP	$335,972	0.2%	+4%	85.9
23	$GOOG	Alphabet Inc.	$322,705	0.2%	-4%	78.2
24	$MSFT	MICROSOFT CORP	$307,742	0.1%	+0%	79.8
25	$LLY	ELI LILLY & Co	$239,886	0.1%	NEW	87.5
26	$AMGN	AMGEN INC	$220,893	0.1%	+0%	79.2
27	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	$204,013	0.1%	NEW	—
28	—	SPDR SERIES TRUST - ST INTER BD ETF	$200,927	0.1%	+0%	—