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BCK Partners 13F Portfolio

Portfolio Manager
BCK Partners, Inc.
Performance
+9.89% (2026 Q2)
AUM (13F)
$207.44M
# of Holdings
28
Performance Rank
Allocation (Top 20)
98.95%
Latest filing
Q2 2026

BCK Partners, Inc. Holdings Map

Top 28 BCK Partners, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
25.44%76.8K$52.8M
-0.36%(-276)
2025-Q2: 78.4K shares2025-Q3: 80.2K shares2025-Q4: 76.5K shares2026-Q1: 77.1K shares2026-Q2: 76.8K shares
$341.21(+108.87%)
2026-06-30
VCSH
VANGUARD SCOTTSDALE FDS
23.08%605.9K$47.9M
+6.24%(+35.60K)
2025-Q2: 514.7K shares2025-Q3: 535.5K shares2025-Q4: 554.0K shares2026-Q1: 570.3K shares2026-Q2: 605.9K shares
$79.40(-0.97%)
2026-06-30
VO
VANGUARD INDEX FDS
15.08%388.3K$31.3M
+0.93%(+3.59K)
2025-Q2: 371.2K shares2025-Q3: 387.1K shares2025-Q4: 380.2K shares2026-Q1: 384.7K shares2026-Q2: 388.3K shares
$50.63(+66.57%)
2026-06-30
VB
VANGUARD INDEX FDS
11.76%80.5K$24.4M
-1.82%(-1.49K)
2025-Q2: 79.4K shares2025-Q3: 84.3K shares2025-Q4: 82.0K shares2026-Q1: 82.0K shares2026-Q2: 80.5K shares
$186.01(+65.83%)
2026-06-30
IGIB
ISHARES TR
10.85%423.1K$22.5M
+6.87%(+27.22K)
2025-Q2: 363.0K shares2025-Q3: 375.4K shares2025-Q4: 384.9K shares2026-Q1: 395.9K shares2026-Q2: 423.1K shares
$54.90(-5.12%)
2026-06-30
SCHF
SCHWAB STRATEGIC TR
3.97%297.1K$8.2M
-2.79%(-8.53K)
2025-Q2: 314.9K shares2025-Q3: 323.6K shares2025-Q4: 311.8K shares2026-Q1: 305.7K shares2026-Q2: 297.1K shares
$17.26(+65.98%)
2026-06-30
GLW
CORNING INC
2.3%18.7K$4.8M
-4.65%(-913)
2025-Q2: 27.5K shares2025-Q3: 31.4K shares2025-Q4: 21.9K shares2026-Q1: 19.6K shares2026-Q2: 18.7K shares
$39.36(+331.06%)
2026-06-30
SCHE
SCHWAB STRATEGIC TR
1.69%96.8K$3.5M
+0.25%(+239)
2025-Q2: 99.5K shares2025-Q3: 101.7K shares2025-Q4: 97.1K shares2026-Q1: 96.5K shares2026-Q2: 96.8K shares
$27.64(+33.99%)
2026-06-30
VTI
VANGUARD INDEX FDS
0.85%4.8K$1.8M
-5.40%(-273)
2025-Q2: 4.3K shares2025-Q3: 4.3K shares2025-Q4: 5.1K shares2026-Q1: 5.1K shares2026-Q2: 4.8K shares
$208.22(+84.12%)
2026-06-30
SCHA
SCHWAB STRATEGIC TR
0.79%45.6K$1.6M
-3.85%(-1.83K)
2025-Q2: 48.6K shares2025-Q3: 48.2K shares2025-Q4: 47.7K shares2026-Q1: 47.5K shares2026-Q2: 45.6K shares
$19.46(+83.57%)
2026-06-30

About BCK Partners, Inc.โ€™s portfolio

BCK Partners, Inc. reports $207.44M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.4%), VCSH (23.1%) and VO (15.1%). The top 20 holdings account for 98.95% of reported assets. Its disclosed equity book has returned +39.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VOO โ€” 25.4% ($52.77M)VCSH โ€” 23.1% ($47.88M)VO โ€” 15.1% ($31.29M)VB โ€” 11.8% ($24.39M)IGIB โ€” 10.8% ($22.50M)SCHF โ€” 4.0% ($8.23M)GLW โ€” 2.3% ($4.78M)SCHE โ€” 1.7% ($3.51M)VTI โ€” 0.9% ($1.77M)SCHA โ€” 0.8% ($1.65M)Other โ€” 4.2% ($8.68M)
96%in top 10
  • VOO25.4%
  • VCSH23.1%
  • VO15.1%
  • VB11.8%
  • IGIB10.8%
  • SCHF4.0%
  • GLW2.3%
  • SCHE1.7%
  • VTI0.9%
  • SCHA0.8%
  • Other4.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
LLYELI LILLY & CO0.1%
SPEMSPDR INDEX SHS FDS0.1%
Added to
7
VCSHVANGUARD SCOTTSDALE FDS+6.2%
IGIBISHARES TR+6.9%
VOVANGUARD INDEX FDS+0.9%
SPTMSPDR SERIES TRUST+7.3%
+3 more
Trimmed
10
VBVANGUARD INDEX FDS-1.8%
SCHFSCHWAB STRATEGIC TR-2.8%
GLWCORNING INC-4.7%
VOOVANGUARD INDEX FDS-0.4%
+6 more

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Source filings

Holdings on this page are parsed from BCK Partners, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845867). View BCK Partners, Inc.โ€™s 13F filings on SEC

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