Basic Stats
Portfolio Value $ 170,419,999
Current Positions 26
Latest Holdings, Performance, AUM (from 13F, 13D)

BCK Partners, Inc. has disclosed 26 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 170,419,999 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). BCK Partners, Inc.’s top holdings are Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (US:VCSH) , Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) , iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF (US:IGIB) , and Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) . BCK Partners, Inc.’s new positions include Exelixis, Inc. (US:EXEL) , .

BCK Partners, Inc. - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.08 44.54 26.1339 1.0078
0.08 18.80 11.0344 0.4589
0.09 25.97 15.2387 0.2654
0.00 0.25 0.1483 0.1483
0.00 0.22 0.1272 0.1272
0.01 0.20 0.1183 0.1183
0.03 1.45 0.8484 0.0815
0.00 0.39 0.2268 0.0424
0.00 0.57 0.3360 0.0261
0.31 6.96 4.0830 0.0121
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.51 40.92 24.0125 -1.0995
0.36 19.34 11.3494 -0.4333
0.00 0.40 0.2352 -0.1847
0.00 0.96 0.5630 -0.1120
0.00 0.87 0.5103 -0.0769
0.00 0.33 0.1934 -0.0407
0.00 0.43 0.2516 -0.0389
0.00 0.22 0.1305 -0.0275
0.01 0.43 0.2519 -0.0186
0.00 0.24 0.1416 -0.0122
13F and Fund Filings

This form was filed on 2025-07-30 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.08 0.07 44.54 10.61 26.1339 1.0078
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.51 0.97 40.92 1.68 24.0125 -1.0995
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.09 0.02 25.97 8.22 15.2387 0.2654
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.36 0.95 19.34 2.43 11.3494 -0.4333
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.08 3.82 18.80 10.95 11.0344 0.4589
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.31 -4.54 6.96 6.67 4.0830 0.0121
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.10 -2.23 3.00 6.88 1.7590 0.0089
GLW / Corning Incorporated 0.03 2.41 1.45 17.67 0.8484 0.0815
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -3.42 1.31 6.76 0.7697 0.0033
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.05 -0.71 1.23 7.24 0.7221 0.0059
BRK.B / Berkshire Hathaway Inc. 0.00 -2.76 0.96 -11.29 0.5630 -0.1120
AAPL / Apple Inc. 0.00 0.05 0.87 -7.65 0.5103 -0.0769
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.01 -2.18 0.60 8.65 0.3543 0.0079
AMZN / Amazon.com, Inc. 0.00 0.00 0.57 15.32 0.3360 0.0261
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.01 -1.25 0.43 -0.92 0.2519 -0.0186
JNJ / Johnson & Johnson 0.00 0.00 0.43 -7.96 0.2516 -0.0389
NSC / Norfolk Southern Corporation 0.00 0.00 0.41 7.98 0.2388 0.0038
UNH / UnitedHealth Group Incorporated 0.00 0.00 0.40 -40.56 0.2352 -0.1847
MSFT / Microsoft Corporation 0.00 -1.27 0.39 30.85 0.2268 0.0424
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.01 -7.20 0.38 2.17 0.2214 -0.0090
XOM / Exxon Mobil Corporation 0.00 -3.07 0.33 -12.27 0.1934 -0.0407
NVDA / NVIDIA Corporation 0.00 0.25 0.1483 0.1483
NEE / NextEra Energy, Inc. 0.00 0.00 0.24 -2.03 0.1416 -0.0122
AMAT / Applied Materials, Inc. 0.00 -30.37 0.22 -12.25 0.1305 -0.0275
EXEL / Exelixis, Inc. 0.00 0.22 0.1272 0.1272
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.01 0.20 0.1183 0.1183
AMGN / Amgen Inc. 0.00 -100.00 0.00 0.0000
LLY / Eli Lilly and Company 0.00 -100.00 0.00 0.0000