Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $52.8M | 25.4% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $47.9M | 23.1% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $31.3M | 15.1% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $24.4M | 11.8% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $22.5M | 10.8% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $8.23M | 4.0% |
| Corning Inc.COM | COM | $4.78M | 2.3% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $3.51M | 1.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1.77M | 0.9% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $1.65M | 0.8% |
| Apple Inc.COM | COM | $1.14M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $988K | 0.5% |
| Johnson & JohnsonCOM | COM | $695K | 0.3% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $695K | 0.3% |
| Amazon Com Inc.COM | COM | $640K | 0.3% |
| Applied Matls Inc.COM | COM | $506K | 0.2% |
| Norfolk Southn Corp.COM | COM | $480K | 0.2% |
| Unitedhealth Group Inc.COM | COM | $475K | 0.2% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $435K | 0.2% |
| SPDR Series TrustST SHOR CORP ETF | ST SHOR CORP ETF | $427K | 0.2% |
| Exxon Mobil Corp.COM | COM | $369K | 0.2% |
| Nvidia CorporationCOM | COM | $336K | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $323K | 0.2% |
| Microsoft Corp.COM | COM | $308K | 0.1% |
| Eli Lilly & COCOM | COM | $240K | 0.1% |
| Amgen Inc.COM | COM | $221K | 0.1% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $204K | 0.1% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $201K | 0.1% |
- Class
- S&P 500 ETF SHS
- Share
- 25.4%
- Class
- SHRT TRM CORP BD
- Share
- 23.1%
- Class
- MID CAP ETF
- Share
- 15.1%
- Class
- SMALL CP ETF
- Share
- 11.8%
- Class
- ISHS 5-10YR INVT
- Share
- 10.8%
- Class
- INTL EQTY ETF
- Share
- 4.0%
- Class
- COM
- Share
- 2.3%
- Class
- EMRG MKTEQ ETF
- Share
- 1.7%
- Class
- TOTAL STK MKT
- Share
- 0.9%
- Class
- US SML CAP ETF
- Share
- 0.8%
- Class
- COM
- Share
- 0.5%
- Class
- CL B NEW
- Share
- 0.5%
- Class
- COM
- Share
- 0.3%
- Class
- ST STR PO EX ETF
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- ST STR PR SP1500
- Share
- 0.2%
- Class
- ST SHOR CORP ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- CAP STK CL A
- Share
- 0.2%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- ST PORT MARK ETF
- Share
- 0.1%
- Class
- ST INTER BD ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 28 largest of 28 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1845867
- File number
- 028-20806
- Options
- 0 call, 0 put
- In the 25 largest
- 99.7%
- Prior quarter
- $185M at 31 March 2026
- Positions opened
- 2
- Positions closed
- 0
Common questions
What are BCK Partners’ 13F holdings worth?
$207 million across 28 positions for the quarter ended 30 June 2026.
What is BCK Partners’ largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $52.8 million, or 25.4% of reported 13F value, as of 30 June 2026.
How concentrated is BCK Partners’ 13F portfolio?
The ten largest positions accounted for 95.8% of reported value and the twenty-five largest for 99.7%, across 28 positions as of 30 June 2026.
Does Form 13F show everything BCK Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does BCK Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.