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BCK Partners, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $205,254,770
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $53,187,513
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $48,604,282
- VANGUARD INDEX FDS · MRNGSTR MID CAP · 922908629 · shares: $30,332,317
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $22,715,007
- ISHARES TR · ISHS 5-10YR INVT · 464288638 · shares: $22,249,429
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $8,119,542
- CORNING INC · COM · 219350105 · shares: $4,627,442
- SCHWAB STRATEGIC TR · EMRG MKTEQ ETF · 808524706 · shares: $3,526,469
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $1,800,843
- SCHWAB STRATEGIC TR · US SML CAP ETF · 808524607 · shares: $1,468,252
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 75,889 shares | $53,187,513 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 629,182 shares | $48,604,282 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 386,793 shares | $30,332,317 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 79,845 shares | $22,715,007 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 441,895 shares | $22,249,429 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 295,579 shares | $8,119,542 |
| CORNING INC | COM | 219350105 | — | 30,095 shares | $4,627,442 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 96,748 shares | $3,526,469 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 4,812 shares | $1,800,843 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 44,997 shares | $1,468,252 |
| APPLE INC | COM | 037833100 | — | 3,924 shares | $1,306,770 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,917 shares | $954,570 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 13,659 shares | $685,818 |
| AMAZON COM INC | COM | 023135106 | — | 2,685 shares | $668,968 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,509 shares | $664,233 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,525 shares | $471,225 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,695 shares | $438,691 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 4,751 shares | $437,330 |
| MICROSOFT CORP | COM | 594918104 | — | 825 shares | $423,143 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 14,220 shares | $420,770 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,142 shares | $419,205 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,679 shares | $383,474 |
| APPLIED MATLS INC | COM | 038222105 | — | 678 shares | $346,716 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 903 shares | $310,704 |
| AMGEN INC | COM | 031162100 | — | 610 shares | $257,121 |
| ELI LILLY & CO | COM | 532457108 | — | 200 shares | $231,416 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 3,932 shares | $203,520 |