BCK Partners, Inc.

Est. AUM

$185.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$46.1M	77117	24.88%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$45.2M	570255	24.41%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$27.6M	96187	14.91%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$21.5M	81950	11.59%	SOLE
5	ISHARES TR	ISHS 5-10YR INVT	$21.1M	395914	11.38%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.6M	305667	4.08%	SOLE
7	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.2M	96524	1.72%	SOLE
8	CORNING INC	COM	$2.7M	19626	1.44%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5051	0.87%	SOLE
10	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	47464	0.75%	SOLE
11	APPLE INC	COM	$996K	3924	0.54%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$946K	1974	0.51%	SOLE
13	JOHNSON & JOHNSON	COM	$686K	2807	0.37%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$647K	14174	0.35%	SOLE
15	AMAZON COM INC	COM	$559K	2685	0.30%	SOLE
16	EXXON MOBIL CORP	COM	$448K	2640	0.24%	SOLE
17	NORFOLK SOUTHN CORP	COM	$438K	1525	0.24%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$428K	14220	0.23%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$353K	4466	0.19%	SOLE
20	UNITEDHEALTH GROUP INC	COM	$309K	1142	0.17%	SOLE
21	MICROSOFT CORP	COM	$305K	825	0.16%	SOLE
22	NVIDIA CORPORATION	COM	$282K	1616	0.15%	SOLE
23	APPLIED MATLS INC	COM	$274K	802	0.15%	SOLE
24	ALPHABET INC	CAP STK CL A	$271K	943	0.15%	SOLE
25	AMGEN INC	COM	$215K	610	0.12%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$201K	6005	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.