Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BCK Partners, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

BCK Partners, Inc. (CIK 1845867) reported $207.4M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($52.8M, 25.44%), VCSH ($47.9M, 23.08%), VO ($31.3M, 15.08%), VB ($24.4M, 11.76%), IGIB ($22.5M, 10.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$52.8M25.44%76,841Trimmed
2VCSHVANGUARD SCOTTSDALE FDS$47.9M23.08%605,856Added
3VOVANGUARD INDEX FDS$31.3M15.08%388,334Added
4VBVANGUARD INDEX FDS$24.4M11.76%80,458Trimmed
5IGIBISHARES TR$22.5M10.85%423,132Added
6SCHFSCHWAB STRATEGIC TR$8.2M3.97%297,134Trimmed
7GLWCORNING INC$4.8M2.30%18,713Trimmed
8SCHESCHWAB STRATEGIC TR$3.5M1.69%96,763Added
9VTIVANGUARD INDEX FDS$1.8M0.85%4,778Trimmed
10SCHASCHWAB STRATEGIC TR$1.6M0.79%45,638Trimmed
11AAPLAPPLE INC$1.1M0.55%3,924Hold
12BRK/BBERKSHIRE HATHAWAY INC DEL$987,7700.48%1,974Hold
13JNJJOHNSON & JOHNSON$695,1160.34%2,737Trimmed
14SPDWSPDR INDEX SHS FDS$695,0800.34%13,794Trimmed
15AMZNAMAZON COM INC$639,9430.31%2,685Hold
16AMATAPPLIED MATLS INC$506,1000.24%700Trimmed
17UNHUNITEDHEALTH GROUP INC$474,6490.23%1,142Hold
18NSCNORFOLK SOUTHN CORP$479,7500.23%1,525Hold
19SPSBSPDR SERIES TRUST$426,7420.21%14,220Hold
20SPTMSPDR SERIES TRUST$434,8840.21%4,790Added
21XOMEXXON MOBIL CORP$368,5280.18%2,695Added
22GOOGLALPHABET INC$322,7050.16%903Trimmed
23NVDANVIDIA CORPORATION$335,9720.16%1,679Added
24MSFTMICROSOFT CORP$307,7420.15%825Hold
25LLYELI LILLY & CO$239,8860.12%200New

Source: SEC Form 13F filings · as of 2026-06-30