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CIK: 0001845867
Total reported value
$205.3M
$205.3M
28 檔
87.1%
During the Q2 2026 filing period, BCK Partners, Inc. (CIK: 0001845867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $205.3M across 28 reported positions.
During Q2 2026, BCK Partners, Inc. performed routine portfolio adjustments (2 new buys, 7 additions, 10 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.44% | +0.47% | -0.36% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.08% | +0.60% | +6.24% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.08% | -0.30% | +303.73% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.76% | -0.69% | -1.82% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 10.85% | -0.01% | +6.87% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.97% | -0.01% | -2.79% | |
| 7 | GLW | Corning Inc | Stock-Tech | 2.30% | -0.05% | -4.65% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.69% | +0.03% | +0.25% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.03% | -5.40% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.79% | -0.07% | -3.85% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.09% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.01% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.02% | -2.49% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.34% | -0.01% | -2.68% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | — | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 0.24% | -0.07% | -12.72% | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | — | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | -0.03% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | +7.25% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.21% | -0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.18% | EXIT | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.03% | +3.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | -0.01% | -4.24% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.06% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | -0.01% | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | +0.02% | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.10% | — | — | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.9% | -4.65% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -0.36% | Trim |
| 3 | VO | Vanguard Mid-cap ETF | +0.2% | +303.73% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | -1.82% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.1% | NEW | New buy |
| 7 | AMAT | Applied Materials Inc | +0.1% | -12.72% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 9 | SCHA | Schwab US Small-cap ETF | 0% | -3.85% | Trim |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +7.25% | Add |
| 11 | AAPL | Apple Inc | 0% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 13 | NVDA | Nvidia CORP | 0% | +3.90% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | -4.24% | Trim |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -2.68% | Trim |
| 16 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 17 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 18 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | 0% | — | Unchanged |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.40% | Trim |
| 21 | SPSB | Ss Spdr P St C CORP ETF | 0% | — | Unchanged |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.25% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | 0% | -2.49% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.1% | +2.08% | Add |
| 26 | SCHF | Schwab Intl Equity ETF | -0.1% | -2.79% | Trim |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | -0.5% | +6.87% | Add |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -1.3% | +6.24% | Add |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $205.3M across 28 disclosed positions in Q2 2026.
During Q2 2026, BCK Partners, Inc.'s top holdings by market value included VOO (25.4%)、VCSH (23.1%)、VO (15.1%). The largest single position, VOO, represented 25.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 87.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
LLY
市值: $239.9K
Top Position Liquidated / Trimmed
VOO
前期市值: $46.1M
In Q2 2026, BCK Partners, Inc. made 19 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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