Q3 2026 13F · SEC CIK 1845867

BCK Partners, Inc.

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $205.3M
Reported positions: 27
Top holdings a year, 3 yrs: +12.4%
Assets under management: $212.7M

BCK Partners, Inc. is a wealth manager that reported 27 positions worth $205.3M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Vanguard Index Fds (VOO, 25.9%), Vanguard Scottsdale Fds (VCSH, 23.7%), Vanguard Index Fds (VO, 14.8%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

BCK Partners, Inc. holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BCK Partners, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	25.9%	25.4%	75,889	-1.2%	$53.2M
VCSHVanguard Scottsdale Fds	23.7%	23.1%	629,182	+3.9%	$48.6M
VOVanguard Index Fds	14.8%	15.1%	386,793	-0.4%	$30.3M
VBVanguard Index Fds	11.1%	11.8%	79,845	-0.8%	$22.7M
IGIBIshares Tr	10.8%	10.8%	441,895	+4.4%	$22.2M
SCHFSchwab Strategic Tr	4.0%	4.0%	295,579	-0.5%	$8.1M
GLWCorning Inc	2.3%	2.3%	30,095	+60.8%	$4.6M
SCHESchwab Strategic Tr	1.7%	1.7%	96,748	-0.0%	$3.5M
VTIVanguard Index Fds	0.9%	0.9%	4,812	+0.7%	$1.8M
SCHASchwab Strategic Tr	0.7%	0.8%	44,997	-1.4%	$1.5M
AAPLApple Inc	0.6%	0.5%	3,924	+0.0%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,917	-2.9%	$955K
SPDWSpdr Index Shs Fds	0.3%	0.3%	13,659	-1.0%	$686K
AMZNAmazon Com Inc	0.3%	0.3%	2,685	+0.0%	$669K
JNJJohnson & Johnson	0.3%	0.3%	2,509	-8.3%	$664K
NSCNorfolk Southn Corporation	0.2%	0.2%	1,525	+0.0%	$471K
XOMExxonmobil Holdings Corp	0.2%	New	2,695	—	$439K
SPTMSpdr Series Trust	0.2%	0.2%	4,751	-0.8%	$437K
MSFTMicrosoft Corp	0.2%	0.1%	825	+0.0%	$423K
SPSBSpdr Series Trust	0.2%	0.2%	14,220	+0.0%	$421K
UNHUnitedhealth Group Inc	0.2%	0.2%	1,142	+0.0%	$419K
NVDANvidia Corporation	0.2%	0.2%	1,679	+0.0%	$383K
AMATApplied Matls Inc	0.2%	0.2%	678	-3.1%	$347K
GOOGLAlphabet Inc	0.2%	0.2%	903	+0.0%	$311K
AMGNAmgen Inc	0.1%	0.1%	610	+0.0%	$257K
LLYEli Lilly & Co	0.1%	0.1%	200	+0.0%	$231K
SPEMSpdr Index Shs Fds	0.1%	0.1%	3,932	-0.2%	$204K

What BCK Partners, Inc. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.9% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$205.3M	27
Q2 2026	$207.4M	28
Q1 2026	$185.2M	26
Q4 2025	$185.0M	27
Q3 2025	$185.7M	26
Q2 2025	$170.4M	26
Q1 2025	$160.3M	25
Q4 2024	$163.1M	26
Q3 2024	$209.6M	29
Q2 2024	$193.4M	30
Q1 2024	$186.9M	29
Q4 2023	$176.1M	28

Questions about BCK Partners, Inc.'s portfolio

What stocks does BCK Partners, Inc. own?

BCK Partners, Inc.'s latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 27 positions worth $205.3M. The largest are Vanguard Index Fds (VOO) at 25.9%, Vanguard Scottsdale Fds (VCSH) at 23.7%, Vanguard Index Fds (VO) at 14.8%, Vanguard Index Fds (VB) at 11.1% and Ishares Tr (IGIB) at 10.8%.

What did BCK Partners, Inc. buy last quarter?

In Q3 2026, BCK Partners, Inc. added a new position in Exxonmobil Holdings Corp (XOM) and Corning Inc (GLW) (+60.8% shares), compared with its Q2 2026 filing.

What did BCK Partners, Inc. sell last quarter?

In Q3 2026, BCK Partners, Inc. sold all of Exxon Mobil Corp (XOM), sold all of Spdr Series Trust (SPIB) and Johnson & Johnson (JNJ) (-8.3% shares), compared with its Q2 2026 filing.

How has BCK Partners, Inc.'s portfolio performed?

A portfolio copying BCK Partners, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.9% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is BCK Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. BCK Partners, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BCK Partners, Inc. manage?

BCK Partners, Inc. reported $212.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $205.3M.