BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $185M (100.0% shares, 0.0% debt)

Holdings (26)

VOO VANGUARD INDEX FDS 24.9%

Value $46.08M Shares 77,117 Est. Cost $355.44 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 24.4%

Value $45.2M Shares 570,255 Est. Cost $79.52 Unrealized —

VO VANGUARD INDEX FDS 14.9%

Value $27.62M Shares 96,187 Est. Cost $212.43 Unrealized —

VB VANGUARD INDEX FDS 11.6%

Value $21.46M Shares 81,950 Est. Cost $200.81 Unrealized —

IGIB ISHARES TR 11.4%

Value $21.07M Shares 395,914 Est. Cost $55.34 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value $7.565M Shares 305,667 Est. Cost $28.85 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.18M Shares 96,524 Est. Cost $28.74 Unrealized —

GLW CORNING INC 1.4%

Value $2.669M Shares 19,626 Est. Cost $36.70 Unrealized +204.3%

VTI VANGUARD INDEX FDS 0.9%

Value $1.62M Shares 5,051 Est. Cost $211.77 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.7%

Value $1.38M Shares 47,464 Est. Cost $41.89 Unrealized —

AAPL APPLE INC 0.5%

Value $996K Shares 3,924 Est. Cost $138.44 Unrealized +89.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $946K Shares 1,974 Est. Cost $237.70 Unrealized +107.6%

JNJ JOHNSON & JOHNSON 0.4%

Value $686K Shares 2,807 Est. Cost $131.69 Unrealized +73.0%

SPDW SPDR INDEX SHS FDS 0.3%

Value $647K Shares 14,174 Est. Cost $27.49 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $559K Shares 2,685 Est. Cost $118.09 Unrealized +92.1%

XOM EXXON MOBIL CORP 0.2%

Value $448K Shares 2,640 Est. Cost $71.05 Unrealized +95.3%

NSC NORFOLK SOUTHN CORP 0.2%

Value $438K Shares 1,525 Est. Cost $204.73 Unrealized +45.6%

SPSB SPDR SERIES TRUST 0.2%

Value $428K Shares 14,220 Est. Cost $29.27 Unrealized —

SPTM SPDR SERIES TRUST 0.2%

Value $353K Shares 4,466 Est. Cost $50.36 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value $309K Shares 1,142 Est. Cost $326.04 Unrealized -5.3%

MSFT MICROSOFT CORP 0.2%

Value $305K Shares 825 Est. Cost $278.16 Unrealized +56.2%

NVDA NVIDIA CORPORATION 0.2%

Value $282K Shares 1,616 Est. Cost $126.46 Unrealized +47.6%

AMAT APPLIED MATLS INC 0.1%

Value $274K Shares 802 Est. Cost $140.40 Unrealized +132.6%

GOOGL ALPHABET INC 0.1%

Value $271K Shares 943 Est. Cost $209.20 Unrealized +54.5%

AMGN AMGEN INC 0.1%

Value $215K Shares 610 Est. Cost $315.95 Unrealized +10.7%

SPIB SPDR SERIES TRUST 0.1%

Value $201K Shares 6,005 Est. Cost $33.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	77,117	$46.08M	24.9%	$355.44	—	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	570,255	$45.2M	24.4%	$79.52	—	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	96,187	$27.62M	14.9%	$212.43	—	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	81,950	$21.46M	11.6%	$200.81	—	SMALL CP ETF	922908751
IGIB	ISHARES TR	395,914	$21.07M	11.4%	$55.34	—	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	305,667	$7.565M	4.1%	$28.85	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	96,524	$3.18M	1.7%	$28.74	—	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	19,626	$2.669M	1.4%	$36.70	+204.3%	COM	219350105
VTI	VANGUARD INDEX FDS	5,051	$1.62M	0.9%	$211.77	—	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	47,464	$1.38M	0.7%	$41.89	—	US SML CAP ETF	808524607
AAPL	APPLE INC	3,924	$996K	0.5%	$138.44	+89.8%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$946K	0.5%	$237.70	+107.6%	CL B NEW	084670702
JNJ	JOHNSON & JOHNSON	2,807	$686K	0.4%	$131.69	+73.0%	COM	478160104
SPDW	SPDR INDEX SHS FDS	14,174	$647K	0.3%	$27.49	—	STATE STREET SPD	78463X889
AMZN	AMAZON COM INC	2,685	$559K	0.3%	$118.09	+92.1%	COM	023135106
XOM	EXXON MOBIL CORP	2,640	$448K	0.2%	$71.05	+95.3%	COM	30231G102
NSC	NORFOLK SOUTHN CORP	1,525	$438K	0.2%	$204.73	+45.6%	COM	655844108
SPSB	SPDR SERIES TRUST	14,220	$428K	0.2%	$29.27	—	STATE STREET SPD	78464A474
SPTM	SPDR SERIES TRUST	4,466	$353K	0.2%	$50.36	—	STATE STREET SPD	78464A805
UNH	UNITEDHEALTH GROUP INC	1,142	$309K	0.2%	$326.04	-5.3%	COM	91324P102
MSFT	MICROSOFT CORP	825	$305K	0.2%	$278.16	+56.2%	COM	594918104
NVDA	NVIDIA CORPORATION	1,616	$282K	0.2%	$126.46	+47.6%	COM	67066G104
AMAT	APPLIED MATLS INC	802	$274K	0.1%	$140.40	+132.6%	COM	038222105
GOOGL	ALPHABET INC	943	$271K	0.1%	$209.20	+54.5%	CAP STK CL A	02079K305
AMGN	AMGEN INC	610	$215K	0.1%	$315.95	+10.7%	COM	031162100
SPIB	SPDR SERIES TRUST	6,005	$201K	0.1%	$33.58	—	STATE STREET SPD	78464A375