BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (28)

New Positions (2)

LLY ELI LILLY & CO 0.1%

Value $240K Shares 200 Est. Cost $1199.43 Unrealized —

SPEM SPDR INDEX SHS FDS 0.1%

Value $204K Shares 3,940 Est. Cost $51.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	200	$240K	0.1%	$1199.43	—	COM	532457108
SPEM	SPDR INDEX SHS FDS	3,940	$204K	0.1%	$51.78	—	ST PORT MARK ETF	78463X509

Increased Positions (6)

VO VANGUARD INDEX FDS 15.1%

Value $31.29M (+13.3%) Shares 388,334 (+303.7%) Est. Cost $113.23 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 23.1%

Value $47.88M (+5.9%) Shares 605,856 (+6.2%) Est. Cost $79.49 Unrealized —

IGIB ISHARES TR 10.8%

Value $22.5M (+6.8%) Shares 423,132 (+6.9%) Est. Cost $55.20 Unrealized —

SPTM SPDR SERIES TRUST 0.2%

Value $435K (+23.2%) Shares 4,790 (+7.3%) Est. Cost $53.09 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $369K (-17.7%) Shares 2,695 (+2.1%) Est. Cost $72.39 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value $336K (+19.2%) Shares 1,679 (+3.9%) Est. Cost $129.22 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VO	VANGUARD INDEX FDS	388,334 (+303.7%)	$31.29M (+13.3%)	15.1%	$113.23	—	MID CAP ETF	922908629
VCSH	VANGUARD SCOTTSDALE FDS	605,856 (+6.2%)	$47.88M (+5.9%)	23.1%	$79.49	—	SHRT TRM CORP BD	92206C409
IGIB	ISHARES TR	423,132 (+6.9%)	$22.5M (+6.8%)	10.8%	$55.20	—	ISHS 5-10YR INVT	464288638
SPTM	SPDR SERIES TRUST	4,790 (+7.3%)	$435K (+23.2%)	0.2%	$53.09	—	ST STR PR SP1500	78464A805
XOM	EXXON MOBIL CORP	2,695 (+2.1%)	$369K (-17.7%)	0.2%	$72.39	—	COM	30231G102
NVDA	NVIDIA CORPORATION	1,679 (+3.9%)	$336K (+19.2%)	0.2%	$129.22	—	COM	67066G104

Decreased Positions (9)

VB VANGUARD INDEX FDS 11.8%

Value $24.39M (+13.6%) Shares 80,458 (-1.8%) Est. Cost $200.81 Unrealized —

GLW CORNING INC 2.3%

Value $4.78M (+79.1%) Shares 18,713 (-4.7%) Est. Cost $36.70 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.0%

Value $8.231M (+8.8%) Shares 297,134 (-2.8%) Est. Cost $28.85 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.8%

Value $1.649M (+19.5%) Shares 45,638 (-3.8%) Est. Cost $41.89 Unrealized —

AMAT APPLIED MATLS INC 0.2%

Value $506K (+84.6%) Shares 700 (-12.7%) Est. Cost $140.40 Unrealized —

VTI VANGUARD INDEX FDS 0.9%

Value $1.768M (+9.1%) Shares 4,778 (-5.4%) Est. Cost $211.77 Unrealized —

GOOGL ALPHABET INC 0.2%

Value $323K (+19.0%) Shares 903 (-4.2%) Est. Cost $209.20 Unrealized —

SPDW SPDR INDEX SHS FDS 0.3%

Value $695K (+7.4%) Shares 13,794 (-2.7%) Est. Cost $27.49 Unrealized —

JNJ JOHNSON & JOHNSON 0.3%

Value $695K (+1.3%) Shares 2,737 (-2.5%) Est. Cost $131.69 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VB	VANGUARD INDEX FDS	80,458 (-1.8%)	$24.39M (+13.6%)	11.8%	$200.81	—	SMALL CP ETF	922908751
GLW	CORNING INC	18,713 (-4.7%)	$4.78M (+79.1%)	2.3%	$36.70	—	COM	219350105
SCHF	SCHWAB STRATEGIC TR	297,134 (-2.8%)	$8.231M (+8.8%)	4.0%	$28.85	—	INTL EQTY ETF	808524805
SCHA	SCHWAB STRATEGIC TR	45,638 (-3.8%)	$1.649M (+19.5%)	0.8%	$41.89	—	US SML CAP ETF	808524607
AMAT	APPLIED MATLS INC	700 (-12.7%)	$506K (+84.6%)	0.2%	$140.40	—	COM	038222105
VTI	VANGUARD INDEX FDS	4,778 (-5.4%)	$1.768M (+9.1%)	0.9%	$211.77	—	TOTAL STK MKT	922908769
GOOGL	ALPHABET INC	903 (-4.2%)	$323K (+19.0%)	0.2%	$209.20	—	CAP STK CL A	02079K305
SPDW	SPDR INDEX SHS FDS	13,794 (-2.7%)	$695K (+7.4%)	0.3%	$27.49	—	ST STR PO EX ETF	78463X889
JNJ	JOHNSON & JOHNSON	2,737 (-2.5%)	$695K (+1.3%)	0.3%	$131.69	—	COM	478160104

Unchanged Positions (11)

VOO VANGUARD INDEX FDS 25.4%

Value $52.77M Shares 76,841 Est. Cost $355.44 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.509M Shares 96,763 Est. Cost $28.74 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value $475K Shares 1,142 Est. Cost $326.04 Unrealized —

AAPL APPLE INC 0.5%

Value $1.135M Shares 3,924 Est. Cost $138.44 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $640K Shares 2,685 Est. Cost $118.09 Unrealized —

NSC NORFOLK SOUTHN CORP 0.2%

Value $480K Shares 1,525 Est. Cost $204.73 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $988K Shares 1,974 Est. Cost $237.70 Unrealized —

AMGN AMGEN INC 0.1%

Value $221K Shares 610 Est. Cost $315.95 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value $308K Shares 825 Est. Cost $278.16 Unrealized —

SPSB SPDR SERIES TRUST 0.2%

Value $427K Shares 14,220 Est. Cost $29.27 Unrealized —

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	76,841	$52.77M	25.4%	$355.44	—	S&P 500 ETF SHS	922908363
SCHE	SCHWAB STRATEGIC TR	96,763	$3.509M	1.7%	$28.74	—	EMRG MKTEQ ETF	808524706
UNH	UNITEDHEALTH GROUP INC	1,142	$475K	0.2%	$326.04	—	COM	91324P102
AAPL	APPLE INC	3,924	$1.135M	0.5%	$138.44	—	COM	037833100
AMZN	AMAZON COM INC	2,685	$640K	0.3%	$118.09	—	COM	023135106
NSC	NORFOLK SOUTHN CORP	1,525	$480K	0.2%	$204.73	—	COM	655844108
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$988K	0.5%	$237.70	—	CL B NEW	084670702
AMGN	AMGEN INC	610	$221K	0.1%	$315.95	—	COM	031162100
MSFT	MICROSOFT CORP	825	$308K	0.1%	$278.16	—	COM	594918104
SPSB	SPDR SERIES TRUST	14,220	$427K	0.2%	$29.27	—	ST SHOR CORP ETF	78464A474
SPIB	SPDR SERIES TRUST	6,005	$201K	0.1%	$33.58	—	ST INTER BD ETF	78464A375