BCK Partners, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (24 quarters reported)

$210M $115M

Q4 20 Q1 22 Q2 23 Q3 24 Q4 25 Q3 26

$115M in Q4 2020 → $205M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	25.9%	Trimmed 1.2%	75,889	$53.2M
VS Vanguard Scottsdale Fds	23.7%	Added 3.9%	629,182	$48.6M
VI Vanguard Index Fds	14.8%	Trimmed 0.4%	386,793	$30.3M
VI Vanguard Index Fds	11.1%	Trimmed 0.8%	79,845	$22.7M
IT Ishares Tr	10.8%	Added 4.4%	441,895	$22.2M
SS Schwab Strategic Tr	4.0%	Trimmed 0.5%	295,579	$8.12M
Corning Inc	2.3%	Added 61%	30,095	$4.63M
SS Schwab Strategic Tr	1.7%	Trimmed 0.0%	96,748	$3.53M
VI Vanguard Index Fds	0.9%	Added 0.7%	4,812	$1.8M
SS Schwab Strategic Tr	0.7%	Trimmed 1.4%	44,997	$1.47M
Apple Inc	0.6%	Unchanged	3,924	$1.31M
BH Berkshire Hathaway Inc Del	0.5%	Trimmed 2.9%	1,917	$955K
SI SPDR Index Shs Fds	0.3%	Trimmed 1.0%	13,659	$686K
Amazon Com Inc	0.3%	Unchanged	2,685	$669K
Johnson & Johnson	0.3%	Trimmed 8.3%	2,509	$664K
NS Norfolk Southn Corp	0.2%	Unchanged	1,525	$471K
Exxonmobil Holdings Corp	0.2%	New	2,695	$439K
SS SPDR Series Trust	0.2%	Trimmed 0.8%	4,751	$437K
Microsoft Corp	0.2%	Unchanged	825	$423K
SS SPDR Series Trust	0.2%	Unchanged	14,220	$421K
Unitedhealth Group Inc	0.2%	Unchanged	1,142	$419K
Nvidia Corporation	0.2%	Unchanged	1,679	$383K
AM Applied Matls Inc	0.2%	Trimmed 3.1%	678	$347K
Alphabet Inc	0.2%	Unchanged	903	$311K
Amgen Inc	0.1%	Unchanged	610	$257K
EL Eli Lilly & Co	0.1%	Unchanged	200	$231K
SI SPDR Index Shs Fds	0.1%	Trimmed 0.2%	3,932	$204K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2026 · filed October 23, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+23,326	+$1.8M	23.7%
Corning Inc	Added	+11,382	+$1.75M	2.3%
IT Ishares Tr	Added	+18,763	+$945K	10.8%
VI Vanguard Index Fds	Trimmed	−952	−$667K	25.9%
Exxonmobil Holdings Corp	New	+2,695	+$439K	0.2%
Exxon Mobil Corp	Exited	−2,695	−$369K	—
SS SPDR Series Trust	Exited	−6,005	−$201K	—
VI Vanguard Index Fds	Trimmed	−613	−$174K	11.1%
VI Vanguard Index Fds	Trimmed	−1,541	−$121K	14.8%
Johnson & Johnson	Trimmed	−228	−$60.4K	0.3%

Showing the 10 largest of 19 changes.

quarter ended June 30, 2026 · filed July 20, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+292,147	+$23.5M	15.1%
VS Vanguard Scottsdale Fds	Added	+35,601	+$2.81M	23.1%
IT Ishares Tr	Added	+27,218	+$1.45M	10.8%
VI Vanguard Index Fds	Trimmed	−1,492	−$452K	11.8%
EL Eli Lilly & Co	New	+200	+$240K	0.1%
SS Schwab Strategic Tr	Trimmed	−8,533	−$236K	4.0%
Corning Inc	Trimmed	−913	−$233K	2.3%
SI SPDR Index Shs Fds	New	+3,940	+$204K	0.1%
VI Vanguard Index Fds	Trimmed	−276	−$190K	25.4%
VI Vanguard Index Fds	Trimmed	−273	−$101K	0.9%

Showing the 10 largest of 19 changes.

quarter ended March 31, 2026 · filed April 27, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+16,239	+$1.29M	24.4%
IT Ishares Tr	Added	+11,051	+$588K	11.4%
VI Vanguard Index Fds	Added	+661	+$395K	24.9%
VI Vanguard Index Fds	Added	+1,130	+$325K	14.9%
Corning Inc	Trimmed	−2,323	−$316K	1.4%
EL Eli Lilly & Co	Exited	−214	−$230K	—
SS Schwab Strategic Tr	Trimmed	−6,111	−$151K	4.1%
AM Applied Matls Inc	Trimmed	−368	−$126K	0.1%
VI Vanguard Index Fds	Trimmed	−75	−$24.1K	0.9%
SS Schwab Strategic Tr	Trimmed	−594	−$19.6K	1.7%

Showing the 10 largest of 17 changes.

quarter ended December 31, 2025 · filed January 28, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−3,696	−$2.32M	25.9%
VS Vanguard Scottsdale Fds	Added	+18,524	+$1.48M	23.9%
Corning Inc	Trimmed	−9,456	−$828K	1.0%
VI Vanguard Index Fds	Trimmed	−2,271	−$586K	11.4%
IT Ishares Tr	Added	+9,474	+$510K	11.2%
VI Vanguard Index Fds	Trimmed	−1,719	−$499K	14.9%
VI Vanguard Index Fds	Added	+861	+$289K	0.9%
SS Schwab Strategic Tr	Trimmed	−11,780	−$283K	4.1%
EL Eli Lilly & Co	New	+214	+$230K	0.1%
Amgen Inc	New	+660	+$216K	0.1%

Showing the 10 largest of 23 changes.

quarter ended September 30, 2025 · filed October 28, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+20,748	+$1.66M	23.0%
VI Vanguard Index Fds	Added	+4,938	+$1.26M	11.5%
VI Vanguard Index Fds	Added	+3,970	+$1.17M	15.3%
VI Vanguard Index Fds	Added	+1,745	+$1.07M	26.4%
IT Ishares Tr	Added	+12,438	+$673K	10.9%
Corning Inc	Added	+3,913	+$321K	1.4%
Alphabet Inc	New	+995	+$242K	0.1%
Nextera Energy Inc	Exited	−3,477	−$241K	—
SS Schwab Strategic Tr	Added	+8,706	+$203K	4.1%
SS Schwab Strategic Tr	Added	+2,287	+$76.3K	1.8%

Showing the 10 largest of 23 changes.

quarter ended June 30, 2025 · filed July 30, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+2,922	+$692K	11.0%
VS Vanguard Scottsdale Fds	Added	+4,933	+$392K	24.0%
SS Schwab Strategic Tr	Trimmed	−14,974	−$331K	4.1%
Nvidia Corporation	New	+1,600	+$253K	0.1%
Amgen Inc	Exited	−715	−$223K	—
Exelixis Inc	New	+4,920	+$217K	0.1%
SS SPDR Series Trust	New	+6,005	+$202K	0.1%
EL Eli Lilly & Co	Exited	−244	−$202K	—
IT Ishares Tr	Added	+3,415	+$182K	11.3%
AM Applied Matls Inc	Trimmed	−530	−$97K	0.1%

Showing the 10 largest of 23 changes.

quarter ended March 31, 2025 · filed April 25, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Corning Inc	Trimmed	−32,564	−$1.49M	0.8%
VI Vanguard Index Fds	Added	+937	+$482K	25.1%
VS Vanguard Scottsdale Fds	Added	+5,333	+$421K	25.1%
Alphabet Inc	Exited	−1,510	−$286K	—
IT Ishares Tr	Added	+5,203	+$273K	11.8%
VI Vanguard Index Fds	Added	+1,105	+$245K	10.6%
SS Schwab Strategic Tr	Added	+10,709	+$212K	4.1%
VI Vanguard Index Fds	Added	+814	+$211K	15.0%
EL Eli Lilly & Co	New	+244	+$202K	0.1%
Nvidia Corporation	Exited	−1,500	−$201K	—

Showing the 10 largest of 18 changes.

quarter ended December 31, 2024 · filed January 30, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−23,483	−$12.7M	25.6%
VS Vanguard Scottsdale Fds	Trimmed	−104,818	−$8.18M	24.1%
VI Vanguard Index Fds	Trimmed	−27,910	−$7.37M	14.9%
VI Vanguard Index Fds	Trimmed	−25,872	−$6.22M	11.1%
IT Ishares Tr	Trimmed	−99,623	−$5.13M	11.2%
SS Schwab Strategic Tr	Added	+119,827	+$2.22M	3.6%
SS Schwab Strategic Tr	Trimmed	−30,335	−$808K	1.6%
IT Ishares Tr	Exited	−1,130	−$652K	—
SS Schwab Strategic Tr	Added	+22,022	+$569K	0.8%
VI Vanguard Index Fds	Trimmed	−1,283	−$372K	0.8%

Showing the 10 largest of 26 changes.

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