BCK Partners, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer James Kaffenbarger on October 23, 2026, lists a total of 27 distinct equity securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), which comprise the majority of the holdings. The largest position by share count is the Vanguard S&P 500 ETF Shares, which holds 75,889 shares. This is followed by the Schwab Strategic International Equity ETF, with 295,579 shares, and the Vanguard Morningstar Small Cap ETF, which holds 79,845 shares.
Among individual stock holdings, Apple Inc. is the largest position, with 3,924 shares. Berkshire Hathaway Inc. Class B shares follow with 1,917 shares, while Norfolk Southern Corporation holds 1,525 shares. Other notable individual stock positions include Amazon.com Inc. (2,685 shares), Eli Lilly & Co. (200 shares), and Johnson & Johnson (2,509 shares).
The filing also includes several other ETFs, including the iShares 5-10 Year Investment Grade Corporate Bond ETF, the SPDR S&P 500 ETF Trust, and various Schwab Strategic ETFs tracking emerging markets, U.S. small-cap, and large-cap indices.
