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BCK Partners, Inc.
BCK Partners, Inc. is a registered investment adviser headquartered in Corning, NY, formed in 2015. Led by principals Sarah Creath, James Kaffenbarger, and Michael Bono, the firm specializes in comprehensive financial management services, including investment advisory, financial planning, retirement planning, tax planning and preparation, estate planning, and education planning. The firm serves individuals, high net worth families, trusts, estates, charities, and businesses. As of 2024, BCK Partners, Inc. employs a team of around seven professionals and is known for its relationship-based approach and CFP® expertise.
Investment Strategy
BCK Partners, Inc. uses a comprehensive, client-tailored strategy for investment management and planning. Their approach focuses on creating balanced and diversified portfolios for clients, primarily utilizing ETFs (exchange traded funds), index funds, individual bonds, and bond funds. Investment advice is based on fundamental analysis, considering overall economic factors, industry conditions, and specific company financials and management. Portfolios are regularly reviewed and rebalanced to align with clients’ goals and risk tolerance. BCK Partners prioritizes individualized, in-person advisory services and does not participate in wrap fee programs.
Latest 13F Filing Activity
BCK Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $170M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. BCK Partners, Inc. reduced exposure to Unitedhealth Group Inc., Amgen Inc., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 26.13% | $44.5M | 78,407 | $349.28 | $568.03 | +$4.3M |
V VCSH | VANGUARD SCOTTSDALE FDS | 24.01% | $40.9M | 514,744 | $79.45 | $79.50 | +$677.7K |
V VO | VANGUARD INDEX FDS | 15.24% | $26.0M | 92,806 | $209.27 | $279.83 | +$2.0M |
I IGIB | ISHARES TR | 11.35% | $19.3M | 362,951 | $55.35 | $53.29 | +$458.8K |
V VB | VANGUARD INDEX FDS | 11.03% | $18.8M | 79,352 | $197.58 | $236.98 | +$1.9M |
Industry Allocation
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