13F Insight
DOSSIER · 13F-HR · Q2 2026

Bleakley Financial Group, LLC

$7.9B in tracked AUM across 944 positions as of Q2 2026.

BF
CIK 0001936953 · last filed Jun 30, 2026
Total AUM
$7.9B
as of Q2 2026
Holdings
944
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bleakley Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$422M564K5.4%02
AAPL
APPLE INC
$228M787K2.9%03
IJH
ISHARES TR
$213M2.8M2.7%04
IJR
ISHARES TR
$196M1.3M2.5%05
VV
VANGUARD INDEX FDS
$181M525K2.3%06
NVDA
NVIDIA CORPORATION
$178M891K2.3%07
CEF
SPROTT ASSET MANAGEMENT LP
$169M4.2M2.2%08
VO
VANGUARD INDEX FDS
$155M1.9M2.0%09
SPY
STATE STR SPDR S&P 500 ETF T
$154M206K2.0%10
VTV
VANGUARD INDEX FDS
$126M580K1.6%

Filing history

2026Q2Jun 30
$7.9B▲ 22.8%
944 positionsView →2026Q1Mar 31
$6.4B▲ 10.9%
760 positionsView →2025Q4Dec 31
$5.8B▲ 33.7%
681 positionsView →2025Q3Sep 30
$4.3B▲ 9.5%
585 positionsView →2025Q2Jun 30
$3.9B▲ 26.4%
570 positionsLocked2025Q1Mar 31
$3.1B▼ 6.2%
505 positionsLocked2024Q4Dec 31
$3.3B▲ 1.3%
1,051 positionsLocked2024Q3Sep 30
$3.3B▼ 5.3%
1,029 positionsLocked2024Q2Jun 30
$3.5B▲ 0.3%
1,031 positionsLocked2024Q1Mar 31
$3.5B▲ 9.8%
1,006 positionsLocked2023Q4Dec 31
$3.1B▲ 10.9%
951 positionsLocked2023Q3Sep 30
$2.8B▼ 11.5%
885 positionsLocked
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