13F Insight
DOSSIER · 13F-HR · Q1 2026

Bleakley Financial Group, LLC

$6.4B in tracked AUM across 760 positions as of Q1 2026.

BF
CIK 0001936953 · last filed Mar 31, 2026
Total AUM
$6.4B
as of Q1 2026
Holdings
760
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bleakley Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$341M522K5.3%02
CEF
SPROTT ASSET MANAGEMENT LP
$200M4.2M3.1%03
AAPL
APPLE INC
$182M718K2.8%04
IJH
ISHARES TR
$173M2.6M2.7%05
IJR
ISHARES TR
$165M1.3M2.6%06
VV
VANGUARD INDEX FDS
$158M529K2.5%07
NVDA
NVIDIA CORPORATION
$137M783K2.1%08
VO
VANGUARD INDEX FDS
$136M473K2.1%09
SPY
STATE STR SPDR S&P 500 ETF T
$127M196K2.0%10
VTV
VANGUARD INDEX FDS
$114M579K1.8%

Filing history

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 positionsLocked2023Q2Jun 30
$3.2B▲ 7.0%
926 positionsLocked
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