Back to Bleakley Financial Group, LLC

Bleakley Financial Group, LLC

Q2 2026 13F filing

Updated 36 days ago

944 disclosed positions worth $7.9B

Portfolio value
$7.9B
Total holdings
944
New positions
230
Closed positions
46
Increased
518
Decreased
181
Turnover
29.2%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+8.1%
Value
$422.3M
Shares
563.9K
% Port
5.38%
A

APPLE INC

+9.7%
Value
$227.8M
Shares
787.4K
% Port
2.90%
E

ISHARES TR

+7.9%
Value
$213M
Shares
2.76M
% Port
2.71%
E

ISHARES TR

-0.1%
Value
$196.3M
Shares
1.32M
% Port
2.50%
V

VANGUARD INDEX FDS

-0.8%
Value
$180.5M
Shares
524.9K
% Port
2.30%
N

NVIDIA CORPORATION

+13.8%
Value
$178.3M
Shares
891.2K
% Port
2.27%
C
7.CEF

SPROTT ASSET MANAGEMENT LP

+0.4%
Value
$169.3M
Shares
4.21M
% Port
2.16%
V

VANGUARD INDEX FDS

+307.7%
Value
$155.3M
Shares
1.93M
% Port
1.98%
S
9.SPY

STATE STR SPDR S&P 500 ETF T

+5.4%
Value
$154.1M
Shares
206.3K
% Port
1.96%
V
10.VGES

VANGUARD INDEX FDS

+0.2%
Value
$126.4M
Shares
580.0K
% Port
1.61%
V
11.VGES

VANGUARD INDEX FDS

+508.3%
Value
$121M
Shares
1.40M
% Port
1.54%
E
12.ETHA

ISHARES INC

+2.2%
Value
$117.5M
Shares
1.42M
% Port
1.50%
?
13.N/A

GLOBAL X FDS

+9.4%
Value
$117.4M
Shares
1.17M
% Port
1.50%
M
14.MSFT

MICROSOFT CORP

+1.9%
Value
$108M
Shares
289.4K
% Port
1.38%
A
15.AMZN

AMAZON COM INC

+13.4%
Value
$103.7M
Shares
435.1K
% Port
1.32%
?
16.N/A

DBX ETF TR

+1.2%
Value
$82.8M
Shares
1.52M
% Port
1.05%
G

ALPHABET INC

+15.0%
Value
$82.7M
Shares
231.3K
% Port
1.05%
A
18.AVGO

BROADCOM INC

+6.4%
Value
$75M
Shares
198.5K
% Port
0.96%
V
19.VGES

VANGUARD INTL EQUITY INDEX F

-3.1%
Value
$74.1M
Shares
472.2K
% Port
0.94%
G

ALPHABET INC

+1.7%
Value
$72M
Shares
203.9K
% Port
0.92%
B
21.BLK

ISHARES TR

-1.5%
Value
$71.5M
Shares
870.2K
% Port
0.91%
E
22.ETHA

ISHARES TR

+8.2%
Value
$71.4M
Shares
739.6K
% Port
0.91%
V
23.VGES

VANGUARD MUN BD FDS

+4.4%
Value
$69.4M
Shares
1.37M
% Port
0.88%
?
24.N/A

DIMENSIONAL ETF TRUST

+9.3%
Value
$67.5M
Shares
820.2K
% Port
0.86%
P
25.PHYS

SPROTT ASSET MANAGEMENT LP

+0.7%
Value
$67.4M
Shares
2.23M
% Port
0.86%
S

SCHWAB STRATEGIC TR

+0.4%
Value
$62.8M
Shares
1.86M
% Port
0.80%
M
27.MU

MICRON TECHNOLOGY INC

+25.2%
Value
$61.4M
Shares
53.2K
% Port
0.78%
V
28.VGES

VANGUARD MALVERN FDS

+15.4%
Value
$60.8M
Shares
1.21M
% Port
0.77%
S

SCHWAB STRATEGIC TR

+6.2%
Value
$60.2M
Shares
2.17M
% Port
0.77%
Q
30.QQQ

INVESCO QQQ TR

+30.8%
Value
$58.5M
Shares
79.4K
% Port
0.75%
E
31.ETHA

ISHARES TR

-1.7%
Value
$57.6M
Shares
572.3K
% Port
0.73%
V
32.VGES

VANGUARD INDEX FDS

+27.0%
Value
$56.6M
Shares
152.9K
% Port
0.72%
S

SCHWAB STRATEGIC TR

-1.1%
Value
$55.6M
Shares
1.89M
% Port
0.71%
P
34.PPT

PUTNAM ETF TRUST

+4.3%
Value
$54.7M
Shares
1.07M
% Port
0.70%
L
35.LLY

ELI LILLY & CO

+17.0%
Value
$54M
Shares
45.0K
% Port
0.69%
T
36.TSLA

TESLA INC

+13.8%
Value
$50.9M
Shares
120.9K
% Port
0.65%
I

ISHARES TR

+0.7%
Value
$50.3M
Shares
267.5K
% Port
0.64%
M
38.META

META PLATFORMS INC

+0.4%
Value
$49M
Shares
87.0K
% Port
0.62%
G
39.GLD

SPDR GOLD TR

-0.7%
Value
$47M
Shares
127.5K
% Port
0.60%
J

JPMORGAN CHASE & CO

+5.8%
Value
$45.6M
Shares
139.4K
% Port
0.58%
V
41.VGES

VANGUARD INDEX FDS

+4.1%
Value
$43.7M
Shares
63.6K
% Port
0.56%
E
42.ETHA

ISHARES TR

+67.5%
Value
$41.7M
Shares
401.6K
% Port
0.53%
F
43.FIS

FIDELITY MERRIMACK STR TR

-2.3%
Value
$40.1M
Shares
881.7K
% Port
0.51%
?
44.N/A

BNY MELLON ETF TRUST II

+239.7%
Value
$39.8M
Shares
1.19M
% Port
0.51%
B

BERKSHIRE HATHAWAY INC DEL

+5.7%
Value
$39.2M
Shares
78.4K
% Port
0.50%
?
46.N/A

AB ACTIVE ETFS INC

+6.6%
Value
$37.9M
Shares
255.6K
% Port
0.48%
T

TAIWAN SEMICONDUCTOR MANUFAC

+14.6%
Value
$37.8M
Shares
79.1K
% Port
0.48%
F
48.FPF

FIRST TR EXCHANGE TRADED FD

+3.2%
Value
$37.2M
Shares
459.3K
% Port
0.47%
J
49.JNJ

JOHNSON & JOHNSON

+7.9%
Value
$36.1M
Shares
142.3K
% Port
0.46%
V
50.VGES

VANGUARD SCOTTSDALE FDS

+5.3%
Value
$34.5M
Shares
592.9K
% Port
0.44%