account_balance
Investment manager · 13F filer · SEC CIK 1936953
Bleakley Financial Group, LLC
Reported value$7.85Bas of Jun 30, 2026
Positions944 230 new, 46 sold out
Top 10 weight25.8%IVV alone is 5%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.4%Added +8%
AAPLApple Inc
2.9%Added +10%
IJHiShares Tr
2.7%Added +8%
IJRiShares Tr
2.5%
VVVanguard Index FDS
2.3%
NVDANvidia Corporation
2.3%Added +14%
CEFSprott Asset Management LP
2.2%
VOVanguard Index FDS
2.0%Added +308%
SPYState STR SPDR S&P 500 ETF T
2.0%Added +5%
VTVVanguard Index FDS
1.6%
VUGVanguard Index FDS
1.5%Added +508%
IEMGiShares Inc
1.5%Added +2%
IVViShares Tr
5.4%Added +8%
IJH2.7%
IJR2.5%
VV2.3%
NVDA2.3%CEF2.2%VO2.0%
SPY2.0%VTV1.6%
VUG1.5%
IEMG1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.4% Added +8%
AAPL Apple Inc 2.9% Added +10%IJH iShares Tr 2.7% Added +8%
IJR iShares Tr 2.5% Held
VV Vanguard Index FDS 2.3% Held
NVDA Nvidia Corporation 2.3% Added +14%CEF Sprott Asset Management LP 2.2% HeldVO Vanguard Index FDS 2.0% Added +308%
SPY State STR SPDR S&P 500 ETF T 2.0% Added +5%VTV Vanguard Index FDS 1.6% Held
VUG Vanguard Index FDS 1.5% Added +508%
IEMG iShares Inc 1.5% Added +2%
What changed