StockDriftsStockDriftsTop 50 Bleakley Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.38% | 563.9K | $422.3M | +8.11%(+42.28K) | $643.45(+21.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.9% | 787.4K | $227.8M | +9.71%(+69.67K) | $166.41(+83.51%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.71% | 2.76M | $213.0M | +7.92%(+202.78K) | $65.47(+19.98%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.5% | 1.32M | $196.3M | -0.06%(-813) | $115.61(+29.71%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 2.3% | 524.9K | $180.5M | -0.84%(-4.44K) | $187.85(+89.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.27% | 891.2K | $178.3M | +13.81%(+108.15K) | $82.56(+173.82%) | 2026-06-30 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 2.16% | 4.21M | $169.3M | +0.36%(+15.18K) | $17.56(+158.07%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.98% | 1.93M | $155.3M | +1.92%(+36.29K) | $57.02(+47.88%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.96% | 206.3K | $154.1M | +5.44%(+10.65K) | $456.67(+69.79%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.61% | 580.0K | $126.4M | +0.17%(+997) | $137.19(+65.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.38% | +65.89% | — | — | +81.91% |
| Top 20 Holdings Unweighted | +17.46% | +62.06% | — | — | +78.22% |
Bleakley Financial Group, LLC reports $7.85B in US-listed equity holdings across 944 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.4%), AAPL (2.9%) and IJH (2.7%). The top 20 holdings account for 37.93% of reported assets. Its disclosed equity book has returned +65.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bleakley Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1936953). View Bleakley Financial Group, LLC’s 13F filings on SEC