CIK 1936953
Bleakley Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
679
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 679
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 402K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 4.9M | $1M+ | SH |
| AAPL | APPLE INC | 686K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 509K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 712K | $1M+ | SH |
| IJR | ISHARES TR | 1.1M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 263K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 433K | $1M+ | SH |
| IJH | ISHARES TR | 1.9M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 174K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 567K | $1M+ | SH |
| CLIP | GLOBAL X FDS | 906K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 176K | $1M+ | SH |
| AMZN | AMAZON COM INC | 363K | $1M+ | SH |
| IEMG | ISHARES INC | 1.2M | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 2.3M | $1M+ | SH |
| SHY | ISHARES TR | 893K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 503K | $1M+ | SH |
| AVGO | BROADCOM INC | 182K | $1M+ | SH |
| GOOG | ALPHABET INC | 198K | $1M+ | SH |
| DBEF | DBX ETF TR | 1.3M | $1M+ | SH |
| SLV | ISHARES SILVER TR | 945K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.2M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| GOOGL | ALPHABET INC | 185K | $1M+ | SH |
| SGOV | ISHARES TR | 561K | $1M+ | SH |
| META | META PLATFORMS INC | 83K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 84K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.9M | $1M+ | SH |
| GLD | SPDR GOLD TR | 128K | $1M+ | SH |
| IEFA | ISHARES TR | 554K | $1M+ | SH |
| TSLA | TESLA INC | 103K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 920K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 619K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 876K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 121K | $1M+ | SH |
| LLY | ELI LILLY & CO | 36K | $1M+ | SH |
| IUSG | ISHARES TR | 229K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 59K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 779K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 69K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 102K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 524K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 124K | $1M+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 655K | $1M+ | SH |
| IWF | ISHARES TR | 48K | $1M+ | SH |
| EFA | ISHARES TR | 234K | $1M+ | SH |
| V | VISA INC | 62K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 84K | $1M+ | SH |