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 51–100 of 679
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 422K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 298K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 651K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 158K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 60K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 111K | $1M+ | SH |
| IWD | ISHARES TR | 83K | $1M+ | SH |
| WMT | WALMART INC | 156K | $1M+ | SH |
| ABBV | ABBVIE INC | 75K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 497K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 29K | $1M+ | SH |
| HD | HOME DEPOT INC | 47K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 90K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 467K | $1M+ | SH |
| GE | GE AEROSPACE | 51K | $1M+ | SH |
| HYS | PIMCO ETF TR | 166K | $1M+ | SH |
| BOND | PIMCO ETF TR | 164K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 79K | $1M+ | SH |
| CSCO | CISCO SYS INC | 184K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 135K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 42K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 46K | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 273K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 255K | $1M+ | SH |
| CAT | CATERPILLAR INC | 23K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 451K | $1M+ | SH |
| MRK | MERCK & CO INC | 126K | $1M+ | SH |
| NFLX | NETFLIX INC | 138K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 45K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 15K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 301K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 137K | $1M+ | SH |
| ABT | ABBOTT LABS | 98K | $1M+ | SH |
| RTX | RTX CORPORATION | 67K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 79K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 219K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 82K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 45K | $1M+ | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 236K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| KWEB | KRANESHARES TRUST | 330K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 177K | $1M+ | SH |
| KO | COCA COLA CO | 153K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 18K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 415K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 58K | $1M+ | SH |
| URTH | ISHARES INC | 55K | $1M+ | SH |
| ORCL | ORACLE CORP | 52K | $1M+ | SH |
| DIS | DISNEY WALT CO | 88K | $1M+ | SH |
| CRM | SALESFORCE INC | 37K | $1M+ | SH |