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Bleakley Financial Group, LLC - Portfolio Stock Holdings

Bleakley Financial Group, LLC disclosed 984 stock positions in a recent SEC 13F filing. $7,827,430,269 of stock holdings were filed, with the largest holdings including IVV, AAPL, and IJH. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.

We estimate the fund has a total AUM of $15,127,499,616 and has 205 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

984

Est. Stock Holding Value:

$7,827,430,269

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bleakley Financial Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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