Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bleakley Financial Group, LLC (CIK 1936953) reported $6.39B across 755 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($340.7M, 5.33%), CEF ($200.1M, 3.13%), AAPL ($182.2M, 2.85%), IJH ($172.9M, 2.70%), IJR ($164.6M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $340.7M | 5.33% | 521,601 | Added |
| 2 | CEF | SPROTT ASSET MANAGEMENT LP | $200.1M | 3.13% | 4.2M | Trimmed |
| 3 | AAPL | APPLE INC | $182.2M | 2.85% | 717,733 | Added |
| 4 | IJH | ISHARES TR | $172.9M | 2.70% | 2.6M | Added |
| 5 | IJR | ISHARES TR | $164.6M | 2.58% | 1.3M | Added |
| 6 | VV | VANGUARD INDEX FDS | $158.2M | 2.48% | 529,356 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $136.6M | 2.14% | 783,079 | Added |
| 8 | VO | VANGUARD INDEX FDS | $135.8M | 2.12% | 472,704 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $127.2M | 1.99% | 195,658 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $113.6M | 1.78% | 579,032 | Added |
| 11 | CLIP | GLOBAL X FDS | $107.3M | 1.68% | 1.1M | Added |
| 12 | MSFT | MICROSOFT CORP | $105.1M | 1.64% | 284,019 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $100.8M | 1.58% | 230,880 | Added |
| 14 | IEMG | ISHARES INC | $96.8M | 1.51% | 1.4M | Added |
| 15 | AMZN | AMAZON COM INC | $79.9M | 1.25% | 383,493 | Added |
| 16 | PHYS | SPROTT ASSET MANAGEMENT LP | $78.7M | 1.23% | 2.2M | Trimmed |
| 17 | DBEF | DBX ETF TR | $74.0M | 1.16% | 1.5M | Added |
| 18 | SHY | ISHARES TR | $72.9M | 1.14% | 883,398 | Trimmed |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $67.4M | 1.05% | 487,491 | Trimmed |
| 20 | VTEB | VANGUARD MUN BD FDS | $65.6M | 1.03% | 1.3M | Added |
| 21 | IEFA | ISHARES TR | $61.9M | 0.97% | 683,716 | Added |
| 22 | SGOV | ISHARES TR | $58.6M | 0.92% | 582,145 | Added |
| 23 | GOOGL | ALPHABET INC | $57.9M | 0.91% | 201,193 | Added |
| 24 | AVGO | BROADCOM INC | $57.7M | 0.90% | 186,537 | Added |
| 25 | GOOG | ALPHABET INC | $57.5M | 0.90% | 200,415 | Added |
Source: SEC Form 13F filings · as of 2026-03-31