Bleakley Financial Group, LLC - Portfolio overview

Bleakley Financial Group, LLC has 807 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.26%
2. CEF - SPROTT ASSET MANAGEMENT LP, 3.09%
3. AAPL - APPLE INC, 2.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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