Bluesphere Advisors LLC

CIK 0001844108 • 4 13F filings • Jan 21, 2026 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $200.5M90 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$285K	0.1%	737 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$336K	0.2%Prev: 0.1%	2,959 SH	Increased+582 SH
ALPHABET INC	CAP STK CL A	$4.8M	2.4%Prev: 2.1%	27,297 SH	Decreased+6,397 SH
ALPHABET INC	CAP STK CL C	$369K	0.2%Prev: 0.2%	2,078 SH	Decreased+168 SH
ALTRIA GROUP INC	COM	$409K	0.2%Prev: 0.2%	6,975 SH	Decreased+179 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 0.6%	7,657 SH	Decreased-424 SH
APPLE INC	COM	$1.7M	0.9%Prev: 1.0%	8,363 SH	Decreased-2,535 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.1%Prev: 0.7%	4,628 SH	Increased+377 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.3M	1.6%Prev: 0.8%	61,959 SH	Increased+20,423 SH
BROADCOM INC	COM	$440K	0.2%Prev: 0.3%	1,598 SH	Decreased-681 SH
CITIGROUP INC	COM NEW	$351K	0.2%Prev: 0.2%	4,126 SH	Decreased-36 SH
CITIZENS FINL GROUP INC	COM	$678K	0.3%Prev: 0.3%	15,146 SH	Decreased-34 SH
CONSTELLATION ENERGY CORP	COM	$524K	0.3%	1,623 SH	New
COSTCO WHSL CORP NEW	COM	$415K	0.2%	420 SH	New
DEERE & CO	COM	$719K	0.4%	1,414 SH	New
ELI LILLY & CO	COM	$1.2M	0.6%Prev: 0.5%	1,550 SH	Decreased+29 SH
EQT CORP	COM	$453K	0.2%Prev: 0.2%	7,760 SH	Decreased
EXXON MOBIL CORP	COM	$225K	0.1%Prev: 0.2%	2,090 SH	Decreased-525 SH
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.6%Prev: 0.5%	1,618 SH	Decreased+18 SH
HARBOR ETF TRUST	LONG TERM GROWER	$528K	0.3%Prev: 0.1%	18,125 SH	Increased+5,663 SH
HARTFORD INSURANCE GROUP INC	COM	$372K	0.2%Prev: 0.1%	2,930 SH	Increased+222 SH
HOME DEPOT INC	COM	$680K	0.3%Prev: 0.2%	1,856 SH	Increased-6 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$207K	0.1%Prev: 0.1%	7,958 SH	Decreased
INNOVATOR ETFS TRUST	US EQT PWR BUF	$221K	0.1%Prev: 0.1%	5,926 SH	Increased+637 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$277K	0.1%Prev: 0.1%	6,200 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$287K	0.1%Prev: 0.1%	6,796 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$817K	0.4%Prev: 0.6%	4,497 SH	Decreased-3,574 SH
INVESCO QQQ TR	UNIT SER 1	$533K	0.3%Prev: 0.2%	966 SH	Increased+50 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$228K	0.1%	3,726 SH	New
ISHARES SILVER TR	ISHARES	$264K	0.1%Prev: 0.4%	8,056 SH	Decreased-7,156 SH
ISHARES TR	CORE DIV GRWTH	$498K	0.2%Prev: 0.4%	7,796 SH	Decreased-7,823 SH
ISHARES TR	CORE S&P500 ETF	$55.1M	27.5%Prev: 28.9%	88,668 SH	Decreased-35,847 SH
ISHARES TR	FLTG RATE NT ETF	$583K	0.3%	11,426 SH	New
ISHARES TR	GLOBAL 100 ETF	$8.3M	4.2%Prev: 5.7%	77,301 SH	Decreased-55,992 SH
ISHARES TR	INTL SEL DIV ETF	$1.0M	0.5%Prev: 0.7%	29,784 SH	Decreased-17,176 SH
ISHARES TR	RUS 1000 GRW ETF	$35.7M	17.8%Prev: 18.6%	84,016 SH	Decreased-38,930 SH
ISHARES TR	RUS TP200 GR ETF	$11.1M	5.6%Prev: 4.5%	45,188 SH	Decreased-5,660 SH
ISHARES TR	RUSSELL 2000 ETF	$253K	0.1%Prev: 0.2%	1,170 SH	Decreased-836 SH
ISHARES TR	S&P 500 GRWT ETF	$212K	0.1%Prev: 0.2%	1,928 SH	Decreased-4,024 SH
ISHARES TR	US AER DEF ETF	$5.2M	2.6%Prev: 2.4%	27,574 SH	Decreased-3,606 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.6%	4,153 SH	New
KEARNY FINL CORP MD	COM	$89K	0.0%Prev: 0.0%	13,804 SH	Decreased
M & T BK CORP	COM	$1.1M	0.5%Prev: 0.4%	5,557 SH	Decreased
META PLATFORMS INC	CL A	$1.6M	0.8%Prev: 0.3%	2,101 SH	Increased+703 SH
MICROSOFT CORP	COM	$7.5M	3.7%Prev: 2.1%	15,090 SH	Increased-543 SH
MONDELEZ INTL INC	CL A	$446K	0.2%Prev: 0.1%	6,609 SH	Increased+39 SH
MOTOROLA SOLUTIONS INC	COM NEW	$374K	0.2%Prev: 0.1%	890 SH	Increased+37 SH
NETFLIX INC	COM	$2.1M	1.0%	1,557 SH	New
NVIDIA CORPORATION	COM	$3.7M	1.8%Prev: 2.0%	23,355 SH	Decreased-9,060 SH
ORACLE CORP	COM	$401K	0.2%	1,835 SH	New
PALO ALTO NETWORKS INC	COM	$1.6M	0.8%Prev: 0.5%	8,015 SH	Increased-141 SH
PENSKE AUTOMOTIVE GRP INC	COM	$1.4M	0.7%Prev: 0.4%	8,128 SH	Increased-58 SH
PHILIP MORRIS INTL INC	COM	$3.1M	1.6%Prev: 1.0%	17,270 SH	Increased+438 SH
PIMCO ETF TR	MULTISECTOR BD	$909K	0.5%Prev: 0.9%	34,261 SH	Decreased-60,131 SH
PROCTER AND GAMBLE CO	COM	$467K	0.2%	2,931 SH	New
PROVIDENT FINL SVCS INC	COM	$175K	0.1%Prev: 0.1%	10,000 SH	Decreased
QUALCOMM INC	COM	$330K	0.2%Prev: 0.1%	2,073 SH	Increased+171 SH
SAP SE	SPON ADR	$208K	0.1%	685 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$617K	0.3%	11,780 SH	New
SIMPLIFY EXCHANGE TRADED FUN	COMMODITIES STRA	$301K	0.1%Prev: 0.1%	10,691 SH	Decreased+347 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$458K	0.2%	1,040 SH	New
SPDR GOLD TR	GOLD SHS	$4.0M	2.0%Prev: 1.4%	13,209 SH	Increased+4,011 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$491K	0.2%	8,224 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$203K	0.1%	329 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.3M	0.6%	17,336 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$443K	0.2%	8,461 SH	New
SPINNAKER ETF SERIES	SELECT STOXX EUR	$1.3M	0.7%Prev: 0.4%	30,809 SH	Increased+307 SH
SPOTIFY TECHNOLOGY S A	SHS	$400K	0.2%Prev: 0.1%	521 SH	Increased
STARBUCKS CORP	COM	$205K	0.1%	2,240 SH	New
TJX COS INC NEW	COM	$715K	0.4%Prev: 0.3%	5,789 SH	Decreased-303 SH
UBER TECHNOLOGIES INC	COM	$421K	0.2%	4,514 SH	New
UNITEDHEALTH GROUP INC	COM	$485K	0.2%Prev: 1.1%	1,555 SH	Decreased-9,865 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.1M	1.1%Prev: 1.5%	7,559 SH	Decreased-3,332 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$604K	0.3%Prev: 0.1%	1,522 SH	Increased+505 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.6M	0.8%Prev: 0.4%	8,458 SH	Increased+3,073 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$713K	0.4%Prev: 0.3%	3,701 SH	Decreased-14 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$558K	0.3%Prev: 0.2%	6,270 SH	Increased+986 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	2.2%Prev: 1.3%	7,616 SH	Increased+1,538 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$824K	0.4%Prev: 0.3%	7,550 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.7%Prev: 0.5%	6,413 SH	Decreased-499 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$642K	0.3%Prev: 0.3%	11,257 SH	Decreased-1,903 SH
VANGUARD WORLD FD	CONSUM STP ETF	$384K	0.2%Prev: 0.3%	1,755 SH	Decreased-1,947 SH
VANGUARD WORLD FD	FINANCIALS ETF	$375K	0.2%Prev: 0.1%	2,945 SH	Increased+22 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$2.3M	1.1%Prev: 0.6%	9,265 SH	Increased+2,957 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$349K	0.2%Prev: 0.2%	1,247 SH	Decreased-331 SH
VANGUARD WORLD FD	INF TECH ETF	$215K	0.1%Prev: 0.1%	324 SH	Decreased-23 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.2M	0.6%Prev: 0.5%	7,063 SH	Decreased+154 SH
VERTIV HOLDINGS CO	COM CL A	$361K	0.2%Prev: 0.3%	2,809 SH	Decreased
WALMART INC	COM	$505K	0.3%Prev: 0.2%	5,169 SH	Decreased-464 SH
WISDOMTREE TR	US QTLY DIV GRT	$385K	0.2%Prev: 0.1%	4,600 SH	Decreased+5 SH

Sold (vs prior filing)

ABBVIE INC — $338K
DEVON ENERGY CORP NEW — $239K
DIMENSIONAL ETF TRUST — $461K
DOW HLDGS INC — $256K
FIRST TR EXCHANGE-TRADED FD — $223K
GLOBAL X FDS — $291K
GMO ETF TRUST — $716K
INNOVATOR ETFS TRUST — $280K
INVESCO DB MULTI-SECTOR COMM — $332K
ISHARES TR — $201K
ISHARES TR — $358K
ISHARES TR — $293K
ISHARES TR — $218K
J P MORGAN EXCHANGE TRADED F — $1.3M
JOHNSON & JOHNSON — $238K
JPMORGAN CHASE & CO — $1.1M
LOCKHEED MARTIN CORP — $241K
MERCK & CO INC — $239K
MICRON TECHNOLOGY INC — $401K
NETFLIX INC. — $1.3M
… and 27 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001951757-26-001679	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000238	$226.1M	View
Nov 3, 2025	Q3 2025