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: $218.1M95 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$260K	0.1%	737 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$540K	0.2%	3,023 SH	New
ALPHABET INC	CAP STK CL A	$6.2M	2.8%Prev: 2.3%	25,470 SH	Decreased+4,982 SH
ALPHABET INC	CAP STK CL C	$480K	0.2%Prev: 0.2%	1,969 SH	Decreased+292 SH
ALTRIA GROUP INC	COM	$470K	0.2%Prev: 0.2%	7,115 SH	Decreased+248 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 0.6%	7,757 SH	Decreased-555 SH
APPLE INC	COM	$2.1M	1.0%Prev: 1.0%	8,348 SH	Decreased-2,682 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.0%Prev: 0.7%	4,357 SH	Decreased-104 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.2M	1.5%	60,858 SH	New
BROADCOM INC	COM	$579K	0.3%Prev: 0.3%	1,755 SH	Decreased-584 SH
CITIGROUP INC	COM NEW	$426K	0.2%Prev: 0.2%	4,193 SH	Decreased-47 SH
CITIZENS FINL GROUP INC	COM	$807K	0.4%Prev: 0.3%	15,180 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$481K	0.2%	1,461 SH	New
COSTCO WHSL CORP NEW	COM	$388K	0.2%	420 SH	New
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.6%	1,516 SH	Decreased-16 SH
EQT CORP	COM	$422K	0.2%Prev: 0.1%	7,760 SH	Increased-181 SH
GOLDMAN SACHS GROUP INC	COM	$1.3M	0.6%Prev: 0.5%	1,608 SH	Decreased+8 SH
HARBOR ETF TRUST	LONG TERM GROWER	$684K	0.3%Prev: 0.3%	21,966 SH	Decreased-6,011 SH
HARTFORD INSURANCE GROUP INC	COM	$391K	0.2%Prev: 0.1%	2,930 SH	Increased+222 SH
HOME DEPOT INC	COM	$762K	0.3%Prev: 0.2%	1,880 SH	Increased+18 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$212K	0.1%Prev: 0.1%	7,958 SH	Decreased
INNOVATOR ETFS TRUST	US EQT PWR BUF	$227K	0.1%Prev: 0.1%	5,926 SH	Increased+637 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$279K	0.1%Prev: 0.1%	7,108 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$293K	0.1%Prev: 0.1%	6,200 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$298K	0.1%Prev: 0.1%	6,796 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$853K	0.4%Prev: 0.5%	4,497 SH	Decreased-3,574 SH
INVESCO QQQ TR	UNIT SER 1	$550K	0.3%Prev: 0.2%	916 SH	Decreased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$486K	0.2%	7,473 SH	New
ISHARES SILVER TR	ISHARES	$386K	0.2%Prev: 0.2%	9,106 SH	Decreased-3,706 SH
ISHARES TR	CORE DIV GRWTH	$548K	0.3%Prev: 0.4%	8,047 SH	Decreased-10,352 SH
ISHARES TR	CORE S&P500 ETF	$57.4M	26.3%Prev: 28.7%	85,771 SH	Decreased-38,309 SH
ISHARES TR	FLTG RATE NT ETF	$462K	0.2%	9,053 SH	New
ISHARES TR	GLOBAL 100 ETF	$9.1M	4.2%Prev: 5.6%	75,456 SH	Decreased-57,527 SH
ISHARES TR	INTL SEL DIV ETF	$974K	0.4%Prev: 0.7%	26,653 SH	Decreased-27,265 SH
ISHARES TR	RUS 1000 GRW ETF	$38.3M	17.6%Prev: 18.9%	81,841 SH	Decreased-410,156 SH
ISHARES TR	RUS 1000 VAL ETF	$201K	0.1%Prev: 0.1%	986 SH	Decreased-37 SH
ISHARES TR	RUS TP200 GR ETF	$11.7M	5.4%Prev: 4.3%	42,820 SH	Decreased-5,220 SH
ISHARES TR	RUSSELL 2000 ETF	$600K	0.3%Prev: 0.2%	2,478 SH	Decreased+78 SH
ISHARES TR	S&P 500 GRWT ETF	$233K	0.1%Prev: 0.3%	1,928 SH	Decreased-4,024 SH
ISHARES TR	US AER DEF ETF	$5.6M	2.6%Prev: 2.3%	26,594 SH	Decreased-4,178 SH
J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$1.3M	0.6%	25,325 SH	New
JPMORGAN CHASE & CO.	COM	$1.3M	0.6%	4,191 SH	New
KEARNY FINL CORP MD	COM	$91K	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	0.7%Prev: 0.3%	2,121 SH	Increased+584 SH
MICROSOFT CORP	COM	$7.6M	3.5%Prev: 1.8%	14,665 SH	Increased-945 SH
MONDELEZ INTL INC	CL A	$415K	0.2%Prev: 0.1%	6,649 SH	Increased+30 SH
MOTOROLA SOLUTIONS INC	COM NEW	$390K	0.2%Prev: 0.1%	853 SH	Increased
NETFLIX INC	COM	$1.8M	0.8%	1,467 SH	New
NVIDIA CORPORATION	COM	$4.4M	2.0%Prev: 2.3%	23,586 SH	Decreased-13,060 SH
ORACLE CORP	COM	$543K	0.2%	1,931 SH	New
PALO ALTO NETWORKS INC	COM	$1.7M	0.8%Prev: 0.9%	8,156 SH	Decreased
PENSKE AUTOMOTIVE GRP INC	COM	$1.4M	0.6%Prev: 0.5%	8,144 SH	Decreased-61 SH
PHILIP MORRIS INTL INC	COM	$2.9M	1.3%Prev: 0.9%	17,606 SH	Decreased+698 SH
PIMCO ETF TR	MULTISECTOR BD	$1.0M	0.5%Prev: 0.8%	37,862 SH	Decreased-54,421 SH
PROCTER AND GAMBLE CO	COM	$456K	0.2%	2,968 SH	New
PROVIDENT FINL SVCS INC	COM	$193K	0.1%Prev: 0.1%	10,000 SH	Decreased
QUALCOMM INC	COM	$317K	0.1%Prev: 0.1%	1,908 SH	Decreased+7 SH
SELECT SECTOR SPDR TR	FINANCIAL	$712K	0.3%	13,225 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$207K	0.1%	2,373 SH	New
SIMPLIFY EXCHANGE TRADED FUN	COMMODITIES STRA	$312K	0.1%	10,344 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$482K	0.2%	1,040 SH	New
SPDR GOLD TR	GOLD SHS	$3.0M	1.4%Prev: 0.9%	8,376 SH	Decreased+108 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$511K	0.2%	8,226 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$232K	0.1%	349 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.3M	0.6%	16,079 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$468K	0.2%	8,461 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$230K	0.1%	3,640 SH	New
SPINNAKER ETF SERIES	SELECT STOXX EUR	$1.9M	0.9%	41,190 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$364K	0.2%Prev: 0.1%	521 SH	Increased
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$267K	0.1%	8,282 SH	New
TESLA INC	COM	$213K	0.1%Prev: 0.1%	478 SH	Decreased-65 SH
THERMO FISHER SCIENTIFIC INC	COM	$227K	0.1%Prev: 0.1%	469 SH	Decreased-90 SH
TJX COS INC NEW	COM	$837K	0.4%Prev: 0.3%	5,789 SH	Decreased-369 SH
UBER TECHNOLOGIES INC	COM	$442K	0.2%	4,514 SH	New
UNITEDHEALTH GROUP INC	COM	$2.4M	1.1%Prev: 1.5%	6,925 SH	Decreased-4,520 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.3M	1.1%Prev: 2.2%	7,092 SH	Decreased-3,777 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$644K	0.3%Prev: 0.4%	1,478 SH	Decreased-12,781 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.7M	0.8%Prev: 0.4%	8,423 SH	Increased+3,020 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$779K	0.4%Prev: 0.3%	3,722 SH	Decreased-628 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$504K	0.2%Prev: 0.2%	5,508 SH	Decreased-341 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.5M	2.1%Prev: 1.4%	7,388 SH	Increased+985 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$910K	0.4%Prev: 0.3%	7,550 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.6%Prev: 0.5%	6,368 SH	Decreased-567 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$768K	0.4%Prev: 0.3%	12,818 SH	Decreased-1,101 SH
VANGUARD WORLD FD	CONSUM STP ETF	$361K	0.2%Prev: 0.3%	1,691 SH	Decreased-2,526 SH
VANGUARD WORLD FD	FINANCIALS ETF	$387K	0.2%Prev: 0.1%	2,948 SH	Increased+19 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$993K	0.5%Prev: 0.6%	3,827 SH	Decreased-3,177 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$371K	0.2%Prev: 0.2%	1,250 SH	Decreased-359 SH
VANGUARD WORLD FD	INF TECH ETF	$242K	0.1%Prev: 0.1%	324 SH	Decreased-3,225 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.5M	0.7%Prev: 0.4%	7,796 SH	Increased+1,098 SH
VERTIV HOLDINGS CO	COM CL A	$424K	0.2%Prev: 0.3%	2,809 SH	Decreased+303 SH
WALMART INC	COM	$533K	0.2%Prev: 0.2%	5,170 SH	Decreased-500 SH
WISDOMTREE TR	EFFICIENT GLD PL	$3.7M	1.7%Prev: 0.2%	47,152 SH	Increased+40,144 SH
WISDOMTREE TR	US QTLY DIV GRT	$409K	0.2%Prev: 0.1%	4,595 SH	Decreased

Sold (vs prior filing)

ABBVIE INC — $384K
BLACKROCK ETF TRUST II — $2.2M
CAPITOL SER TR — $208K
DIMENSIONAL ETF TRUST — $472K
GLOBAL X FDS — $259K
GLOBAL X FDS — $293K
GMO ETF TRUST — $824K
INNOVATOR ETFS TRUST — $268K
INVESCO DB MULTI-SECTOR COMM — $324K
ISHARES TR — $275K
ISHARES TR — $224K
ISHARES TR — $336K
J P MORGAN EXCHANGE TRADED F — $1.3M
J P MORGAN EXCHANGE TRADED F — $204K
JOHNSON & JOHNSON — $225K
JPMORGAN CHASE & CO — $1.2M
MERCK & CO INC — $256K
MICRON TECHNOLOGY INC — $1.5M
NETFLIX INC. — $941K
PHILLIPS 66 — $209K
… and 30 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