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: $226.1M96 positionsView on SEC.gov

			% of Portfolio
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$391K	0.2%Prev: 0.2%	2,670 SH	Decreased-353 SH
ALPHABET INC	CAP STK CL A	$7.6M	3.4%Prev: 2.8%	24,300 SH	Increased-1,170 SH
ALPHABET INC	CAP STK CL C	$618K	0.3%Prev: 0.2%	1,969 SH	Increased
ALTRIA GROUP INC	COM	$390K	0.2%Prev: 0.2%	6,761 SH	Decreased-354 SH
AMAZON COM INC	COM	$1.9M	0.8%Prev: 0.8%	8,062 SH	Increased+305 SH
APPLE INC	COM	$2.3M	1.0%Prev: 1.0%	8,300 SH	Increased-48 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.9%Prev: 1.0%	4,246 SH	Decreased-111 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.4M	1.5%Prev: 1.5%	63,665 SH	Increased+2,807 SH
BROADCOM INC	COM	$661K	0.3%Prev: 0.3%	1,910 SH	Increased+155 SH
CITIGROUP INC	COM NEW	$486K	0.2%Prev: 0.2%	4,162 SH	Increased-31 SH
CITIZENS FINL GROUP INC	COM	$887K	0.4%Prev: 0.4%	15,180 SH	Increased
CONSTELLATION ENERGY CORP	COM	$579K	0.3%Prev: 0.2%	1,640 SH	Increased+179 SH
ELI LILLY & CO	COM	$1.6M	0.7%Prev: 0.5%	1,519 SH	Increased+3 SH
EQT CORP	COM	$416K	0.2%Prev: 0.2%	7,760 SH	Decreased
GLOBAL X FDS	GLOBAL X COPPER	$273K	0.1%	3,806 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.6%Prev: 0.6%	1,620 SH	Increased+12 SH
HARBOR ETF TRUST	LONG TERM GROWER	$608K	0.3%Prev: 0.3%	19,557 SH	Decreased-2,409 SH
HARTFORD INSURANCE GROUP INC	COM	$373K	0.2%Prev: 0.2%	2,708 SH	Decreased-222 SH
HOME DEPOT INC	COM	$640K	0.3%Prev: 0.3%	1,859 SH	Decreased-21 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$214K	0.1%Prev: 0.1%	7,958 SH	Increased
INNOVATOR ETFS TRUST	US EQT PWR BUF	$232K	0.1%Prev: 0.1%	5,926 SH	Increased
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$284K	0.1%Prev: 0.1%	7,108 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$302K	0.1%Prev: 0.1%	6,200 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$305K	0.1%Prev: 0.1%	6,796 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$861K	0.4%Prev: 0.4%	4,497 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$563K	0.2%Prev: 0.3%	916 SH	Increased
ISHARES INC	MSCI GLB SLV&MTL	$374K	0.2%	10,918 SH	New
ISHARES SILVER TR	ISHARES	$1.9M	0.8%Prev: 0.2%	29,131 SH	Increased+20,025 SH
ISHARES TR	CORE DIV GRWTH	$739K	0.3%Prev: 0.3%	10,650 SH	Increased+2,603 SH
ISHARES TR	CORE S&P500 ETF	$59.5M	26.3%Prev: 26.3%	86,874 SH	Increased+1,103 SH
ISHARES TR	FLTG RATE NT ETF	$332K	0.1%Prev: 0.2%	6,518 SH	Decreased-2,535 SH
ISHARES TR	GLOBAL 100 ETF	$9.5M	4.2%Prev: 4.2%	75,374 SH	Increased-82 SH
ISHARES TR	INTL SEL DIV ETF	$1.2M	0.5%Prev: 0.4%	29,228 SH	Increased+2,575 SH
ISHARES TR	RUS 1000 GRW ETF	$39.1M	17.3%Prev: 17.6%	82,695 SH	Increased+854 SH
ISHARES TR	RUS 1000 VAL ETF	$208K	0.1%Prev: 0.1%	990 SH	Increased+4 SH
ISHARES TR	RUS TP200 GR ETF	$11.5M	5.1%Prev: 5.4%	41,418 SH	Decreased-1,402 SH
ISHARES TR	RUSSELL 2000 ETF	$497K	0.2%Prev: 0.3%	2,020 SH	Decreased-458 SH
ISHARES TR	S&P 500 GRWT ETF	$238K	0.1%Prev: 0.1%	1,928 SH	Increased
ISHARES TR	US AER DEF ETF	$5.7M	2.5%Prev: 2.6%	26,441 SH	Increased-153 SH
J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$1.3M	0.6%Prev: 0.6%	25,524 SH	Increased+199 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.6%Prev: 0.6%	4,204 SH	Increased+13 SH
KEARNY FINL CORP MD	COM	$102K	0.0%Prev: 0.0%	13,804 SH	Increased
M & T BK CORP	COM	$1.1M	0.5%Prev: 0.5%	5,557 SH	Increased
MERCK & CO INC	COM	$209K	0.1%	1,984 SH	New
META PLATFORMS INC	CL A	$1.5M	0.6%Prev: 0.7%	2,209 SH	Decreased+88 SH
MICROSOFT CORP	COM	$7.1M	3.1%Prev: 3.5%	14,667 SH	Decreased+2 SH
MONDELEZ INTL INC	CL A	$360K	0.2%Prev: 0.2%	6,695 SH	Decreased+46 SH
MOTOROLA SOLUTIONS INC	COM NEW	$327K	0.1%Prev: 0.2%	853 SH	Decreased
NETFLIX INC	COM	$1.3M	0.6%Prev: 0.8%	14,345 SH	Decreased+12,878 SH
NVIDIA CORPORATION	COM	$4.6M	2.0%Prev: 2.0%	24,781 SH	Increased+1,195 SH
ORACLE CORP	COM	$376K	0.2%Prev: 0.2%	1,931 SH	Decreased
PALO ALTO NETWORKS INC	COM	$1.5M	0.7%Prev: 0.8%	8,156 SH	Decreased
PENSKE AUTOMOTIVE GRP INC	COM	$1.3M	0.6%Prev: 0.6%	8,165 SH	Decreased+21 SH
PHILIP MORRIS INTL INC	COM	$2.8M	1.3%Prev: 1.3%	17,691 SH	Decreased+85 SH
PIMCO ETF TR	MULTISECTOR BD	$2.6M	1.2%Prev: 0.5%	97,709 SH	Increased+59,847 SH
PROCTER AND GAMBLE CO	COM	$372K	0.2%Prev: 0.2%	2,598 SH	Decreased-370 SH
PROVIDENT FINL SVCS INC	COM	$198K	0.1%Prev: 0.1%	10,000 SH	Increased
QUALCOMM INC	COM	$325K	0.1%Prev: 0.1%	1,902 SH	Increased-6 SH
RBB FUND TRUST	FIRST EAGLE OVER	$875K	0.4%	18,102 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$873K	0.4%	15,936 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$204K	0.1%	4,786 SH	New
SIMPLIFY EXCHANGE TRADED FUN	COMMODITIES STRA	$307K	0.1%Prev: 0.1%	10,344 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$488K	0.2%Prev: 0.2%	1,015 SH	Increased-25 SH
SPDR GOLD TR	GOLD SHS	$3.7M	1.6%Prev: 1.4%	9,299 SH	Increased+923 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$531K	0.2%Prev: 0.2%	8,249 SH	Increased+23 SH
SPDR S&P 500 ETF TR	TR UNIT	$238K	0.1%Prev: 0.1%	349 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	0.9%	27,937 SH	New
SPINNAKER ETF SERIES	SELECT STOXX EUR	$1.4M	0.6%Prev: 0.9%	33,625 SH	Decreased-7,565 SH
SPOTIFY TECHNOLOGY S A	SHS	$303K	0.1%Prev: 0.2%	521 SH	Decreased
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$269K	0.1%Prev: 0.1%	8,282 SH	Increased
TESLA INC	COM	$246K	0.1%Prev: 0.1%	547 SH	Increased+69 SH
THERMO FISHER SCIENTIFIC INC	COM	$272K	0.1%Prev: 0.1%	469 SH	Increased
TJX COS INC NEW	COM	$890K	0.4%Prev: 0.4%	5,792 SH	Increased+3 SH
UBER TECHNOLOGIES INC	COM	$345K	0.2%Prev: 0.2%	4,218 SH	Decreased-296 SH
UNITEDHEALTH GROUP INC	COM	$2.8M	1.2%Prev: 1.1%	8,472 SH	Increased+1,547 SH
VANECK ETF TRUST	GOLD MINERS ETF	$402K	0.2%	4,684 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.6M	1.1%Prev: 1.1%	7,157 SH	Increased+65 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$526K	0.2%Prev: 0.3%	1,184 SH	Decreased-294 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.7M	0.7%Prev: 0.8%	8,212 SH	Increased-211 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$781K	0.3%Prev: 0.4%	3,733 SH	Increased+11 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$480K	0.2%Prev: 0.2%	5,424 SH	Decreased-84 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	1.9%Prev: 2.1%	7,016 SH	Decreased-372 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$919K	0.4%Prev: 0.4%	7,550 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	0.7%Prev: 0.6%	7,147 SH	Increased+779 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$819K	0.4%Prev: 0.4%	13,118 SH	Increased+300 SH
VANGUARD WORLD FD	CONSUM STP ETF	$292K	0.1%Prev: 0.2%	1,384 SH	Decreased-307 SH
VANGUARD WORLD FD	FINANCIALS ETF	$394K	0.2%Prev: 0.2%	2,953 SH	Increased+5 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.6M	0.7%Prev: 0.5%	5,680 SH	Increased+1,853 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$374K	0.2%Prev: 0.2%	1,254 SH	Increased+4 SH
VANGUARD WORLD FD	INF TECH ETF	$262K	0.1%Prev: 0.1%	347 SH	Increased+23 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.3M	0.6%Prev: 0.7%	7,143 SH	Decreased-653 SH
VERTIV HOLDINGS CO	COM CL A	$494K	0.2%Prev: 0.2%	3,049 SH	Increased+240 SH
WALMART INC	COM	$578K	0.3%Prev: 0.2%	5,184 SH	Increased+14 SH
WISDOMTREE TR	EFFICIENT GLD PL	$1.3M	0.6%Prev: 1.7%	14,460 SH	Decreased-32,692 SH
WISDOMTREE TR	US QTLY DIV GRT	$411K	0.2%Prev: 0.2%	4,595 SH	Increased
WORLD GOLD TR	SPDR GLD MINIS	$217K	0.1%	2,546 SH	New

Sold (vs prior filing)

ADOBE INC — $260K
COSTCO WHSL CORP NEW — $388K
ISHARES BITCOIN TRUST ETF — $486K
SELECT SECTOR SPDR TR — $712K
SELECT SECTOR SPDR TR — $207K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $468K
SPDR SERIES TRUST — $230K

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