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: $323.9M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$384K	0.1%	1,525 SH	New
ALPHABET INC	CAP STK CL A	$7.3M	2.3%Prev: 2.4%	20,488 SH	Increased-6,809 SH
ALPHABET INC	CAP STK CL C	$593K	0.2%Prev: 0.2%	1,677 SH	Increased-401 SH
ALTRIA GROUP INC	COM	$494K	0.2%Prev: 0.2%	6,867 SH	Increased-108 SH
AMAZON COM INC	COM	$2.0M	0.6%Prev: 0.8%	8,312 SH	Increased+655 SH
APPLE INC	COM	$3.2M	1.0%Prev: 0.9%	11,030 SH	Increased+2,667 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	0.7%Prev: 1.1%	4,461 SH	Decreased-167 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$2.2M	0.7%	41,088 SH	New
BROADCOM INC	COM	$884K	0.3%Prev: 0.2%	2,339 SH	Increased+741 SH
CAPITOL SER TR	FAIR TA SECT ETF	$208K	0.1%	6,561 SH	New
CITIGROUP INC	COM NEW	$593K	0.2%Prev: 0.2%	4,240 SH	Increased+114 SH
CITIZENS FINL GROUP INC	COM	$1.1M	0.3%Prev: 0.3%	15,180 SH	Increased+34 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$472K	0.1%	8,739 SH	New
ELI LILLY & CO	COM	$1.8M	0.6%Prev: 0.6%	1,532 SH	Increased-18 SH
EQT CORP	COM	$422K	0.1%Prev: 0.2%	7,941 SH	Decreased+181 SH
GLOBAL X FDS	AI SEMI QUAN ETF	$259K	0.1%	2,435 SH	New
GLOBAL X FDS	GLOBAL X COPPER	$293K	0.1%	3,806 SH	New
GMO ETF TRUST	US QUALITY ETF	$824K	0.3%	19,797 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.6M	0.5%Prev: 0.6%	1,600 SH	Increased-18 SH
HARBOR ETF TRUST	LONG TERM GROWER	$908K	0.3%Prev: 0.3%	27,977 SH	Increased+9,852 SH
HARTFORD INSURANCE GROUP INC	COM	$359K	0.1%Prev: 0.2%	2,708 SH	Decreased-222 SH
HOME DEPOT INC	COM	$657K	0.2%Prev: 0.3%	1,862 SH	Decreased+6 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$220K	0.1%Prev: 0.1%	7,958 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$268K	0.1%	9,772 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$223K	0.1%Prev: 0.1%	5,289 SH	Increased-637 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$299K	0.1%	7,108 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$326K	0.1%Prev: 0.1%	6,200 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$322K	0.1%Prev: 0.1%	6,796 SH	Increased
INVESCO DB MULTI-SECTOR COMM	AGRICULTURE FD	$324K	0.1%	12,160 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	0.5%Prev: 0.4%	8,071 SH	Increased+3,574 SH
INVESCO QQQ TR	UNIT SER 1	$675K	0.2%Prev: 0.3%	916 SH	Increased-50 SH
ISHARES SILVER TR	ISHARES	$685K	0.2%Prev: 0.1%	12,812 SH	Increased+4,756 SH
ISHARES TR	COPPER & METALS	$275K	0.1%	5,591 SH	New
ISHARES TR	CORE DIV GRWTH	$1.4M	0.4%Prev: 0.2%	18,399 SH	Increased+10,603 SH
ISHARES TR	CORE S&P500 ETF	$92.9M	28.7%Prev: 27.5%	124,080 SH	Increased+35,412 SH
ISHARES TR	GLOBAL 100 ETF	$18.2M	5.6%Prev: 4.2%	132,983 SH	Increased+55,682 SH
ISHARES TR	INTL SEL DIV ETF	$2.2M	0.7%Prev: 0.5%	53,918 SH	Increased+24,134 SH
ISHARES TR	ISHARES SEMICDTR	$224K	0.1%	350 SH	New
ISHARES TR	MSCI USA QLT FCT	$336K	0.1%	1,529 SH	New
ISHARES TR	RUS 1000 GRW ETF	$61.1M	18.9%Prev: 17.8%	491,997 SH	Increased+407,981 SH
ISHARES TR	RUS 1000 VAL ETF	$248K	0.1%	1,023 SH	New
ISHARES TR	RUS TP200 GR ETF	$14.0M	4.3%Prev: 5.6%	48,040 SH	Increased+2,852 SH
ISHARES TR	RUSSELL 2000 ETF	$721K	0.2%Prev: 0.1%	2,400 SH	Increased+1,230 SH
ISHARES TR	S&P 500 GRWT ETF	$819K	0.3%Prev: 0.1%	5,952 SH	Increased+4,024 SH
ISHARES TR	US AER DEF ETF	$7.5M	2.3%Prev: 2.6%	30,772 SH	Increased+3,198 SH
J P MORGAN EXCHANGE TRADED F	FLEXI DEBT ETF	$1.3M	0.4%	26,166 SH	New
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$204K	0.1%	2,615 SH	New
JOHNSON & JOHNSON	COM	$225K	0.1%	887 SH	New
JPMORGAN CHASE & CO	COM	$1.2M	0.4%	3,690 SH	New
KEARNY FINL CORP MD	COM	$131K	0.0%Prev: 0.0%	13,804 SH	Increased
M & T BK CORP	COM	$1.3M	0.4%Prev: 0.5%	5,557 SH	Increased
MERCK & CO INC	COM	$256K	0.1%	1,990 SH	New
META PLATFORMS INC	CL A	$866K	0.3%Prev: 0.8%	1,537 SH	Decreased-564 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.5%	1,269 SH	New
MICROSOFT CORP	COM	$5.8M	1.8%Prev: 3.7%	15,610 SH	Decreased+520 SH
MONDELEZ INTL INC	CL A	$383K	0.1%Prev: 0.2%	6,619 SH	Decreased+10 SH
MOTOROLA SOLUTIONS INC	COM NEW	$354K	0.1%Prev: 0.2%	853 SH	Decreased-37 SH
NETFLIX INC.	COM	$941K	0.3%	13,173 SH	New
NVIDIA CORPORATION	COM	$7.3M	2.3%Prev: 1.8%	36,646 SH	Increased+13,291 SH
PALO ALTO NETWORKS INC	COM	$2.8M	0.9%Prev: 0.8%	8,156 SH	Increased+141 SH
PENSKE AUTOMOTIVE GRP INC	COM	$1.5M	0.5%Prev: 0.7%	8,205 SH	Increased+77 SH
PHILIP MORRIS INTL INC	COM	$3.1M	0.9%Prev: 1.6%	16,908 SH	Decreased-362 SH
PHILLIPS 66	COM	$209K	0.1%	1,239 SH	New
PIMCO ETF TR	MULTISECTOR BD	$2.4M	0.8%Prev: 0.5%	92,283 SH	Increased+58,022 SH
PROCTER & GAMBLE CO	COM	$315K	0.1%	2,147 SH	New
PROVIDENT FINL SVCS INC	COM	$236K	0.1%Prev: 0.1%	10,000 SH	Increased
QUALCOMM INC	COM	$351K	0.1%Prev: 0.2%	1,901 SH	Increased-172 SH
RBB FUND TRUST	FIRS EAGL OV ETF	$1.6M	0.5%	29,277 SH	New
RTX CORPORATION	COM	$214K	0.1%	1,131 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$339K	0.1%	11,523 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$1.2M	0.4%	22,768 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$229K	0.1%	1,234 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$242K	0.1%	1,268 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$206K	0.1%	4,540 SH	New
SIMPLIFY EXCHANGE TRADED FUN	COMM ST NO K ETF	$307K	0.1%	10,344 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$783K	0.2%	4,580 SH	New
SPDR GOLD TR	GOLD SHS	$3.0M	0.9%Prev: 2.0%	8,268 SH	Decreased-4,941 SH
SPDR SERIES TRUST	ST STR P500ETF	$5.0M	1.5%	56,776 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$561K	0.2%	9,223 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$272K	0.1%	3,640 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$2.5M	0.8%	44,164 SH	New
SPINNAKER ETF SERIES	SELE STO EUR ETF	$1.3M	0.4%	31,963 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$239K	0.1%Prev: 0.2%	521 SH	Decreased
SPROTT FDS TR	ACTI GOL SIL ETF	$214K	0.1%	5,484 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$443K	0.1%	15,128 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$530K	0.2%	1,015 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$790K	0.2%	1,058 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$213K	0.1%	303 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAP APP PREM ETF	$442K	0.1%	19,917 SH	New
T ROWE PRICE EXCHANGE-TRADED	TECHNOLOGY ETF	$640K	0.2%	14,346 SH	New
T ROWE PRICE EXCHANGE-TRADED	US EQUI RESH ETF	$310K	0.1%	6,520 SH	New
TESLA INC	COM	$228K	0.1%	543 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$280K	0.1%	559 SH	New
TJX COS INC NEW	COM	$933K	0.3%Prev: 0.4%	6,158 SH	Increased+369 SH
TORONTO DOMINION BK ONT	COM NEW	$204K	0.1%	1,680 SH	New
UNITEDHEALTH GROUP INC	COM	$4.8M	1.5%Prev: 0.2%	11,445 SH	Increased+9,890 SH
VANECK ETF TRUST	REAL ASSETS ETF	$203K	0.1%	5,119 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$7.1M	2.2%Prev: 1.1%	10,869 SH	Increased+3,310 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.2M	0.4%Prev: 0.3%	14,259 SH	Increased+12,737 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.2M	0.4%Prev: 0.8%	5,403 SH	Decreased-3,055 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	0.3%Prev: 0.4%	4,350 SH	Increased+649 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$564K	0.2%Prev: 0.3%	5,849 SH	Increased-421 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	1.4%Prev: 2.2%	6,403 SH	Increased-1,213 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$506K	0.2%	1,367 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$545K	0.2%	9,237 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$965K	0.3%Prev: 0.4%	7,550 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	0.5%Prev: 0.7%	6,935 SH	Increased+522 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$992K	0.3%Prev: 0.3%	13,919 SH	Increased+2,662 SH
VANGUARD WORLD FD	CONSUM STP ETF	$951K	0.3%Prev: 0.2%	4,217 SH	Increased+2,462 SH
VANGUARD WORLD FD	ENERGY ETF	$353K	0.1%	2,354 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$386K	0.1%Prev: 0.2%	2,929 SH	Increased-16 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$2.1M	0.6%Prev: 1.1%	7,004 SH	Decreased-2,261 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$580K	0.2%Prev: 0.2%	1,609 SH	Increased+362 SH
VANGUARD WORLD FD	INF TECH ETF	$424K	0.1%Prev: 0.1%	3,549 SH	Increased+3,225 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.3M	0.4%Prev: 0.6%	6,698 SH	Increased-365 SH
VERTIV HOLDINGS CO	COM CL A	$839K	0.3%Prev: 0.2%	2,506 SH	Increased-303 SH
VISA INC	COM CL A	$273K	0.1%	797 SH	New
WALMART INC	COM	$642K	0.2%Prev: 0.3%	5,670 SH	Increased+501 SH
WASTE MGMT INC DEL	COM	$322K	0.1%	1,444 SH	New
WISDOMTREE TR	EFFICIENT GLD PL	$507K	0.2%	7,008 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$439K	0.1%Prev: 0.2%	4,595 SH	Increased-5 SH

Sold (vs prior filing)

ADOBE INC — $285K
ALIBABA GROUP HLDG LTD — $336K
BLACKROCK ETF TRUST II — $3.3M
CONSTELLATION ENERGY CORP — $524K
COSTCO WHSL CORP NEW — $415K
DEERE & CO — $719K
EXXON MOBIL CORP — $225K
ISHARES BITCOIN TRUST ETF — $228K
ISHARES TR — $583K
JPMORGAN CHASE & CO. — $1.2M
NETFLIX INC — $2.1M
ORACLE CORP — $401K
PROCTER AND GAMBLE CO — $467K
SAP SE — $208K
SELECT SECTOR SPDR TR — $617K
SIMPLIFY EXCHANGE TRADED FUN — $301K
SPDR DOW JONES INDL AVERAGE — $458K
SPDR INDEX SHS FDS — $491K
SPDR S&P 500 ETF TR — $203K
SPDR SERIES TRUST — $1.3M
… and 4 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