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Bluesphere Advisors LLC

Q4 2025 · 13F-HR

Bluesphere Advisors LLCholdings as filed

Filed 2026-01-21 · accession 0001951757-26-000238

$226.1M
Reported value
98
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$59.5M26.3%86,874CommonNONE
464287614IWFISHARES TR$39.1M17.3%82,695CommonNONE
464289438IWYISHARES TR$11.5M5.07%41,418CommonNONE
464287572IOOISHARES TR$9.5M4.22%75,374CommonNONE
02079K305GOOGLALPHABET INC$7.6M3.36%24,300CommonNONE
594918104MSFTMICROSOFT CORP$7.1M3.14%14,667CommonNONE
464288760ITAISHARES TR$5.7M2.51%26,441CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M2.04%24,781CommonNONE
922908363VOOVANGUARD INDEX FDS$4.4M1.95%7,016CommonNONE
78463V107GLDSPDR GOLD TR$3.7M1.63%9,299CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3.4M1.49%63,665CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.8M1.26%17,691CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M1.24%8,472CommonNONE
72201R585PYLDPIMCO ETF TR$2.6M1.15%97,709CommonNONE
92189F676SMHVANECK ETF TRUST$2.6M1.14%7,157CommonNONE
037833100AAPLAPPLE INC$2.3M1.00%8,300CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.94%4,246CommonNONE
46428Q109SLVISHARES SILVER TR$1.9M0.83%29,131CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.82%8,062CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.7M0.74%8,212CommonNONE
92204A504VHTVANGUARD WORLD FD$1.6M0.72%5,680CommonNONE
532457108LLYELI LILLY & CO$1.6M0.72%1,519CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.69%7,147CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.5M0.66%8,156CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.64%2,209CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.63%1,620CommonNONE
84858T772EUADSPINNAKER ETF SERIES$1.4M0.63%33,625CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.60%4,204CommonNONE
97717Y550GDMNWISDOMTREE TR$1.3M0.59%14,460CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.59%14,345CommonNONE
92204A876VPUVANGUARD WORLD FD$1.3M0.58%7,143CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.3M0.57%8,165CommonNONE
46654Q559JFLXJ P MORGAN EXCHANGE TRADED F$1.3M0.57%25,524CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.3M0.55%15,599CommonNONE
464288448IDVISHARES TR$1.2M0.51%29,228CommonNONE
55261F104MTBM & T BK CORP$1.1M0.50%5,557CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$919,1890.41%7,550CommonNONE
872540109TJXTJX COS INC NEW$889,7090.39%5,792CommonNONE
174610105CFGCITIZENS FINL GROUP INC$886,6640.39%15,180CommonNONE
75526L878FEOERBB FUND TRUST$875,3900.39%18,102CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$872,8150.39%15,936CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$861,4450.38%4,497CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$819,4540.36%13,118CommonNONE
922908652VXFVANGUARD INDEX FDS$780,6810.35%3,733CommonNONE
46434V621DGROISHARES TR$739,3550.33%10,650CommonNONE
11135F101AVGOBROADCOM INC$661,0830.29%1,910CommonNONE
437076102HDHOME DEPOT INC$639,6820.28%1,859CommonNONE
02079K107GOOGALPHABET INC$617,8940.27%1,969CommonNONE
41151J406WINNHARBOR ETF TRUST$608,3090.27%19,557CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$579,3980.26%1,640CommonNONE
931142103WMTWALMART INC$577,5940.26%5,184CommonNONE
46090E103QQQINVESCO QQQ TR$562,7080.25%916CommonNONE
78463X202FEZSPDR INDEX SHS FDS$531,1350.23%8,249CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$526,3600.23%1,184CommonNONE
464287655IWMISHARES TR$497,2050.22%2,020CommonNONE
78464A508SPYVSPDR SERIES TRUST$494,1330.22%8,698CommonNONE
92537N108VRTVERTIV HOLDINGS CO$493,9680.22%3,049CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$487,7790.22%1,015CommonNONE
172967424CCITIGROUP INC$485,6220.21%4,162CommonNONE
922908553VNQVANGUARD INDEX FDS$480,0140.21%5,424CommonNONE
26884L109EQTEQT CORP$415,9360.18%7,760CommonNONE
97717X669DGRWWISDOMTREE TR$410,9310.18%4,595CommonNONE
92189F106GDXVANECK ETF TRUST$401,7080.18%4,684CommonNONE
92204A405VFHVANGUARD WORLD FD$394,1610.17%2,953CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$391,3690.17%2,670CommonNONE
02209S103MOALTRIA GROUP INC$389,8650.17%6,761CommonNONE
68389X105ORCLORACLE CORP$376,3710.17%1,931CommonNONE
464286327SLVPISHARES INC$374,1750.17%10,918CommonNONE
92204A603VISVANGUARD WORLD FD$374,1380.17%1,254CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$373,1620.17%2,708CommonNONE
742718109PGPROCTER AND GAMBLE CO$372,2960.16%2,598CommonNONE
609207105MDLZMONDELEZ INTL INC$360,4030.16%6,695CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$344,6530.15%4,218CommonNONE
46429B655FLOTISHARES TR$331,5260.15%6,518CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$326,9720.14%853CommonNONE
747525103QCOMQUALCOMM INC$325,3510.14%1,902CommonNONE
82889N566HARDSIMPLIFY EXCHANGE TRADED FUN$306,5960.14%10,344CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$304,5650.13%6,796CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$302,5500.13%521CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$301,7230.13%6,200CommonNONE
92204A207VDCVANGUARD WORLD FD$292,2840.13%1,384CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$283,7510.13%7,108CommonNONE
37954Y830COPXGLOBAL X FDS$273,2330.12%3,806CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$271,7620.12%469CommonNONE
87283Q792TTEQT ROWE PRICE ETF INC$269,3330.12%8,282CommonNONE
92204A702VGTVANGUARD WORLD FD$261,6550.12%347CommonNONE
88160R101TSLATESLA INC$245,9970.11%547CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$237,9900.11%349CommonNONE
464287309IVWISHARES TR$237,6450.11%1,928CommonNONE
78464A698KRESPDR SERIES TRUST$235,9080.10%3,640CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$231,8250.10%5,926CommonNONE
98149E303GLDMWORLD GOLD TR$217,3520.10%2,546CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$213,5590.09%7,958CommonNONE
58933Y105MRKMERCK & CO INC$208,8420.09%1,984CommonNONE
464287598IWDISHARES TR$208,1520.09%990CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$204,3210.09%4,786CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$197,5000.09%10,000CommonNONE
48716P108KRNYKEARNY FINL CORP MD$102,2880.05%13,804CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.