13F

Investor

Bluesphere Advisors LLC

CIK 0001844108 · filed 2026-04-22 · SEC filing

13F book

$281.3M

Positions

121

29 new · 6 sold

Largest name

28.9%

Ishares Tr

Est. mark

−$11.9M

Price effect on 92 names still held. Flow $67.1M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr124.5K$81.3M28.9%−$2.76MAdded$21.8M
Ishares Tr122.9K$52.4M18.6%−$3.88MAdded$13.3M
Ishares Tr133.3K$16.1M5.7%−$429.6KAdded$6.58M
Ishares Tr50.8K$12.7M4.5%−$1.16MAdded$1.18M
Ishares Tr31.2K$6.82M2.4%$107.5KAdded$1.14M
Alphabet Inc20.9K$6.01M2.1%−$531.6KCut−$1.6M
Microsoft CorpMSFT15.6K$5.79M2.1%−$1.66MAdded−$1.31M
Nvidia CorpNVDA32.4K$5.65M2.0%−$299.9KAdded$1.03M
Spdr Series Trust57.3K$4.39M1.6%−$57.4KAdded$3.14M
Vaneck Etf Trust10.9K$4.18M1.5%$166.5KAdded$1.6M
Spdr Gold Tr9.2K$3.96M1.4%$312.5KCut$272.5K
Vanguard Index Fds6.08K$3.63M1.3%−$179.9KCut−$768.2K
Unitedhealth Group IncUNH11.4K$3.09M1.1%−$504.5KAdded$293.2K
Philip Morris Intl Inc16.8K$2.78M1.0%$83.1KCut−$54.6K
Apple Inc.AAPL10.9K$2.77M1.0%−$150KAdded$509.3K
Pimco Etf Tr94.4K$2.47M0.9%−$45.3KCut−$133.8K
Blackrock Etf Trust Ii41.5K$2.16M0.8%−$34.9KCut−$1.2M
Spdr Series Trust43.6K$2.11M0.8%New
Berkshire Hathaway Inc Del4.25K$2.04M0.7%−$99.6KAdded−$97.2K
Ishares Tr47K$2M0.7%$90.9KAdded$845.6K
Vanguard World Fd6.31K$1.72M0.6%−$88.3KAdded$82.7K
Amazon Com IncAMZN8.08K$1.68M0.6%−$181.8KAdded−$177.8K
Invesco Exchange Traded Fd T8.07K$1.55M0.6%$1.62KAdded$687.5K
Vanguard Specialized Funds6.91K$1.49M0.5%−$32.7KCut−$84.3K
Eli Lilly & CoLLY1.52K$1.4M0.5%−$235.9KAdded−$234.1K
Vanguard World Fd6.91K$1.37M0.5%$90.6KCut$47.3K
Goldman Sachs Group Inc1.6K$1.35M0.5%−$52.8KCut−$70.4K
Netflix IncNFLX13.7K$1.32M0.5%$32.7KCut−$28.1K
Palo Alto Networks IncPANW8.16K$1.31M0.5%−$194.8KHeld
J P Morgan Exchange Traded F25.9K$1.28M0.5%−$14KAdded$2.35K
Spinnaker Etf Series30.5K$1.24M0.4%−$42.4KCut−$174K
Penske Automotive Grp Inc8.19K$1.22M0.4%−$71.6KAdded−$68.4K
M & T Bk Corp5.56K$1.15M0.4%$29.1KHeld
Vanguard Admiral Fds Inc5.38K$1.1M0.4%−$5.74KCut−$584.9K
Ishares Tr15.6K$1.1M0.4%$8.06KAdded$356.8K
Jpmorgan Chase & Co.3.7K$1.09M0.4%−$103.6KCut−$267.3K
Select Sector Spdr Tr21.6K$1.07M0.4%−$86.1KAdded$194.2K
Ishares Silver Tr15.2K$1.04M0.4%$56.6KCut−$840.1K
Rbb Fund Trust19.4K$976.7K0.3%$38KAdded$101.4K
Tjx Cos Inc New6.09K$972.9K0.3%$35.3KAdded$83.2K
Select Sector Spdr Tr15.7K$960.5K0.3%New
Citizens Finl Group Inc15.2K$910.3K0.3%$23.7KHeld
Wisdomtree Tr8.62K$872.4K0.3%$70.3KCut−$472.7K
Vanguard Tax-Managed Fds13.2K$843.3K0.3%$21.1KAdded$23.8K
Vanguard World Fd3.7K$831.4K0.3%$18.5KAdded$539.1K
Vanguard Scottsdale Fds7.55K$828.2K0.3%−$91KHeld
Meta Platforms, Inc.META1.4K$800K0.3%−$122.9KCut−$658.3K
Vanguard Index Fds3.71K$764.5K0.3%−$12.4KCut−$16.2K
Gmo Etf Trust19.8K$716.3K0.3%New
Broadcom Inc.AVGO2.28K$705.4K0.3%−$69.9KAdded$44.3K
Vertiv Holdings CoVRT2.81K$703.9K0.3%$248.8KCut$209.9K
Walmart Inc.WMT5.63K$700K0.2%$66.6KAdded$122.4K
Spdr S&P 500 Etf Tr1.07K$697.8K0.2%−$11KAdded$459.8K
Ishares Tr5.95K$673.2K0.2%−$19.6KAdded$435.6K
Home Depot, Inc.HD1.86K$612.4K0.2%−$28.3KAdded−$27.3K
Vanguard Scottsdale Fds9.98K$594.3K0.2%New
Alphabet Inc1.91K$547.9K0.2%−$51.4KCut−$70K
Invesco Qqq Tr916$528.7K0.2%−$34KHeld
Spdr Series Trust9.22K$521.8K0.2%−$2KAdded$27.7K
Ishares Tr2.01K$497.4K0.2%$3.67KCut$225
Eqt CorpEQT7.76K$493.8K0.2%$77.9KHeld
Vanguard World Fd1.58K$492.6K0.2%$17.3KAdded$118.4K
Citigroup Inc4.16K$472K0.2%−$13.6KHeld
Spdr Dow Jones Indl Average1.01K$470.1K0.2%−$17.6KHeld
Vanguard Index Fds5.28K$468.7K0.2%$1.08KCut−$11.3K
Dimensional Etf Trust8.74K$461.2K0.2%New
Altria Group, Inc.MO6.8K$448.5K0.2%$56.3KAdded$58.6K
Exxon Mobil Corp2.62K$443.7K0.2%New
Vanguard Index Fds1.37K$438.5K0.2%New
Vanguard Admiral Fds Inc1.02K$414.6K0.1%−$37.5KCut−$111.7K
Vanguard World Fd2.35K$407.3K0.1%New
Ssga Active Tr14K$404.2K0.1%New
Wisdomtree Tr4.59K$403.6K0.1%−$7.31KHeld
Micron Technology IncMU1.19K$401K0.1%New
Mondelez Intl Inc6.57K$378.7K0.1%$25KCut$18.3K
T Rowe Price Etf Inc16.9K$377.9K0.1%New
Motorola Solutions, Inc.MSI853$370.2K0.1%$43.2KHeld
Hartford Insurance Group Inc2.71K$366.2K0.1%−$6.96KHeld
Simplify Exchange Traded Fun10.3K$365.9K0.1%$59.3KHeld
Ishares Tr7.52K$357.7K0.1%New
Vanguard World Fd2.92K$353.2K0.1%−$37KCut−$41K
Procter And Gamble CoPG2.44K$352.9K0.1%$2.82KCut−$19.4K
Harbor Etf Trust12.5K$345.5K0.1%−$42.1KCut−$262.8K
Thermo Fisher Scientific Inc.TMO694$341.1K0.1%−$41.2KAdded$69.4K
Waste Mgmt Inc Del1.48K$341K0.1%New
AbbVie Inc.ABBV1.56K$338.4K0.1%New
Invesco Db Multi-Sector Comm12.2K$332.2K0.1%New
Vaneck Etf Trust2.39K$318.9K0.1%New
Vaneck Etf Trust3.37K$309.3K0.1%$20.2KCut−$92.4K
Innovator Etfs Trust6.8K$305K0.1%$393Held
Alibaba Group Hldg Ltd2.38K$298.2K0.1%−$50.2KCut−$93.2K
Innovator Etfs Trust6.2K$295.8K0.1%−$5.97KHeld
Schwab Strategic Tr11.5K$295.4K0.1%New
Ishares Tr1.53K$293.3K0.1%New
Global X Fds3.81K$290.6K0.1%$17.4KHeld
Innovator Etfs Trust7.11K$279.7K0.1%−$4.09KHeld
Visa Inc.V909$274.7K0.1%New
T Rowe Price Etf Inc8.96K$271.1K0.1%−$18.7KAdded$1.74K
Dow Inc.DOW6.14K$255.6K0.1%New
Spotify Technology S.A.SPOT521$252.6K0.1%−$49.9KHeld
Sprott Fds Tr5.48K$249.2K0.1%New
Qualcomm Inc1.9K$245K0.1%−$80.4KHeld
Tesla, Inc.TSLA658$244.6K0.1%−$42.6KAdded−$1.39K
Vanguard World Fd347$242.2K0.1%−$19.4KHeld
Lockheed Martin CorpLMT399$241.2K0.1%New
Merck & Co., Inc.MRK1.99K$239K0.1%$29.8KAdded$30.2K
Devon Energy Corp New4.74K$238.7K0.1%New
Johnson & JohnsonJNJ973$237.7K0.1%New
Spdr Series Trust3.64K$237.1K0.1%$1.24KHeld
Phillips 66PSX1.24K$225.7K0.1%New
First Tr Exchange-Traded Fd2.4K$222.6K0.1%New
World Gold Tr2.37K$220K0.1%$17.4KCut$2.69K
Ishares Tr1.02K$218.1K0.1%$3.33KAdded$9.95K
RTX CorpRTX1.13K$217.9K0.1%New
Innovator Etfs Trust7.96K$212.9K0.1%−$698Held
Provident Finl Svcs Inc10K$211.6K0.1%$14.1KHeld
Innovator Etfs Trust5.29K$210.5K0.1%$3.6KCut−$21.3K
Vaneck Etf Trust5.12K$208.4K0.1%New
Select Sector Spdr Tr4.52K$207.5K0.1%$14.5KCut$3.19K
Ishares Tr5.6K$201K0.1%New
Kearny Finl Corp Md13.8K$104.2K0.0%$1.93KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.