Bluesphere Advisors, LLC Portfolio Holdings

Bluesphere Advisors, LLC

  • $211 Million
  • Q4 2025

Bluesphere Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $211 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $58.7M, Ishares Russell 1000 Gr ETF with a value of $38.9M, Ishares Tr Russell 200 Growth with a value of $11.4M, Ishares Tr Global 100 ETF with a value of $9.41M, and Microsoft Corp with a value of $7.44M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $209M to 211M.

Bluesphere Advisors, LLC is based out at East Norriton, PA

Below you can find more details about Bluesphere Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Million
ETFs: $158 Million
Technology: $18.1 Million
Communication Services: $10.5 Million
Financial Services: $7.54 Million
Consumer Cyclical: $5.35 Million
Healthcare: $4.72 Million
Consumer Defensive: $4.38 Million
Utilities: $555,000
Other: $728,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $211 Million
  • Prior Value $209 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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