Bluesphere Advisors LLC
•CIK: 1844108•Filing: Q4 2025
**Bluesphere Advisors, LLC** manages $226M across a diverse portfolio of 98 positions. The fund exhibits a clear focus on major indices and technology leaders, with top holdings including IVV at $59.5M and IWF at $39.1M. Significant allocations are also maintained in IWY ($11.5M), IOO ($9.5M), and GOOGL ($7.6M). This concentration suggests a tactical, large-cap growth orientation within the current market structure.
Total AUM
$226.1M
QoQ Performance
+3.6%
Positions
70
Top 10 Concentration
67.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IWF
IWY
IVV26.3%
IWF17.3%
IWY5.1%
IOO4.2%
GOOGL3.4%
MSFT3.1%
ITA*2.5%
NVDA2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.5%
ETF28.4%
Technology11.1%
Financial2.2%
Healthcare2.2%
Consumer1.6%
Communication0.7%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑40 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023