Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bluesphere Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Bluesphere Advisors, LLC (CIK 1844108) reported $323.9M across 121 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($92.9M, 28.68%), IWF ($61.1M, 18.86%), IOO ($18.2M, 5.61%), IWY ($14.0M, 4.31%), ITA ($7.5M, 2.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$92.9M28.68%124,080Trimmed
2IWFISHARES TR$61.1M18.86%491,997Added
3IOOISHARES TR$18.2M5.61%132,983Trimmed
4IWYISHARES TR$14.0M4.31%48,040Trimmed
5ITAISHARES TR$7.5M2.30%30,772Trimmed
6GOOGLALPHABET INC$7.3M2.26%20,488Trimmed
7NVDANVIDIA CORPORATION$7.3M2.26%36,646Added
8SMHVANECK ETF TRUST$7.1M2.20%10,869Trimmed
9MSFTMICROSOFT CORP$5.8M1.80%15,610Trimmed
10SPLGSPDR SERIES TRUST$5.0M1.54%56,776Trimmed
11UNHUNITEDHEALTH GROUP INC$4.8M1.47%11,445Added
12VOOVANGUARD INDEX FDS$4.4M1.36%6,403Added
13AAPLAPPLE INC$3.2M0.99%11,030Added
14PMPHILIP MORRIS INTL INC$3.1M0.94%16,908Added
15GLDSPDR GOLD TR$3.0M0.94%8,268Trimmed
16PANWPALO ALTO NETWORKS INC$2.8M0.86%8,156Hold
17SPSMSPDR SERIES TRUST$2.5M0.79%44,164Added
18PYLDPIMCO ETF TR$2.4M0.76%92,283Trimmed
19BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.69%4,461Added
20IDVISHARES TR$2.2M0.69%53,918Added
21BINCBLACKROCK ETF TRUST II$2.2M0.66%41,088Trimmed
22VHTVANGUARD WORLD FD$2.1M0.65%7,004Added
23AMZNAMAZON COM INC$2.0M0.61%8,312Added
24LLYELI LILLY & CO$1.8M0.57%1,532Added
25RSPINVESCO EXCHANGE TRADED FD T$1.7M0.53%8,071Hold

Source: SEC Form 13F filings · as of 2026-06-30