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BLUESPHERE ADVISORS, LLC 13F portfolio summary

BLUESPHERE ADVISORS, LLC of BLUESPHERE ADVISORS, LLC has 121 current stock holdings with a reported portfolio value of $323.9M. The portfolio 1 year return is +20.81%. Top holdings include IVV (28.68%), IWF (18.86%), IOO (5.61%), IWY (4.31%), ITA (2.30%).

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BLUESPHERE ADVISORS, LLC

BLUESPHERE ADVISORS, LLC
Latest filing: 2026-06-30

BLUESPHERE ADVISORS, LLC runs BLUESPHERE ADVISORS, LLC and currently holds 121 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $323.94M. Their top holdings are IVV, IWF, IOO, IWY, ITA. The top five represent 59.8% of reported portfolio weight. BLUESPHERE ADVISORS, LLC ranks #502 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BLUESPHERE ADVISORS, LLC initiated 4 new positions. They added to 41 existing positions. They trimmed 26 positions. Their current best-performing preview position is MU with returns of +241.66%.

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Top 5 Holdings
IVV28.7%
IWF18.9%
IOO5.6%
IWY4.3%
ITA2.3%
Top 5: 59.8%
Portfolio Returns
1 Year
+20.81%
#638/1000
3 Year
+73.12%
#466/1000
5 Year
+75.02%
#486/1000

Portfolio Value

$323.94M

Alpha Score

57.6

#502 of 1000

Holdings

121

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121 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVV
ISHARES TR
28.68%$497.94$769.30+54.50%
Trimmed
-0.35%
IWF
ISHARES TR
18.86%$81.51$122.38+50.14%
Added
+300.17%
IOO
ISHARES TR
5.61%$91.45$143.79+57.23%
Trimmed
-0.23%
IWY
ISHARES TR
4.31%$225.39$285.65+26.73%
Trimmed
-5.52%
ITA
ISHARES TR
2.30%$123.34$237.38+92.46%
Trimmed
-1.31%
NVDA
NVIDIA CORPORATION
2.26%$112.43$214.76+91.02%
Added
+13.05%
GOOGL
ALPHABET INC
2.26%$96.13$344.82+258.70%
Trimmed
-1.97%
SMH
VANECK ETF TRUST
2.20%$235.97$560.42+137.50%
Trimmed
-0.20%
MSFT
MICROSOFT CORP
1.80%$252.14$483.24+91.66%
Trimmed
-0.15%
UNH
UNITEDHEALTH GROUP INC
1.47%$319.63$389.96+22.00%
Added
+0.22%

Showing 1-10 of 121