Bluesphere Advisors, LLC
RIA/Wealth
Bluesphere Advisors, LLC is a RIA/Wealth based in East Norriton, PA led by Sanjay Krishnarao Pawar, reporting $445.1M in AUM as of Q3 2025 with 74% ETF concentration, 69% concentrated in top 10 holdings, and 27% allocation to IVV.
CEOSanjay Krishnarao Pawar
- Portfolio Value
- $214.4M
- Positions
- 91
- Top Holding
- IVV at 26.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bluesphere Advisors, LLC's portfolio (69.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.4M | 26.77% | -$1.9M Sold | — 85.8K shares | |
ETF ETF | $38.3M | 17.88% | -$1.0M Sold | — 81.8K shares | |
ETF ETF | $11.7M | 5.46% | -$648.0K Sold | — 42.8K shares | |
ETF ETF | $9.1M | 4.22% | -$221.4K Sold | — 75.5K shares | |
Software - Infrastructure Technology | $7.6M | 3.54% | -$220.1K Sold | 0.00% 14.7K shares | |
Internet Content & Information Communication Services | $6.2M | 2.89% | -$444.1K Sold | 0.00% 25.5K shares | |
ETF ETF | $5.6M | 2.60% | -$205.1K Sold | — 26.6K shares | |
ETF ETF | $4.5M | 2.11% | -$139.6K Sold | — 7.4K shares | |
Semiconductors Technology | $4.4M | 2.05% | +$43.1K Bought | 0.00% 23.6K shares | |
ETF ETF | $3.7M | 1.75% | +$3.7M New | — 47.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bluesphere Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+345.34% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-58.69% |
Analytics
Portfolio insights and performance metrics for Bluesphere Advisors, LLC
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