# SPHERE 500 CLIMATE FUND

SPHERE 500 CLIMATE FUND is a registered fund series of Valued Advisers Trust (series S000083897). Net assets $61.4M as of 2026-03-31. Index fund.

## Profile

- Series ID: S000083897
- Registrant: Valued Advisers Trust
- LEI: 549300VXSU3D4ZEWMK41
- Net assets: $61.4M
- Total assets: $62.3M
- As of: 2026-03-31
- Type: Index

## Advisers

- [Reflection Asset Management, LLC (Advisor)](https://search.stillhousedata.com/firm/306663)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $5.2M | 841.72% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $5.0M | 807.75% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $3.5M | 566.99% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $2.9M | 467.60% |
| [Broadcom Inc](https://search.stillhousedata.com/security/11135F101) | — | $2.1M | 334.10% |
| [Meta Platforms Inc](https://search.stillhousedata.com/security/30303M102) | — | $1.9M | 312.24% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $1.6M | 253.41% |
| [Tesla Inc](https://search.stillhousedata.com/security/88160R101) | — | $1.3M | 217.59% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K107) | — | $1.3M | 203.83% |
| [Eli Lilly & Co.](https://search.stillhousedata.com/security/532457108) | — | $1.2M | 200.12% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $1.1M | 175.48% |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $962K | 156.69% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $749K | 122.02% |
| US Bank MM Deposit Account Global Fund | — | $731K | 119.07% |
| [Costco Wholesale Corporation](https://search.stillhousedata.com/security/22160K105) | — | $692K | 112.62% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $61.4M |
| 2025-12-31 | $61.9M |
| 2025-09-30 | $52.6M |
| 2025-06-30 | $38.8M |
| 2025-03-31 | $28.6M |
| 2024-12-31 | $27.7M |
| 2024-09-30 | $13.6M |
| 2024-06-30 | $10.4M |

## More

- [Registrant: Valued Advisers Trust](https://search.stillhousedata.com/registrant/1750821)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000083897.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.