Battery Global Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Battery Global Advisors, LLC reported 35 stock positions worth $123.3 million. Its top holding was Intuit (INTU) at 25.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 23.8%) and Vanguard S&P 500 ETF (VOO, 11.1%). Compared with Q4 2023, it opened 5 new positions, sold out of 11, added to 4 and reduced 7. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Vanguard S&P 500 Growth ETF (VOOG, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001582272
- Portfolio Value
- $123.3M (Q1 2024)
- SEC Filing
- 0001582272-24-000006 ↗ filed May 15, 2024
Holdings Value
Holdings 35 stocks · $123.3M
| INTU Intuit Inc. | 25.59% | 48,550 | $31.6M | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 23.85% | 113,134 | $29.4M | Add +27.4% |
| VOO Vanguard S&P 500 ETF | 11.11% | 28,486 | $13.7M | New |
| PAYO Payoneer Global Inc. | 9.24% | 2,343,077 | $11.4M | No change |
| VEA Vanguard Ftse Developed ETF | 5.06% | 124,415 | $6.2M | Reduce -39.2% |
| DDOG Datadog Inc. Class A | 4.51% | 45,000 | $5.6M | Reduce -35.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.36% | 149,950 | $5.4M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.42% | 12,241 | $4.2M | Add +32.5% |
| VWO Vanguard Ftse Emerging Marke | 3.03% | 89,576 | $3.7M | Reduce -51.3% |
| IAU iShares Gold Trust | 1.39% | 40,785 | $1.7M | Reduce -35.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.95% | 4,879 | $1.2M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.81% | 6,113 | $996K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.78% | 3,680 | $959K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.71% | 4,545 | $872K | No change |
| SPEM State Street SP PTF Em ETF | 0.66% | 22,356 | $809K | Add +891.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.55% | 2,108 | $676K | No change |
| HUBS HubSpot Inc. | 0.53% | 1,041 | $652K | No change |
| MSFT Microsoft Corp. | 0.48% | 1,420 | $597K | No change |
| CRM Salesforce Inc. | 0.47% | 1,914 | $577K | No change |
| MDB Mongodb Inc. | 0.45% | 1,557 | $558K | No change |
| NOW ServiceNow Inc. | 0.44% | 717 | $547K | No change |
| SNOW Snowflake Inc. | 0.37% | 2,787 | $450K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.29% | 1,158 | $353K | Reduce -96.1% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 2,502 | $275K | Add +19.0% |
| TEAM Atlassian Corp. Class A | 0.22% | 1,366 | $267K | No change |
| VRSK Verisk Analytics Inc. | 0.20% | 1,035 | $244K | No change |
| SPHY SS SPDR P High Yield ETF | 0.17% | 9,100 | $213K | New |
| IVV iShares Core S&P 500 ETF | 0.15% | 342 | $180K | Reduce -8.1% |
| FIS Fidelity National Info Serv | 0.01% | 100 | $7K | No change |
| BGC BGC Group Inc. Class A | 0.01% | 825 | $6K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 62 | $3K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 24 | $1K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 15 | $1K | No change |
| WK Workiva Inc. | 0.00% | 10 | $848 | No change |
| FVRR Fiverr International Ltd. | 0.00% | 20 | $421 | New |
Portfolio Sells Q4 2023 → Q1 2024
| VOOG Vanguard S&P 500 Growth ETF | Reduce -96.1% | 0.29% | −9.44 |
| VWO Vanguard Ftse Emerging Marke | Reduce -51.3% | 3.03% | −2.76 |
| VEA Vanguard Ftse Developed ETF | Reduce -39.2% | 5.06% | −2.45 |
| DDOG Datadog Inc. Class A | Reduce -35.7% | 4.51% | −2.00 |
| XTTPX Tortoise Pipeline & Energy | Sold out | 0.00% | −1.14 |
| ATMP Ipath Select MLP ETN | Sold out | 0.00% | −0.96 |
| KCCA Kraneshares California Carbo | Sold out | 0.00% | −0.87 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.73 |
| GNR State Street SPDR S&P Global | Sold out | 0.00% | −0.64 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.53 |
| IAU iShares Gold Trust | Reduce -35.4% | 1.39% | −0.50 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.43 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.00 |
| FIVERR INTERNATIONAL LTD (FVRR 0 11/01/25) | Sold out | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -8.1% | 0.15% | +0.01 |
| INTU Intuit Inc. | Reduce -4.5% | 25.59% | +1.24 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | New | 11.11% | +11.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.4% | 23.85% | +7.70 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +32.5% | 3.42% | +1.22 |
| SPHY SS SPDR P High Yield ETF | New | 0.17% | +0.17 |
| ACWI iShares MSCI Acwi ETF | Add +19.0% | 0.22% | +0.06 |
| SPEM State Street SP PTF Em ETF | Add +891.0% | 0.66% | +0.05 |
| EEM iShares MSCI Emerging Market | New | 0.00% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.00% | +0.00 |
| FVRR Fiverr International Ltd. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $199.8M | VTI, VOO, VEA, PAYO, INTU |
| Q1 2026 | 154 | $186.2M | VTI, VEA, INTU, VOO, PAYO |
| Q4 2025 | 234 | $215.8M | VT, ISRG, VOOG, VBK, PAYO |
| Q3 2025 | 148 | $212.7M | VTI, INTU, VEA, VOO, PAYO |
| Q2 2025 | 142 | $202.8M | VTI, INTU, PAYO, VEA, VOO |
| Q1 2025 | 139 | $179.2M | VTI, INTU, PAYO, VOO, VEA |
| Q4 2024 | 133 | $187.1M | VTI, PAYO, INTU, VOO, VEA |
| Q3 2024 | 135 | $184.0M | VTI, INTU, PAYO, VOO, VEA |
| Q2 2024 | 35 | $151.1M | VTI, INTU, VOO, VEA, PAYO |
| Q1 2024 | 35 | $123.3M | INTU, VTI, VOO, PAYO, VEA |