Battery Global Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Battery Global Advisors, LLC reported 142 stock positions worth $202.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 27.6% of the portfolio, followed by Intuit (INTU, 16.4%) and Payoneer Global (PAYO, 9.8%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 22 and reduced 8. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +9%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −7%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$202.8M (Q2 2025)
SEC Filing
0001582272-25-000003 ↗ filed Aug 11, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $123.3M Q1 2024 Q2 2024: $151.1M Q2 2024 Q3 2024: $184.0M Q3 2024 Q4 2024: $187.1M Q4 2024 Q1 2025: $179.2M Q1 2025 Q2 2025: $202.8M $202.8M Q2 2025 Q3 2025: $212.7M Q3 2025 Q4 2025: $215.8M Q4 2025 Q1 2026: $186.2M Q1 2026 Q2 2026: $199.8M Q2 2026

Holdings 142 stocks · $202.8M
VTI VG Morningstar TS MKT ETF-US 27.64% 183,942 $56.1M Add +9.1%
INTU Intuit Inc. 16.39% 42,197 $33.2M Reduce -7.0%
PAYO Payoneer Global Inc. 9.76% 2,890,975 $19.8M No change
VEA Vanguard Ftse Developed ETF 8.90% 316,563 $18.0M Add +13.3%
VOO Vanguard S&P 500 ETF 8.00% 28,486 $16.2M No change
VWO Vanguard Ftse Emerging Marke 5.25% 215,165 $10.6M Reduce -7.0%
IAU iShares Gold Trust 3.32% 108,116 $6.7M Reduce -5.0%
SPDW Ste STR SPDR PT DW Eu ETF 3.05% 152,557 $6.2M Add +0.6%
VUG Vanguard Mrngstar GR ETF-Sui 2.65% 12,241 $5.4M No change
TPYP Tortoise North American Pipe 1.20% 68,388 $2.4M No change
KCCA Kraneshares California Carbo 1.14% 148,545 $2.3M Add +15.6%
RSP Invesco S&P 500 Equal Weight 1.13% 12,655 $2.3M Add +0.4%
MSFT Microsoft Corp. 0.96% 3,935 $2.0M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.69% 4,879 $1.4M No change
AAPL Apple Inc. 0.67% 6,644 $1.4M Add +0.1%
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.57% 39,760 $1.2M Reduce -10.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.54% 6,113 $1.1M No change
CRWD CrowdStrike Holdings Inc. Class A 0.53% 2,108 $1.1M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.50% 3,680 $1.0M No change
SPEM State Street SP PTF Em ETF 0.47% 22,356 $956K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.44% 4,545 $890K No change
NOW ServiceNow Inc. 0.41% 806 $829K No change
MDB Mongodb Inc. 0.37% 3,590 $754K No change
GOOG Alphabet Inc. Class C 0.37% 4,178 $741K Add +0.0%
GOOGL Alphabet Inc. Class A 0.36% 4,200 $740K No change
HUBS HubSpot Inc. 0.29% 1,041 $579K No change
CI The Cigna Group 0.27% 1,676 $554K No change
CRM Salesforce Inc. 0.26% 1,914 $523K No change
SRAD Sportradar Group AG-A 0.25% 17,800 $500K Add +546.1%
JPM JPMorgan Chase & Co. 0.25% 1,716 $498K No change
VOOG Vanguard S&P 500 Growth ETF 0.23% 1,158 $459K No change
VRSK Verisk Analytics Inc. 0.16% 1,035 $322K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.14% 3,112 $284K No change
FICO Fair Isaac Corp. 0.13% 148 $271K New
WPC WP Carey Inc. 0.11% 3,655 $231K No change
MSGS Madison Square Garden Sports 0.11% 1,082 $226K No change
ACWI iShares MSCI Acwi ETF 0.11% 1,733 $223K Reduce -18.1%
BX Blackstone Inc. 0.10% 1,400 $209K Add +0.1%
IVV iShares Core S&P 500 ETF 0.10% 323 $201K Reduce -19.6%
ROK Rockwell Automation Inc. 0.10% 598 $199K No change
HD Home Depot Inc. 0.09% 478 $175K No change
XOM Exxon Mobil Corp. 0.08% 1,557 $168K Add +0.1%
GS Goldman Sachs Group Inc. 0.08% 229 $162K No change
JNJ Johnson & Johnson 0.07% 957 $146K No change
KWR Quaker Chemical Corporation 0.07% 1,197 $134K No change
AMZN Amazon.com Inc. 0.06% 600 $132K No change
SPHY SS SPDR P High Yield ETF 0.06% 5,410 $129K Reduce -25.4%
EW Edwards Lifesciences Corp. 0.06% 1,434 $112K No change
COP Conocophillips 0.05% 1,237 $111K Add +0.3%
T AT&T Inc. 0.05% 3,591 $104K No change
GLW Corning Inc. 0.05% 1,915 $101K No change
CSCO Cisco Systems Inc. 0.05% 1,436 $100K No change
DLTR Dollar Tree Inc. 0.05% 957 $95K No change
META Meta Platforms Inc. Class A 0.05% 126 $93K Add +0.8%
CL Colgate-Palmolive Co. 0.04% 957 $87K No change
ADI Analog Devices Inc. 0.04% 358 $85K No change
NOC Northrop Grumman Corp. 0.04% 162 $81K No change
WFC Wells Fargo & Co. 0.04% 1,000 $80K No change
UVSP Univest Financial Corp. 0.04% 2,623 $79K No change
AFL Aflac Inc. 0.04% 718 $76K No change
PFE Pfizer Inc. 0.04% 3,112 $75K No change
AMGN Amgen Inc. 0.03% 243 $68K No change
TRV The Travelers Cos Inc. 0.03% 250 $67K No change
BMY Bristol-Myers Squibb Co. 0.03% 1,436 $66K No change
AMP Ameriprise Financial Inc. 0.03% 119 $64K No change
V Visa Inc. Class A 0.03% 175 $62K Add +0.6%
MRK Merck & Co. Inc. 0.03% 718 $57K No change
TXN Texas Instruments Inc. 0.03% 267 $55K Add +0.4%
CTAS Cintas Corp. 0.03% 234 $52K No change
PEP Pepsico Inc. 0.02% 370 $49K Add +0.8%
STLD Steel Dynamics Inc. 0.02% 358 $46K No change
CHD Church & Dwight Co. Inc. 0.02% 478 $46K No change
CR Crane Co. 0.02% 239 $45K No change
CXT Crane NXT Co. 0.02% 239 $45K No change
AME Ametek Inc. 0.02% 239 $43K No change
PSX Phillips 66 0.02% 358 $43K No change
ETN Eaton Corp. PLC 0.02% 117 $42K No change
VZ Verizon Communications Inc. 0.02% 957 $41K No change
C Citigroup Inc. 0.02% 468 $40K Add +0.4%
APH Amphenol Corp. Class A 0.02% 373 $37K Add +0.3%
AGCO Agco Corp. 0.02% 358 $37K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 752 $36K Add +0.5%
AYI Acuity Inc. 0.02% 119 $36K No change
WMT Walmart Inc. 0.02% 357 $35K No change
CMCSA Comcast Corp. Class A 0.02% 957 $34K No change
DCI Donaldson Co. Inc. 0.02% 478 $33K No change
CVS CVS Health Corp. 0.02% 478 $33K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 122 $32K No change
NTRS Northern Trust Corp. 0.01% 239 $30K No change
CTVA Corteva Inc. 0.01% 408 $30K No change
HUM Humana Inc. 0.01% 119 $29K No change
BAX Baxter International Inc. 0.01% 957 $29K No change
RF Regions Financial Corp. 0.01% 1,197 $28K No change
DD Dupont DE Nemours Inc. 0.01% 408 $28K No change
SCHW Schwab (charles) Corp. 0.01% 300 $27K Add +0.3%
LUV Southwest Airlines Co. 0.01% 837 $27K No change
INTC Intel Corp. 0.01% 1,197 $27K No change
DINO HF Sinclair Corp. 0.01% 598 $25K No change
NVDA Nvidia Corp. 0.01% 150 $24K No change
VMC Vulcan Materials Co. 0.01% 91 $24K No change
IQV Iqvia Holdings Inc. 0.01% 141 $22K No change
SPGI S&P Global Inc. 0.01% 36 $19K No change
UNH Unitedhealth Group Inc. 0.01% 58 $18K No change
DHR Danaher Corp. 0.01% 83 $17K No change
AMT American Tower Corp. 0.01% 73 $16K No change
UNP Union Pacific Corp. 0.01% 69 $16K No change
ZTS Zoetis Inc. 0.01% 97 $15K No change
TMO Thermo Fisher Scientific Inc. 0.01% 35 $14K No change
MSCI MSCI Inc. 0.01% 21 $12K No change
AEE Ameren Corporation 0.01% 125 $12K Add +0.8%
ADBE Adobe Inc. 0.01% 30 $12K No change
APD Air Products & Chemicals Inc. 0.01% 39 $11K No change
DOW Dow Inc. 0.01% 408 $11K No change
WBD Warner Bros Discovery Inc. 0.00% 868 $10K No change
FITB Fifth Third Bancorp 0.00% 239 $10K No change
NLOP Net Lease Office Property 0.00% 245 $8K No change
FXI iShares China Large-Cap ETF 0.00% 214 $8K Add +1.4%
MELI MercadoLibre Inc. 0.00% 3 $8K No change
APTV Aptiv PLC 0.00% 111 $8K No change
AWK American Water Works Co. Inc. 0.00% 53 $7K No change
RTX RTX Corp. 0.00% 44 $6K No change
SE Sea Ltd.-ADR 0.00% 36 $6K No change
AON Aon PLC Class A 0.00% 15 $5K No change
EIS iShares MSCI Israel ETF 0.00% 56 $5K No change
NKE Nike Inc. Class B 0.00% 72 $5K No change
CHTR Charter Communications Inc. Class A 0.00% 10 $4K No change
VTRS Viatris Inc. 0.00% 386 $3K No change
CARR Carrier Global Corp. 0.00% 44 $3K No change
PLD Prologis Inc. 0.00% 28 $3K No change
VLTO Veralto Corp. 0.00% 27 $3K No change
TLRY Tilray Brands Inc. 0.00% 6,148 $3K No change
OTIS Otis Worldwide Corp. 0.00% 22 $2K No change
NRG NRG Energy Inc. 0.00% 13 $2K No change
EQT Eqt Corp. 0.00% 32 $2K No change
EEM iShares MSCI Emerging Market 0.00% 33 $2K Reduce -59.3%
CAT Caterpillar Inc. 0.00% 3 $1K New
FE Firstenergy Corp. 0.00% 25 $1K No change
LMT Lockheed Martin Corp. 0.00% 2 $960 New
HON Honeywell International Inc. 0.00% 4 $932 No change
OGN Organon & Co. 0.00% 71 $687 No change
PARAA Paramount Global Class B 0.00% 24 $311 New
RIVN Rivian Automotive Inc. Class A 0.00% 13 $179 No change

Portfolio Sells Q1 2025 → Q2 2025
VWO Vanguard Ftse Emerging Marke Reduce -7.0% 5.25% −0.59
IAU iShares Gold Trust Reduce -5.0% 3.32% −0.42
ATMP Ipath Select MLP ETN Reduce -10.1% 0.57% −0.18
SPHY SS SPDR P High Yield ETF Reduce -25.4% 0.06% −0.03
ACWI iShares MSCI Acwi ETF Reduce -18.1% 0.11% −0.03
IVV iShares Core S&P 500 ETF Reduce -19.6% 0.10% −0.03
EEM iShares MSCI Emerging Market Reduce -59.3% 0.00% −0.00
PARAA Paramount Global Class A Sold out 0.00% −0.00
INTU Intuit Inc. Reduce -7.0% 16.39% +0.85

Portfolio Buys Q1 2025 → Q2 2025
VTI VG Morningstar TS MKT ETF-US Add +9.1% 27.64% +1.80
VEA Vanguard Ftse Developed ETF Add +13.3% 8.90% +0.97
SRAD Sportradar Group AG-A Add +546.1% 0.25% +0.21
MSFT Microsoft Corp. Add +0.1% 0.96% +0.14
FICO Fair Isaac Corp. New 0.13% +0.13
META Meta Platforms Inc. Class A Add +0.8% 0.05% +0.01
APH Amphenol Corp. Class A Add +0.3% 0.02% +0.00
GOOG Alphabet Inc. Class C Add +0.0% 0.37% +0.00
C Citigroup Inc. Add +0.4% 0.02% +0.00
TXN Texas Instruments Inc. Add +0.4% 0.03% +0.00
CAT Caterpillar Inc. New 0.00% +0.00
LMT Lockheed Martin Corp. New 0.00% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% +0.00
PARAA Paramount Global Class B New 0.00% +0.00
BAC Bank of America Corp. Add +0.5% 0.02% +0.00
FXI iShares China Large-Cap ETF Add +1.4% 0.00% −0.00
AEE Ameren Corporation Add +0.8% 0.01% −0.00
V Visa Inc. Class A Add +0.6% 0.03% −0.00
BX Blackstone Inc. Add +0.1% 0.10% −0.01
PEP Pepsico Inc. Add +0.8% 0.02% −0.01
COP Conocophillips Add +0.3% 0.05% −0.02
XOM Exxon Mobil Corp. Add +0.1% 0.08% −0.02
SPDW Ste STR SPDR PT DW Eu ETF Add +0.6% 3.05% −0.03
KCCA Kraneshares California Carbo Add +15.6% 1.14% −0.06
RSP Invesco S&P 500 Equal Weight Add +0.4% 1.13% −0.08
AAPL Apple Inc. Add +0.1% 0.67% −0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$199.8MVTI, VOO, VEA, PAYO, INTU
Q1 2026 154$186.2MVTI, VEA, INTU, VOO, PAYO
Q4 2025 234$215.8MVT, ISRG, VOOG, VBK, PAYO
Q3 2025 148$212.7MVTI, INTU, VEA, VOO, PAYO
Q2 2025 142$202.8MVTI, INTU, PAYO, VEA, VOO
Q1 2025 139$179.2MVTI, INTU, PAYO, VOO, VEA
Q4 2024 133$187.1MVTI, PAYO, INTU, VOO, VEA
Q3 2024 135$184.0MVTI, INTU, PAYO, VOO, VEA
Q2 2024 35$151.1MVTI, INTU, VOO, VEA, PAYO
Q1 2024 35$123.3MINTU, VTI, VOO, PAYO, VEA