Battery Global Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Battery Global Advisors, LLC reported 148 stock positions worth $212.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 29.5% of the portfolio, followed by Intuit (INTU, 13.1%) and Vanguard Ftse Developed ETF (VEA, 10.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 4, added to 29 and reduced 3. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +4%) and the biggest sale Intuit (INTU, shares −3%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$212.7M (Q3 2025)
SEC Filing
0001582272-25-000006 ↗ filed Nov 12, 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 Q2 2025 Q3 2025: $212.7M $212.7M Q3 2025 Q4 2025: $215.8M Q4 2025 Q1 2026: $186.2M Q1 2026 Q2 2026: $199.8M Q2 2026

Holdings 148 stocks · $212.7M
VTI VG Morningstar TS MKT ETF-US 29.47% 190,480 $62.7M Add +3.5%
INTU Intuit Inc. 13.15% 40,956 $28.0M Reduce -2.9%
VEA Vanguard Ftse Developed ETF 10.35% 367,254 $22.0M Add +16.0%
VOO Vanguard S&P 500 ETF 8.45% 29,270 $18.0M Add +2.8%
PAYO Payoneer Global Inc. 8.22% 2,890,975 $17.5M No change
VWO Vanguard Ftse Emerging Marke 5.78% 226,948 $12.3M Add +5.5%
IAU iShares Gold Trust 3.81% 111,316 $8.1M Add +3.0%
SPDW Ste STR SPDR PT DW Eu ETF 3.07% 152,557 $6.5M No change
VUG Vanguard Mrngstar GR ETF-Sui 2.76% 12,241 $5.9M No change
TPYP Tortoise North American Pipe 1.17% 68,388 $2.5M No change
RSP Invesco S&P 500 Equal Weight 1.13% 12,710 $2.4M Add +0.4%
KCCA Kraneshares California Carbo 1.12% 139,753 $2.4M Reduce -5.9%
MSFT Microsoft Corp. 0.96% 3,937 $2.0M Add +0.1%
AAPL Apple Inc. 0.80% 6,648 $1.7M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.71% 4,880 $1.5M Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.54% 6,113 $1.1M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.52% 3,680 $1.1M No change
SPEM State Street SP PTF Em ETF 0.49% 22,356 $1.0M No change
CRWD CrowdStrike Holdings Inc. Class A 0.49% 2,108 $1.0M No change
GOOGL Alphabet Inc. Class A 0.48% 4,200 $1.0M No change
GOOG Alphabet Inc. Class C 0.48% 4,178 $1.0M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.45% 4,545 $953K No change
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.37% 27,304 $786K Reduce -31.3%
NOW ServiceNow Inc. 0.35% 806 $742K No change
JPM JPMorgan Chase & Co. 0.25% 1,717 $542K Add +0.1%
VT Vanguard Tot World STK ETF 0.24% 3,770 $520K New
VOOG Vanguard S&P 500 Growth ETF 0.24% 1,158 $504K No change
CI The Cigna Group 0.23% 1,676 $483K No change
SRAD Sportradar Group AG-A 0.23% 17,800 $479K No change
IVV iShares Core S&P 500 ETF 0.16% 524 $351K Add +62.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.16% 3,112 $339K No change
VGT Vanguard Info Tech ETF 0.13% 371 $277K New
VRSK Verisk Analytics Inc. 0.12% 1,035 $260K No change
WPC WP Carey Inc. 0.12% 3,655 $250K No change
MSGS Madison Square Garden Sports 0.12% 1,082 $246K No change
ACWI iShares MSCI Acwi ETF 0.11% 1,733 $240K No change
BX Blackstone Inc. 0.11% 1,402 $239K Add +0.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.11% 3,504 $237K New
FICO Fair Isaac Corp. 0.10% 148 $221K No change
ROK Rockwell Automation Inc. 0.10% 598 $209K No change
HD Home Depot Inc. 0.09% 478 $194K No change
DLR Digital Realty Trust Inc. 0.09% 1,115 $193K New
EQIX Equinix Inc. 0.09% 243 $190K New
GS Goldman Sachs Group Inc. 0.09% 229 $182K No change
JNJ Johnson & Johnson 0.08% 957 $177K No change
XOM Exxon Mobil Corp. 0.08% 1,558 $176K Add +0.1%
KWR Quaker Chemical Corporation 0.07% 1,197 $158K No change
GLW Corning Inc. 0.07% 1,915 $157K No change
SPHY SS SPDR P High Yield ETF 0.07% 6,256 $150K Add +15.6%
AMZN Amazon.com Inc. 0.06% 600 $132K No change
COP Conocophillips 0.06% 1,241 $117K Add +0.3%
EW Edwards Lifesciences Corp. 0.05% 1,434 $112K No change
T AT&T Inc. 0.05% 3,591 $101K No change
NOC Northrop Grumman Corp. 0.05% 162 $99K No change
CSCO Cisco Systems Inc. 0.05% 1,436 $98K No change
META Meta Platforms Inc. Class A 0.04% 126 $92K No change
DLTR Dollar Tree Inc. 0.04% 957 $90K No change
SMH Vaneck Semiconductor ETF 0.04% 273 $89K New
ADI Analog Devices Inc. 0.04% 358 $88K No change
WFC Wells Fargo & Co. 0.04% 1,000 $84K No change
AFL Aflac Inc. 0.04% 718 $80K No change
PFE Pfizer Inc. 0.04% 3,112 $79K No change
UVSP Univest Financial Corp. 0.04% 2,623 $79K No change
CL Colgate-Palmolive Co. 0.04% 957 $77K No change
TRV The Travelers Cos Inc. 0.03% 250 $70K No change
AMGN Amgen Inc. 0.03% 243 $69K No change
BMY Bristol-Myers Squibb Co. 0.03% 1,436 $65K No change
MRK Merck & Co. Inc. 0.03% 718 $61K No change
V Visa Inc. Class A 0.03% 175 $60K No change
AMP Ameriprise Financial Inc. 0.03% 119 $58K No change
PEP Pepsico Inc. 0.02% 373 $52K Add +0.8%
STLD Steel Dynamics Inc. 0.02% 358 $50K No change
TXN Texas Instruments Inc. 0.02% 268 $49K Add +0.4%
PSX Phillips 66 0.02% 358 $49K No change
CTAS Cintas Corp. 0.02% 235 $48K Add +0.4%
C Citigroup Inc. 0.02% 469 $48K Add +0.2%
APH Amphenol Corp. Class A 0.02% 374 $46K Add +0.3%
AME Ametek Inc. 0.02% 239 $45K No change
XCEM Columbia Em Core Ex-China 0.02% 1,235 $45K New
ETN Eaton Corp. PLC 0.02% 118 $44K Add +0.8%
CR Crane Co. 0.02% 239 $44K No change
VZ Verizon Communications Inc. 0.02% 957 $42K No change
CHD Church & Dwight Co. Inc. 0.02% 478 $42K No change
AYI Acuity Inc. 0.02% 119 $41K No change
INTC Intel Corp. 0.02% 1,197 $40K No change
DCI Donaldson Co. Inc. 0.02% 478 $39K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 756 $39K Add +0.5%
AGCO Agco Corp. 0.02% 358 $38K No change
WMT Walmart Inc. 0.02% 357 $37K No change
CVS CVS Health Corp. 0.02% 478 $36K No change
NTRS Northern Trust Corp. 0.02% 239 $32K No change
RF Regions Financial Corp. 0.01% 1,197 $32K No change
DD Dupont DE Nemours Inc. 0.01% 408 $32K No change
HLT Hilton Worldwide Holdings Inc. 0.01% 122 $32K No change
DINO HF Sinclair Corp. 0.01% 598 $31K No change
HUM Humana Inc. 0.01% 119 $31K No change
CMCSA Comcast Corp. Class A 0.01% 957 $30K No change
SCHW Schwab (charles) Corp. 0.01% 301 $29K Add +0.3%
NVDA Nvidia Corp. 0.01% 150 $28K No change
VMC Vulcan Materials Co. 0.01% 91 $28K No change
CTVA Corteva Inc. 0.01% 408 $28K No change
IQV Iqvia Holdings Inc. 0.01% 141 $27K No change
LUV Southwest Airlines Co. 0.01% 837 $27K No change
IEFA iShares Core MSCI Eafe ETF 0.01% 264 $23K New
BAX Baxter International Inc. 0.01% 957 $22K No change
UNH Unitedhealth Group Inc. 0.01% 59 $20K Add +1.7%
SPGI S&P Global Inc. 0.01% 36 $18K No change
TMO Thermo Fisher Scientific Inc. 0.01% 35 $17K No change
WBD Warner Bros Discovery Inc. 0.01% 868 $17K No change
DHR Danaher Corp. 0.01% 84 $17K Add +1.2%
UNP Union Pacific Corp. 0.01% 69 $16K No change
CXT Crane NXT Co. 0.01% 239 $16K No change
AMT American Tower Corp. 0.01% 74 $14K Add +1.4%
ZTS Zoetis Inc. 0.01% 97 $14K No change
AEE Ameren Corporation 0.01% 126 $13K Add +0.8%
MSCI MSCI Inc. 0.01% 21 $12K No change
FITB Fifth Third Bancorp 0.01% 239 $11K No change
APD Air Products & Chemicals Inc. 0.01% 39 $11K No change
TLRY Tilray Brands Inc. 0.01% 6,148 $11K No change
ADBE Adobe Inc. 0.01% 30 $11K No change
APTV Aptiv PLC 0.00% 111 $10K No change
DOW Dow Inc. 0.00% 408 $9K No change
FXI iShares China Large-Cap ETF 0.00% 214 $9K No change
AWK American Water Works Co. Inc. 0.00% 54 $7K Add +1.9%
RTX RTX Corp. 0.00% 44 $7K No change
NLOP Net Lease Office Property 0.00% 245 $7K No change
MELI MercadoLibre Inc. 0.00% 3 $7K No change
SE Sea Ltd.-ADR 0.00% 36 $6K No change
EIS iShares MSCI Israel ETF 0.00% 56 $6K No change
AON Aon PLC Class A 0.00% 15 $5K No change
NKE Nike Inc. Class B 0.00% 73 $5K Add +1.4%
VTRS Viatris Inc. 0.00% 386 $4K No change
PLD Prologis Inc. 0.00% 28 $3K No change
VLTO Veralto Corp. 0.00% 27 $3K No change
CHTR Charter Communications Inc. Class A 0.00% 10 $3K No change
CARR Carrier Global Corp. 0.00% 44 $3K No change
NRG NRG Energy Inc. 0.00% 13 $2K No change
OTIS Otis Worldwide Corp. 0.00% 22 $2K No change
EEM iShares MSCI Emerging Market 0.00% 33 $2K No change
EQT Eqt Corp. 0.00% 32 $2K No change
CAT Caterpillar Inc. 0.00% 3 $1K No change
FE Firstenergy Corp. 0.00% 25 $1K No change
LMT Lockheed Martin Corp. 0.00% 2 $1K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 8 $857 New
HON Honeywell International Inc. 0.00% 4 $842 No change
OGN Organon & Co. 0.00% 71 $758 No change
PSKY Paramount Skydance Class B 0.00% 24 $454 New
RIVN Rivian Automotive Inc. Class A 0.00% 13 $191 No change

Portfolio Sells Q2 2025 → Q3 2025
INTU Intuit Inc. Reduce -2.9% 13.15% −3.24
MDB Mongodb Inc. Sold out 0.00% −0.37
HUBS HubSpot Inc. Sold out 0.00% −0.29
CRM Salesforce Inc. Sold out 0.00% −0.26
ATMP Ipath Select MLP ETN Reduce -31.3% 0.37% −0.21
KCCA Kraneshares California Carbo Reduce -5.9% 1.12% −0.01
PARAA Paramount Global Class B Sold out 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
VTI VG Morningstar TS MKT ETF-US Add +3.5% 29.47% +1.83
VEA Vanguard Ftse Developed ETF Add +16.0% 10.35% +1.45
VWO Vanguard Ftse Emerging Marke Add +5.5% 5.78% +0.53
IAU iShares Gold Trust Add +3.0% 3.81% +0.48
VOO Vanguard S&P 500 ETF Add +2.8% 8.45% +0.45
VT Vanguard Tot World STK ETF New 0.24% +0.24
VGT Vanguard Info Tech ETF New 0.13% +0.13
AAPL Apple Inc. Add +0.1% 0.80% +0.12
EMXC iShares MSCI Emr MRK Ex Chna New 0.11% +0.11
DLR Digital Realty Trust Inc. New 0.09% +0.09
EQIX Equinix Inc. New 0.09% +0.09
IVV iShares Core S&P 500 ETF Add +62.2% 0.16% +0.07
SMH Vaneck Semiconductor ETF New 0.04% +0.04
XCEM Columbia Em Core Ex-China New 0.02% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.0% 0.71% +0.02
IEFA iShares Core MSCI Eafe ETF New 0.01% +0.01
BX Blackstone Inc. Add +0.1% 0.11% +0.01
JPM JPMorgan Chase & Co. Add +0.1% 0.25% +0.01
SPHY SS SPDR P High Yield ETF Add +15.6% 0.07% +0.01
APH Amphenol Corp. Class A Add +0.3% 0.02% +0.00
C Citigroup Inc. Add +0.2% 0.02% +0.00
BAC Bank of America Corp. Add +0.5% 0.02% +0.00
UNH Unitedhealth Group Inc. Add +1.7% 0.01% +0.00
COP Conocophillips Add +0.3% 0.06% +0.00
PEP Pepsico Inc. Add +0.8% 0.02% +0.00
TROW T Rowe Price Group Inc. New 0.00% +0.00
AEE Ameren Corporation Add +0.8% 0.01% +0.00
PSKY Paramount Skydance Class B New 0.00% +0.00
ETN Eaton Corp. PLC Add +0.8% 0.02% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% 0.00
AWK American Water Works Co. Inc. Add +1.9% 0.00% −0.00
NKE Nike Inc. Class B Add +1.4% 0.00% −0.00
XOM Exxon Mobil Corp. Add +0.1% 0.08% −0.00
DHR Danaher Corp. Add +1.2% 0.01% −0.00
RSP Invesco S&P 500 Equal Weight Add +0.4% 1.13% −0.00
AMT American Tower Corp. Add +1.4% 0.01% −0.00
CTAS Cintas Corp. Add +0.4% 0.02% −0.00
TXN Texas Instruments Inc. Add +0.4% 0.02% −0.00
MSFT Microsoft Corp. Add +0.1% 0.96% −0.01

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