Battery Global Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Battery Global Advisors, LLC reported 154 stock positions worth $186.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 30.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.6%) and Intuit (INTU, 9.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 84, added to 57 and reduced 47. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +47250%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001582272
- Portfolio Value
- $186.2M (Q1 2026)
- SEC Filing
- 0001582272-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 154 stocks · $186.2M
| VTI VG Morningstar TS MKT ETF-US | 30.27% | 175,669 | $56.4M | Add +47250.1% |
| VEA Vanguard Ftse Developed ETF | 9.57% | 277,967 | $17.8M | Add +7273.1% |
| INTU Intuit Inc. | 9.51% | 40,956 | $17.7M | Add +2874.3% |
| VOO Vanguard S&P 500 ETF | 9.39% | 29,270 | $17.5M | Add +499.8% |
| PAYO Payoneer Global Inc. | 7.50% | 2,890,975 | $14.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 4.86% | 167,405 | $9.0M | Add +3583.3% |
| IAU iShares Gold Trust | 4.77% | 100,804 | $8.9M | Add +19137.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.74% | 152,557 | $7.0M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.87% | 12,241 | $5.3M | Reduce -94.8% |
| RSP Invesco S&P 500 Equal Weight | 2.04% | 19,744 | $3.8M | Add +179390.9% |
| TPYP Tortoise North American Pipe | 1.56% | 68,388 | $2.9M | No change |
| AAPL Apple Inc. | 0.91% | 6,653 | $1.7M | Reduce -8.2% |
| MSFT Microsoft Corp. | 0.78% | 3,941 | $1.5M | Add +23082.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.78% | 4,880 | $1.5M | Reduce -60.1% |
| GOOGL Alphabet Inc. Class A | 0.65% | 4,200 | $1.2M | Reduce -6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 6,113 | $1.2M | Add +66.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 4,179 | $1.2M | Reduce -5.2% |
| KCCA Kraneshares California Carbo | 0.61% | 77,045 | $1.1M | Add +962962.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.60% | 3,680 | $1.1M | Reduce -87.4% |
| SPEM State Street SP PTF Em ETF | 0.56% | 22,356 | $1.0M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 4,545 | $987K | Add +292.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.44% | 2,108 | $823K | Add +782.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,218 | $793K | Add +458.7% |
| ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC | 0.35% | 18,680 | $643K | Reduce -24.4% |
| VT Vanguard Tot World STK ETF | 0.28% | 3,770 | $521K | Reduce -98.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 1,718 | $505K | Add +2627.0% |
| EQIX Equinix Inc. | 0.25% | 482 | $472K | Add +1406.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.25% | 1,158 | $472K | Reduce -99.7% |
| CI The Cigna Group | 0.24% | 1,676 | $447K | Add +5486.7% |
| DLR Digital Realty Trust Inc. | 0.22% | 2,257 | $407K | Add +3661.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 3,112 | $369K | Add +258.5% |
| MSGS Madison Square Garden Sports | 0.19% | 1,082 | $348K | Add +54000.0% |
| IVV iShares Core S&P 500 ETF | 0.18% | 524 | $342K | Add +98.5% |
| SRAD Sportradar Group AG-A | 0.16% | 17,800 | $298K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 3,504 | $276K | Add +10205.9% |
| XOM Exxon Mobil Corp. | 0.14% | 1,560 | $265K | Add +15500.0% |
| GLW Corning Inc. | 0.14% | 1,915 | $260K | Add +47775.0% |
| VGT Vanguard Info Tech ETF | 0.14% | 371 | $259K | Reduce -93.9% |
| WPC WP Carey Inc. | 0.14% | 3,655 | $252K | No change |
| ACWI iShares MSCI Acwi ETF | 0.13% | 1,740 | $241K | Reduce -98.4% |
| JNJ Johnson & Johnson | 0.13% | 957 | $234K | Add +7875.0% |
| VRSK Verisk Analytics Inc. | 0.13% | 1,231 | $234K | No change |
| ROK Rockwell Automation Inc. | 0.12% | 598 | $215K | Add +987.3% |
| GS Goldman Sachs Group Inc. | 0.10% | 229 | $194K | Add +110.1% |
| COP Conocophillips | 0.09% | 1,250 | $165K | Add +6478.9% |
| BX Blackstone Inc. | 0.09% | 1,406 | $162K | Reduce -1.1% |
| FICO Fair Isaac Corp. | 0.08% | 148 | $158K | Reduce -90.5% |
| HD Home Depot Inc. | 0.08% | 478 | $157K | Add +291.8% |
| KWR Quaker Chemical Corporation | 0.08% | 1,197 | $149K | No change |
| AMZN Amazon.com Inc. | 0.07% | 600 | $125K | Reduce -33.3% |
| MIAX Miami International Holdings | 0.07% | 3,125 | $122K | New |
| EW Edwards Lifesciences Corp. | 0.06% | 1,434 | $115K | Add +1115.3% |
| ADI Analog Devices Inc. | 0.06% | 358 | $114K | Reduce -11.6% |
| CSCO Cisco Systems Inc. | 0.06% | 1,436 | $111K | Add +511.1% |
| NOC Northrop Grumman Corp. | 0.06% | 162 | $111K | Reduce -32.2% |
| SPHY SS SPDR P High Yield ETF | 0.06% | 4,596 | $107K | No change |
| DLTR Dollar Tree Inc. | 0.06% | 957 | $105K | Add +4936.8% |
| SMH Vaneck Semiconductor ETF | 0.06% | 273 | $105K | No change |
| T AT&T Inc. | 0.06% | 3,591 | $104K | No change |
| UVSP Univest Financial Corp. | 0.05% | 2,623 | $90K | Add +4345.8% |
| PFE Pfizer Inc. | 0.05% | 3,112 | $87K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 1,436 | $87K | No change |
| MRK Merck & Co. Inc. | 0.05% | 718 | $87K | No change |
| AMGN Amgen Inc. | 0.05% | 243 | $86K | No change |
| CL Colgate-Palmolive Co. | 0.04% | 957 | $82K | Add +2292.5% |
| WFC Wells Fargo & Co. | 0.04% | 1,000 | $80K | Reduce -12.9% |
| AFL Aflac Inc. | 0.04% | 718 | $79K | Reduce -10.5% |
| TRV The Travelers Cos Inc. | 0.04% | 250 | $73K | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 0.04% | 126 | $72K | Add +215.0% |
| PSX Phillips 66 | 0.04% | 358 | $65K | No change |
| STLD Steel Dynamics Inc. | 0.03% | 358 | $65K | No change |
| PEP Pepsico Inc. | 0.03% | 377 | $59K | Add +1.1% |
| C Citigroup Inc. | 0.03% | 472 | $53K | Reduce -72.2% |
| V Visa Inc. Class A | 0.03% | 176 | $53K | Add +0.6% |
| AMP Ameriprise Financial Inc. | 0.03% | 119 | $53K | Reduce -1.6% |
| INTC Intel Corp. | 0.03% | 1,197 | $53K | Add +29825.0% |
| TXN Texas Instruments Inc. | 0.03% | 270 | $52K | Add +0.4% |
| AME Ametek Inc. | 0.03% | 239 | $51K | No change |
| XCEM Columbia Em Core Ex-China | 0.03% | 1,235 | $50K | Add +29.1% |
| VZ Verizon Communications Inc. | 0.03% | 957 | $48K | No change |
| APH Amphenol Corp. Class A | 0.03% | 375 | $48K | No change |
| CHD Church & Dwight Co. Inc. | 0.02% | 478 | $45K | No change |
| WMT Walmart Inc. | 0.02% | 357 | $44K | Reduce -27.0% |
| ETN Eaton Corp. PLC | 0.02% | 119 | $42K | Reduce -58.5% |
| AGCO Agco Corp. | 0.02% | 358 | $41K | No change |
| CR Crane Co. | 0.02% | 239 | $41K | Reduce -41.4% |
| DCI Donaldson Co. Inc. | 0.02% | 478 | $41K | Reduce -51.1% |
| CTAS Cintas Corp. | 0.02% | 236 | $40K | Reduce -85.9% |
| DINO HF Sinclair Corp. | 0.02% | 598 | $37K | Add +2747.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 765 | $37K | Reduce -75.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.02% | 122 | $37K | Reduce -79.6% |
| CVS CVS Health Corp. | 0.02% | 478 | $34K | Add +4245.4% |
| CTVA Corteva Inc. | 0.02% | 408 | $34K | Reduce -79.5% |
| NTRS Northern Trust Corp. | 0.02% | 239 | $34K | Add +227.4% |
| AYI Acuity Inc. | 0.02% | 119 | $33K | No change |
| LUV Southwest Airlines Co. | 0.02% | 837 | $32K | No change |
| RF Regions Financial Corp. | 0.02% | 1,197 | $32K | Add +978.4% |
| SCHW Schwab (charles) Corp. | 0.02% | 303 | $28K | Reduce -19.0% |
| CMCSA Comcast Corp. Class A | 0.01% | 957 | $27K | Reduce -22.5% |
| NVDA Nvidia Corp. | 0.01% | 150 | $26K | Add +400.0% |
Portfolio Sells Q4 2025 → Q1 2026
| VT Vanguard Tot World STK ETF | Reduce -98.0% | 0.28% | −28.99 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −12.57 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -99.7% | 0.25% | −10.32 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -87.4% | 0.60% | −7.91 |
| ACWI iShares MSCI Acwi ETF | Reduce -98.4% | 0.13% | −3.96 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -94.8% | 2.87% | −2.97 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -60.1% | 0.78% | −1.98 |
| IQV Iqvia Holdings Inc. | Reduce -98.9% | 0.01% | −1.12 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −1.09 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.93 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.46 |
| VGT Vanguard Info Tech ETF | Reduce -93.9% | 0.14% | −0.40 |
| NOW ServiceNow Inc. | Reduce -97.8% | 0.01% | −0.28 |
| KEY Keycorp | Sold out | 0.00% | −0.26 |
| CTAS Cintas Corp. | Reduce -85.9% | 0.02% | −0.19 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.17 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.16 |
| BAC Bank of America Corp. | Reduce -75.5% | 0.02% | −0.15 |
| MSCI MSCI Inc. | Reduce -98.0% | 0.01% | −0.12 |
| EIS iShares MSCI Israel ETF | Reduce -98.4% | 0.00% | −0.11 |
| EEM iShares MSCI Emerging Market | Reduce -98.0% | 0.00% | −0.11 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.11 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.10 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Reduce -99.2% | 0.00% | −0.08 |
| CTVA Corteva Inc. | Reduce -79.5% | 0.02% | −0.06 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.06 |
| CEG Constellation Energy | Sold out | 0.00% | −0.05 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.04 |
| NRG NRG Energy Inc. | Reduce -92.0% | 0.00% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.04 |
| DCI Donaldson Co. Inc. | Reduce -51.1% | 0.02% | −0.03 |
| C Citigroup Inc. | Reduce -72.2% | 0.03% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -33.3% | 0.07% | −0.03 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
| RIVN Rivian Automotive Inc. Class A | Reduce -99.0% | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -1.1% | 0.09% | −0.01 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.01 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -82.4% | 0.01% | −0.01 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.01 |
| KODK Eastman Kodak Co. | Sold out | 0.00% | −0.01 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -22.5% | 0.01% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -12.9% | 0.04% | −0.01 |
| AAPL Apple Inc. | Reduce -8.2% | 0.91% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Add +47250.1% | 30.27% | +30.14 |
| INTU Intuit Inc. | Add +2874.3% | 9.51% | +9.49 |
| VEA Vanguard Ftse Developed ETF | Add +7273.1% | 9.57% | +9.32 |
| VOO Vanguard S&P 500 ETF | Add +499.8% | 9.39% | +8.68 |
| IAU iShares Gold Trust | Add +19137.4% | 4.77% | +4.61 |
| VWO Vanguard Ftse Emerging Marke | Add +3583.3% | 4.86% | +4.41 |
| RSP Invesco S&P 500 Equal Weight | Add +179390.9% | 2.04% | +2.03 |
| MSFT Microsoft Corp. | Add +23082.3% | 0.78% | +0.78 |
| KCCA Kraneshares California Carbo | Add +962962.5% | 0.61% | +0.61 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +782.0% | 0.44% | +0.44 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +458.7% | 0.43% | +0.36 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +292.5% | 0.53% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +2627.0% | 0.27% | +0.27 |
| EQIX Equinix Inc. | Add +1406.3% | 0.25% | +0.25 |
| CI The Cigna Group | Add +5486.7% | 0.24% | +0.24 |
| DLR Digital Realty Trust Inc. | Add +3661.7% | 0.22% | +0.22 |
| MSGS Madison Square Garden Sports | Add +54000.0% | 0.19% | +0.19 |
| BNY Bank of New York Mellon Corp. | Add +258.5% | 0.20% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +98.5% | 0.18% | +0.17 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +10205.9% | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +15500.0% | 0.14% | +0.14 |
| GLW Corning Inc. | Add +47775.0% | 0.14% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +66.1% | 0.64% | +0.13 |
| JNJ Johnson & Johnson | Add +7875.0% | 0.13% | +0.12 |
| ROK Rockwell Automation Inc. | Add +987.3% | 0.12% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +110.1% | 0.10% | +0.10 |
| COP Conocophillips | Add +6478.9% | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +291.8% | 0.08% | +0.07 |
| MIAX Miami International Holdings | New | 0.07% | +0.07 |
| DLTR Dollar Tree Inc. | Add +4936.8% | 0.06% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +1115.3% | 0.06% | +0.04 |
| CL Colgate-Palmolive Co. | Add +2292.5% | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +511.1% | 0.06% | +0.04 |
| UVSP Univest Financial Corp. | Add +4345.8% | 0.05% | +0.04 |
| META Meta Platforms Inc. Class A | Add +215.0% | 0.04% | +0.03 |
| INTC Intel Corp. | Add +29825.0% | 0.03% | +0.03 |
| DINO HF Sinclair Corp. | Add +2747.6% | 0.02% | +0.02 |
| CVS CVS Health Corp. | Add +4245.4% | 0.02% | +0.02 |
| NTRS Northern Trust Corp. | Add +227.4% | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +400.0% | 0.01% | +0.01 |
| HUM Humana Inc. | Add +2875.0% | 0.01% | +0.01 |
| DD Dupont DE Nemours Inc. | Add +2166.7% | 0.01% | +0.01 |
| DOW Dow Inc. | Add +8060.0% | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +233.3% | 0.01% | +0.01 |
| RF Regions Financial Corp. | Add +978.4% | 0.02% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +900.0% | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +1.1% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.4% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +528.6% | 0.00% | +0.00 |
| TLRY Tilray Brands Inc. | 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 |