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

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 Q3 2025 Q4 2025: $215.8M Q4 2025 Q1 2026: $186.2M $186.2M Q1 2026 Q2 2026: $199.8M Q2 2026

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%
VMC Vulcan Materials Co. 0.01% 91 $25K Reduce -2.1%
IQV Iqvia Holdings Inc. 0.01% 141 $24K Reduce -98.9%
IEFA iShares Core MSCI Eafe ETF 0.01% 264 $24K Add +87.2%
WBD Warner Bros Discovery Inc. 0.01% 868 $24K No change
Q Qnity Electronics Inc. 0.01% 204 $24K No change
HUM Humana Inc. 0.01% 119 $21K Add +2875.0%
DD Dupont DE Nemours Inc. 0.01% 408 $19K Add +2166.7%
TMO Thermo Fisher Scientific Inc. 0.01% 35 $17K No change
UNP Union Pacific Corp. 0.01% 70 $17K Add +233.3%
DOW Dow Inc. filed as DOW HLDGS INC 0.01% 408 $17K Add +8060.0%
UNH Unitedhealth Group Inc. 0.01% 60 $16K Add +900.0%
BAX Baxter International Inc. 0.01% 957 $16K No change
DHR Danaher Corp. 0.01% 84 $16K Reduce -82.4%
SPGI S&P Global Inc. 0.01% 37 $16K Add +2.8%
AEE Ameren Corporation 0.01% 127 $14K No change
AMT American Tower Corp. 0.01% 75 $13K No change
MSCI MSCI Inc. 0.01% 22 $12K Reduce -98.0%
ZTS Zoetis Inc. 0.01% 98 $12K No change
APD Air Products & Chemicals Inc. 0.01% 40 $12K Add +2.6%
FITB Fifth Third Bancorp 0.01% 239 $11K Add +61.5%
CXT Crane NXT Co. 0.01% 239 $10K No change
NOW ServiceNow Inc. 0.01% 90 $9K Reduce -97.8%
RTX RTX Corp. 0.00% 44 $8K Add +528.6%
FXI iShares China Large-Cap ETF 0.00% 216 $8K No change
APTV Aptiv PLC 0.00% 111 $8K No change
AWK American Water Works Co. Inc. 0.00% 54 $7K No change
ADBE Adobe Inc. 0.00% 30 $7K No change
EIS iShares MSCI Israel ETF 0.00% 56 $6K Reduce -98.4%
VTRS Viatris Inc. 0.00% 386 $5K No change
MELI MercadoLibre Inc. 0.00% 3 $5K No change
AON Aon PLC Class A 0.00% 15 $5K No change
TLRY Tilray Brands Inc. 0.00% 614 $4K New
NKE Nike Inc. Class B 0.00% 74 $4K Add +2.8%
PLD Prologis Inc. 0.00% 29 $4K No change
NLOP Net Lease Office Property 0.00% 245 $4K No change
SE Sea Ltd.-ADR 0.00% 36 $3K No change
CARR Carrier Global Corp. 0.00% 44 $2K No change
VLTO Veralto Corp. 0.00% 27 $2K No change
CHTR Charter Communications Inc. Class A 0.00% 10 $2K No change
CAT Caterpillar Inc. 0.00% 3 $2K Reduce -75.0%
EQT Eqt Corp. 0.00% 32 $2K Reduce -46.7%
EEM iShares MSCI Emerging Market 0.00% 34 $2K Reduce -98.0%
NRG NRG Energy Inc. 0.00% 13 $2K Reduce -92.0%
OTIS Otis Worldwide Corp. 0.00% 22 $2K Reduce -69.0%
VSNT Versant Media Group Inc. 0.00% 38 $1K Reduce -23.1%
FE Firstenergy Corp. 0.00% 25 $1K Reduce -89.5%
LMT Lockheed Martin Corp. 0.00% 2 $1K Reduce -96.7%
IOT Samsara Inc. Class A 0.00% 30 $951 New
HON Honeywell International Inc. 0.00% 4 $904 Reduce -99.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 8 $752 No change
OGN Organon & Co. 0.00% 71 $425 Add +373.3%
PSKY Paramount Skydance Class B 0.00% 24 $218 Add +100.0%
RIVN Rivian Automotive Inc. Class A 0.00% 13 $196 Reduce -99.0%
SOLS Solstice Adv Materials Inc. 0.00% 1 $76 No change

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

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