Battery Global Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Battery Global Advisors, LLC reported 157 stock positions worth $199.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 31.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.2%) and Vanguard Ftse Developed ETF (VEA, 9.7%). Compared with Q1 2026, it opened 1 new position, added to 27 and reduced 5. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Intuit (INTU, shares −4%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$199.8M (Q2 2026)
SEC Filing
0001582272-26-000005 ↗ filed Aug 12, 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 Q1 2026 Q2 2026: $199.8M $199.8M Q2 2026

Holdings 157 stocks · $199.8M
VTI VG Morningstar TS MKT ETF-US 31.61% 170,698 $63.2M Reduce -2.8%
VOO Vanguard S&P 500 ETF 10.21% 29,717 $20.4M Add +1.5%
VEA Vanguard Ftse Developed ETF 9.74% 273,246 $19.5M Reduce -1.7%
PAYO Payoneer Global Inc. 8.52% 2,390,975 $17.0M Reduce -17.3%
INTU Intuit Inc. 5.13% 39,254 $10.2M Reduce -4.2%
VWO Vanguard Ftse Emerging Marke 5.04% 168,815 $10.1M Add +0.8%
IAU iShares Gold Trust 3.88% 102,542 $7.7M Add +1.7%
SPDW Ste STR SPDR PT DW Eu ETF 3.85% 152,557 $7.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 3.17% 73,443 $6.3M No change
RSP Invesco S&P 500 Equal Weight 2.37% 22,256 $4.7M Add +12.7%
TPYP Tortoise North American Pipe 1.44% 68,388 $2.9M No change
AAPL Apple Inc. 0.96% 6,656 $1.9M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.84% 4,880 $1.7M No change
CRWD CrowdStrike Holdings Inc. Class A 0.81% 2,108 $1.6M No change
GOOGL Alphabet Inc. Class A 0.75% 4,200 $1.5M No change
GOOG Alphabet Inc. Class C 0.74% 4,179 $1.5M No change
MSFT Microsoft Corp. 0.74% 3,944 $1.5M Add +0.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.67% 3,680 $1.3M No change
KCCA Kraneshares California Carbo 0.67% 78,856 $1.3M Add +2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.67% 6,113 $1.3M No change
SPEM State Street SP PTF Em ETF 0.58% 22,356 $1.2M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.55% 4,545 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 1,218 $912K No change
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.34% 19,587 $676K Add +4.9%
VT Vanguard Tot World STK ETF 0.30% 3,770 $592K No change
VOOG Vanguard S&P 500 Growth ETF 0.29% 6,948 $574K No change
JPM JPMorgan Chase & Co. 0.28% 1,719 $563K Add +0.1%
EQIX Equinix Inc. 0.25% 482 $502K No change
GLW Corning Inc. 0.24% 1,915 $489K No change
CI The Cigna Group 0.23% 1,676 $462K No change
BNY Bank of New York Mellon Corp. 0.23% 3,112 $450K No change
DLR Digital Realty Trust Inc. 0.20% 2,257 $405K No change
IVV iShares Core S&P 500 ETF 0.20% 525 $393K Add +0.2%
EMXC iShares MSCI Emr MRK Ex Chna 0.18% 3,504 $358K No change
VGT Vanguard Info Tech ETF 0.18% 2,968 $355K No change
ROK Rockwell Automation Inc. 0.15% 598 $296K No change
ACWI iShares MSCI Acwi ETF 0.14% 1,746 $274K Add +0.3%
SRAD Sportradar Group AG-A 0.13% 17,800 $266K No change
WPC WP Carey Inc. 0.13% 3,655 $265K No change
JNJ Johnson & Johnson 0.12% 957 $243K No change
GS Goldman Sachs Group Inc. 0.12% 229 $232K No change
VRSK Verisk Analytics Inc. 0.11% 1,231 $221K No change
MSGS Madison Square Garden Sports 0.11% 541 $217K Reduce -50.0%
XOM Exxon Mobil Corp. 0.11% 1,561 $213K Add +0.1%
KWR Quaker Chemical Corporation 0.10% 1,197 $190K No change
SMH Vaneck Semiconductor ETF 0.09% 273 $179K No change
FICO Fair Isaac Corp. 0.09% 148 $177K No change
CSCO Cisco Systems Inc. 0.08% 1,436 $169K No change
HD Home Depot Inc. 0.08% 478 $169K No change
INTC Intel Corp. 0.08% 1,197 $167K No change
BX Blackstone Inc. 0.08% 1,408 $166K Add +0.1%
AMZN Amazon.com Inc. 0.07% 600 $143K No change
ADI Analog Devices Inc. 0.07% 358 $142K No change
COP Conocophillips 0.07% 1,254 $130K Add +0.3%
EW Edwards Lifesciences Corp. 0.06% 1,434 $130K No change
MIAX Miami International Holdings 0.06% 3,125 $116K No change
DLTR Dollar Tree Inc. 0.06% 957 $116K No change
UVSP Univest Financial Corp. 0.06% 2,623 $115K No change
SPHY SS SPDR P High Yield ETF 0.05% 4,596 $108K No change
MRK Merck & Co. Inc. 0.05% 718 $93K No change
AMGN Amgen Inc. 0.04% 243 $88K No change
CL Colgate-Palmolive Co. 0.04% 957 $88K No change
AFL Aflac Inc. 0.04% 718 $84K No change
NOC Northrop Grumman Corp. 0.04% 163 $83K Add +0.6%
BMY Bristol-Myers Squibb Co. 0.04% 1,436 $83K No change
WFC Wells Fargo & Co. 0.04% 1,000 $83K No change
TRV The Travelers Cos Inc. 0.04% 250 $83K No change
STLD Steel Dynamics Inc. 0.04% 358 $82K No change
TXN Texas Instruments Inc. 0.04% 271 $81K Add +0.4%
PFE Pfizer Inc. 0.04% 3,112 $75K No change
T AT&T Inc. 0.04% 3,591 $74K No change
META Meta Platforms Inc. Class A 0.04% 126 $71K No change
APH Amphenol Corp. Class A 0.03% 376 $66K Add +0.3%
C Citigroup Inc. 0.03% 473 $66K Add +0.2%
XCEM Columbia Em Core Ex-China 0.03% 1,235 $65K No change
PSX Phillips 66 0.03% 358 $61K No change
V Visa Inc. Class A 0.03% 176 $60K No change
AME Ametek Inc. 0.03% 239 $58K No change
AMP Ameriprise Financial Inc. 0.03% 119 $55K No change
CR Crane Co. 0.03% 239 $53K No change
CXT Crane NXT Co. 0.03% 239 $53K No change
PEP Pepsico Inc. 0.03% 380 $51K Add +0.8%
ETN Eaton Corp. PLC 0.03% 119 $51K No change
CVS CVS Health Corp. 0.02% 478 $49K No change
HUM Humana Inc. 0.02% 119 $47K No change
CHD Church & Dwight Co. Inc. 0.02% 478 $46K No change
AYI Acuity Inc. 0.02% 119 $45K No change
BAC Bank of America Corp. 0.02% 768 $44K Add +0.4%
LUV Southwest Airlines Co. 0.02% 837 $43K No change
DCI Donaldson Co. Inc. 0.02% 478 $43K No change
AGCO Agco Corp. 0.02% 358 $43K No change
NTRS Northern Trust Corp. 0.02% 239 $42K No change
DINO HF Sinclair Corp. 0.02% 598 $42K No change
VZ Verizon Communications Inc. 0.02% 957 $41K No change
WMT Walmart Inc. 0.02% 357 $40K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 122 $40K No change
CTAS Cintas Corp. 0.02% 236 $40K No change
RF Regions Financial Corp. 0.02% 1,197 $36K No change
CTVA Corteva Inc. 0.02% 408 $35K No change
Q Qnity Electronics Inc. 0.02% 204 $33K No change
NVDA Nvidia Corp. 0.01% 150 $30K No change
SCHW Schwab (charles) Corp. 0.01% 304 $28K Add +0.3%
IQV Iqvia Holdings Inc. 0.01% 141 $27K No change
VMC Vulcan Materials Co. 0.01% 91 $27K No change
IEFA iShares Core MSCI Eafe ETF 0.01% 264 $25K No change
UNH Unitedhealth Group Inc. 0.01% 60 $25K No change
CMCSA Comcast Corp. Class A 0.01% 957 $23K No change
WBD Warner Bros Discovery Inc. 0.01% 868 $23K No change
BAX Baxter International Inc. 0.01% 957 $20K No change
UNP Union Pacific Corp. 0.01% 71 $19K Add +1.4%
DD Dupont DE Nemours Inc. 0.01% 136 $18K No change
TMO Thermo Fisher Scientific Inc. 0.01% 35 $18K No change
DHR Danaher Corp. 0.01% 84 $16K No change
SPGI S&P Global Inc. 0.01% 37 $15K No change
AEE Ameren Corporation 0.01% 128 $14K Add +0.8%
FITB Fifth Third Bancorp 0.01% 239 $14K No change
AMT American Tower Corp. 0.01% 76 $13K Add +1.3%
MSCI MSCI Inc. 0.01% 22 $12K No change
APD Air Products & Chemicals Inc. 0.01% 40 $12K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.01% 408 $11K No change
TRLV Trulieve Cannabis Corp. 0.01% 1,112 $11K New
NOW ServiceNow Inc. 0.00% 90 $9K No change
RTX RTX Corp. 0.00% 44 $8K No change
AWK American Water Works Co. Inc. 0.00% 55 $7K Add +1.9%
ZTS Zoetis Inc. 0.00% 99 $7K Add +1.0%
FXI iShares China Large-Cap ETF 0.00% 218 $7K Add +0.9%
APTV Aptiv PLC 0.00% 111 $7K No change
EIS iShares MSCI Israel ETF 0.00% 56 $7K No change
ADBE Adobe Inc. 0.00% 30 $6K No change
VTRS Viatris Inc. 0.00% 386 $6K No change
MELI MercadoLibre Inc. 0.00% 3 $5K No change
AON Aon PLC Class A 0.00% 15 $5K No change
PLD Prologis Inc. 0.00% 29 $4K No change
SE Sea Ltd.-ADR 0.00% 36 $3K No change
CARR Carrier Global Corp. 0.00% 44 $3K No change
CAT Caterpillar Inc. 0.00% 3 $3K No change
NKE Nike Inc. Class B 0.00% 74 $3K No change
TLRY Tilray Brands Inc. 0.00% 614 $3K No change
NLOP Net Lease Office Property 0.00% 245 $3K No change
VLTO Veralto Corp. 0.00% 27 $2K No change
EEM iShares MSCI Emerging Market 0.00% 34 $2K No change
NRG NRG Energy Inc. 0.00% 13 $2K No change
EQT Eqt Corp. 0.00% 32 $2K No change
OTIS Otis Worldwide Corp. 0.00% 22 $2K No change
VGNT Versigent PLC 0.00% 37 $2K No change
CHTR Charter Communications Inc. Class A 0.00% 10 $1K No change
VSNT Versant Media Group Inc. 0.00% 38 $1K No change
FE Firstenergy Corp. 0.00% 25 $1K No change
LMT Lockheed Martin Corp. 0.00% 2 $1K No change
IOT Samsara Inc. Class A 0.00% 30 $973 No change
OGN Organon & Co. 0.00% 71 $961 No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 8 $949 No change
HON Honeywell International Inc. 0.00% 2 $448 No change
HONA Honeywell Aerospace Inc. 0.00% 2 $442 No change
PSKY Paramount Skydance Class B 0.00% 24 $238 No change
RIVN Rivian Automotive Inc. Class A 0.00% 13 $226 No change
SOLS Solstice Adv Materials Inc. 0.00% 1 $89 No change

Portfolio Sells Q1 2026 → Q2 2026
INTU Intuit Inc. Reduce -4.2% 5.13% −4.38
MSGS Madison Square Garden Sports Reduce -50.0% 0.11% −0.08
VEA Vanguard Ftse Developed ETF Reduce -1.7% 9.74% +0.18
PAYO Payoneer Global Inc. Reduce -17.3% 8.52% +1.02
VTI VG Morningstar TS MKT ETF-US Reduce -2.8% 31.61% +1.34

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +1.5% 10.21% +0.82
RSP Invesco S&P 500 Equal Weight Add +12.7% 2.37% +0.33
VWO Vanguard Ftse Emerging Marke Add +0.8% 5.04% +0.18
KCCA Kraneshares California Carbo Add +2.4% 0.67% +0.06
AAPL Apple Inc. Add +0.1% 0.96% +0.06
IVV iShares Core S&P 500 ETF Add +0.2% 0.20% +0.01
TXN Texas Instruments Inc. Add +0.4% 0.04% +0.01
JPM JPMorgan Chase & Co. Add +0.1% 0.28% +0.01
ACWI iShares MSCI Acwi ETF Add +0.3% 0.14% +0.01
APH Amphenol Corp. Class A Add +0.3% 0.03% +0.01
TRLV Trulieve Cannabis Corp. New 0.01% +0.01
C Citigroup Inc. Add +0.2% 0.03% +0.00
BAC Bank of America Corp. Add +0.4% 0.02% +0.00
UNP Union Pacific Corp. Add +1.4% 0.01% +0.00
AEE Ameren Corporation Add +0.8% 0.01% −0.00
AWK American Water Works Co. Inc. Add +1.9% 0.00% −0.00
AMT American Tower Corp. Add +1.3% 0.01% −0.00
FXI iShares China Large-Cap ETF Add +0.9% 0.00% −0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% −0.00
ZTS Zoetis Inc. Add +1.0% 0.00% −0.00
BX Blackstone Inc. Add +0.1% 0.08% −0.00
PEP Pepsico Inc. Add +0.8% 0.03% −0.01
ATMP Ipath Select MLP ETN Add +4.9% 0.34% −0.01
NOC Northrop Grumman Corp. Add +0.6% 0.04% −0.02
COP Conocophillips Add +0.3% 0.07% −0.02
XOM Exxon Mobil Corp. Add +0.1% 0.11% −0.04
MSFT Microsoft Corp. Add +0.1% 0.74% −0.05
IAU iShares Gold Trust Add +1.7% 3.88% −0.90

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