Q2 2026 13F · SEC CIK 1582272

Battery Global Advisors, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $199.8M
Reported positions: 157
Top holdings a year, 3 yrs: +8.2%
Assets under management: $8.4B

Battery Global Advisors, LLC is a wealth manager that reported 157 positions worth $199.8M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VTI, 31.6%), Vanguard Index Fds (VOO, 10.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 9.7%). A portfolio copying its top holdings returned 8.2% a year over the last 3 years, against 16.5% for the S&P 500.

Battery Global Advisors, LLC holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Battery Global Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	31.6%	30.3%	170,698	-2.8%	$63.2M
VOOVanguard Index Fds	10.2%	9.4%	29,717	+1.5%	$20.4M
VEAVanguard Ftse Developed Markets Index Fu	9.7%	9.6%	273,246	-1.7%	$19.5M
PAYOPayoneer Global Inc	8.5%	7.5%	2,390,975	-17.3%	$17.0M
INTUIntuit	5.1%	9.5%	39,254	-4.2%	$10.2M
VWOVanguard Intl Equity Index F	5.0%	4.9%	168,815	+0.8%	$10.1M
IAUIshares Gold Tr	3.9%	4.8%	102,542	+1.7%	$7.7M
SPDWSpdr Index Shs Fds	3.8%	3.7%	152,557	+0.0%	$7.7M
VUGVanguard Index Fds	3.2%	2.9%	73,443	+500.0%	$6.3M
RSPInvesco Exchange Traded Fd T	2.4%	2.0%	22,256	+12.7%	$4.7M
TPYPTortoise North	1.4%	1.6%	68,388	+0.0%	$2.9M
AAPLApple Inc	1.0%	0.9%	6,656	+0.0%	$1.9M
VVVanguard Index Fds	0.8%	0.8%	4,880	+0.0%	$1.7M
CRWDCrowdstrike Hldgs Inc	0.8%	0.4%	2,108	+0.0%	$1.6M
GOOGLAlphabet Inc	0.8%	0.6%	4,200	+0.0%	$1.5M
GOOGAlphabet Inc	0.7%	0.6%	4,179	+0.0%	$1.5M
MSFTMicrosoft Corp	0.7%	0.8%	3,944	+0.1%	$1.5M
VBKVanguard Index Fds	0.7%	0.6%	3,680	+0.0%	$1.3M
KCCAKraneshares Trust	0.7%	0.6%	78,856	+2.4%	$1.3M
VTVVanguard Index Fds	0.7%	0.6%	6,113	+0.0%	$1.3M
SPEMSpdr Index Shs Fds	0.6%	0.6%	22,356	+0.0%	$1.2M
VBRVanguard Index Fds	0.6%	0.5%	4,545	+0.0%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.4%	1,218	+0.0%	$912K
ATMPBarclays Select MLP ETN	0.3%	0.3%	19,587	+4.9%	$676K
VTVanguard Intl Equity Index F	0.3%	0.3%	3,770	+0.0%	$592K
VOOGVanguard Admiral Fds Inc	0.3%	0.3%	6,948	+500.0%	$574K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,719	+0.1%	$563K
EQIXEquinix Inc	0.3%	0.3%	482	+0.0%	$502K
GLWCorning Inc	0.2%	0.1%	1,915	+0.0%	$489K
CIThe Cigna Group	0.2%	0.2%	1,676	+0.0%	$462K
BNYBank of Ny Mellon Corp	0.2%	0.2%	3,112	+0.0%	$450K
DLRDigital Rlty Tr Inc	0.2%	0.2%	2,257	+0.0%	$405K
IVVIshares Tr	0.2%	0.2%	525	+0.2%	$393K
EMXCIshares Inc	0.2%	0.1%	3,504	+0.0%	$358K
VGTVanguard World Fd	0.2%	0.1%	2,968	+700.0%	$355K
ROKRockwell Automation Inc	0.1%	0.1%	598	+0.0%	$296K
ACWIIshares Tr	0.1%	0.1%	1,746	+0.3%	$274K
SRADSportradar Group AG	0.1%	0.2%	17,800	+0.0%	$266K
WPCWp Carey Inc	0.1%	0.1%	3,655	+0.0%	$265K
JNJJohnson & Johnson	0.1%	0.1%	957	+0.0%	$243K
GSGoldman Sachs Group Inc	0.1%	0.1%	229	+0.0%	$232K
VRSKVerisk Analytics Inc	0.1%	0.1%	1,231	+0.0%	$221K
MSGKMadison Square Grdn Sprt Corp Cl A	0.1%	0.2%	541	-50.0%	$217K
XOMExxon Mobil Corp	0.1%	0.1%	1,561	+0.1%	$213K
KWRQuaker Houghton	0.1%	0.1%	1,197	+0.0%	$190K
SMHVaneck ETF Trust	0.1%	—	273	—	$179K
FICOFair Isaac Corp	0.1%	0.1%	148	+0.0%	$177K
CSCOCisco Sys Inc	0.1%	—	1,436	—	$169K
HDHome Depot Inc	0.1%	0.1%	478	+0.0%	$169K
INTCIntel Corp	0.1%	—	1,197	—	$167K

What Battery Global Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+700.0% shares
VOOG Vanguard Admiral Fds Inc+500.0% shares
VUG Vanguard Index Fds+500.0% shares
RSP Invesco Exchange Traded Fd T+12.7% shares

Reduced

MSGK Madison Square Grdn Sprt Corp Cl A-50.0% shares
PAYO Payoneer Global Inc-17.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.5% /yr; S&P 500 +11.7%
3 years: +8.2% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$199.8M	157
Q1 2026	$186.2M	154
Q4 2025	$215.8M	234
Q3 2025	$212.7M	148
Q2 2025	$202.8M	142
Q1 2025	$179.2M	139
Q4 2024	$187.1M	133
Q3 2024	$184.0M	135
Q2 2024	$151.1M	35
Q1 2024	$123.3M	35
Q4 2023	$130.5M	41

Questions about Battery Global Advisors, LLC's portfolio

What stocks does Battery Global Advisors, LLC own?

Battery Global Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 157 positions worth $199.8M. The largest are Vanguard Index Fds (VTI) at 31.6%, Vanguard Index Fds (VOO) at 10.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 9.7%, Payoneer Global Inc (PAYO) at 8.5% and Intuit (INTU) at 5.1%.

What did Battery Global Advisors, LLC buy last quarter?

In Q2 2026, Battery Global Advisors, LLC added Vanguard World Fd (VGT) (+700.0% shares), Vanguard Admiral Fds Inc (VOOG) (+500.0% shares) and Vanguard Index Fds (VUG) (+500.0% shares), compared with its Q1 2026 filing.

What did Battery Global Advisors, LLC sell last quarter?

In Q2 2026, Battery Global Advisors, LLC cut from its top 50 Conocophillips (COP), cut from its top 50 Blackstone Inc (BX), cut from its top 50 Amazon Com Inc (AMZN), Madison Square Grdn Sprt Corp Cl A (MSGK) (-50.0% shares) and Payoneer Global Inc (PAYO) (-17.3% shares), compared with its Q1 2026 filing.

How has Battery Global Advisors, LLC's portfolio performed?

A portfolio copying Battery Global Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.2% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +3.5% against +11.7%.

When is Battery Global Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Battery Global Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Battery Global Advisors, LLC manage?

Battery Global Advisors, LLC reported $8.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $199.8M.