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Battery Global Advisors 13F Portfolio

Portfolio Manager
Battery Global Advisors LLC
Performance
+9.48% (2026 Q2)
AUM (13F)
$199.80M
# of Holdings
157
Performance Rank
Allocation (Top 20)
91.82%
Latest filing
Q2 2026

Battery Global Advisors LLC Holdings Map

Top 50 Battery Global Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
Vanguard Total US Stock Market ETF
31.61%170.7K$63.2M
-2.83%(-4.97K)
2025-Q2: 183.9K shares2025-Q3: 190.5K shares2025-Q4: 371 shares2026-Q1: 175.7K shares2026-Q2: 170.7K shares
$327.87(+16.52%)
2026-06-30
VOO
Vanguard S&P 500 ETF
10.22%29.7K$20.4M
+1.53%(+447)
2025-Q2: 28.5K shares2025-Q3: 29.3K shares2025-Q4: 4.9K shares2026-Q1: 29.3K shares2026-Q2: 29.7K shares
$587.94(+20.94%)
2026-06-30
VEA
Vanguard FTSE Developed Markets ETF
9.74%273.2K$19.5M
-1.70%(-4.72K)
2025-Q2: 316.6K shares2025-Q3: 367.3K shares2025-Q4: 3.8K shares2026-Q1: 278.0K shares2026-Q2: 273.2K shares
$63.10(+15.67%)
2026-06-30
PAYO
Payoneer Global Inc
8.52%2.39M$17.0M
-17.30%(-500.00K)
2025-Q2: 2.89M shares2025-Q3: 2.89M shares2025-Q4: 2.89M shares2026-Q1: 2.89M shares2026-Q2: 2.39M shares
$5.97(+18.85%)
2026-06-30
INTU
Intuit Com
5.13%39.3K$10.2M
-4.16%(-1.70K)
2025-Q2: 42.2K shares2025-Q3: 41.0K shares2025-Q4: 1.4K shares2026-Q1: 41.0K shares2026-Q2: 39.3K shares
$548.09(-39.54%)
2026-06-30
VWO
Vanguard FTSE Emerging Markets ETF
5.04%168.8K$10.1M
+0.84%(+1.41K)
2025-Q2: 215.2K shares2025-Q3: 226.9K shares2025-Q4: 4.5K shares2026-Q1: 167.4K shares2026-Q2: 168.8K shares
$53.62(+12.65%)
2026-06-30
IAU
iShares Gold Trust
3.88%102.5K$7.7M
+1.72%(+1.74K)
2025-Q2: 108.1K shares2025-Q3: 111.3K shares2025-Q4: 524 shares2026-Q1: 100.8K shares2026-Q2: 102.5K shares
$84.40(-1.98%)
2026-06-30
SPDW
SPDR Developed World Ex-US ETF
3.85%152.6K$7.7M
+0.00%(+0)
2025-Q2: 152.6K shares2025-Q3: 152.6K shares2025-Q4: 152.6K shares2026-Q1: 152.6K shares2026-Q2: 152.6K shares
$32.58(+58.76%)
2026-06-30
VUG
Vanguard Growth Index Fund ETF
3.17%73.4K$6.3M
-0.00%(-3)
2025-Q2: 73.4K shares2025-Q3: 73.4K shares2025-Q4: 1.41M shares2026-Q1: 73.4K shares2026-Q2: 73.4K shares
$79.03(+12.70%)
2026-06-30
RSP
Invesco S&P 500 Equal Weight ETF
2.37%22.3K$4.7M
+12.72%(+2.51K)
2025-Q2: 12.7K shares2025-Q3: 12.7K shares2025-Q4: 11 shares2026-Q1: 19.7K shares2026-Q2: 22.3K shares
$192.71(+14.58%)
2026-06-30

About Battery Global Advisors LLCโ€™s portfolio

Battery Global Advisors LLC reports $199.80M in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are VTI (31.6%), VOO (10.2%) and VEA (9.7%). The top 20 holdings account for 91.82% of reported assets. Its disclosed equity book has returned +31.90% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VTI โ€” 32.3% ($63.17M)VOO โ€” 10.4% ($20.41M)VEA โ€” 9.9% ($19.47M)PAYO โ€” 8.7% ($17.02M)INTU โ€” 5.2% ($10.25M)VWO โ€” 5.1% ($10.08M)IAU โ€” 4.0% ($7.74M)SPDW โ€” 3.9% ($7.69M)VUG โ€” 3.2% ($6.33M)RSP โ€” 2.4% ($4.74M)Other โ€” 14.7% ($28.82M)
85%in top 10
  • VTI32.3%
  • VOO10.4%
  • VEA9.9%
  • PAYO8.7%
  • INTU5.2%
  • VWO5.1%
  • IAU4.0%
  • SPDW3.9%
  • VUG3.2%
  • RSP2.4%
  • Other14.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
12
RSPInvesco S&P 500 Equal Weight ETF+12.7%
VOOVanguard S&P 500 ETF+1.5%
IAUiShares Gold Trust+1.7%
VWOVanguard FTSE Emerging Markets ETF+0.8%
+8 more
Trimmed
6
PAYOPayoneer Global Inc-17.3%
VTIVanguard Total US Stock Market ETF-2.8%
INTUIntuit Com-4.2%
VEAVanguard FTSE Developed Markets ETF-1.7%
+2 more

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Source filings

Holdings on this page are parsed from Battery Global Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1582272). View Battery Global Advisors LLCโ€™s 13F filings on SEC

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