Battery Global Advisors, LLC 13F Holdings

CIK 0001582272 · BOSTON, MA

As of Sep 30, 2025, Battery Global Advisors, LLC reported 148 positions worth $212.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—190,480$62.7M29.47%
INTUIT INCINTUTechnology40,956$28.0M13.15%
VANGUARD TAX-MANAGED FUNDSVEA—367,254$22.0M10.35%
VANGUARD 500 INDEX FUNDVOO—29,270 8.0M8.45%
PAYONEER GLOBAL INCPAYOTechnology2,890,975 7.5M8.22%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—226,948 2.3M5.78%
ISHARES GOLD TRUSTIAU—111,316$8.1M3.81%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETFSPDW—152,557$6.5M3.07%
VANGUARD GROWTH INDEX FUNDVUG—12,241$5.9M2.76%
TORTOISE NORTH AMERICAN PIPELINE FUNDTPYP—68,388$2.5M1.17%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—12,710$2.4M1.13%
KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETFKCCA—139,753$2.4M1.12%
MICROSOFT CORPMSFTTechnology3,937$2.0M0.96%
APPLE INCAAPLTechnology6,648 .7M0.80%
VANGUARD LARGE-CAP INDEX FUNDVV—4,880 .5M0.71%
VANGUARD VALUE INDEX FUNDVTV—6,113 .1M0.54%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—3,680 .1M0.52%
SPDR PORTFOLIO EMERGING MARKSPEM—22,356 .0M0.49%
CROWDSTRIKE HOLDINGS INCCRWDTechnology2,108 .0M0.49%
ALPHABET INCGOOGLEquity4,200 .0M0.48%
ALPHABET INCGOOGEquity4,178 .0M0.48%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—4,545$952.8K0.45%
BARCLAYS ETN SELECT MLP ETNATMP—27,304$786.2K0.37%
SERVICENOW INCNOWTechnology806$741.7K0.35%
JPMORGAN CHASE & COJPMFinancial Services1,717$541.6K0.25%