Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Total US Stock Market ETFTOTAL STK MKT | TOTAL STK MKT | $63.2M | 31.6% |
| Vanguard S&P 500 ETFS&P 500 ETF SHS | S&P 500 ETF SHS | $20.4M | 10.2% |
| Vanguard FTSE Developed Markets ETFVAN FTSE DEV MKT | VAN FTSE DEV MKT | $19.5M | 9.7% |
| Payoneer Global Inc.COM | COM | $17M | 8.5% |
| IntuitCOM | COM | $10.2M | 5.1% |
| Vanguard FTSE Emerging Markets ETFFTSE EMR MKT ETF | FTSE EMR MKT ETF | $10.1M | 5.0% |
| iShares Gold TrustISHARES NEW | ISHARES NEW | $7.74M | 3.9% |
| SPDR Developed World Ex-us ETFST STR PO EX ETF | ST STR PO EX ETF | $7.69M | 3.8% |
| Vanguard Growth Index Fund ETFGROWTH ETF | GROWTH ETF | $6.33M | 3.2% |
| Invesco S&P 500 Equal Weight ETFS&P500 EQL WGT | S&P500 EQL WGT | $4.74M | 2.4% |
| Tortoise North American Pipeline FundNORTH AMRCN PIPE | NORTH AMRCN PIPE | $2.87M | 1.4% |
| AppleCOM | COM | $1.93M | 1.0% |
| Vanguard Large-cap (index Fund)LARGE CAP ETF | LARGE CAP ETF | $1.68M | 0.8% |
| CrowdstrikeCL A | CL A | $1.61M | 0.8% |
| Alphabet (google) Class ACAP STK CL A | CAP STK CL A | $1.5M | 0.8% |
| Alphabet (google) Class CCAP STK CL C | CAP STK CL C | $1.48M | 0.7% |
| MicrosoftCOM | COM | $1.47M | 0.7% |
| Vanguard Small-cap Growth ETFSML CP GRW ETF | SML CP GRW ETF | $1.35M | 0.7% |
| Kraneshares California Carbon Allowance ETFCALIFORNIA CARB | CALIFORNIA CARB | $1.34M | 0.7% |
| Vanguard Value Index Fund ETFVALUE ETF | VALUE ETF | $1.33M | 0.7% |
| SPDR Emerging Markets ETFST PORT MARK ETF | ST PORT MARK ETF | $1.16M | 0.6% |
| Vanguard Small-cap Value ETFSM CP VAL ETF | SM CP VAL ETF | $1.1M | 0.6% |
| SPDR S&P 500 ETFTR UNIT | TR UNIT | $912K | 0.5% |
| Barclays Select Mlp ETNIPATH SELCT MLP | IPATH SELCT MLP | $676K | 0.3% |
| Vanguard Total World Stock Index ETFTT WRLD ST ETF | TT WRLD ST ETF | $592K | 0.3% |
| Vanguard S&P 500 Growth ETF500 GRTH IDX F | 500 GRTH IDX F | $574K | 0.3% |
| JPMORGAN Chase & CoCOM | COM | $563K | 0.3% |
| Equinix Inc..COM | COM | $502K | 0.3% |
| Corning Inc.COM | COM | $489K | 0.2% |
| CignaCOM | COM | $462K | 0.2% |
| Bank New YorkCOM | COM | $450K | 0.2% |
| Digital Realty TrustCOM | COM | $405K | 0.2% |
| iShares Core S&P 500 ETFCORE S&P500 ETF | CORE S&P500 ETF | $393K | 0.2% |
| iShares MSCI Em-ex China ETFMSCI EMRG CHN | MSCI EMRG CHN | $358K | 0.2% |
| Vanguard SectorINF TECH ETF | INF TECH ETF | $355K | 0.2% |
| Rockwell AutomationCOM | COM | $296K | 0.1% |
| iShares MSCI Acwi ETFMSCI ACWI ETF | MSCI ACWI ETF | $274K | 0.1% |
| Sportradar Group AGCLASS A ORD SHS | CLASS A ORD SHS | $266K | 0.1% |
| WP Carey Inc.COM | COM | $265K | 0.1% |
| Johnson & JohnsonCOM | COM | $243K | 0.1% |
| Goldman SachsCOM | COM | $232K | 0.1% |
| Verisk Analytics Inc.COM | COM | $221K | 0.1% |
| Msg NetworksCL A | CL A | $217K | 0.1% |
| Exxon MobilCOM | COM | $213K | 0.1% |
| Quaker Chemical Corp.COM | COM | $190K | 0.1% |
| Vaneck SemiconductorSEMICONDUCTR ETF | SEMICONDUCTR ETF | $179K | 0.1% |
| Fair Isaac Corp.COM | COM | $177K | 0.1% |
| Cisco SystemsCOM | COM | $169K | 0.1% |
| Home Depot Inc.COM | COM | $169K | 0.1% |
| IntelCOM | COM | $167K | 0.1% |
Vanguard Total US Stock Market ETFTOTAL STK MKT$63.2M
- Class
- TOTAL STK MKT
- Share
- 31.6%
Vanguard S&P 500 ETFS&P 500 ETF SHS$20.4M
- Class
- S&P 500 ETF SHS
- Share
- 10.2%
Vanguard FTSE Developed Markets ETFVAN FTSE DEV MKT$19.5M
- Class
- VAN FTSE DEV MKT
- Share
- 9.7%
Payoneer Global Inc.COM$17M
- Class
- COM
- Share
- 8.5%
IntuitCOM$10.2M
- Class
- COM
- Share
- 5.1%
Vanguard FTSE Emerging Markets ETFFTSE EMR MKT ETF$10.1M
- Class
- FTSE EMR MKT ETF
- Share
- 5.0%
iShares Gold TrustISHARES NEW$7.74M
- Class
- ISHARES NEW
- Share
- 3.9%
SPDR Developed World Ex-us ETFST STR PO EX ETF$7.69M
- Class
- ST STR PO EX ETF
- Share
- 3.8%
Vanguard Growth Index Fund ETFGROWTH ETF$6.33M
- Class
- GROWTH ETF
- Share
- 3.2%
Invesco S&P 500 Equal Weight ETFS&P500 EQL WGT$4.74M
- Class
- S&P500 EQL WGT
- Share
- 2.4%
Tortoise North American Pipeline FundNORTH AMRCN PIPE$2.87M
- Class
- NORTH AMRCN PIPE
- Share
- 1.4%
AppleCOM$1.93M
- Class
- COM
- Share
- 1.0%
Vanguard Large-cap (index Fund)LARGE CAP ETF$1.68M
- Class
- LARGE CAP ETF
- Share
- 0.8%
CrowdstrikeCL A$1.61M
- Class
- CL A
- Share
- 0.8%
Alphabet (google) Class ACAP STK CL A$1.5M
- Class
- CAP STK CL A
- Share
- 0.8%
Alphabet (google) Class CCAP STK CL C$1.48M
- Class
- CAP STK CL C
- Share
- 0.7%
MicrosoftCOM$1.47M
- Class
- COM
- Share
- 0.7%
Vanguard Small-cap Growth ETFSML CP GRW ETF$1.35M
- Class
- SML CP GRW ETF
- Share
- 0.7%
Kraneshares California Carbon Allowance ETFCALIFORNIA CARB$1.34M
- Class
- CALIFORNIA CARB
- Share
- 0.7%
Vanguard Value Index Fund ETFVALUE ETF$1.33M
- Class
- VALUE ETF
- Share
- 0.7%
SPDR Emerging Markets ETFST PORT MARK ETF$1.16M
- Class
- ST PORT MARK ETF
- Share
- 0.6%
Vanguard Small-cap Value ETFSM CP VAL ETF$1.1M
- Class
- SM CP VAL ETF
- Share
- 0.6%
SPDR S&P 500 ETFTR UNIT$912K
- Class
- TR UNIT
- Share
- 0.5%
Barclays Select Mlp ETNIPATH SELCT MLP$676K
- Class
- IPATH SELCT MLP
- Share
- 0.3%
Vanguard Total World Stock Index ETFTT WRLD ST ETF$592K
- Class
- TT WRLD ST ETF
- Share
- 0.3%
Vanguard S&P 500 Growth ETF500 GRTH IDX F$574K
- Class
- 500 GRTH IDX F
- Share
- 0.3%
JPMORGAN Chase & CoCOM$563K
- Class
- COM
- Share
- 0.3%
Equinix Inc..COM$502K
- Class
- COM
- Share
- 0.3%
Corning Inc.COM$489K
- Class
- COM
- Share
- 0.2%
CignaCOM$462K
- Class
- COM
- Share
- 0.2%
Bank New YorkCOM$450K
- Class
- COM
- Share
- 0.2%
Digital Realty TrustCOM$405K
- Class
- COM
- Share
- 0.2%
iShares Core S&P 500 ETFCORE S&P500 ETF$393K
- Class
- CORE S&P500 ETF
- Share
- 0.2%
iShares MSCI Em-ex China ETFMSCI EMRG CHN$358K
- Class
- MSCI EMRG CHN
- Share
- 0.2%
Vanguard SectorINF TECH ETF$355K
- Class
- INF TECH ETF
- Share
- 0.2%
Rockwell AutomationCOM$296K
- Class
- COM
- Share
- 0.1%
iShares MSCI Acwi ETFMSCI ACWI ETF$274K
- Class
- MSCI ACWI ETF
- Share
- 0.1%
Sportradar Group AGCLASS A ORD SHS$266K
- Class
- CLASS A ORD SHS
- Share
- 0.1%
WP Carey Inc.COM$265K
- Class
- COM
- Share
- 0.1%
Johnson & JohnsonCOM$243K
- Class
- COM
- Share
- 0.1%
Goldman SachsCOM$232K
- Class
- COM
- Share
- 0.1%
Verisk Analytics Inc.COM$221K
- Class
- COM
- Share
- 0.1%
Msg NetworksCL A$217K
- Class
- CL A
- Share
- 0.1%
Exxon MobilCOM$213K
- Class
- COM
- Share
- 0.1%
Quaker Chemical Corp.COM$190K
- Class
- COM
- Share
- 0.1%
Vaneck SemiconductorSEMICONDUCTR ETF$179K
- Class
- SEMICONDUCTR ETF
- Share
- 0.1%
Fair Isaac Corp.COM$177K
- Class
- COM
- Share
- 0.1%
Cisco SystemsCOM$169K
- Class
- COM
- Share
- 0.1%
Home Depot Inc.COM$169K
- Class
- COM
- Share
- 0.1%
IntelCOM$167K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 157 positions by value, with holdings of the same security combined. The 157 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1582272
- File number
- 028-23946
- Options
- 0 call, 0 put
- In the 25 largest
- 94.0%
- Prior quarter
- $186M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 2
Common questions
What are Battery Global Advisors’ 13F holdings worth?
$200 million across 157 positions for the quarter ended 30 June 2026.
What is Battery Global Advisors’ largest 13F holding?
Vanguard Total US Stock Market ETF (TOTAL STK MKT) was the largest position at $63.2 million, or 31.6% of reported 13F value, as of 30 June 2026.
How concentrated is Battery Global Advisors’ 13F portfolio?
The ten largest positions accounted for 83.5% of reported value and the twenty-five largest for 94.0%, across 157 positions as of 30 June 2026.
Does Form 13F show everything Battery Global Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Battery Global Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.