Battery Global Advisors, Llc Portfolio Stock Holdings
Battery Global Advisors, Llc disclosed 154 stock positions valued at approximately $186.2 million in its latest SEC 13F filing. The largest holdings include Vanguard Total US Stock Market ETF, Vanguard FTSE Developed Markets ETF, and Intuit Com. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 154
- Portfolio Value
- $186.2M
Holdings by Sector
Battery Global Advisors, Llc Portfolio Holdings in Q1 2026
146 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total US Stock Market ETF | VTI | Other | 30.27% | 175,669 | +175,298 | +47250.13% | $56,356,292 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 9.57% | 277,967 | +274,197 | +7273.13% | $17,812,126 |
| Intuit Com | INTU | Technology | 9.51% | 40,956 | +39,579 | +2874.29% | $17,708,444 |
| Vanguard S&P 500 ETF | VOO | Other | 9.39% | 29,270 | +24,390 | +499.80% | $17,490,289 |
| Payoneer Global Inc | PAYO | Technology | 7.50% | 2,890,975 | - | - | $13,963,409 |
| Vanguard FTSE Emerging Markets ETF | VWO | Other | 4.86% | 167,405 | +162,860 | +3583.28% | $9,048,228 |
| iShares Gold Trust | IAU | Other | 4.77% | 100,804 | +100,280 | +19137.40% | $8,886,892 |
| SPDR Developed World Ex-US ETF | SPDW | Other | 3.74% | 152,557 | - | - | $6,964,231 |
| Vanguard Growth Index Fund ETF | VUG | Other | 2.87% | 12,241 | -222,207 | -94.78% | $5,346,538 |
| Invesco Exchange (traded FD TR S&P500 Eql WGT) | RSP | Other | 2.04% | 19,744 | +19,733 | +179390.91% | $3,789,219 |
| Apple | AAPL | Technology | 0.91% | 6,653 | -595 | -8.21% | $1,688,450 |
| Microsoft | MSFT | Technology | 0.78% | 3,941 | +3,924 | +23082.35% | $1,458,892 |
| Vanguard Large-Cap (index Fund) | VV | Other | 0.78% | 4,880 | -7,361 | -60.13% | $1,458,272 |
| Alphabet (Google) Class A | GOOGL | Communication Services | 0.65% | 4,200 | -275 | -6.15% | $1,207,752 |
| Vanguard Value Index Fund ETF | VTV | Other | 0.64% | 6,113 | +2,433 | +66.11% | $1,199,371 |
| Alphabet (Google) Class C | GOOG | Communication Services | 0.64% | 4,179 | -231 | -5.24% | $1,198,742 |
| KraneShares California Carbon Allowance ETF | KCCA | Other | 0.61% | 77,045 | +77,037 | +962962.50% | $1,141,806 |
| Vanguard Small-Cap Growth ETF | VBK | Other | 0.60% | 3,680 | -25,590 | -87.43% | $1,112,280 |
| SPDR Emerging Markets ETF | SPEM | Other | 0.56% | 22,356 | - | - | $1,048,735 |
| Vanguard Small-Cap Value ETF | VBR | Other | 0.53% | 4,545 | +3,387 | +292.49% | $987,401 |
| Crowdstrike | CRWD | Technology | 0.44% | 2,108 | +1,869 | +782.01% | $822,984 |
| SPDR S&P 500 ETF | SPY | Other | 0.43% | 1,218 | +1,000 | +458.72% | $792,506 |
| Barclays Select MLP ETN | ATMP | Other | 0.35% | 18,680 | -6,045 | -24.45% | $642,786 |
| Vanguard Total World Stock Index ETF | VT | Other | 0.28% | 3,770 | -184,667 | -98.00% | $521,466 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.27% | 1,718 | +1,655 | +2626.98% | $505,428 |
| Equinix Inc. | EQIX | Real Estate | 0.25% | 482 | +450 | +1406.25% | $472,252 |
| Vanguard S&P 500 Growth ETF | VOOG | Other | 0.25% | 1,158 | -363,964 | -99.68% | $472,105 |
| CIGNA | CI | Healthcare | 0.24% | 1,676 | +1,646 | +5486.67% | $447,073 |
| Digital Realty Trust | DLR | Real Estate | 0.22% | 2,257 | +2,197 | +3661.67% | $406,762 |
| Bank New York | BK | Financial Services | 0.20% | 3,112 | +2,244 | +258.53% | $369,177 |
| MSG Networks | MSGS | Communication Services | 0.19% | 1,082 | +1,080 | +54000.00% | $347,755 |
| iShares Core S&P 500 ETF | IVV | Other | 0.18% | 524 | +260 | +98.48% | $342,460 |
| iShares MSCI EM-ex China ETF | EMXC | Other | 0.15% | 3,504 | +3,470 | +10205.88% | $275,625 |
| Exxon Mobil | XOM | Energy | 0.14% | 1,560 | +1,550 | +15500.00% | $264,691 |
| Corning Inc | GLW | Technology | 0.14% | 1,915 | +1,911 | +47775.00% | $260,383 |
| Vanguard Sector | VGT | Other | 0.14% | 371 | -5,742 | -93.93% | $258,854 |
| WP Carey Inc | WPC | Real Estate | 0.14% | 3,655 | - | - | $251,793 |
| iShares MSCI ACWI ETF | ACWI | Other | 0.13% | 1,740 | -106,912 | -98.40% | $240,816 |
| Johnson & Johnson | JNJ | Healthcare | 0.13% | 957 | +945 | +7875.00% | $233,929 |
| Verisk Analytics Inc | VRSK | Industrials | 0.13% | 1,231 | - | - | $233,582 |
| Rockwell Automation | ROK | Industrials | 0.12% | 598 | +543 | +987.27% | $214,610 |
| Goldman Sachs | GS | Financial Services | 0.10% | 229 | +120 | +110.09% | $193,732 |
| ConocoPhillips | COP | Energy | 0.09% | 1,250 | +1,231 | +6478.95% | $165,038 |
| Blackstone Group | BX | Financial Services | 0.09% | 1,406 | -15 | -1.06% | $161,650 |
| Fair Isaac Corp Com | FICO | Technology | 0.08% | 148 | -1,411 | -90.51% | $157,996 |
| Home Depot Inc | HD | Consumer Cyclical | 0.08% | 478 | +356 | +291.80% | $157,209 |
| Quaker Chemical Corp | KWR | Basic Materials | 0.08% | 1,197 | - | - | $148,703 |
| Amazon.com | AMZN | Consumer Cyclical | 0.07% | 600 | -299 | -33.26% | $124,962 |
| Edwards Lifesciences | EW | Healthcare | 0.06% | 1,434 | +1,316 | +1115.25% | $114,835 |
| Analog Devices | ADI | Technology | 0.06% | 358 | -47 | -11.60% | $113,894 |
| Cisco Systems | CSCO | Technology | 0.06% | 1,436 | +1,201 | +511.06% | $111,419 |
| Northrop Grumman | NOC | Industrials | 0.06% | 162 | -77 | -32.22% | $110,799 |
| SPDR Ser TR Portfli (high YLD) | SPHY | Other | 0.06% | 4,596 | - | - | $107,179 |
| Dollar Tree Stores | DLTR | Consumer Defensive | 0.06% | 957 | +938 | +4936.84% | $104,801 |
| Vaneck Semiconductor | SMH | Other | 0.06% | 273 | - | - | $104,668 |
| AT&T | T | Communication Services | 0.06% | 3,591 | - | - | $104,103 |
| Univest Financial | UVSP | Financial Services | 0.05% | 2,623 | +2,564 | +4345.76% | $89,864 |
| Pfizer Inc. | PFE | Healthcare | 0.05% | 3,112 | - | - | $87,385 |
| Bristol Myers Squibb | BMY | Healthcare | 0.05% | 1,436 | - | - | $87,093 |
| Merck & Co Inc. | MRK | Healthcare | 0.05% | 718 | - | - | $86,979 |
| Amgen | AMGN | Healthcare | 0.05% | 243 | - | - | $85,500 |
| Colgate Palmolive | CL | Consumer Defensive | 0.04% | 957 | +917 | +2292.50% | $81,565 |
| Wells Fargo & Co | WFC | Financial Services | 0.04% | 1,000 | -148 | -12.89% | $79,610 |
| Aflac Inc | AFL | Financial Services | 0.04% | 718 | -84 | -10.47% | $78,772 |
| Travelers Companies | TRV | Financial Services | 0.04% | 250 | -4 | -1.57% | $72,920 |
| META | Communication Services | 0.04% | 126 | +86 | +215.00% | $71,993 | |
| Phillips 66 Com | PSX | Energy | 0.04% | 358 | - | - | $65,220 |
| Steel Dynamics Inc | STLD | Basic Materials | 0.03% | 358 | - | - | $64,630 |
| PepsiCo | PEP | Consumer Defensive | 0.03% | 377 | +4 | +1.07% | $58,614 |
| Citigroup Inc | C | Financial Services | 0.03% | 472 | -1,223 | -72.15% | $53,496 |
| Visa | V | Financial Services | 0.03% | 176 | +1 | +0.57% | $53,064 |
| Ameriprise Financial | AMP | Financial Services | 0.03% | 119 | -2 | -1.65% | $52,884 |
| Intel | INTC | Technology | 0.03% | 1,197 | +1,193 | +29825.00% | $52,824 |
| Texas Instruments | TXN | Technology | 0.03% | 270 | +1 | +0.37% | $52,491 |
| Ametek | AME | Industrials | 0.03% | 239 | - | - | $51,232 |
| Columbia ETF TR II Columbia Em Core Ex China ETF | XCEM | Other | 0.03% | 1,235 | +278 | +29.05% | $50,400 |
| Verizon Communications | VZ | Communication Services | 0.03% | 957 | - | - | $48,041 |
| Amphenol Corp CL-A (new) CMN Class A | APH | Technology | 0.03% | 375 | - | - | $47,502 |
| Church & Dwight Co Inc | CHD | Consumer Defensive | 0.02% | 478 | - | - | $44,607 |
| Walmart | WMT | Consumer Defensive | 0.02% | 357 | -132 | -26.99% | $44,456 |
| Eaton Corp | ETN | Other | 0.02% | 119 | -168 | -58.54% | $42,410 |
| Agco Corporation | AGCO | Industrials | 0.02% | 358 | - | - | $41,481 |
| Crane Co New Com | CR | Industrials | 0.02% | 239 | -169 | -41.42% | $40,869 |
| Donaldson | DCI | Industrials | 0.02% | 478 | -500 | -51.12% | $40,568 |
| Cintas Corp | CTAS | Industrials | 0.02% | 236 | -1,440 | -85.92% | $39,890 |
| HF Sinclair Corp Com | DINO | Energy | 0.02% | 598 | +577 | +2747.62% | $37,309 |
| Bank of America | BAC | Financial Services | 0.02% | 765 | -2,352 | -75.46% | $37,270 |
| Hilton Worldwide | HLT | Consumer Cyclical | 0.02% | 122 | -476 | -79.60% | $37,098 |
| CVS Health | CVS | Healthcare | 0.02% | 478 | +467 | +4245.45% | $34,330 |
| Corteva Inc | CTVA | Basic Materials | 0.02% | 408 | -1,577 | -79.45% | $34,154 |
| Northern Trust | NTRS | Financial Services | 0.02% | 239 | +166 | +227.40% | $33,548 |
| Acuity Brands | AYI | Industrials | 0.02% | 119 | - | - | $33,346 |
| Southwest Airlns Co | LUV | Industrials | 0.02% | 837 | - | - | $31,597 |
| Regions Financial | RF | Financial Services | 0.02% | 1,197 | +1,086 | +978.38% | $31,583 |
| Schwab Charles Corp | SCHW | Financial Services | 0.02% | 303 | -71 | -18.98% | $28,447 |
| Comcast | CMCSA | Communication Services | 0.01% | 957 | -278 | -22.51% | $27,475 |
| Nvidia | NVDA | Technology | 0.01% | 150 | +120 | +400.00% | $26,175 |
| Vulcan Materials Co CMN | VMC | Basic Materials | 0.01% | 91 | -2 | -2.15% | $24,869 |
| Iqvia Holdings Inc CMN | IQV | Healthcare | 0.01% | 141 | -12,619 | -98.89% | $24,046 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 0.01% | 264 | +123 | +87.23% | $23,900 |