Filed: 5/9/2025ACC: 0001582272-25-000002
📋 What this filing means
BATTERY GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $179.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$179.24M
Total AUM (reported)
4.33M
Total Shares
Allocation by class
COM$59.37M33.1%
TOTAL STK MKT$46.32M25.8%
S&P 500 ETF SHS$14.64M8.2%
VAN FTSE DEV MKT$14.20M7.9%
FTSE EMR MKT ETF$10.47M5.8%
ISHARES NEW$6.71M3.7%
PORTFOLIO DEVLPD$5.52M3.1%
Portfolio Concentration
Top 3$95.30M53.2%
4–10$58.57M32.7%
11–25$16.91M9.4%
Rest$8.46M4.7%
Top 3 weight
53.2%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 4.33M
Sole
Full voting authority
4.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings139
Rows:
VANGUARD INDEX FDS
SOLEShares168.54K
TypeSH
Market value$46.32M
25.84%
Sole
168.54K
Shared
0.00
None
0.00
INTUIT
SOLEShares45.35K
TypeSH
Market value$27.84M
15.53%
Sole
45.35K
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
SOLEShares2.89M
TypeSH
Market value$21.13M
11.79%
Sole
2.89M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares28.49K
TypeSH
Market value$14.64M
8.17%
Sole
28.49K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares279.44K
TypeSH
Market value$14.20M
7.92%
Sole
279.44K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares231.25K
TypeSH
Market value$10.47M
5.84%
Sole
231.25K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares113.82K
TypeSH
Market value$6.71M
3.74%
Sole
113.82K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares151.63K
TypeSH
Market value$5.52M
3.08%
Sole
151.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.24K
TypeSH
Market value$4.54M
2.53%
Sole
12.24K
Shared
0.00
None
0.00
MANAGED PORTFOLIO SERIES
SOLEShares68.39K
TypeSH
Market value$2.49M
1.39%
Sole
68.39K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares12.60K
TypeSH
Market value$2.18M
1.22%
Sole
12.60K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares128.54K
TypeSH
Market value$2.14M
1.19%
Sole
128.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.93K
TypeSH
Market value$1.48M
0.82%
Sole
3.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.64K
TypeSH
Market value$1.48M
0.82%
Sole
6.64K
Shared
0.00
None
0.00
BARCLAYS BANK PLC
SOLEShares44.23K
TypeSH
Market value$1.36M
0.76%
Sole
44.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$1.25M
0.70%
Sole
4.88K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$1.06M
0.59%
Sole
6.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.68K
TypeSH
Market value$926.5K
0.52%
Sole
3.68K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares22.36K
TypeSH
Market value$880.2K
0.49%
Sole
22.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.54K
TypeSH
Market value$846.7K
0.47%
Sole
4.54K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.11K
TypeSH
Market value$743.2K
0.41%
Sole
2.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.18K
TypeSH
Market value$652.6K
0.36%
Sole
4.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.20K
TypeSH
Market value$649.5K
0.36%
Sole
4.20K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares806.00
TypeSH
Market value$641.7K
0.36%
Sole
806.00
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.59K
TypeSH
Market value$629.7K
0.35%
Sole
3.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 168.54K | SH | $46.32M 25.84% | 168.54K | 0.00 | 0.00 |
INTUITSOLE | COM | 45.35K | SH | $27.84M 15.53% | 45.35K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 2.89M | SH | $21.13M 11.79% | 2.89M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.49K | SH | $14.64M 8.17% | 28.49K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 279.44K | SH | $14.20M 7.92% | 279.44K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 231.25K | SH | $10.47M 5.84% | 231.25K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 113.82K | SH | $6.71M 3.74% | 113.82K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 151.63K | SH | $5.52M 3.08% | 151.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.24K | SH | $4.54M 2.53% | 12.24K | 0.00 | 0.00 |
MANAGED PORTFOLIO SERIESSOLE | TORTOISE NRAM PI | 68.39K | SH | $2.49M 1.39% | 68.39K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.60K | SH | $2.18M 1.22% | 12.60K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CALIFORNIA CARB | 128.54K | SH | $2.14M 1.19% | 128.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.93K | SH | $1.48M 0.82% | 3.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.64K | SH | $1.48M 0.82% | 6.64K | 0.00 | 0.00 |
BARCLAYS BANK PLCSOLE | IPATH SELCT MLP | 44.23K | SH | $1.36M 0.76% | 44.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.88K | SH | $1.25M 0.70% | 4.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.11K | SH | $1.06M 0.59% | 6.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 3.68K | SH | $926.5K 0.52% | 3.68K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 22.36K | SH | $880.2K 0.49% | 22.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.54K | SH | $846.7K 0.47% | 4.54K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.11K | SH | $743.2K 0.41% | 2.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.18K | SH | $652.6K 0.36% | 4.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.20K | SH | $649.5K 0.36% | 4.20K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 806.00 | SH | $641.7K 0.36% | 806.00 | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.59K | SH | $629.7K 0.35% | 3.59K | 0.00 | 0.00 |
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