Filed: 8/11/2025ACC: 0001582272-25-000003
📋 What this filing means
BATTERY GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $202.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$202.84M
Total AUM (reported)
4.38M
Total Shares
Allocation by class
COM$64.51M31.8%
TOTAL STK MKT$56.07M27.6%
VAN FTSE DEV MKT$18.05M8.9%
S&P 500 ETF SHS$16.23M8.0%
FTSE EMR MKT ETF$10.64M5.2%
ISHARES NEW$6.74M3.3%
PORTFOLIO DEVLPD$6.18M3.0%
Portfolio Concentration
Top 3$109.11M53.8%
4–10$65.66M32.4%
11–25$18.58M9.2%
Rest$9.49M4.7%
Top 3 weight
53.8%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 4.38M
Sole
Full voting authority
4.38M
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)
Sole142
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings142
Rows:
VANGUARD INDEX FDS
SOLEShares183.94K
TypeSH
Market value$56.07M
27.64%
Sole
183.94K
Shared
0.00
None
0.00
INTUIT
SOLEShares42.20K
TypeSH
Market value$33.24M
16.39%
Sole
42.20K
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
SOLEShares2.89M
TypeSH
Market value$19.80M
9.76%
Sole
2.89M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares316.56K
TypeSH
Market value$18.05M
8.90%
Sole
316.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares28.49K
TypeSH
Market value$16.23M
8.00%
Sole
28.49K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares215.16K
TypeSH
Market value$10.64M
5.25%
Sole
215.16K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares108.12K
TypeSH
Market value$6.74M
3.32%
Sole
108.12K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares152.56K
TypeSH
Market value$6.18M
3.05%
Sole
152.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.24K
TypeSH
Market value$5.37M
2.65%
Sole
12.24K
Shared
0.00
None
0.00
TORTOISE CAPITAL SERIES TRUS
SOLEShares68.39K
TypeSH
Market value$2.44M
1.20%
Sole
68.39K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares148.54K
TypeSH
Market value$2.31M
1.14%
Sole
148.54K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares12.65K
TypeSH
Market value$2.30M
1.13%
Sole
12.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.94K
TypeSH
Market value$1.96M
0.96%
Sole
3.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$1.40M
0.69%
Sole
4.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.64K
TypeSH
Market value$1.36M
0.67%
Sole
6.64K
Shared
0.00
None
0.00
BARCLAYS BANK PLC
SOLEShares39.76K
TypeSH
Market value$1.17M
0.57%
Sole
39.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$1.09M
0.54%
Sole
6.11K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.11K
TypeSH
Market value$1.07M
0.53%
Sole
2.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.68K
TypeSH
Market value$1.02M
0.50%
Sole
3.68K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares22.36K
TypeSH
Market value$955.5K
0.47%
Sole
22.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.54K
TypeSH
Market value$890.5K
0.44%
Sole
4.54K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares806.00
TypeSH
Market value$828.6K
0.41%
Sole
806.00
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.59K
TypeSH
Market value$753.9K
0.37%
Sole
3.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.18K
TypeSH
Market value$741.1K
0.37%
Sole
4.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.20K
TypeSH
Market value$740.2K
0.36%
Sole
4.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 183.94K | SH | $56.07M 27.64% | 183.94K | 0.00 | 0.00 |
INTUITSOLE | COM | 42.20K | SH | $33.24M 16.39% | 42.20K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 2.89M | SH | $19.80M 9.76% | 2.89M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 316.56K | SH | $18.05M 8.90% | 316.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.49K | SH | $16.23M 8.00% | 28.49K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 215.16K | SH | $10.64M 5.25% | 215.16K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 108.12K | SH | $6.74M 3.32% | 108.12K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 152.56K | SH | $6.18M 3.05% | 152.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.24K | SH | $5.37M 2.65% | 12.24K | 0.00 | 0.00 |
TORTOISE CAPITAL SERIES TRUSSOLE | NORTH AMERN PIPE | 68.39K | SH | $2.44M 1.20% | 68.39K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CALIFORNIA CARB | 148.54K | SH | $2.31M 1.14% | 148.54K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.65K | SH | $2.30M 1.13% | 12.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.94K | SH | $1.96M 0.96% | 3.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.88K | SH | $1.40M 0.69% | 4.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.64K | SH | $1.36M 0.67% | 6.64K | 0.00 | 0.00 |
BARCLAYS BANK PLCSOLE | IPATH SELCT MLP | 39.76K | SH | $1.17M 0.57% | 39.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.11K | SH | $1.09M 0.54% | 6.11K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.11K | SH | $1.07M 0.53% | 2.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 3.68K | SH | $1.02M 0.50% | 3.68K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 22.36K | SH | $955.5K 0.47% | 22.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.54K | SH | $890.5K 0.44% | 4.54K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 806.00 | SH | $828.6K 0.41% | 806.00 | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.59K | SH | $753.9K 0.37% | 3.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.18K | SH | $741.1K 0.37% | 4.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.20K | SH | $740.2K 0.36% | 4.20K | 0.00 | 0.00 |
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