Filed: 11/12/2025ACC: 0001582272-25-000006
📋 What this filing means
BATTERY GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $212.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$212.70M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
TOTAL STK MKT$62.68M29.5%
COM$56.73M26.7%
VAN FTSE DEV MKT$22.01M10.3%
S&P 500 ETF SHS$17.98M8.5%
FTSE EMR MKT ETF$12.30M5.8%
ISHARES NEW$8.10M3.8%
PORTFOLIO DEVLPD$6.53M3.1%
Portfolio Concentration
Top 3$112.66M53.0%
4–10$70.76M33.3%
11–25$19.42M9.1%
Rest$9.86M4.6%
Top 3 weight
53.0%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 4.44M
Sole
Full voting authority
4.44M
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)
Sole148
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
VANGUARD INDEX FDS
SOLEShares190.48K
TypeSH
Market value$62.68M
29.47%
Sole
190.48K
Shared
0.00
None
0.00
INTUIT
SOLEShares40.96K
TypeSH
Market value$27.97M
13.15%
Sole
40.96K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares367.25K
TypeSH
Market value$22.01M
10.35%
Sole
367.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares29.27K
TypeSH
Market value$17.98M
8.45%
Sole
29.27K
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
SOLEShares2.89M
TypeSH
Market value$17.49M
8.22%
Sole
2.89M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares226.95K
TypeSH
Market value$12.30M
5.78%
Sole
226.95K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares111.32K
TypeSH
Market value$8.10M
3.81%
Sole
111.32K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares152.56K
TypeSH
Market value$6.53M
3.07%
Sole
152.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.24K
TypeSH
Market value$5.88M
2.76%
Sole
12.24K
Shared
0.00
None
0.00
TORTOISE CAPITAL SERIES TRUS
SOLEShares68.39K
TypeSH
Market value$2.49M
1.17%
Sole
68.39K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares12.71K
TypeSH
Market value$2.41M
1.13%
Sole
12.71K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares139.75K
TypeSH
Market value$2.39M
1.12%
Sole
139.75K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.94K
TypeSH
Market value$2.04M
0.96%
Sole
3.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.65K
TypeSH
Market value$1.69M
0.80%
Sole
6.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$1.51M
0.71%
Sole
4.88K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$1.15M
0.54%
Sole
6.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.68K
TypeSH
Market value$1.10M
0.52%
Sole
3.68K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares22.36K
TypeSH
Market value$1.05M
0.49%
Sole
22.36K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.11K
TypeSH
Market value$1.03M
0.49%
Sole
2.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.20K
TypeSH
Market value$1.02M
0.48%
Sole
4.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.18K
TypeSH
Market value$1.02M
0.48%
Sole
4.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.54K
TypeSH
Market value$952.8K
0.45%
Sole
4.54K
Shared
0.00
None
0.00
BARCLAYS BANK PLC
SOLEShares27.30K
TypeSH
Market value$786.2K
0.37%
Sole
27.30K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares806.00
TypeSH
Market value$741.7K
0.35%
Sole
806.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares1.72K
TypeSH
Market value$541.6K
0.25%
Sole
1.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 190.48K | SH | $62.68M 29.47% | 190.48K | 0.00 | 0.00 |
INTUITSOLE | COM | 40.96K | SH | $27.97M 13.15% | 40.96K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 367.25K | SH | $22.01M 10.35% | 367.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.27K | SH | $17.98M 8.45% | 29.27K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 2.89M | SH | $17.49M 8.22% | 2.89M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 226.95K | SH | $12.30M 5.78% | 226.95K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 111.32K | SH | $8.10M 3.81% | 111.32K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 152.56K | SH | $6.53M 3.07% | 152.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.24K | SH | $5.88M 2.76% | 12.24K | 0.00 | 0.00 |
TORTOISE CAPITAL SERIES TRUSSOLE | NORTH AMERN PIPE | 68.39K | SH | $2.49M 1.17% | 68.39K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.71K | SH | $2.41M 1.13% | 12.71K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CALIFORNIA CARB | 139.75K | SH | $2.39M 1.12% | 139.75K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.94K | SH | $2.04M 0.96% | 3.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.65K | SH | $1.69M 0.80% | 6.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.88K | SH | $1.51M 0.71% | 4.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.11K | SH | $1.15M 0.54% | 6.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 3.68K | SH | $1.10M 0.52% | 3.68K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 22.36K | SH | $1.05M 0.49% | 22.36K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.11K | SH | $1.03M 0.49% | 2.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.20K | SH | $1.02M 0.48% | 4.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.18K | SH | $1.02M 0.48% | 4.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.54K | SH | $952.8K 0.45% | 4.54K | 0.00 | 0.00 |
BARCLAYS BANK PLCSOLE | IPATH SELCT MLP | 27.30K | SH | $786.2K 0.37% | 27.30K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 806.00 | SH | $741.7K 0.35% | 806.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.72K | SH | $541.6K 0.25% | 1.72K | 0.00 | 0.00 |
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