BATTERY GLOBAL ADVISORS, LLC

Filed: 5/14/2026ACC: 0001582272-26-000003

📋 What this filing means

BATTERY GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $186.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

154

Positions

$186.17M

Total AUM (reported)

4.20M

Total Shares

Allocation by class

TOTAL STK MKT$56.36M30.3%

COM$42.48M22.8%

VAN FTSE DEV MKT$17.81M9.6%

S&P 500 ETF SHS$17.49M9.4%

FTSE EMR MKT ETF$9.05M4.9%

ISHARES NEW$8.89M4.8%

STATE STREET SPD$8.12M4.4%

Portfolio Concentration

Top 3$91.88M49.4%

4–10$65.49M35.2%

11–25$18.18M9.8%

Rest$10.63M5.7%

Top 3 weight

49.4%

Top 10 weight

84.5%

Voting Authority Distribution

Total shares with voting rights: 4.20M

Sole

Full voting authority

4.20M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole154

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings154

Rows:

Vanguard Total US Stock Market ETF

SOLE

TOTAL STK MKT

Shares175.67K

TypeSH

Market value$56.36M

30.27%

Sole

175.67K

Shared

0.00

None

0.00

Vanguard FTSE Developed Markets ETF

SOLE

VAN FTSE DEV MKT

Shares277.97K

TypeSH

Market value$17.81M

9.57%

Sole

277.97K

Shared

0.00

None

0.00

Intuit Com

SOLE

COM

Shares40.96K

TypeSH

Market value$17.71M

9.51%

Sole

40.96K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares29.27K

TypeSH

Market value$17.49M

9.39%

Sole

29.27K

Shared

0.00

None

0.00

Payoneer Global Inc

SOLE

COM

Shares2.89M

TypeSH

Market value$13.96M

7.50%

Sole

2.89M

Shared

0.00

None

0.00

Vanguard FTSE Emerging Markets ETF

SOLE

FTSE EMR MKT ETF

Shares167.41K

TypeSH

Market value$9.05M

4.86%

Sole

167.41K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES NEW

Shares100.80K

TypeSH

Market value$8.89M

4.77%

Sole

100.80K

Shared

0.00

None

0.00

SPDR Developed World Ex-US ETF

SOLE

STATE STREET SPD

Shares152.56K

TypeSH

Market value$6.96M

3.74%

Sole

152.56K

Shared

0.00

None

0.00

Vanguard Growth Index Fund ETF

SOLE

GROWTH ETF

Shares12.24K

TypeSH

Market value$5.35M

2.87%

Sole

12.24K

Shared

0.00

None

0.00

Invesco Exchange (traded FD TR S&P500 Eql WGT)

SOLE

S&P500 EQL WGT

Shares19.74K

TypeSH

Market value$3.79M

2.04%

Sole

19.74K

Shared

0.00

None

0.00

Tortoise North American Pipeline Fund

SOLE

NORTH AMRCN PIPE

Shares68.39K

TypeSH

Market value$2.90M

1.56%

Sole

68.39K

Shared

0.00

None

0.00

Apple

SOLE

COM

Shares6.65K

TypeSH

Market value$1.69M

0.91%

Sole

6.65K

Shared

0.00

None

0.00

Microsoft

SOLE

COM

Shares3.94K

TypeSH

Market value$1.46M

0.78%

Sole

3.94K

Shared

0.00

None

0.00

Vanguard Large-Cap (index Fund)

SOLE

LARGE CAP ETF

Shares4.88K

TypeSH

Market value$1.46M

0.78%

Sole

4.88K

Shared

0.00

None

0.00

Alphabet (Google) Class A

SOLE

CAP STK CL A

Shares4.20K

TypeSH

Market value$1.21M

0.65%

Sole

4.20K

Shared

0.00

None

0.00

Vanguard Value Index Fund ETF

SOLE

VALUE ETF

Shares6.11K

TypeSH

Market value$1.20M

0.64%

Sole

6.11K

Shared

0.00

None

0.00

Alphabet (Google) Class C

SOLE

CAP STK CL C

Shares4.18K

TypeSH

Market value$1.20M

0.64%

Sole

4.18K

Shared

0.00

None

0.00

KraneShares California Carbon Allowance ETF

SOLE

CALIFORNIA CARB

Shares77.05K

TypeSH

Market value$1.14M

0.61%

Sole

77.05K

Shared

0.00

None

0.00

Vanguard Small-Cap Growth ETF

SOLE

SML CP GRW ETF

Shares3.68K

TypeSH

Market value$1.11M

0.60%

Sole

3.68K

Shared

0.00

None

0.00

SPDR Emerging Markets ETF

SOLE

STATE STREET SPD

Shares22.36K

TypeSH

Market value$1.05M

0.56%

Sole

22.36K

Shared

0.00

None

0.00

Vanguard Small-Cap Value ETF

SOLE

SM CP VAL ETF

Shares4.54K

TypeSH

Market value$987.4K

0.53%

Sole

4.54K

Shared

0.00

None

0.00

Crowdstrike

SOLE

CL A

Shares2.11K

TypeSH

Market value$823.0K

0.44%

Sole

2.11K

Shared

0.00

None

0.00

SPDR S&P 500 ETF

SOLE

TR UNIT

Shares1.22K

TypeSH

Market value$792.5K

0.43%

Sole

1.22K

Shared

0.00

None

0.00

Barclays Select MLP ETN

SOLE

IPATH SELCT MLP

Shares18.68K

TypeSH

Market value$642.8K

0.35%

Sole

18.68K

Shared

0.00

None

0.00

Vanguard Total World Stock Index ETF

SOLE

TT WRLD ST ETF

Shares3.77K

TypeSH

Market value$521.5K

0.28%

Sole

3.77K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
Vanguard Total US Stock Market ETFSOLE	TOTAL STK MKT	175.67K	SH	$56.36M 30.27%	175.67K
Vanguard FTSE Developed Markets ETFSOLE	VAN FTSE DEV MKT	277.97K	SH	$17.81M 9.57%	277.97K
Intuit ComSOLE	COM	40.96K	SH	$17.71M 9.51%	40.96K
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	29.27K	SH	$17.49M 9.39%	29.27K
Payoneer Global IncSOLE	COM	2.89M	SH	$13.96M 7.50%	2.89M
Vanguard FTSE Emerging Markets ETFSOLE	FTSE EMR MKT ETF	167.41K	SH	$9.05M 4.86%	167.41K
iShares Gold TrustSOLE	ISHARES NEW	100.80K	SH	$8.89M 4.77%	100.80K
SPDR Developed World Ex-US ETFSOLE	STATE STREET SPD	152.56K	SH	$6.96M 3.74%	152.56K
Vanguard Growth Index Fund ETFSOLE	GROWTH ETF	12.24K	SH	$5.35M 2.87%	12.24K
Invesco Exchange (traded FD TR S&P500 Eql WGT)SOLE	S&P500 EQL WGT	19.74K	SH	$3.79M 2.04%	19.74K
Tortoise North American Pipeline FundSOLE	NORTH AMRCN PIPE	68.39K	SH	$2.90M 1.56%	68.39K
AppleSOLE	COM	6.65K	SH	$1.69M 0.91%	6.65K
MicrosoftSOLE	COM	3.94K	SH	$1.46M 0.78%	3.94K
Vanguard Large-Cap (index Fund)SOLE	LARGE CAP ETF	4.88K	SH	$1.46M 0.78%	4.88K
Alphabet (Google) Class ASOLE	CAP STK CL A	4.20K	SH	$1.21M 0.65%	4.20K
Vanguard Value Index Fund ETFSOLE	VALUE ETF	6.11K	SH	$1.20M 0.64%	6.11K
Alphabet (Google) Class CSOLE	CAP STK CL C	4.18K	SH	$1.20M 0.64%	4.18K
KraneShares California Carbon Allowance ETFSOLE	CALIFORNIA CARB	77.05K	SH	$1.14M 0.61%	77.05K
Vanguard Small-Cap Growth ETFSOLE	SML CP GRW ETF	3.68K	SH	$1.11M 0.60%	3.68K
SPDR Emerging Markets ETFSOLE	STATE STREET SPD	22.36K	SH	$1.05M 0.56%	22.36K
Vanguard Small-Cap Value ETFSOLE	SM CP VAL ETF	4.54K	SH	$987.4K 0.53%	4.54K
CrowdstrikeSOLE	CL A	2.11K	SH	$823.0K 0.44%	2.11K
SPDR S&P 500 ETFSOLE	TR UNIT	1.22K	SH	$792.5K 0.43%	1.22K
Barclays Select MLP ETNSOLE	IPATH SELCT MLP	18.68K	SH	$642.8K 0.35%	18.68K
Vanguard Total World Stock Index ETFSOLE	TT WRLD ST ETF	3.77K	SH	$521.5K 0.28%	3.77K

Page 1 of 7

…