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13F holdings · Q2 2026

Battery Global Advisors

Boston, MA · files as Battery Global Advisors, LLC
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 1582272

Battery Global Advisors reported 157 stocks worth $200M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (31.6%), VOO (10.2%) and VEA (9.7%). Compared with Q1 2026, the fund added to VOO, VWO and IAU, trimmed VTI, VEA and PAYO and sold out of DD.

Reported value$200M+7.3% vs last quarter
Stocks held1575 new · 2 sold out
Top 5 weight65.2%very concentrated
Turnover7%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$63.2M31.6%171K−4,971 (−3%)8 of 8
2
VOO
Vanguard S&P 500 ETF
$20.4M10.2%30K+447 (+2%)8 of 8
3
VEA
Vanguard Tax-Managed Fds
$19.5M9.7%273K−4,721 (−2%)8 of 8
4
PAYO
Payoneer Global Inc
$17M8.5%2.4M−500K (−17%)8 of 8
5
INTU
Intuit
$10.2M5.1%39K−1,702 (−4%)8 of 8
6
VWO
Vanguard Intl Equity Index F
$10.1M5.0%169K+1,410 (+1%)8 of 8
7
IAU
Ishares Gold TR
$7.7M3.9%103K+1,738 (+2%)8 of 8
8
SPDW
Spdr Developed
$7.7M3.9%153KNo change8 of 8
9
VUG
Vanguard Index Fds
$6.3M3.2%73K+61K (+500%)8 of 8
10
RSP
Invesco Exchange Traded FD T
$4.7M2.4%22K+2,512 (+13%)8 of 8
🔒 147 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
DD
Dupont DE Nemours Inc
$19K408
HONEYWELL INTL INC
$9044

Reported value

last 8 quarters
$184MQ3 '24
$187MQ4 '24
$179MQ1 '25
$203MQ2 '25
$213MQ3 '25
$216MQ4 '25
$186MQ1 '26
$200MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Battery Global Advisors 13F FAQ

What does Battery Global Advisors own?

Battery Global Advisors reported 157 stocks worth $200M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (31.6%), VOO (10.2%) and VEA (9.7%). The table above lists every position in the filing (the top 10 without an account).

What did Battery Global Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 5 new positions, 26 added to, 5 trimmed and 2 sold out. It sold all of DD.

When will Battery Global Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Battery Global Advisors's portfolio worth?

The Q2 2026 filing reports $200M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.