Battery Global Advisors, LLC holds a concentrated book of 157 stocks worth $199.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Battery Global Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $466.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $416.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $133.3B |
| UBS Group AG | 79 / 80 | $123.9B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.5B |
| CWM, LLC | 79 / 80 | $6.9B |
| FMR LLC | 78 / 80 | $540.5B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $378.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Battery Global Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total US Stock Market ETF TOTAL STK MKT | $63.2M | 170.7K | 31.6% | ▼−2.8% Reduced · −5K sh | |
| 2 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $20.4M | 29.7K | 10.2% | ▲+1.5% Added · +447 sh | |
| 3 | Vanguard FTSE Developed Markets ETF VAN FTSE DEV MKT | $19.5M | 273.2K | 9.7% | ▼−1.7% Reduced · −5K sh | |
| 4 | Payoneer Global Inc COM | $17.0M | 2.39M | 8.5% | ▼−17% Reduced · −500K sh | |
| 5 | Intuit Com COM | $10.2M | 39.3K | 5.1% | ▼−4.2% Reduced · −2K sh | |
| 6 | Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF | $10.1M | 168.8K | 5.0% | ▲+0.8% Added · +1K sh | |
| 7 | iShares Gold Trust ISHARES NEW | $7.7M | 102.5K | 3.9% | ▲+1.7% Added · +2K sh | |
| 8 | SPDR Developed World Ex-US ETF ST STR PO EX ETF | $7.7M | 152.6K | 3.8% | —Held | |
| 9 | Vanguard Growth Index Fund ETF GROWTH ETF | $6.3M | 73.4K | 3.2% | ▲+500% Added · +61K sh | |
| 10 | Invesco S&P 500 Equal Weight ETF S&P500 EQL WGT | $4.7M | 22.3K | 2.4% | ▲+13% Added · +3K sh | |
| 11 | Tortoise North American Pipeline Fund NORTH AMRCN PIPE | $2.9M | 68.4K | 1.4% | —Held | |
| 12 | Apple COM | $1.9M | 6.7K | 1.0% | ▲~0% Added · +3 sh | |
| 13 | Vanguard Large-Cap (index Fund) LARGE CAP ETF | $1.7M | 4.9K | 0.8% | —Held | |
| 14 | Crowdstrike CL A | $1.6M | 2.1K | 0.8% | —Held | |
| 15 | Alphabet (Google) Class A CAP STK CL A | $1.5M | 4.2K | 0.8% | —Held | |
| 16 | Alphabet (Google) Class C CAP STK CL C | $1.5M | 4.2K | 0.7% | —Held | |
| 17 | Microsoft COM | $1.5M | 3.9K | 0.7% | ▲+0.1% Added · +3 sh | |
| 18 | Vanguard Small-Cap Growth ETF SML CP GRW ETF | $1.3M | 3.7K | 0.7% | —Held | |
| 19 | KraneShares California Carbon Allowance ETF CALIFORNIA CARB | $1.3M | 78.9K | 0.7% | ▲+2.4% Added · +2K sh | |
| 20 | Vanguard Value Index Fund ETF VALUE ETF | $1.3M | 6.1K | 0.7% | —Held | |
| 21 | SPDR Emerging Markets ETF ST PORT MARK ETF | $1.2M | 22.4K | 0.6% | —Held | |
| 22 | Vanguard Small-Cap Value ETF SM CP VAL ETF | $1.1M | 4.5K | 0.6% | —Held | |
| 23 | SPDR S&P 500 ETF TR UNIT | $912K | 1.2K | 0.5% | —Held | |
| 24 | Barclays Select MLP ETN IPATH SELCT MLP | $676K | 19.6K | 0.3% | ▲+4.8% Added · +907 sh | |
| 25 | Vanguard Total World Stock Index ETF TT WRLD ST ETF | $592K | 3.8K | 0.3% | —Held | |
| 26 | Vanguard S&P 500 Growth ETF 500 GRTH IDX F | $574K | 6.9K | 0.3% | ▲+500% Added · +6K sh | |
| 27 | JPMorgan Chase & Co COM | $563K | 1.7K | 0.3% | ▲+0.1% Added · +1 sh | |
| 28 | Equinix Inc. COM | $502K | 482 | 0.3% | —Held | |
| 29 | Corning Inc COM | $489K | 1.9K | 0.2% | —Held | |
| 30 | CIGNA COM | $462K | 1.7K | 0.2% | —Held | |
| 31 | Bank New York COM | $450K | 3.1K | 0.2% | —Held | |
| 32 | Digital Realty Trust COM | $405K | 2.3K | 0.2% | —Held | |
| 33 | iShares Core S&P 500 ETF CORE S&P500 ETF | $393K | 525 | 0.2% | ▲+0.2% Added · +1 sh | |
| 34 | iShares MSCI EM-ex China ETF MSCI EMRG CHN | $358K | 3.5K | 0.2% | —Held | |
| 35 | Vanguard Sector INF TECH ETF | $355K | 3.0K | 0.2% | ▲+700% Added · +3K sh | |
| 36 | Rockwell Automation COM | $296K | 598 | 0.1% | —Held | |
| 37 | iShares MSCI ACWI ETF MSCI ACWI ETF | $274K | 1.7K | 0.1% | ▲+0.3% Added · +6 sh | |
| 38 | Sportradar Group AG CLASS A ORD SHS | $266K | 17.8K | 0.1% | —Held | |
| 39 | WP Carey Inc COM | $265K | 3.7K | 0.1% | —Held | |
| 40 | Johnson & Johnson COM | $243K | 957 | 0.1% | —Held | |
| 41 | Goldman Sachs COM | $232K | 229 | 0.1% | —Held | |
| 42 | Verisk Analytics Inc COM | $221K | 1.2K | 0.1% | —Held | |
| 43 | MSG Networks CL A | $217K | 541 | 0.1% | ▼−50% Reduced · −541 sh | |
| 44 | Exxon Mobil COM | $213K | 1.6K | 0.1% | ▲+0.1% Added · +1 sh | |
| 45 | Quaker Chemical Corp COM | $190K | 1.2K | 0.1% | —Held | |
| 46 | Vaneck Semiconductor SEMICONDUCTR ETF | $179K | 273 | 0.1% | —Held | |
| 47 | Fair Isaac Corp Com COM | $177K | 148 | 0.1% | —Held | |
| 48 | Cisco Systems COM | $169K | 1.4K | 0.1% | —Held | |
| 49 | Home Depot Inc COM | $169K | 478 | 0.1% | —Held | |
| 50 | Intel COM | $167K | 1.2K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1582272/holdings"
Use Arkolith to show Battery Global Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 157 | $199.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 154 | $186.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 234 | $215.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 148 | $212.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 142 | $202.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 139 | $179.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 133 | $187.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 135 | $184.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.