Battery Global Advisors, LLC
155 holdingsFiling period: 2026-03-31Current AUM: $207.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total US Stock Market ETF | 175.7K | $56.4M | $64.7M | 31.21% | +175.3K | 2026-03-31 |
| 2 | VEA | Vanguard FTSE Developed Markets ETF | 278.0K | $17.8M | $19.6M | 9.47% | +274.2K | 2026-03-31 |
| 3 | INTU | Intuit Com | 41.0K | $17.7M | $12.9M | 6.25% | +39.6K | 2026-03-31 |
| 4 | VOO | Vanguard S&P 500 ETF | 29.3K | $17.5M | $20.1M | 9.70% | +24.4K | 2026-03-31 |
| 5 | PAYO | Payoneer Global Inc | 2.89M | $14.0M | $20.7M | 10.00% | -- | 2026-03-31 |
| 6 | VWO | Vanguard FTSE Emerging Markets ETF | 167.4K | $9.0M | $9.8M | 4.75% | +162.9K | 2026-03-31 |
| 7 | IAU | iShares Gold Trust | 100.8K | $8.9M | $7.7M | 3.70% | +100.3K | 2026-03-31 |
| 8 | SPDW | SPDR Developed World Ex-US ETF | 152.6K | $7.0M | $7.6M | 3.69% | -- | 2026-03-31 |
| 9 | VUG | Vanguard Growth Index Fund ETF | 12.2K | $5.3M | $6.3M | 3.02% | -222,207 | 2026-03-31 |
| 10 | RSP | Invesco Exchange (traded FD TR S&P500 Eql WGT) | 19.7K | $3.8M | $4.2M | 2.05% | +19.7K | 2026-03-31 |
| 11 | TPYP | Tortoise North American Pipeline Fund | 68.4K | $2.9M | $2.9M | 1.42% | -- | 2026-03-31 |
| 12 | AAPL | Apple | 6.7K | $1.7M | $2.1M | 0.99% | -595 | 2026-03-31 |
| 13 | MSFT | Microsoft | 3.9K | $1.5M | $1.8M | 0.88% | +3.9K | 2026-03-31 |
| 14 | VV | Vanguard Large-Cap (index Fund) | 4.9K | $1.5M | $1.7M | 0.81% | -7,361 | 2026-03-31 |
| 15 | GOOGL | Alphabet (Google) Class A | 4.2K | $1.2M | $1.5M | 0.72% | -275 | 2026-03-31 |
| 16 | VTV | Vanguard Value Index Fund ETF | 6.1K | $1.2M | $1.3M | 0.65% | +2.4K | 2026-03-31 |
| 17 | GOOG | Alphabet (Google) Class C | 4.2K | $1.2M | $1.5M | 0.72% | -231 | 2026-03-31 |
| 18 | KCCA | KraneShares California Carbon Allowance ETF | 77.0K | $1.1M | $1.3M | 0.63% | +77.0K | 2026-03-31 |
| 19 | VBK | Vanguard Small-Cap Growth ETF | 3.7K | $1.1M | $1.3M | 0.60% | -25,590 | 2026-03-31 |
| 20 | SPEM | SPDR Emerging Markets ETF | 22.4K | $1.0M | $1.1M | 0.55% | -- | 2026-03-31 |
| 21 | VBR | Vanguard Small-Cap Value ETF | 4.5K | $987K | $1.1M | 0.54% | +3.4K | 2026-03-31 |
| 22 | CRWD | Crowdstrike | 2.1K | $822K | $1.6M | 0.78% | +1.9K | 2026-03-31 |
| 23 | SPY | SPDR S&P 500 ETF | 1.2K | $792K | $910K | 0.44% | +1.0K | 2026-03-31 |
| 24 | ATMP | Barclays Select MLP ETN | 18.7K | $642K | $677K | 0.33% | -6,045 | 2026-03-31 |
| 25 | VT | Vanguard Total World Stock Index ETF | 3.8K | $521K | $587K | 0.28% | -184,667 | 2026-03-31 |
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