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Livermore
Livermore
ZHEN

Battery Global Advisors, LLC

SEC CIK
0001582272
Latest filing
Aug 12, 2026

The latest 13F from Battery Global Advisors, LLC covers Q2 2026 (filed Aug 12, 2026): 157 long positions worth $199.7M. The top 10 holdings make up 83.5% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 31.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$13.4K
Added
27
Est. +$1.13M
Reduced
5
Est. −$6.40M
Sold out
1
Est. −$904

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    31.6%$63.2M
  2. Vanguard S&P 500 ETF922908363
    10.2%$20.4M
  3. Vanguard Ftse Developed Markets ETF921943858
    9.7%$19.5M
  4. PAYOPayoneer Global Inc.
    8.5%$17.0MHistory
  5. INTUIntuit Inc.
    5.1%$10.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco Exchange Traded FD T46137V357
    +$534.5KAdded
  2. Vanguard S&P 500 ETF922908363
    +$307.0KAdded
  3. IAUiShares Gold Trust
    +$131.2KAddedHistory
  4. Vanguard Ftse Emerging Markets ETF922042858
    +$84.2KAdded
  5. ATMPBarclays Bank PLC
    +$31.3KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +0.82 pp9.4% → 10.2%
  2. Invesco Exchange Traded FD T46137V357
    +0.34 pp2.0% → 2.4%
  3. Vanguard Ftse Emerging Markets ETF922042858
    +0.18 pp4.9% → 5.0%
  4. Kraneshares Tr500767553
    +0.06 pp0.6% → 0.7%
  5. AAPLApple Inc.
    +0.06 pp0.9% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. PAYOPayoneer Global Inc.
    −$3.56MReducedHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$1.84MReduced
  3. INTUIntuit Inc.
    −$444.2KReducedHistory
  4. Vanguard Ftse Developed Markets ETF921943858
    −$336.4KReduced
  5. MSGSMadison Square Garden Sports Corp.
    −$217.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INTUIntuit Inc.
    −4.38 pp9.5% → 5.1%History
  2. MSGSMadison Square Garden Sports Corp.
    −0.08 pp0.2% → 0.1%History
  3. HONHoneywell International Inc
    0.00 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$199.7M
+$13.6M (+7.3%) vs. prior quarter
Positions
157
+3 vs. prior quarter
Top 10 concentration
83.5%
Top 10 as share of value
Turnover
0.6%
Q2 2026, one quarter
Average holding period
10.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $212.7M (Q3 2025)

Q4 2023: $130.5MQ1 2024: $123.3MQ2 2024: $150.9MQ3 2024: $184.0MQ4 2024: $187.1MQ1 2025: $179.2MQ2 2025: $202.8MQ3 2025: $212.7MQ4 2025: $212.6MQ1 2026: $186.2MQ2 2026: $199.7M
Q4 2023Q2 2026
13F filings of Battery Global Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026157$199.7MVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026May 14, 2026154$186.2MVanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFINTUvs. Q4 2025SEC
Q4 2025Feb 13, 2026234$212.6MVanguard Total World Stock ETFISRGVanguard S&P 500 Growth ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025148$212.7MVanguard Morningstar Total Stock Market ETFINTUVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Aug 11, 2025142$202.8MVanguard Morningstar Total Stock Market ETFINTUPAYOvs. Q1 2025SEC
Q1 2025May 9, 2025139$179.2MVanguard Morningstar Total Stock Market ETFINTUPAYOvs. Q4 2024SEC
Q4 2024Feb 14, 2025133$187.1MVanguard Morningstar Total Stock Market ETFPAYOINTUvs. Q3 2024SEC
Q3 2024Nov 14, 2024135$184.0MVanguard Morningstar Total Stock Market ETFINTUPAYOvs. Q2 2024SEC
Q2 2024Aug 14, 202435$150.9MVanguard Morningstar Total Stock Market ETFINTUVanguard S&P 500 ETFvs. Q1 2024SEC
Q1 2024May 15, 202435$123.3MINTUVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFvs. Q4 2023SEC
Q4 2023Feb 14, 202441$130.5MINTUVanguard Morningstar Total Stock Market ETFVanguard S&P 500 Growth ETF–SEC