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Daniel Burns

Battery Global Advisors, Llc

Assets Managed
$186.17M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-13.73%(2Q avg: -6.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Battery Global Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Battery Global Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 186.17M in assets, with a quarterly growth rate of -13.73% and a 2-quarter average growth rate of -6.13%. The portfolio is managed by Daniel Burns, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 47250.14%
30.28%
$56.356M
175,669 shares@ $320.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7273.13%
9.57%
$17.812M
277,967 shares@ $64.09 avg price
INTU
Intuit Inc
Recent Activity
Increased 2874.3%
9.52%
$17.708M
40,956 shares@ $432.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 499.8%
9.4%
$17.49M
29,270 shares@ $597.56 avg price
PAYO
Payoneer Global Inc
Recent Activity
7.51%
$13.963M
2.891M shares@ $4.83 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3583.28%
4.87%
$9.048M
167,405 shares@ $54.05 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 19137.41%
4.78%
$8.887M
100,804 shares@ $88.17 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
3.75%
$6.964M
152,557 shares@ $45.66 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -94.77%
2.88%
$5.347M
12,241 shares@ $436.78 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 179390.91%
2.04%
$3.789M
19,744 shares@ $191.92 avg price

1-10 of 154