Battery Global Advisors, LLC
Annual return '25
+8.1%
SPY '25
+17.7%
Alpha
-9.6ptsvs SPY
Invested
$372.3M
Holdings
153
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
Vanguard Total US Stock Market ETF
Held since at least Q1 2024
30.3%
02
$VEA
Vanguard FTSE Developed Markets ETF
Held since at least Q1 2024
9.6%
03
$INTU
Intuit Com
Held since at least Q1 2024
9.5%
04
$VOO
Vanguard S&P 500 ETF
Held since at least Q1 2024
9.4%
05
$PAYO
Payoneer Global Inc
Held since at least Q1 2024
7.5%
06
$VWO
Vanguard FTSE Emerging Markets ETF
Held since at least Q1 2024
4.9%
07
$IAU
iShares Gold Trust
Held since at least Q1 2024
4.8%
08
$SPDW
SPDR Developed World Ex-US ETF
Held since at least Q1 2024
3.7%
09
$VUG
Vanguard Growth Index Fund ETF
Held since at least Q1 2024
2.9%
10
$RSP
Invesco Exchange (traded FD TR S&P500 Eql WGT)
Q1 2026: New position (41.1k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:41 UTC.