Battery Global Advisors, LLC
Family Office
Battery Global Advisors, LLC is a Family Office based in Boston, MA led by John Michael O'Connor, reporting $6.9B in AUM as of Q3 2025 with 68% ETF concentration, 86% concentrated in top 10 holdings, and 29% allocation to VTI.
CEOJohn Michael O'Connor
- Portfolio Value
- $212.7M
- Positions
- 148
- Top Holding
- VTI at 29.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Battery Global Advisors, LLC's portfolio (86.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $62.7M | 29.47% | +$2.2M Bought | — 190.5K shares | |
Software - Application Technology | $28.0M | 13.15% | -$847.5K Sold | 0.01% 41.0K shares | |
ETF ETF | $22.0M | 10.35% | +$3.0M Bought | — 367.3K shares | |
ETF ETF | $18.0M | 8.45% | +$481.5K Bought | — 29.3K shares | |
Software - Infrastructure Technology | $17.5M | 8.22% | — | 0.80% 2.9M shares | |
ETF ETF | $12.3M | 5.78% | +$638.4K Bought | — 226.9K shares | |
Unknown Unknown | $8.1M | 3.81% | +$232.9K Bought | — 111.3K shares | |
ETF ETF | $6.5M | 3.07% | — | — 152.6K shares | |
ETF ETF | $5.9M | 2.76% | — | — 12.2K shares | |
ETF ETF | $2.5M | 1.17% | — | — 68.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Battery Global Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
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New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-31.33% |
Analytics
Portfolio insights and performance metrics for Battery Global Advisors, LLC
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