# EDGAR Filing Document

**Accession Number:** 0001582272
**File Stem:** 0001582272-26-000003
**Filing Date:** 2026-5
**Character Count:** 18144
**Document Hash:** c944823804e818eecc2a2d28f9ab0b16
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001582272-26-000003.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001582272-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Battery Global Advisors, LLC
- **CENTRAL INDEX KEY:** 0001582272

**ORGANIZATION NAME:**
- **EIN:** 451581637
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23946
- **FILM NUMBER:** 26976475

**BUSINESS ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1510
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 6179483800

**MAIL ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1510
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Battery Global Advisors LLC<br>**Address:** 260 FRANKLIN STREET<br>SUITE 1510<br>BOSTON, MA 02110

**Form 13F File Number:** 028-23946

**CRD Number (if applicable):** 000158505

**SEC File Number (if applicable):** 801-73308

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Burns<br>**Title:** Chief Financial Officer and Chief Compliance Officer<br>**Phone:** 6179483803

**Signature, Place, and Date of Signing:**

Daniel Burns  Boston, MA  05-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 154

**Form 13F Information Table Value Total:** $186170217

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Acuity Brands | COM | 00508Y102 |  | 33346 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| Adobe | COM | 00724F101 |  | 7292 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| Aflac Inc | COM | 001055102 |  | 78772 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| Agco Corporation | COM | 001084102 |  | 41481 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| Air Products  Chemicals | COM | 009158106 |  | 11530 | 40 | SH |  | SOLE |  | 40 | 0 | 0 |
| Alphabet (Google) Class A | CAP STK CL A | 02079K305 |  | 1207752 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| Alphabet (Google) Class C | CAP STK CL C | 02079K107 |  | 1198742 | 4179 | SH |  | SOLE |  | 4179 | 0 | 0 |
| Amazon.com | COM | 023135106 |  | 124962 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| Ameren Corp | COM | 023608102 |  | 14004 | 127 | SH |  | SOLE |  | 127 | 0 | 0 |
| American Tower | COM | 03027X100 |  | 12982 | 75 | SH |  | SOLE |  | 75 | 0 | 0 |
| American Water Works | COM | 030420103 |  | 7412 | 54 | SH |  | SOLE |  | 54 | 0 | 0 |
| Ameriprise Financial | COM | 03076C106 |  | 52884 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| Ametek | COM | 031100100 |  | 51232 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| Amgen | COM | 031162100 |  | 85500 | 243 | SH |  | SOLE |  | 243 | 0 | 0 |
| Amphenol Corp CL-A (new) CMN Class A | CL A | 032095101 |  | 47502 | 375 | SH |  | SOLE |  | 375 | 0 | 0 |
| Analog Devices | COM | 032654105 |  | 113894 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| Aon PLC CMN | SHS CL A | G0403H108 |  | 4910 | 15 | SH |  | SOLE |  | 15 | 0 | 0 |
| Apple | COM | 037833100 |  | 1688450 | 6653 | SH |  | SOLE |  | 6653 | 0 | 0 |
| Aptiv PLC New | COM SHS | G3265R107 |  | 7708 | 111 | SH |  | SOLE |  | 111 | 0 | 0 |
| AT | COM | 00206R102 |  | 104103 | 3591 | SH |  | SOLE |  | 3591 | 0 | 0 |
| Bank New York | COM | 064058100 |  | 369177 | 3112 | SH |  | SOLE |  | 3112 | 0 | 0 |
| Bank of America | COM | 060505104 |  | 37270 | 765 | SH |  | SOLE |  | 765 | 0 | 0 |
| Barclays Select MLP ETN | IPATH SELCT MLP | 06742C723 |  | 642786 | 18680 | SH |  | SOLE |  | 18680 | 0 | 0 |
| Baxter Intl Inc | COM | 071813109 |  | 16087 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| Blackstone Group | COM | 09260D107 |  | 161650 | 1406 | SH |  | SOLE |  | 1406 | 0 | 0 |
| Bristol Myers Squibb | COM | 110122108 |  | 87093 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| Carrier Global Corporation | COM | 14448C104 |  | 2478 | 44 | SH |  | SOLE |  | 44 | 0 | 0 |
| Caterpillar Inc | COM | 149123101 |  | 2125 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| Charter | CL A | 16119P108 |  | 2159 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Church  Dwight Co Inc | COM | 171340102 |  | 44607 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| CIGNA | COM | 125523100 |  | 447073 | 1676 | SH |  | SOLE |  | 1676 | 0 | 0 |
| Cintas Corp | COM | 172908105 |  | 39890 | 236 | SH |  | SOLE |  | 236 | 0 | 0 |
| Cisco Systems | COM | 17275R102 |  | 111419 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| Citigroup Inc | COM NEW | 172967424 |  | 53496 | 472 | SH |  | SOLE |  | 472 | 0 | 0 |
| Colgate Palmolive | COM | 194162103 |  | 81565 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| Columbia ETF TR II Columbia Em Core Ex China ETF | EM CORE EX ETF | 19762B202 |  | 50400 | 1235 | SH |  | SOLE |  | 1235 | 0 | 0 |
| Comcast | CL A | 20030N101 |  | 27475 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| ConocoPhillips | COM | 20825C104 |  | 165038 | 1250 | SH |  | SOLE |  | 1250 | 0 | 0 |
| Corning Inc | COM | 219350105 |  | 260383 | 1915 | SH |  | SOLE |  | 1915 | 0 | 0 |
| Corteva Inc | COM | 22052L104 |  | 34154 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| Crane Co New Com | COMMON STOCK | 224408104 |  | 40869 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| Crane HLDGS Co Com | COM | 224441105 |  | 9701 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| Crowdstrike | CL A | 22788C105 |  | 822984 | 2108 | SH |  | SOLE |  | 2108 | 0 | 0 |
| CVS Health | COM | 126650100 |  | 34330 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| Danaher | COM | 235851102 |  | 15919 | 84 | SH |  | SOLE |  | 84 | 0 | 0 |
| Digital Realty Trust | COM | 253868103 |  | 406762 | 2257 | SH |  | SOLE |  | 2257 | 0 | 0 |
| Dollar Tree Stores | COM | 256746108 |  | 104801 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| Donaldson | COM | 257651109 |  | 40568 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| Dow | COM | 260557103 |  | 16993 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| DuPont De Nemours Inc | COM | 26614N102 |  | 18686 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| Eaton Corp | SHS | G29183103 |  | 42410 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| Edwards Lifesciences | COM | 28176E108 |  | 114835 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| EQT Corp Com | COM | 26884L109 |  | 2036 | 32 | SH |  | SOLE |  | 32 | 0 | 0 |
| Equinix Inc. | COM | 29444U700 |  | 472252 | 482 | SH |  | SOLE |  | 482 | 0 | 0 |
| Exxon Mobil | COM | 30231G102 |  | 264691 | 1560 | SH |  | SOLE |  | 1560 | 0 | 0 |
| Facebook | CL A | 30303M102 |  | 71993 | 126 | SH |  | SOLE |  | 126 | 0 | 0 |
| Fair Isaac Corp Com | COM | 303250104 |  | 157996 | 148 | SH |  | SOLE |  | 148 | 0 | 0 |
| Fifth Third Bancorp | COM | 316773100 |  | 11200 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| Firstenergy Corp | COM | 337932107 |  | 1267 | 25 | SH |  | SOLE |  | 25 | 0 | 0 |
| Goldman Sachs | COM | 38141G104 |  | 193732 | 229 | SH |  | SOLE |  | 229 | 0 | 0 |
| HF Sinclair Corp Com | COM | 403949100 |  | 37309 | 598 | SH |  | SOLE |  | 598 | 0 | 0 |
| Hilton Worldwide | COM | 43300A203 |  | 37098 | 122 | SH |  | SOLE |  | 122 | 0 | 0 |
| Home Depot Inc | COM | 437076102 |  | 157209 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| Honeywell International | COM | 438516106 |  | 904 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| Humana Inc | COM | 444859102 |  | 20739 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| Intel | COM | 458140100 |  | 52824 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| Intuit Com | COM | 461202103 |  | 17708444 | 40956 | SH |  | SOLE |  | 40956 | 0 | 0 |
| Invesco Exchange (traded FD TR S Eql WGT) | S EQL WGT | 46137V357 |  | 3789219 | 19744 | SH |  | SOLE |  | 19744 | 0 | 0 |
| Iqvia Holdings Inc CMN | COM | 46266C105 |  | 24046 | 141 | SH |  | SOLE |  | 141 | 0 | 0 |
| iShares China Largecap | CHINA LG-CAP ETF | 464287184 |  | 7757 | 216 | SH |  | SOLE |  | 216 | 0 | 0 |
| iShares Core MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 |  | 23900 | 264 | SH |  | SOLE |  | 264 | 0 | 0 |
| iShares Core S 500 ETF | CORE S ETF | 464287200 |  | 342460 | 524 | SH |  | SOLE |  | 524 | 0 | 0 |
| iShares Gold Trust | ISHARES NEW | 464285204 |  | 8886892 | 100804 | SH |  | SOLE |  | 100804 | 0 | 0 |
| iShares MSCI ACWI ETF | MSCI ACWI ETF | 464288257 |  | 240816 | 1740 | SH |  | SOLE |  | 1740 | 0 | 0 |
| iShares MSCI Emerging Markets ETF | MSCI EMG MKT ETF | 464287234 |  | 1917 | 34 | SH |  | SOLE |  | 34 | 0 | 0 |
| iShares MSCI EM-ex China ETF | MSCI EMRG CHN | 46434G764 |  | 275625 | 3504 | SH |  | SOLE |  | 3504 | 0 | 0 |
| iShares MSCI Israel ETF | MSCI ISRAEL ETF | 464286632 |  | 6498 | 56 | SH |  | SOLE |  | 56 | 0 | 0 |
| Johnson  Johnson | COM | 478160104 |  | 233929 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| JPMorgan Chase  Co | COM | 46625H100 |  | 505428 | 1718 | SH |  | SOLE |  | 1718 | 0 | 0 |
| KraneShares California Carbon Allowance ETF | CALIFORNIA CARB | 500767553 |  | 1141806 | 77045 | SH |  | SOLE |  | 77045 | 0 | 0 |
| Lockheed Martin | COM | 539830109 |  | 1253 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| Mercadolibre | COM | 58733R102 |  | 5187 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| Merck  Co Inc. | COM | 58933Y105 |  | 86979 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| Miami Intl HLDGS Inc | COM | 59356Q108 |  | 121625 | 3125 | SH |  | SOLE |  | 3125 | 0 | 0 |
| Microsoft | COM | 594918104 |  | 1458892 | 3941 | SH |  | SOLE |  | 3941 | 0 | 0 |
| MSCI Inc. CMN | COM | 55354G100 |  | 11604 | 22 | SH |  | SOLE |  | 22 | 0 | 0 |
| MSG Networks | CL A | 55825T103 |  | 347755 | 1082 | SH |  | SOLE |  | 1082 | 0 | 0 |
| Net Lease Office | COM | 64110Y108 |  | 3631 | 245 | SH |  | SOLE |  | 245 | 0 | 0 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 |  | 218 | 24 | SH |  | SOLE |  | 24 | 0 | 0 |
| Nike | CL B | 654106103 |  | 3927 | 74 | SH |  | SOLE |  | 74 | 0 | 0 |
| Northern Trust | COM | 665859104 |  | 33548 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| Northrop Grumman | COM | 666807102 |  | 110799 | 162 | SH |  | SOLE |  | 162 | 0 | 0 |
| NRG Energy Inc | COM NEW | 629377508 |  | 1900 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| Nvidia | COM | 67066G104 |  | 26175 | 150 | SH |  | SOLE |  | 150 | 0 | 0 |
| Organon  Co | COMMON STOCK | 68622V106 |  | 425 | 71 | SH |  | SOLE |  | 71 | 0 | 0 |
| Otis Worldwide | COM | 68902V107 |  | 1696 | 22 | SH |  | SOLE |  | 22 | 0 | 0 |
| Payoneer Global Inc | COM | 70451X104 |  | 13963409 | 2890975 | SH |  | SOLE |  | 2890975 | 0 | 0 |
| PepsiCo | COM | 713448108 |  | 58614 | 377 | SH |  | SOLE |  | 377 | 0 | 0 |
| Pfizer Inc. | COM | 717081103 |  | 87385 | 3112 | SH |  | SOLE |  | 3112 | 0 | 0 |
| Phillips 66 Com | COM | 718546104 |  | 65220 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| Price T Rowe Group Inc Com | COM | 74144T108 |  | 752 | 8 | SH |  | SOLE |  | 8 | 0 | 0 |
| Prologis Inc Com | COM | 74340W103 |  | 3823 | 29 | SH |  | SOLE |  | 29 | 0 | 0 |
| Qnity Electronics Inc | COMMON STOCK | 74743L100 |  | 23538 | 204 | SH |  | SOLE |  | 204 | 0 | 0 |
| Quaker Chemical Corp | COM | 747316107 |  | 148703 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| Raytheon Technologies | COM | 75513E101 |  | 8488 | 44 | SH |  | SOLE |  | 44 | 0 | 0 |
| Regions Financial | COM | 7591EP100 |  | 31583 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| Rivian Automotive Inc CL A | COM CL A | 76954A103 |  | 196 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| Rockwell Automation | COM | 773903109 |  | 214610 | 598 | SH |  | SOLE |  | 598 | 0 | 0 |
| S Global Inc Com | COM | 78409V104 |  | 15550 | 37 | SH |  | SOLE |  | 37 | 0 | 0 |
| Samsara Inc CL A | COM CL A | 79589L106 |  | 951 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| Schwab Charles Corp | COM | 808513105 |  | 28447 | 303 | SH |  | SOLE |  | 303 | 0 | 0 |
| Sea Limited Ads Each | SPONSORD ADS | 81141R100 |  | 2981 | 36 | SH |  | SOLE |  | 36 | 0 | 0 |
| ServiceNow | COM | 81762P102 |  | 9410 | 90 | SH |  | SOLE |  | 90 | 0 | 0 |
| Solstice Advanced Materials Inc | COM SHS | 83443Q103 |  | 76 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| Southwest Airlns Co | COM | 844741108 |  | 31597 | 837 | SH |  | SOLE |  | 837 | 0 | 0 |
| SPDR Developed World Ex-US ETF | STATE STREET SPD | 78463X889 |  | 6964231 | 152557 | SH |  | SOLE |  | 152557 | 0 | 0 |
| SPDR Emerging Markets ETF | STATE STREET SPD | 78463X509 |  | 1048735 | 22356 | SH |  | SOLE |  | 22356 | 0 | 0 |
| SPDR S 500 ETF | TR UNIT | 78462F103 |  | 792506 | 1218 | SH |  | SOLE |  | 1218 | 0 | 0 |
| SPDR Ser TR Portfli (high YLD) | STATE STREET SPD | 78468R606 |  | 107179 | 4596 | SH |  | SOLE |  | 4596 | 0 | 0 |
| Sportradar Group AG | CLASS A ORD SHS | H8088L103 |  | 297967 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| Steel Dynamics Inc | COM | 858119100 |  | 64630 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| Texas Instruments | COM | 882508104 |  | 52491 | 270 | SH |  | SOLE |  | 270 | 0 | 0 |
| Thermo Fisher | COM | 883556102 |  | 17316 | 35 | SH |  | SOLE |  | 35 | 0 | 0 |
| Tilray Brands Inc | COM | 88688T209 |  | 3973 | 614 | SH |  | SOLE |  | 614 | 0 | 0 |
| Tortoise North American Pipeline Fund | NORTH AMRCN PIPE | 890930308 |  | 2896916 | 68388 | SH |  | SOLE |  | 68388 | 0 | 0 |
| Travelers Companies | COM | 89417E109 |  | 72920 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| Union Pacific | COM | 907818108 |  | 17020 | 70 | SH |  | SOLE |  | 70 | 0 | 0 |
| Unitedhealth Group | COM | 91324P102 |  | 16122 | 60 | SH |  | SOLE |  | 60 | 0 | 0 |
| Univest Financial | COM | 915271100 |  | 89864 | 2623 | SH |  | SOLE |  | 2623 | 0 | 0 |
| Vaneck Semiconductor | SEMICONDUCTR ETF | 92189F676 |  | 104668 | 273 | SH |  | SOLE |  | 273 | 0 | 0 |
| Vanguard FTSE Developed Markets ETF | VAN FTSE DEV MKT | 921943858 |  | 17812126 | 277967 | SH |  | SOLE |  | 277967 | 0 | 0 |
| Vanguard FTSE Emerging Markets ETF | FTSE EMR MKT ETF | 922042858 |  | 9048228 | 167405 | SH |  | SOLE |  | 167405 | 0 | 0 |
| Vanguard Growth Index Fund ETF | GROWTH ETF | 922908736 |  | 5346538 | 12241 | SH |  | SOLE |  | 12241 | 0 | 0 |
| Vanguard Large-Cap (index Fund) | LARGE CAP ETF | 922908637 |  | 1458272 | 4880 | SH |  | SOLE |  | 4880 | 0 | 0 |
| Vanguard S 500 ETF | S 500 ETF SHS | 922908363 |  | 17490289 | 29270 | SH |  | SOLE |  | 29270 | 0 | 0 |
| Vanguard S 500 Growth ETF | 500 GRTH IDX F | 921932505 |  | 472105 | 1158 | SH |  | SOLE |  | 1158 | 0 | 0 |
| Vanguard Sector | INF TECH ETF | 92204A702 |  | 258854 | 371 | SH |  | SOLE |  | 371 | 0 | 0 |
| Vanguard Small-Cap Growth ETF | SML CP GRW ETF | 922908595 |  | 1112280 | 3680 | SH |  | SOLE |  | 3680 | 0 | 0 |
| Vanguard Small-Cap Value ETF | SM CP VAL ETF | 922908611 |  | 987401 | 4545 | SH |  | SOLE |  | 4545 | 0 | 0 |
| Vanguard Total US Stock Market ETF | TOTAL STK MKT | 922908769 |  | 56356292 | 175669 | SH |  | SOLE |  | 175669 | 0 | 0 |
| Vanguard Total World Stock Index ETF | TT WRLD ST ETF | 922042742 |  | 521466 | 3770 | SH |  | SOLE |  | 3770 | 0 | 0 |
| Vanguard Value Index Fund ETF | VALUE ETF | 922908744 |  | 1199371 | 6113 | SH |  | SOLE |  | 6113 | 0 | 0 |
| Veralto Corp | COM SHS | 92338C103 |  | 2409 | 27 | SH |  | SOLE |  | 27 | 0 | 0 |
| Verisk Analytics Inc | COM | 92345Y106 |  | 233582 | 1231 | SH |  | SOLE |  | 1231 | 0 | 0 |
| Verizon Communications | COM | 92343V104 |  | 48041 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| Versant Media Group Inc | COM CL A | 925283103 |  | 1407 | 38 | SH |  | SOLE |  | 38 | 0 | 0 |
| Viatris Inc | COM | 92556V106 |  | 5215 | 386 | SH |  | SOLE |  | 386 | 0 | 0 |
| Visa | COM CL A | 92826C839 |  | 53064 | 176 | SH |  | SOLE |  | 176 | 0 | 0 |
| Vulcan Materials Co CMN | COM | 929160109 |  | 24869 | 91 | SH |  | SOLE |  | 91 | 0 | 0 |
| Walmart | COM | 931142103 |  | 44456 | 357 | SH |  | SOLE |  | 357 | 0 | 0 |
| Warner Bros Discovery Inc | COM SER A | 934423104 |  | 23835 | 868 | SH |  | SOLE |  | 868 | 0 | 0 |
| Wells Fargo  Co | COM | 949746101 |  | 79610 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| WP Carey Inc | COM | 92936U109 |  | 251793 | 3655 | SH |  | SOLE |  | 3655 | 0 | 0 |
| Zoetis Inc Com | CL A | 98978V103 |  | 11601 | 98 | SH |  | SOLE |  | 98 | 0 | 0 |

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