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CIK: 0001535839
Total reported value
$4.5B
$4.5B
38 檔
107.6%
According to the latest 13F quarterly dataset, Donor Advised Charitable Giving, Inc. managed an equity portfolio of $4.5B at the end of Q2 2025, spanning 38 distinct U.S. exchange-listed positions.
Donor Advised Charitable Giving, Inc. executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.50% | -0.01% | -2.80% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.18% | -0.01% | +73.77% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | +0.01% | +0.28% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.11% | — | — | |
| 5 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.09% | -0.01% | -62.14% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | +4.29% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | -6.12% | |
| 8 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.06% | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | — | -22.50% | |
| 11 | WDAY | Workday Inc-class A | Stock-Tech | 0.06% | -0.01% | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.06% | — | — | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.04% | -0.01% | +1.57% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | — | +6.90% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.03% | — | — | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 0.03% | — | — | |
| 17 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.03% | — | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.02% | — | — | |
| 20 | SCCO | Southern Copper CORP | Stock-Materials | 0.02% | — | +0.98% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | +11.36% | |
| 22 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.02% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | -5.19% | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.02% | — | -51.12% | |
| 27 | GVI | Ishares Intermediate Governm | ETF-Other | 0.02% | — | — | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.02% | — | — | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.01% | — | -1.86% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.01% | — | +1.25% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.01% | — | — | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | +0.44% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | -31.76% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | +0.11% | |
| 36 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.01% | — | — | |
| 38 | ZS | Zscaler Inc | Stock-Tech | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | -2.80% | Trim |
| 2 | PM | Philip Morris International | 0% | NEW | New buy |
| 3 | AJG | Arthur J Gallagher & Co | 0% | +73.77% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 5 | ZS | Zscaler Inc | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 9 | EFA | Ishares Msci Eafe ETF | — | -5.19% | Trim |
| 10 | EWJ | Ishares Msci Japan ETF | — | — | Unchanged |
| 11 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 12 | QUAL | Ishares Msci USA Quality Fac | — | +0.11% | Add |
| 13 | GVI | Ishares Intermediate Governm | — | — | Unchanged |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | — | — | Unchanged |
| 15 | META | Meta Platforms Inc-class A | 0% | -6.12% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | 0% | +4.29% | Add |
| 17 | DE | Deere & Co | 0% | EXIT | Sold out |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -31.76% | Trim |
| 19 | BX | Blackstone Inc | 0% | EXIT | Sold out |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.90% | Add |
| 21 | V | Visa Inc-class A Shares | 0% | EXIT | Sold out |
| 22 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.57% | Add |
| 23 | ALL | Allstate CORP | 0% | EXIT | Sold out |
| 24 | SBUX | Starbucks CORP | 0% | EXIT | Sold out |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +11.36% | Add |
| 26 | SCCO | Southern Copper CORP | 0% | +0.98% | Add |
| 27 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 28 | SCZ | Ishares Msci Eafe Small-cap | 0% | -1.86% | Trim |
| 29 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 30 | OKTA | Okta Inc | 0% | — | Unchanged |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +0.44% | Add |
| 32 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 33 | FLOT | Ishares Floating Rate Bond E | 0% | +1.25% | Add |
| 34 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 35 | SCHK | Schwab 1000 Index ETF | 0% | — | Unchanged |
| 36 | AAPL | Apple Inc | 0% | — | Unchanged |
| 37 | WDAY | Workday Inc-class A | 0% | — | Unchanged |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | -51.12% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 40 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 41 | WMT | Walmart Inc | 0% | -22.50% | Trim |
| 42 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.28% | Add |
| 43 | RBLX | Roblox CORP -class A | -0.1% | -62.14% | Trim |
According to official SEC Form 13F filings, Donor Advised Charitable Giving, Inc. reported a total U.S. public equity portfolio value of $4.5B across 38 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AJG, ITOT) accounted for 107.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
PM
市值: $1.5M
Top Position Liquidated / Trimmed
DE
前期市值: $483.1K
During Q2 2025, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.5%)、AJG (0.2%)、ITOT (0.2%). The largest single position, NVDA, represented 98.5% of total portfolio value.
In Q2 2025, Donor Advised Charitable Giving, Inc. made 26 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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