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CIK: 0001535839
Total reported value
$4.5B
$4.5B
41 檔
109.3%
During the Q3 2025 filing period, Donor Advised Charitable Giving, Inc. (CIK: 0001535839) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.5B across 41 reported positions.
Donor Advised Charitable Giving, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.48% | -0.01% | -13.97% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.01% | +0.29% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.17% | -0.01% | — | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.12% | — | — | |
| 5 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.11% | -0.01% | — | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.08% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.01% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | -28.10% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | — | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.06% | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.06% | — | — | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 0.06% | -0.01% | — | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.04% | -0.01% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.04% | — | +1.20% | |
| 15 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.03% | — | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | — | -26.14% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 0.03% | — | — | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.03% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 20 | SCCO | Southern Copper CORP | Stock-Materials | 0.03% | — | +1.01% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.02% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | — | +0.04% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | -25.50% | |
| 24 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | -0.89% | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.02% | — | +0.89% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.02% | — | -1.78% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.01% | — | +1.24% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.01% | — | — | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | +0.41% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | +7.31% | |
| 34 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | — | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.01% | — | -65.76% | |
| 36 | KVYO | Klaviyo Inc-a | Stock-Other | 0.01% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.01% | — | — | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | — | — | -68.92% | |
| 39 | BX | Blackstone Inc | Stock-Financials | — | — | — | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | — | — | -69.93% | |
| 41 | ZS | Zscaler Inc | Stock-Tech | — | — | — |
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 41 disclosed positions in Q3 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, ITOT, AJG) accounted for 109.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
RKLB
市值: $1.7M
Top Position Liquidated / Trimmed
DE
前期市值: $483.1K
During Q3 2025, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.5%)、ITOT (0.2%)、AJG (0.2%). The largest single position, NVDA, represented 98.5% of total portfolio value.
In Q3 2025, Donor Advised Charitable Giving, Inc. made 33 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 15 holdings, and fully liquidating 4 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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