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CIK: 0001535839
Total reported value
$4.5B
$4.5B
43 檔
98.3%
The Q4 2025 SEC filing reveals that Donor Advised Charitable Giving, Inc. held a total portfolio value of $4.5B, covering 43 public equity positions.
Donor Advised Charitable Giving, Inc. executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 10 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.57% | -0.01% | -10.01% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | -0.22% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.14% | -0.01% | -12.80% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.14% | — | — | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.09% | — | -2.53% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | +0.12% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.01% | — | |
| 8 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.07% | -0.01% | — | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.06% | — | |
| 10 | WDAY | Workday Inc-class A | Stock-Tech | 0.06% | -0.01% | — | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.05% | -0.01% | +1.87% | |
| 12 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.04% | +0.01% | — | |
| 13 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.04% | -0.01% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +5.75% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.03% | — | +59.95% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | — | -7.19% | |
| 17 | MQ | Marqeta Inc-a | Stock-Other | 0.03% | -0.01% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.03% | — | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | +0.64% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.02% | — | +21.13% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | -3.42% | |
| 22 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.02% | — | -0.63% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.02% | — | +1.60% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | +0.44% | |
| 26 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.01% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.01% | — | -79.05% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | -17.93% | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | — | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.01% | — | — | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | -27.61% | |
| 33 | DBX | Dropbox Inc-class A | Stock-Tech | 0.01% | — | — | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.01% | — | -15.91% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.01% | — | — | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.01% | — | — | |
| 37 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.01% | — | — | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.01% | — | — | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.01% | — | — | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | — | — | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | — | — | — | |
| 42 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | — | — | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | — | — | — |
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 43 disclosed positions in Q4 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 98.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DASH
市值: $2.0M
Top Position Liquidated / Trimmed
WMT
前期市值: $3.2M
During Q4 2025, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.6%)、ITOT (0.2%)、AJG (0.1%). The largest single position, NVDA, represented 98.6% of total portfolio value.
In Q4 2025, Donor Advised Charitable Giving, Inc. made 41 total portfolio adjustments, initiating 12 new buys, adding to 8 positions, trimming 11 holdings, and fully liquidating 10 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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