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CIK: 0001535839
Total reported value
$4.5B
$4.5B
32 檔
86.6%
In Q1 2026, Donor Advised Charitable Giving, Inc.'s U.S. equity holdings reached a combined market value of $4.5B, distributed across 32 disclosed stock positions.
In Q1 2026, Donor Advised Charitable Giving, Inc. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 98.69% | -0.01% | -5.78% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | -5.54% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | — | — | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.13% | -0.01% | — | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.09% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | -0.39% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.01% | — | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.06% | — | |
| 9 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.06% | -0.01% | — | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.06% | -0.01% | — | |
| 11 | WDAY | Workday Inc-class A | Stock-Tech | 0.04% | -0.01% | — | |
| 12 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.04% | -0.01% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | — | +4.94% | |
| 14 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.03% | +0.01% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.03% | — | — | |
| 17 | MQ | Marqeta Inc-a | Stock-Other | 0.03% | -0.01% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | +3.37% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.02% | — | -13.62% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.02% | — | -5.65% | |
| 21 | OKTA | Okta Inc | Stock-Tech | 0.02% | +0.01% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 23 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.01% | — | — | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.01% | — | -47.14% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | — | |
| 26 | GVI | Ishares Intermediate Governm | ETF-Other | 0.01% | — | +44.62% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | +0.27% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.01% | — | +21.76% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.01% | — | -6.92% | |
| 30 | DBX | Dropbox Inc-class A | Stock-Tech | 0.01% | — | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | +0.44% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.01% | — | -84.92% |
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 32 disclosed positions in Q1 2026.
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, VT) accounted for 86.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
EEM
前期市值: $824.0K
During Q1 2026, Donor Advised Charitable Giving, Inc.'s top holdings by market value included NVDA (98.7%)、ITOT (0.2%)、VT (0.1%). The largest single position, NVDA, represented 98.7% of total portfolio value.
In Q1 2026, Donor Advised Charitable Giving, Inc. made 25 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 11 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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