Donor Advised Charitable Giving, Inc.

Concentrated strategySector-focusedLong-term holder

Total reported value

$3.9B

Reporting period: 2026-03-31 · Number of holdings: 32

Donor Advised Charitable Giving, Inc. disclosed 32 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.9B and a quarterly turnover rate of 12.8%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 12.78
Momentum/Contrarian: 61.65
Sector conviction: 100
Diversification: 64
Sizing Uniformity: 44.2

Recent moves

Add NVDA
-5.8%　-$522.6M
Trim VTI
-84.9%　-$1.2M
Trim WDAY
0.0%　-$1.0M
Trim AJG
0.0%　-$1.0M
Trim RBLX
0.0%　-$986.2K
Trim DASH
0.0%　-$668.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	98.69%	+0.12%	-5.78%
2	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.20%	—	-5.54%
3	VT	Vanguard Tot World Stk ETF	ETF-Other	0.15%	+0.01%	—
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%	+0.01%	-0.39%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	0.07%	—	—
8	PANW	Palo Alto Networks INC	Stock-Tech	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%	-0.02%	—
12	COIN	Coinbase Global INC -class A	Stock-Financials	0.04%	—	—
13	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.04%	+0.01%	+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%	—	—
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%	—	—
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%	-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%	+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%	+0.01%	+0.44%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.01%	-0.02%	-84.92%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	32	$3.9B	13	1NVDA 2ITOT 3VT Top holdings2026-03-31 1.NVDA 2.ITOT 3.VT 4.AJG 5.SCHK 6.IVV 7.META 8.PANW 9.RBLX 10.IXUS
2025-12-31	43	$4.5B	11	1NVDA 2ITOT 3AJG Top holdings2025-12-31 1.NVDA 2.ITOT 3.AJG 4.VT 5.SCHK 6.IVV 7.META 8.RBLX 9.PANW 10.WDAY
2025-09-30	41	$5.0B	31	1NVDA 2ITOT 3AJG Top holdings2025-09-30 1.NVDA 2.ITOT 3.AJG 4.VT 5.RBLX 6.SCHK 7.META 8.IVV 9.WMT 10.PANW
2025-06-30	38	$4.9B	0	1NVDA 2AJG 3ITOT Top holdings2025-06-30 1.NVDA 2.AJG 3.ITOT 4.VT 5.RBLX 6.IVV 7.META 8.SCHK 9.PANW 10.WMT
2025-03-31	40	$3.5B	100	1NVDA 2ITOT 3RBLX Top holdings2025-03-31 1.NVDA 2.ITOT 3.RBLX 4.AJG 5.VT 6.IVV 7.WMT 8.SCHK 9.BRK-A 10.META
2024-12-31	40	$4.4B	0	1NVDA 2ITOT 3VT Top holdings2024-12-31 1.NVDA 2.ITOT 3.VT 4.AJG 5.RBLX 6.WMT 7.SCHK 8.WDAY 9.META 10.IVV
2024-09-30	35	$4.1B	0	1NVDA 2ITOT 3AJG Top holdings2024-09-30 1.NVDA 2.ITOT 3.AJG 4.VT 5.RBLX 6.SCHK 7.META 8.WMT 9.WDAY 10.PANW
2024-06-30	36	$4.3B	0	1NVDA 2ITOT 3AJG Top holdings2024-06-30 1.NVDA 2.ITOT 3.AJG 4.PANW 5.META 6.VUG 7.SCHK 8.WDAY 9.WMT 10.BILS
2024-03-31	1	$3.2B	0	1NVDA Top holdings2024-03-31 1.NVDA
2023-12-31	33	$1.9B	0	1NVDA 2AESI 3RBLX Top holdings2023-12-31 1.NVDA 2.AESI 3.RBLX 4.ITOT 5.PANW 6.AJG 7.META 8.WDAY 9.VUG 10.SCHK
2023-09-30	26	$1.6B	0	1NVDA 2RBLX 3AJG Top holdings2023-09-30 1.NVDA 2.RBLX 3.AJG 4.PANW 5.META 6.WDAY 7.SCHK 8.TSLA 9.VUG 10.BILS
2023-06-30	27	$1.5B	0	1NVDA 2RBLX 3AJG Top holdings2023-06-30 1.NVDA 2.RBLX 3.AJG 4.PANW 5.UBER 6.META 7.WDAY 8.SCHK 9.TSLA 10.VUG
2023-03-31	48	$1.1B	0	1NVDA 2BABA 3RBLX Top holdings2023-03-31 1.NVDA 2.BABA 3.RBLX 4.PDCEUSD 5.IEFA 6.AJG 7.PANW 8.WDAY 9.UBER 10.META
2022-12-31	44	$599.4M	0	1NVDA 2BABA 3PDCEUSD Top holdings2022-12-31 1.NVDA 2.BABA 3.PDCEUSD 4.RBLX 5.IEFA 6.PANW 7.AJG 8.WDAY 9.SCHK 10.UBER
2022-09-30	40	$472.9M	0	1NVDA 2BABA 3PDCEUSD Top holdings2022-09-30 1.NVDA 2.BABA 3.PDCEUSD 4.RBLX 5.IEFA 6.PANW 7.TSLA 8.UBER 9.WDAY 10.SCHK
2022-06-30	39	$577.5M	0	1NVDA 2BABA 3PDCEUSD Top holdings2022-06-30 1.NVDA 2.BABA 3.PDCEUSD 4.RBLX 5.IEFA 6.PANW 7.SCHK 8.TSLA 9.WDAY 10.META
2022-03-31	53	$973.8M	0	1NVDA 2BABA 3IEFA Top holdings2022-03-31 1.NVDA 2.BABA 3.IEFA 4.RBLX 5.PANW 6.WDAY 7.TSLA 8.IWV 9.UBER 10.SCHK
2021-12-31	49	$1.0B	0	1NVDA 2BABA 3IEFA Top holdings2021-12-31 1.NVDA 2.BABA 3.IEFA 4.WDAY 5.PANW 6.UBER 7.IWV 8.SCHK 9.OKTA 10.LII
2021-09-30	52	$559.3M	0	1NVDA 2BABA 3GOOG Top holdings2021-09-30 1.NVDA 2.BABA 3.GOOG 4.META 5.MSFT 6.AMZN 7.IEFA 8.UBER 9.WDAY 10.PANW
2021-06-30	112	$889.4M	100	1NVDA 2BABA 3META Top holdings2021-06-30 1.NVDA 2.BABA 3.META 4.MSFT 5.GOOG 6.AMZN 7.SHW 8.GAP 9.LBEUR 10.RHI
2021-03-31	115	$972.9M	37	1NVDA 2BABA 3TJX Top holdings2021-03-31 1.NVDA 2.BABA 3.TJX 4.UNP 5.SHW 6.ROST 7.KSUEUR 8.EXP 9.MTN 10.LBEUR
2020-12-31	111	$733.8M	74	1NVDA 2BABA 3MSFT Top holdings2020-12-31 1.NVDA 2.BABA 3.MSFT 4.AMZN 5.META 6.GOOG 7.IEFA 8.ROST 9.TJX 10.SHW
2020-09-30	71	$343.9M	29	1NVDA 2WDAY 3USMV Top holdings2020-09-30 1.NVDA 2.WDAY 3.USMV 4.LII 5.VUG 6.PANW 7.IVV 8.PTON 9.MGC 10.VO
2020-06-30	53	$260.1M	30	1NVDA 2WDAY 3USMV Top holdings2020-06-30 1.NVDA 2.WDAY 3.USMV 4.PANW 5.LII 6.MGC 7.VO 8.EFAV 9.VUG 10.AMZN
2020-03-31	52	$197.3M	17	1NVDA 2WDAY 3GSY Top holdings2020-03-31 1.NVDA 2.WDAY 3.GSY 4.USMV 5.LII 6.PANW 7.KBWB 8.MGC 9.EFAV 10.VO
2019-12-31	55	$185.6M	49	1NVDA 2WDAY 3USMV Top holdings2019-12-31 1.NVDA 2.WDAY 3.USMV 4.LII 5.PANW 6.BE 7.MGC 8.JPM 9.VO 10.EFAV
2019-09-30	54	$128.2M	10	1NVDA 2MODNEUR 3WDAY Top holdings2019-09-30 1.NVDA 2.MODNEUR 3.WDAY 4.USMV 5.LII 6.PANW 7.MGC 8.VO 9.JPM 10.EFAV
2019-06-30	53	$124.1M	19	1NVDA 2WDAY 3MODNEUR Top holdings2019-06-30 1.NVDA 2.WDAY 3.MODNEUR 4.USMV 5.LII 6.IVV 7.PANW 8.IJH 9.MGC 10.VO
2019-03-31	27	$119.3M	39	1NVDA 2WDAY 3MODNEUR Top holdings2019-03-31 1.NVDA 2.WDAY 3.MODNEUR 4.USMV 5.LII 6.PANW 7.MGC 8.META 9.VO 10.IJR
2018-12-31	20	$85.5M	58	1NVDA 2WDAY 3MODNEUR Top holdings2018-12-31 1.NVDA 2.WDAY 3.MODNEUR 4.LII 5.IJH 6.IVV 7.PANW 8.JPM 9.META 10.VUG
2018-09-30	18	$137.9M	13	1NVDA 2WDAY 3PANW Top holdings2018-09-30 1.NVDA 2.WDAY 3.PANW 4.IVV 5.LII 6.IJH 7.META 8.VUG 9.KBWB 10.IJR
2018-06-30	15	$123.4M	8	1NVDA 2WDAY 3PANW Top holdings2018-06-30 1.NVDA 2.WDAY 3.PANW 4.LII 5.META 6.IJH 7.VUG 8.IJR 9.VGK 10.VHT
2018-03-31	16	$129.1M	13	1NVDA 2WDAY 3IVV Top holdings2018-03-31 1.NVDA 2.WDAY 3.IVV 4.LII 5.META 6.IJH 7.73937B 8.VUG 9.IJR 10.VGK
2017-12-31	15	$119.6M	0	1NVDA 2WDAY 3ZEN1EUR Top holdings2017-12-31 1.NVDA 2.WDAY 3.ZEN1EUR 4.IVV 5.META 6.PANW 7.IJH 8.73937B 9.VUG 10.IJR

Holding changes this quarter

Donor Advised Charitable Giving, Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares Msci Emerging Market (EEM); Sold out: Schwab Fndmntl US Lrg Co ETF (FNDX); Sold out: Apple INC (AAPL); Sold out: Ishares Msci Japan ETF (EWJ); Sold out: Ishares Msci International Q (IQLT).

Position changes disclosed by Donor Advised Charitable Giving, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+0.1%	-5.78%	Trim
2	IVV	Ishares Core S&p 500 ETF	0%	-0.39%	Trim
3	VT	Vanguard Tot World Stk ETF	0%	—	Unchanged
4	IJH	Ishares Core S&p Midcap ETF	0%	+4.94%	Add
5	GVI	Ishares Intermediate Governm	0%	+44.62%	Add
6	IXUS	Ishares Core Intl Stock ETF	0%	—	Unchanged
7	RSP	Invesco S&p 500 Equal Weight	0%	+0.44%	Add
8	ITOT	Ishares Core S&p Total U.s.	—	-5.54%	Trim
9	META	Meta Platforms Inc-class A	—	—	Unchanged
10	COIN	Coinbase Global INC -class A	—	—	Unchanged
11	PANW	Palo Alto Networks INC	—	—	Unchanged
12	MQ	Marqeta Inc-a	—	—	Unchanged
13	SCHK	Schwab 1000 Index ETF	—	—	Unchanged
14	RKT	Rocket Cos Inc-class A	—	—	Unchanged
15	AMZN	Amazon.com INC	—	—	Unchanged
16	EFA	Ishares Msci Eafe ETF	—	-13.62%	Trim
17	OKTA	Okta INC	—	—	Unchanged
18	IJR	Ishares Core S&p Small-cap E	—	+3.37%	Add
19	DBX	Dropbox Inc-class A	—	—	Unchanged
20	ISTB	Ishares Core 1-5 Year Usd Bo	—	+21.76%	Add
21	SCZ	Ishares Msci Eafe Small-cap	—	-5.65%	Trim
22	BRK-B	Berkshire Hathaway Inc-cl B	—	—	Unchanged
23	ACWX	Ishares Msci Acwi Ex US ETF	—	-6.92%	Trim
24	VO	Vanguard Mid-cap ETF	—	—	Unchanged
25	QUAL	Ishares Msci USA Quality Fac	—	+0.27%	Add
26	VB	Vanguard Small-cap ETF	—	—	Unchanged
27	AJG	Arthur J Gallagher & Co	0%	—	Unchanged
28	RBLX	Roblox CORP -class A	0%	—	Unchanged
29	DASH	Doordash INC - A	0%	—	Unchanged
30	FLOT	Ishares Floating Rate Bond E	0%	-47.14%	Trim
31	VTI	Vanguard Total Stock Mkt ETF	0%	-84.92%	Trim
32	WDAY	Workday Inc-class A	0%	—	Unchanged
33	EEM	Ishares Msci Emerging Market	—	EXIT	Sold out
34	FNDX	Schwab Fndmntl US Lrg Co ETF	—	EXIT	Sold out
35	AAPL	Apple INC	—	EXIT	Sold out
36	EWJ	Ishares Msci Japan ETF	—	EXIT	Sold out
37	IQLT	Ishares Msci International Q	—	EXIT	Sold out
38	AVUV	Avantis US Small Cap Value	—	EXIT	Sold out
39	AVLV	Avantis US Large Cap Value	—	EXIT	Sold out
40	AVIV	Avantis Int Lrg Cap Val ETF	—	EXIT	Sold out
41	IBIT	Ishares Bitcoin Trust ETF	—	EXIT	Sold out
42	XSHQ	Invesco S&p Smallcap Quality	—	EXIT	Sold out
43	BX	Blackstone INC	—	EXIT	Sold out

FAQ

What is Donor Advised Charitable Giving, Inc. and what type of investor is it?

Donor Advised Charitable Giving, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.9B, spread across 32 disclosed positions.

What are Donor Advised Charitable Giving, Inc.'s largest equity positions?

Based on the latest 13F filing, Donor Advised Charitable Giving, Inc.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $3.9B (98.7%) 2. Ishares Core S&p Total U.s. (ITOT) — $8.0M (0.2%) 3. Vanguard Tot World Stk ETF (VT) — $6.0M (0.1%) 4. Arthur J Gallagher & Co (AJG) — $5.3M (0.1%) 5. Schwab 1000 Index ETF (SCHK) — $3.7M (0.1%)

What changes did Donor Advised Charitable Giving, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Donor Advised Charitable Giving, Inc. made 25 notable position adjustments: 0 new positions were initiated, 6 existing holdings were added to, 8 positions were partially reduced, and 11 were completely exited. The largest of these moves: Sold out: Ishares Msci Emerging Market (EEM); Sold out: Schwab Fndmntl US Lrg Co ETF (FNDX); Sold out: Apple INC (AAPL); Sold out: Ishares Msci Japan ETF (EWJ); Sold out: Ishares Msci International Q (IQLT)

What sectors does Donor Advised Charitable Giving, Inc. focus on?

Donor Advised Charitable Giving, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 99.8% • Communication Services: 0.1% • Consumer Discretionary: 0.1% • Financials: 0.1%