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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%.

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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech98.69%+0.12%-5.78%
2ITOTIshares Core S&p Total U.s.ETF-Other0.20%—-5.54%
3VTVanguard Tot World Stk ETFETF-Other0.15%+0.01%—
4AJGArthur J Gallagher & CoStock-Financials0.13%-0.01%—
5SCHKSchwab 1000 Index ETFETF-Large Cap & Growth0.09%——
6IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.08%+0.01%-0.39%
7METAMeta Platforms Inc-class AStock-Comm Services0.07%——
8PANWPalo Alto Networks INCStock-Tech0.06%——
9RBLXRoblox CORP -class AStock-Comm Services0.06%-0.01%—
10IXUSIshares Core Intl Stock ETFETF-Other0.06%+0.01%—
11WDAYWorkday Inc-class AStock-Tech0.04%-0.02%—
12COINCoinbase Global INC -class AStock-Financials0.04%——
13IJHIshares Core S&p Midcap ETFETF-Other0.04%+0.01%+4.94%
14DASHDoordash INC - AStock-Consumer Disc0.03%-0.01%—
15AMZNAmazon.com INCStock-Consumer Disc0.03%——
16VOVanguard Mid-cap ETFETF-Other0.03%——
17MQMarqeta Inc-aStock-Other0.03%——
18IJRIshares Core S&p Small-cap EETF-Small Cap0.02%—+3.37%
19EFAIshares Msci Eafe ETFETF-Other0.02%—-13.62%
20SCZIshares Msci Eafe Small-capETF-Other0.02%—-5.65%
21OKTAOkta INCStock-Tech0.02%——
22VBVanguard Small-cap ETFETF-Other0.01%——
23RKTRocket Cos Inc-class AStock-Financials0.01%——
24FLOTIshares Floating Rate Bond EETF-Other0.01%-0.01%-47.14%
25BRK-BBerkshire Hathaway Inc-cl BStock-Other0.01%——
26GVIIshares Intermediate GovernmETF-Other0.01%+0.01%+44.62%
27QUALIshares Msci USA Quality FacETF-Other0.01%—+0.27%
28ISTBIshares Core 1-5 Year Usd BoETF-Other0.01%—+21.76%
29ACWXIshares Msci Acwi Ex US ETFETF-Other0.01%—-6.92%
30DBXDropbox Inc-class AStock-Tech0.01%——
31RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.01%+0.01%+0.44%
32VTIVanguard Total Stock Mkt ETFETF-Other0.01%-0.02%-84.92%

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
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+0.1%-5.78%Trim
2IVVIshares Core S&p 500 ETF0%-0.39%Trim
3VTVanguard Tot World Stk ETF0%—Unchanged
4IJHIshares Core S&p Midcap ETF0%+4.94%Add
5GVIIshares Intermediate Governm0%+44.62%Add
6IXUSIshares Core Intl Stock ETF0%—Unchanged
7RSPInvesco S&p 500 Equal Weight0%+0.44%Add
8ITOTIshares Core S&p Total U.s.—-5.54%Trim
9METAMeta Platforms Inc-class A——Unchanged
10COINCoinbase Global INC -class A——Unchanged
11PANWPalo Alto Networks INC——Unchanged
12MQMarqeta Inc-a——Unchanged
13SCHKSchwab 1000 Index ETF——Unchanged
14RKTRocket Cos Inc-class A——Unchanged
15AMZNAmazon.com INC——Unchanged
16EFAIshares Msci Eafe ETF—-13.62%Trim
17OKTAOkta INC——Unchanged
18IJRIshares Core S&p Small-cap E—+3.37%Add
19DBXDropbox Inc-class A——Unchanged
20ISTBIshares Core 1-5 Year Usd Bo—+21.76%Add
21SCZIshares Msci Eafe Small-cap—-5.65%Trim
22BRK-BBerkshire Hathaway Inc-cl B——Unchanged
23ACWXIshares Msci Acwi Ex US ETF—-6.92%Trim
24VOVanguard Mid-cap ETF——Unchanged
25QUALIshares Msci USA Quality Fac—+0.27%Add
26VBVanguard Small-cap ETF——Unchanged
27AJGArthur J Gallagher & Co0%—Unchanged
28RBLXRoblox CORP -class A0%—Unchanged
29DASHDoordash INC - A0%—Unchanged
30FLOTIshares Floating Rate Bond E0%-47.14%Trim
31VTIVanguard Total Stock Mkt ETF0%-84.92%Trim
32WDAYWorkday Inc-class A0%—Unchanged
33EEMIshares Msci Emerging Market—EXITSold out
34FNDXSchwab Fndmntl US Lrg Co ETF—EXITSold out
35AAPLApple INC—EXITSold out
36EWJIshares Msci Japan ETF—EXITSold out
37IQLTIshares Msci International Q—EXITSold out
38AVUVAvantis US Small Cap Value—EXITSold out
39AVLVAvantis US Large Cap Value—EXITSold out
40AVIVAvantis Int Lrg Cap Val ETF—EXITSold out
41IBITIshares Bitcoin Trust ETF—EXITSold out
42XSHQInvesco S&p Smallcap Quality—EXITSold out
43BXBlackstone INC—EXITSold 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%