Donor Advised Charitable Giving, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Donor Advised Charitable Giving, Inc. reported 34 stock positions worth $3.2 billion. Its top holding was Nvidia (NVDA) at 98.3% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 0.2%) and Meta Platforms Class A (META, 0.2%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 7 and reduced 10. The biggest buy was a new position in Arch Capital (ACGL) and the biggest sale an exit from Atlas Energy Solutions (AESI).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $3.2B (Q1 2024)
- SEC Filing
- 0001085146-24-002334 ↗ filed May 9, 2024
Holdings Value
Holdings 34 stocks · $3.2B
| NVDA Nvidia Corp. | 98.31% | 3,506,099 | $3.2B | Reduce -3.5% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 58,327 | $6.7M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.16% | 10,430 | $5.1M | No change |
| PANW Palo Alto Networks Inc. | 0.16% | 17,798 | $5.1M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 18,740 | $4.7M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 10,789 | $3.7M | No change |
| WDAY Workday Inc. Class A | 0.11% | 12,988 | $3.5M | No change |
| SCHK Schwab 1000 Index ETF | 0.09% | 60,144 | $3.0M | No change |
| RBLX Roblox Corp. Class A | 0.08% | 65,703 | $2.5M | Reduce -62.8% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.08% | 24,848 | $2.5M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.06% | 3,801 | $2.0M | Reduce -3.4% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 24,495 | $1.7M | Reduce -0.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.05% | 14,835 | $1.5M | Add +49.7% |
| FLOT iShares Floating Rate Bond E | 0.04% | 27,106 | $1.4M | Add +1.0% |
| TSLA Tesla Inc. | 0.04% | 7,851 | $1.4M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 18,141 | $1.1M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $1.1M | No change |
| OKTA Okta Inc. | 0.03% | 8,775 | $918K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 8,716 | $696K | Add +1.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 9,789 | $620K | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,360 | $613K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 5,272 | $583K | Reduce -2.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 8,061 | $543K | Add +0.4% |
| EBAY eBay Inc. | 0.01% | 9,120 | $481K | No change |
| ACGL Arch Capital Group Ltd. | 0.01% | 5,000 | $462K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 30,231 | $361K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $359K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 3,450 | $302K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 683 | $287K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 890 | $285K | Reduce -40.7% |
| LPLA LPL Financial Holdings Inc. | 0.01% | 1,000 | $264K | New |
| BX Blackstone Inc. | 0.01% | 1,925 | $253K | Reduce -19.8% |
| EEM iShares MSCI Emerging Market | 0.01% | 6,088 | $250K | New |
| SIGI Selective Insurance Group | 0.01% | 2,220 | $242K | Reduce -11.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AESI Atlas Energy Solutions Inc. | Sold out | 0.00% | −0.96 |
| RBLX Roblox Corp. Class A | Reduce -62.8% | 0.08% | −0.35 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.08 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.04% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 0.06% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.3% | 0.05% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 0.03% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.1% | 0.02% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.7% | 0.01% | −0.01 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −0.01 |
| BX Blackstone Inc. | Reduce -19.8% | 0.01% | −0.01 |
| SIGI Selective Insurance Group | Reduce -11.6% | 0.01% | −0.01 |
| NVDA Nvidia Corp. | Reduce -3.5% | 98.31% | +2.30 |
Portfolio Buys Q4 2023 → Q1 2024
| ACGL Arch Capital Group Ltd. | New | 0.01% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.01% | +0.01 |
| LPLA LPL Financial Holdings Inc. | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | New | 0.01% | +0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +49.7% | 0.05% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.02% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Add +1.6% | 0.02% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.5% | 0.02% | −0.01 |
| FLOT iShares Floating Rate Bond E | Add +1.0% | 0.04% | −0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +0.9% | 0.08% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.21% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $4.5B | NVDA, ITOT, VT, AJG, PANW |
| Q1 2026 | 32 | $3.9B | NVDA, ITOT, VT, AJG, SCHK |
| Q4 2025 | 43 | $4.5B | NVDA, ITOT, AJG, VT, SCHK |
| Q3 2025 | 41 | $5.0B | NVDA, ITOT, AJG, VT, RBLX |
| Q2 2025 | 38 | $4.9B | NVDA, AJG, ITOT, VT, RBLX |
| Q1 2025 | 40 | $3.5B | NVDA, ITOT, RBLX, AJG, VT |
| Q4 2024 | 40 | $4.4B | NVDA, ITOT, VT, AJG, RBLX |
| Q3 2024 | 35 | $4.1B | NVDA, ITOT, AJG, VT, RBLX |
| Q2 2024 | 36 | $4.3B | NVDA, ITOT, AJG, PANW, META |
| Q1 2024Amended | 34 | $3.2B | NVDA, ITOT, META, PANW, AJG |