Donor Advised Charitable Giving, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Donor Advised Charitable Giving, Inc. reported 36 stock positions worth $4.3 billion. Its top holding was Nvidia (NVDA) at 98.5% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 0.2%) and Arthur J Gallagher (AJG, 0.2%). Compared with Q1 2024, it opened 6 new positions, sold out of 4, added to 11 and reduced 6. The biggest buy was a new position in Walmart (WMT) and the biggest sale Meta Platforms Class A (META, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $4.3B (Q2 2024)
- SEC Filing
- 0001085146-24-002902 ↗ filed Jul 12, 2024
Holdings Value
Holdings 36 stocks · $4.3B
| NVDA Nvidia Corp. | 98.48% | 33,945,040 | $4.2B | Reduce -3.2% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 58,493 | $6.9M | Add +0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.16% | 26,520 | $6.9M | Add +41.5% |
| PANW Palo Alto Networks Inc. | 0.13% | 16,623 | $5.6M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 0.11% | 9,658 | $4.9M | Reduce -7.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 9,996 | $3.7M | Reduce -7.3% |
| SCHK Schwab 1000 Index ETF | 0.07% | 60,144 | $3.1M | No change |
| WDAY Workday Inc. Class A | 0.07% | 12,988 | $2.9M | No change |
| WMT Walmart Inc. | 0.06% | 40,000 | $2.7M | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.06% | 25,170 | $2.5M | Add +1.3% |
| RBLX Roblox Corp. Class A | 0.06% | 65,703 | $2.4M | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.06% | 24,821 | $2.4M | Add +67.3% |
| IVV iShares Core S&P 500 ETF | 0.05% | 3,718 | $2.0M | Reduce -2.2% |
| AAPL Apple Inc. | 0.04% | 8,100 | $1.7M | New |
| IXUS iShares Core Intl Stock ETF | 0.04% | 24,868 | $1.7M | Add +1.5% |
| TSLA Tesla Inc. | 0.04% | 7,817 | $1.5M | Reduce -0.4% |
| FLOT iShares Floating Rate Bond E | 0.03% | 27,514 | $1.4M | Add +1.5% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 21,237 | $1.4M | New |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $1.2M | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 19,153 | $1.1M | Add +5.6% |
| SCCO Southern Copper Corp. | 0.03% | 10,104 | $1.1M | New |
| OKTA Okta Inc. | 0.02% | 8,775 | $821K | No change |
| FLS Flowserve Corp. | 0.02% | 17,065 | $821K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 8,920 | $699K | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 2,360 | $631K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 10,066 | $620K | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 5,587 | $596K | Add +6.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 8,061 | $540K | No change |
| EBAY eBay Inc. | 0.01% | 9,120 | $490K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 8,110 | $345K | Add +33.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $343K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 890 | $341K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 3,450 | $337K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 683 | $278K | No change |
| BX Blackstone Inc. | 0.01% | 1,925 | $238K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.00% | 379 | $206K | New |
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -7.4% | 0.11% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.3% | 0.09% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -6.6% | 0.13% | −0.02 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 0.05% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.01 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.01 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.4% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -3.2% | 98.48% | +0.17 |
Portfolio Buys Q1 2024 → Q2 2024
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| AAPL Apple Inc. | New | 0.04% | +0.04 |
| MDLZ Mondelez International Inc. Class A | New | 0.03% | +0.03 |
| SCCO Southern Copper Corp. | New | 0.03% | +0.03 |
| FLS Flowserve Corp. | New | 0.02% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +41.5% | 0.16% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +67.3% | 0.06% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.00% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +33.2% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +6.0% | 0.01% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Add +2.8% | 0.01% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +2.3% | 0.02% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.6% | 0.03% | −0.01 |
| FLOT iShares Floating Rate Bond E | Add +1.5% | 0.03% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Add +1.5% | 0.04% | −0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +1.3% | 0.06% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.16% | −0.05 |
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 |