Donor Advised Charitable Giving, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Donor Advised Charitable Giving, Inc. reported 35 stock positions worth $4.1 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, 0.1%). Compared with Q2 2024, it opened 4 new positions, sold out of 5, added to 7 and reduced 14. The biggest buy was a new position in Vanguard Tot World STK ETF (VT) and the biggest sale an exit from Vanguard Mrngstar GR ETF-Sui (VUG).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $4.1B (Q3 2024)
- SEC Filing
- 0001085146-24-004900 ↗ filed Oct 15, 2024
Holdings Value
Holdings 35 stocks · $4.1B
| NVDA Nvidia Corp. | 98.47% | 33,051,520 | $4.0B | Reduce -2.6% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 58,711 | $7.4M | Add +0.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 19,480 | $5.5M | Reduce -26.6% |
| VT Vanguard Tot World STK ETF | 0.13% | 43,400 | $5.2M | New |
| RBLX Roblox Corp. Class A | 0.11% | 102,476 | $4.5M | Add +56.0% |
| SCHK Schwab 1000 Index ETF | 0.08% | 60,144 | $3.3M | No change |
| META Meta Platforms Inc. Class A | 0.08% | 5,658 | $3.2M | Reduce -41.4% |
| WMT Walmart Inc. | 0.08% | 40,000 | $3.2M | No change |
| WDAY Workday Inc. Class A | 0.08% | 12,988 | $3.2M | No change |
| PANW Palo Alto Networks Inc. | 0.06% | 7,616 | $2.6M | Reduce -54.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.06% | 25,393 | $2.5M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.05% | 3,633 | $2.1M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.05% | 7,812 | $2.0M | Reduce -0.1% |
| AAPL Apple Inc. | 0.05% | 8,100 | $1.9M | No change |
| IXUS iShares Core Intl Stock ETF | 0.04% | 23,697 | $1.7M | Reduce -4.7% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 21,237 | $1.6M | No change |
| FLOT iShares Floating Rate Bond E | 0.04% | 27,930 | $1.4M | Add +1.5% |
| SCCO Southern Copper Corp. | 0.03% | 10,160 | $1.2M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 18,075 | $1.1M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $1.1M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 3,987 | $1.1M | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 8,794 | $735K | Reduce -1.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 9,984 | $676K | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,360 | $668K | No change |
| OKTA Okta Inc. | 0.02% | 8,775 | $652K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 5,435 | $636K | Reduce -2.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 8,133 | $584K | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.01% | 11,034 | $506K | Add +36.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $373K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 2,650 | $291K | Reduce -23.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 592 | $272K | Reduce -13.3% |
| BX Blackstone Inc. | 0.01% | 1,659 | $254K | Reduce -13.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 890 | $250K | No change |
| EWJ iShares MSCI Japan ETF | 0.01% | 3,411 | $244K | New |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,291 | $232K | New |
Portfolio Sells Q2 2024 → Q3 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -54.2% | 0.06% | −0.07 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -41.4% | 0.08% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -26.6% | 0.13% | −0.03 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.02 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -2.6% | 98.47% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.00 |
| TTD Trade Desk Inc./the Class A | Reduce -23.2% | 0.01% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.01% | +0.00 |
| BX Blackstone Inc. | Reduce -13.8% | 0.01% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.6% | 0.03% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -1.4% | 0.02% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.02% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.8% | 0.02% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.7% | 0.04% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 0.05% | +0.00 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.05% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VT Vanguard Tot World STK ETF | New | 0.13% | +0.13 |
| RBLX Roblox Corp. Class A | Add +56.0% | 0.11% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +0.4% | 0.18% | +0.02 |
| EWJ iShares MSCI Japan ETF | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +36.0% | 0.01% | +0.00 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +0.9% | 0.06% | +0.00 |
| SCCO Southern Copper Corp. | Add +0.6% | 0.03% | +0.00 |
| FLOT iShares Floating Rate Bond E | Add +1.5% | 0.04% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.9% | 0.01% | +0.00 |
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 |