Donor Advised Charitable Giving, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Donor Advised Charitable Giving, Inc. reported 40 stock positions worth $4.4 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 Vanguard Tot World STK ETF (VT, 0.1%). Compared with Q3 2024, it opened 5 new positions, added to 16 and reduced 6. The biggest buy was a new position in McDonald's (MCD) and the biggest sale Arthur J Gallagher (AJG, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $4.4B (Q4 2024)
- SEC Filing
- 0001085146-25-000259 ↗ filed Jan 16, 2025
Holdings Value
Holdings 40 stocks · $4.4B
| NVDA Nvidia Corp. | 98.47% | 32,231,590 | $4.3B | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 58,924 | $7.6M | Add +0.4% |
| VT Vanguard Tot World STK ETF | 0.12% | 43,400 | $5.1M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 16,030 | $4.6M | Reduce -17.7% |
| RBLX Roblox Corp. Class A | 0.09% | 65,703 | $3.8M | Reduce -35.9% |
| WMT Walmart Inc. | 0.08% | 40,000 | $3.6M | No change |
| SCHK Schwab 1000 Index ETF | 0.08% | 120,288 | $3.4M | No change |
| WDAY Workday Inc. Class A | 0.08% | 12,988 | $3.4M | No change |
| META Meta Platforms Inc. Class A | 0.08% | 5,658 | $3.3M | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 5,355 | $3.2M | Add +47.4% |
| TSLA Tesla Inc. | 0.07% | 7,787 | $3.1M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.06% | 15,232 | $2.8M | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.05% | 24,239 | $2.4M | Reduce -4.5% |
| AAPL Apple Inc. | 0.05% | 8,173 | $2.0M | Add +0.9% |
| IXUS iShares Core Intl Stock ETF | 0.04% | 24,122 | $1.6M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 23,793 | $1.5M | Add +31.6% |
| MCD McDonald's Corp. | 0.03% | 5,025 | $1.5M | New |
| FLOT iShares Floating Rate Bond E | 0.03% | 28,444 | $1.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $1.3M | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 21,237 | $1.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 3,987 | $1.1M | No change |
| SCCO Southern Copper Corp. | 0.02% | 10,222 | $932K | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 6,919 | $797K | Add +27.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,702 | $783K | Add +14.5% |
| OKTA Okta Inc. | 0.02% | 8,775 | $691K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 9,028 | $683K | Add +2.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 10,215 | $621K | Add +2.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 24,514 | $581K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 1,222 | $554K | Add +106.4% |
| EEM iShares MSCI Emerging Market | 0.01% | 11,887 | $497K | Add +7.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 8,144 | $425K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $377K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.01% | 7,825 | $374K | New |
| GVI iShares Intermediate Governm | 0.01% | 3,578 | $373K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 890 | $305K | No change |
| BX Blackstone Inc. | 0.01% | 1,659 | $286K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,586 | $282K | Add +22.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 2,270 | $267K | Reduce -14.3% |
| EWJ iShares MSCI Japan ETF | 0.01% | 3,926 | $263K | Add +15.1% |
| FTCS First Trust Capital Strength | 0.01% | 2,763 | $243K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AJG Arthur J Gallagher & Co. | Reduce -17.7% | 0.10% | −0.03 |
| RBLX Roblox Corp. Class A | Reduce -35.9% | 0.09% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -4.5% | 0.05% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -14.3% | 0.01% | −0.00 |
| NVDA Nvidia Corp. | Reduce -2.5% | 98.47% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.07% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +47.4% | 0.07% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.01% | +0.01 |
| GVI iShares Intermediate Governm | New | 0.01% | +0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +31.6% | 0.03% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +106.4% | 0.01% | +0.01 |
| FTCS First Trust Capital Strength | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +27.3% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.5% | 0.02% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +22.9% | 0.01% | +0.00 |
| AAPL Apple Inc. | Add +0.9% | 0.05% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +15.1% | 0.01% | 0.00 |
| EEM iShares MSCI Emerging Market | Add +7.7% | 0.01% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.5% | 0.01% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +1.8% | 0.03% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +2.7% | 0.02% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Add +2.3% | 0.01% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Add +1.8% | 0.04% | −0.01 |
| SCCO Southern Copper Corp. | Add +0.6% | 0.02% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.4% | 0.17% | −0.01 |
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 |