Donor Advised Charitable Giving, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Donor Advised Charitable Giving, Inc. reported 40 stock positions worth $3.5 billion. Its top holding was Nvidia (NVDA) at 98.0% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 0.2%) and Roblox Class A (RBLX, 0.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 15 and reduced 8. The biggest buy was Roblox Class A (RBLX, shares +62%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $3.5B (Q1 2025)
- SEC Filing
- 0001085146-25-001970 ↗ filed Apr 9, 2025
Holdings Value
Holdings 40 stocks · $3.5B
| NVDA Nvidia Corp. | 98.03% | 31,302,725 | $3.4B | Reduce -2.9% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 59,097 | $7.2M | Add +0.3% |
| RBLX Roblox Corp. Class A | 0.18% | 106,461 | $6.2M | Add +62.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.16% | 16,030 | $5.5M | No change |
| VT Vanguard Tot World STK ETF | 0.15% | 43,400 | $5.0M | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 6,411 | $3.6M | Add +19.7% |
| WMT Walmart Inc. | 0.10% | 40,000 | $3.5M | No change |
| SCHK Schwab 1000 Index ETF | 0.09% | 120,288 | $3.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 4 | $3.2M | New |
| META Meta Platforms Inc. Class A | 0.09% | 5,309 | $3.1M | Reduce -6.2% |
| WDAY Workday Inc. Class A | 0.08% | 12,319 | $2.9M | Reduce -5.2% |
| PANW Palo Alto Networks Inc. | 0.08% | 15,232 | $2.6M | No change |
| AAPL Apple Inc. | 0.05% | 7,671 | $1.7M | Reduce -6.1% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 24,122 | $1.7M | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 27,839 | $1.6M | Add +17.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.05% | 15,683 | $1.6M | Reduce -35.3% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 21,237 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $1.1M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 3,987 | $1.0M | No change |
| SCCO Southern Copper Corp. | 0.03% | 10,296 | $962K | Add +0.7% |
| OKTA Okta Inc. | 0.03% | 8,775 | $923K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 8,413 | $880K | Add +21.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 14,005 | $777K | Add +72.0% |
| EFA iShares MSCI Eafe ETF | 0.02% | 9,140 | $747K | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,703 | $743K | Add +0.0% |
| GVI iShares Intermediate Governm | 0.02% | 6,893 | $731K | Add +92.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.02% | 15,083 | $729K | Add +92.8% |
| FLOT iShares Floating Rate Bond E | 0.02% | 13,815 | $705K | Reduce -51.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 1,316 | $701K | Add +7.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 10,195 | $648K | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 0.02% | 12,434 | $543K | Add +4.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 22,082 | $521K | Reduce -9.9% |
| DE Deere & Co. | 0.01% | 1,029 | $483K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $348K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,871 | $320K | Add +18.0% |
| EWJ iShares MSCI Japan ETF | 0.01% | 4,196 | $288K | Add +6.9% |
| BX Blackstone Inc. | 0.01% | 1,659 | $232K | No change |
| V Visa Inc. Class A | 0.01% | 625 | $219K | New |
| ALL Allstate Corp. | 0.01% | 1,002 | $207K | New |
| SBUX Starbucks Corp. | 0.01% | 2,075 | $204K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.9% | 98.03% | −0.44 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -51.4% | 0.02% | −0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -35.3% | 0.05% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.01 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.01 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -9.9% | 0.02% | +0.00 |
| AAPL Apple Inc. | Reduce -6.1% | 0.05% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.2% | 0.02% | +0.00 |
| WDAY Workday Inc. Class A | Reduce -5.2% | 0.08% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -6.2% | 0.09% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| RBLX Roblox Corp. Class A | Add +62.0% | 0.18% | +0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.09% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.21% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +19.7% | 0.10% | +0.03 |
| DE Deere & Co. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +17.0% | 0.05% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +72.0% | 0.02% | +0.01 |
| GVI iShares Intermediate Governm | Add +92.7% | 0.02% | +0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +92.8% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.7% | 0.02% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +21.6% | 0.03% | +0.01 |
| SCCO Southern Copper Corp. | Add +0.7% | 0.03% | +0.01 |
| V Visa Inc. Class A | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.2% | 0.02% | +0.01 |
| ALL Allstate Corp. | New | 0.01% | +0.01 |
| SBUX Starbucks Corp. | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +4.6% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.02% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +18.0% | 0.01% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +6.9% | 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 |