Donor Advised Charitable Giving, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Donor Advised Charitable Giving, Inc. reported 38 stock positions worth $4.9 billion. Its top holding was Nvidia (NVDA) at 98.5% of the portfolio, followed by Arthur J Gallagher (AJG, 0.2%) and iShares Core S&P Total U.S. (ITOT, 0.2%). Compared with Q1 2025, it opened 3 new positions, sold out of 5, added to 10 and reduced 8. The biggest buy was a new position in Philip Morris International (PM) and the biggest sale Roblox Class A (RBLX, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- LONE TREE, CO
- CIK
- 0001535839
- Portfolio Value
- $4.9B (Q2 2025)
- SEC Filing
- 0001085146-25-004020 ↗ filed Jul 22, 2025
Holdings Value
Holdings 38 stocks · $4.9B
| NVDA Nvidia Corp. | 98.50% | 30,426,920 | $4.8B | Reduce -2.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.18% | 27,855 | $8.9M | Add +73.8% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 59,260 | $8.0M | Add +0.3% |
| VT Vanguard Tot World STK ETF | 0.11% | 43,400 | $5.6M | No change |
| RBLX Roblox Corp. Class A | 0.09% | 40,303 | $4.2M | Reduce -62.1% |
| IVV iShares Core S&P 500 ETF | 0.09% | 6,686 | $4.2M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.08% | 4,984 | $3.7M | Reduce -6.1% |
| SCHK Schwab 1000 Index ETF | 0.07% | 120,288 | $3.6M | No change |
| PANW Palo Alto Networks Inc. | 0.06% | 15,232 | $3.1M | No change |
| WMT Walmart Inc. | 0.06% | 31,000 | $3.0M | Reduce -22.5% |
| WDAY Workday Inc. Class A | 0.06% | 12,319 | $3.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 4 | $2.9M | No change |
| IXUS iShares Core Intl Stock ETF | 0.04% | 24,500 | $1.9M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 29,759 | $1.8M | Add +6.9% |
| AAPL Apple Inc. | 0.03% | 7,671 | $1.6M | No change |
| PM Philip Morris International | 0.03% | 8,500 | $1.5M | New |
| MDLZ Mondelez International Inc. Class A | 0.03% | 21,237 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.03% | 5,960 | $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% | 10,397 | $1.1M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 9,369 | $1.0M | Add +11.4% |
| OKTA Okta Inc. | 0.02% | 8,775 | $877K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 14,005 | $853K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,703 | $822K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 8,666 | $775K | Reduce -5.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.02% | 7,666 | $762K | Reduce -51.1% |
| GVI iShares Intermediate Governm | 0.02% | 6,893 | $736K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.01% | 15,083 | $734K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 10,005 | $727K | Reduce -1.9% |
| FLOT iShares Floating Rate Bond E | 0.01% | 13,988 | $714K | Add +1.3% |
| EEM iShares MSCI Emerging Market | 0.01% | 12,434 | $600K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 22,179 | $544K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 898 | $436K | Reduce -31.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,571 | $372K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,873 | $342K | Add +0.1% |
| EWJ iShares MSCI Japan ETF | 0.01% | 4,196 | $315K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 546 | $278K | New |
| ZS Zscaler Inc. | 0.00% | 740 | $232K | New |
Portfolio Sells Q1 2025 → Q2 2025
| RBLX Roblox Corp. Class A | Reduce -62.1% | 0.09% | −0.09 |
| WMT Walmart Inc. | Reduce -22.5% | 0.06% | −0.04 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -51.1% | 0.02% | −0.03 |
| DE Deere & Co. | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -31.8% | 0.01% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.01 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -5.2% | 0.02% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.9% | 0.01% | −0.00 |
| NVDA Nvidia Corp. | Reduce -2.8% | 98.50% | +0.47 |
Portfolio Buys Q1 2025 → Q2 2025
| PM Philip Morris International | New | 0.03% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +73.8% | 0.18% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| ZS Zscaler Inc. | New | 0.00% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.1% | 0.01% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.01% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +11.4% | 0.02% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +1.3% | 0.01% | −0.01 |
| SCCO Southern Copper Corp. | Add +1.0% | 0.02% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +6.9% | 0.04% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Add +1.6% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 0.09% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.16% | −0.04 |
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 |