Donor Advised Charitable Giving, Inc.

Name: Donor Advised Charitable Giving, Inc. 13F holdings, Q3 2025
Creator: Donor Advised Charitable Giving, Inc.
Published: 2025-10-27

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Donor Advised Charitable Giving, Inc. reported 41 stock positions worth $5.0 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 Q2 2025, it opened 3 new positions, added to 8 and reduced 9. The biggest buy was a new position in Rocket Lab (RKLB) and the biggest sale Nvidia (NVDA, shares −14%).

Most Recent 13F: Q2 2026
Location: LONE TREE, CO
CIK: 0001535839
Portfolio Value: $5.0B (Q3 2025)
SEC Filing: 0001535839-25-000005 ↗ filed Oct 27, 2025

Holdings Value

Holdings 41 stocks · $5.0B


NVDA Nvidia Corp.	98.48%	26,174,975	$4.9B	Reduce -14.0%
ITOT iShares Core S&P Total U.S.	0.17%	59,429	$8.7M	Add +0.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.17%	27,855	$8.6M	No change
VT Vanguard Tot World STK ETF	0.12%	43,400	$6.0M	No change
RBLX Roblox Corp. Class A	0.11%	40,303	$5.6M	No change
SCHK Schwab 1000 Index ETF	0.08%	120,288	$3.9M	No change
META Meta Platforms Inc. Class A	0.07%	4,984	$3.7M	No change
IVV iShares Core S&P 500 ETF	0.06%	4,807	$3.2M	Reduce -28.1%
WMT Walmart Inc.	0.06%	31,000	$3.2M	No change
PANW Palo Alto Networks Inc.	0.06%	15,232	$3.1M	No change
BRK.A Berkshire Hathaway Inc. Class A	0.06%	4	$3.0M	No change
WDAY Workday Inc. Class A	0.06%	12,319	$3.0M	No change
IXUS iShares Core Intl Stock ETF	0.04%	24,500	$2.0M	No change
AAPL Apple Inc.	0.04%	7,763	$2.0M	Add +1.2%
RKLB Rocket Lab Corp.	0.03%	35,000	$1.7M	New
IJH iShares Core S&P Midcap ETF	0.03%	21,980	$1.4M	Reduce -26.1%
PM Philip Morris International	0.03%	8,500	$1.4M	No change
MDLZ Mondelez International Inc. Class A	0.03%	21,237	$1.3M	No change
AMZN Amazon.com Inc.	0.03%	5,960	$1.3M	No change
SCCO Southern Copper Corp.	0.03%	10,502	$1.3M	Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.02%	3,987	$1.2M	No change
VTI VG Morningstar TS MKT ETF-US	0.02%	2,704	$887K	Add +0.0%
IJR iShares Core S&P Small-Cap E	0.02%	6,980	$829K	Reduce -25.5%
OKTA Okta Inc.	0.02%	8,775	$805K	No change
EFA iShares MSCI Eafe ETF	0.02%	8,589	$802K	Reduce -0.9%
BILS SS Spdrb B 3-12M T-Bill ETF	0.02%	7,734	$770K	Add +0.9%
SCZ iShares MSCI Eafe Small-Cap	0.02%	9,827	$754K	Reduce -1.8%
FLOT iShares Floating Rate Bond E	0.01%	14,162	$723K	Add +1.2%
EEM iShares MSCI Emerging Market	0.01%	12,434	$664K	No change
FNDX Schwab Fndmntl US LRG Co. ETF	0.01%	22,271	$586K	Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B	0.01%	898	$451K	No change
VB Vanguard Most SM-Cap ETF-Usd	0.01%	1,571	$399K	No change
QUAL iShares MSCI USA Quality Fac	0.01%	2,010	$391K	Add +7.3%
EWJ iShares MSCI Japan ETF	0.01%	4,196	$337K	No change
ACWX iShares MSCI Acwi Ex US ETF	0.01%	4,795	$312K	Reduce -65.8%
KVYO Klaviyo Inc. Class A	0.01%	10,600	$294K	New
CRWD CrowdStrike Holdings Inc. Class A	0.01%	546	$268K	No change
ISTB iShares Core 1-5 Year Usd Bo	0.00%	4,688	$229K	Reduce -68.9%
BX Blackstone Inc.	0.00%	1,313	$224K	New
GVI iShares Intermediate Governm	0.00%	2,073	$223K	Reduce -69.9%
ZS Zscaler Inc.	0.00%	740	$222K	No change

Portfolio Sells Q2 2025 → Q3 2025


NVDA Nvidia Corp.	Reduce -14.0%	98.48%	−0.03
IVV iShares Core S&P 500 ETF	Reduce -28.1%	0.06%	−0.02
ACWX iShares MSCI Acwi Ex US ETF	Reduce -65.8%	0.01%	−0.01
GVI iShares Intermediate Governm	Reduce -69.9%	0.00%	−0.01
ISTB iShares Core 1-5 Year Usd Bo	Reduce -68.9%	0.00%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -26.1%	0.03%	−0.01
IJR iShares Core S&P Small-Cap E	Reduce -25.5%	0.02%	−0.00
EFA iShares MSCI Eafe ETF	Reduce -0.9%	0.02%	+0.00
SCZ iShares MSCI Eafe Small-Cap	Reduce -1.8%	0.02%	+0.00

Portfolio Buys Q2 2025 → Q3 2025


RKLB Rocket Lab Corp.	New	0.03%	+0.03
ITOT iShares Core S&P Total U.S.	Add +0.3%	0.17%	+0.01
AAPL Apple Inc.	Add +1.2%	0.04%	+0.01
KVYO Klaviyo Inc. Class A	New	0.01%	+0.01
BX Blackstone Inc.	New	0.00%	+0.00
SCCO Southern Copper Corp.	Add +1.0%	0.03%	+0.00
VTI VG Morningstar TS MKT ETF-US	Add +0.0%	0.02%	+0.00
QUAL iShares MSCI USA Quality Fac	Add +7.3%	0.01%	+0.00
FNDX Schwab Fndmntl US LRG Co. ETF	Add +0.4%	0.01%	+0.00
FLOT iShares Floating Rate Bond E	Add +1.2%	0.01%	0.00
BILS SS Spdrb B 3-12M T-Bill ETF	Add +0.9%	0.02%	−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