Donor Advised Charitable Giving, Inc. — 13F Holdings & Portfolio

CIK 1535839 · latest 13F-HR filed 2026-04-21

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$3.92B

Long-equity book

Holdings

32

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+0 / −11 / ↑4 / ↓19

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$99.2K +7.4%
  • ISHARES TR$97.3K +43.7%
  • ISHARES TR$56.0K +6.9%
  • ISHARES TR$48.1K +21.0%
Show all 4

Top Trims

  • NVIDIA CORPORATION-$522.6M -11.9%
  • VANGUARD INDEX FDS-$1.2M -85.6%
  • WORKDAY INC-$1.0M -39.5%
  • GALLAGHER ARTHUR J & CO-$1.0M -16.3%
  • ROBLOX CORP-$986.2K -30.2%
Show all 19

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • ISHARES TR$824.0K
  • SCHWAB STRATEGIC TR$608.7K
  • APPLE INC$442.0K
  • ISHARES INC$338.8K
  • ISHARES TR$322.2K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $3.87B 98.69% 22,193,626 SH
2 ISHARES TR ITOT 464287150 $8.0M 0.20% 56,012 SH
3 VANGUARD INTL EQUITY INDEX F VT 922042742 $6.0M 0.15% 43,400 SH
4 GALLAGHER ARTHUR J & CO AJG 363576109 $5.3M 0.13% 24,290 SH
5 SCHWAB STRATEGIC TR SCHK 808524722 $3.7M 0.09% 117,247 SH
6 ISHARES TR IVV 464287200 $3.1M 0.08% 4,794 SH
7 META PLATFORMS INC META 30303M102 $2.9M 0.07% 4,984 SH
8 PALO ALTO NETWORKS INC PANW 697435105 $2.4M 0.06% 15,232 SH
9 ROBLOX CORP RBLX 771049103 $2.3M 0.06% 40,303 SH
10 ISHARES TR IXUS 46432F834 $2.2M 0.06% 24,957 SH
11 WORKDAY INC WDAY 98138H101 $1.6M 0.04% 12,319 SH
12 COINBASE GLOBAL INC COIN 19260Q107 $1.5M 0.04% 8,476 SH
13 ISHARES TR IJH 464287507 $1.4M 0.04% 21,407 SH
14 DOORDASH INC DASH 25809K105 $1.3M 0.03% 8,760 SH
15 AMAZON COM INC AMZN 023135106 $1.3M 0.03% 6,303 SH
16 VANGUARD INDEX FDS VO 922908629 $1.1M 0.03% 3,987 SH
17 MARQETA INC MQ 57142B104 $1.1M 0.03% 264,729 SH
18 ISHARES TR IJR 464287804 $866.1K 0.02% 6,968 SH
19 ISHARES TR EFA 464287465 $725.3K 0.02% 7,467 SH
20 ISHARES TR SCZ 464288273 $722.4K 0.02% 9,213 SH
21 OKTA INC OKTA 679295105 $690.7K 0.02% 8,775 SH
22 VANGUARD INDEX FDS VB 922908751 $411.5K 0.01% 1,571 SH
23 ROCKET COS INC RKT 77311W101 $398.3K 0.01% 27,951 SH
24 ISHARES TR FLOT 46429B655 $387.5K 0.01% 7,606 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $353.2K 0.01% 737 SH
26 ISHARES TR GVI 464288612 $319.8K 0.01% 2,998 SH
27 ISHARES TR QUAL 46432F339 $279.8K 0.01% 1,459 SH
28 ISHARES TR ISTB 46432F859 $276.6K 0.01% 5,708 SH
29 ISHARES TR ACWX 464288240 $257.0K 0.01% 3,753 SH
30 DROPBOX INC DBX 26210C104 $228.3K 0.01% 10,047 SH
31 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $219.0K 0.01% 1,141 SH
32 VANGUARD INDEX FDS VTI 922908769 $209.2K 0.01% 652 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $3.92B 32 0001535839-26-000004
2025-12-31 2026-01-23 $4.46B 43 0001535839-26-000002