Donor Advised Charitable Giving, Inc.

CIK

1535839

Location

SAN FRANCISCO, CA

Portfolio Value

Mid $4,494,048,941

Diversification

Highly concentrated

Filing Date

Global Rank

#918 / 8,811 ▼ 41

Top Industry

Semiconductors 99.4%

Period ended 4 months ago

Filed Jul 24, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.8% of the book (60%+)

Turnover

Low turnover

0.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 25.9 quarters (12+), a floor since 99.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 92.1%; sector active share 68.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

98.7%

−0.5 pts

Top 5

99.5%

−0.1 pts

Top 10

99.8%

−0.0 pts

HHI

9,739

Highly concentrated−96

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	98.9%	$4,444,202,275	6
Unclassified	0.8%	$34,469,453	18
Financial Services	0.2%	$7,259,360	4
Communication Services	0.1%	$4,999,114	2
Consumer Cyclical	0.1%	$3,118,739	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+11,961	15,948	$1,284,930
ISTB	iShares Core 1-5 Year USD Bond ETF	+1,030	6,738	$325,108
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+598	1,250	$462,550
—		+468	3,466	$367,742
IXUS	iShares Core MSCI Total International Stock ETF	+318	25,275	$2,412,246
ACWX	iShares MSCI ACWI ex U.S. ETF	+194	3,947	$300,406
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+144	56,156	$9,224,746
FLOT	iShares Floating Rate Bond ETF	+80	7,686	$392,370
RSP	Victory Portfolios II	+5	1,146	$243,834
QUAL	iShares MSCI USA Quality Factor ETF	+2	1,461	$320,587
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−28,842	22,164,784	$4,434,951,630
SCHK	Schwab 1000 Index ETF	−1,684	115,563	$4,167,201
AJG	Arthur J. Gallagher & Co.	−1,590	22,700	$5,211,239
EFA	iShares MSCI EAFE ETF	−335	7,132	$740,872
IJH	iShares Core S&P Mid-Cap ETF	−298	21,109	$1,627,714
SCZ	iShares MSCI EAFE Small-Cap ETF	−225	8,988	$739,442
IJR	iShares Core S&P Small-Cap ETF	−167	6,801	$1,008,656
IVV	iShares Core S&P 500 ETF	−36	4,758	$3,563,218
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $4,494,048,941 total · filing declares 32 positions · $4,494,049,046 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	22,164,784	-28,842	$4,434,951,630	+14.6%	26+	before history	98.68%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	56,156	+144	$9,224,746	—	11	unpriced	0.21%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Held	43,400	0	$6,811,630	+13.5%	8	$115.00	0.15%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	22,700	-1,590	$5,211,239	−0.9%	15	$258.48	0.12%
PANW	Palo Alto Networks Inc Technology	Held	15,232	0	$5,194,416	+112.7%	26+	before history	0.12%
SCHK	Schwab 1000 Index ETF	Reduced	115,563	-1,684	$4,167,201	+13.4%	22	unpriced	0.09%
IVV	iShares Core S&P 500 ETF	Reduced	4,758	-36	$3,563,218	—	26+	before history	0.08%
META	Meta Platforms, Inc. Communication Services	Held	4,984	0	$2,807,437	−1.5%	26+	before history	0.06%
IXUS	iShares Core MSCI Total International Stock ETF	Added	25,275	+318	$2,412,246	—	11	unpriced	0.05%
RBLX	Roblox Corp Communication Services	Held	40,303	0	$2,191,677	−3.9%	18	$49.01	0.05%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	21,109	-298	$1,627,714	—	26+	before history	0.04%
DASH	DoorDash, Inc. Consumer Cyclical	Held	8,760	0	$1,616,482	+22.9%	3	$234.56	0.04%
WDAY	Workday, Inc. Technology	Held	12,319	0	$1,508,091	−5.8%	26+	before history	0.03%
AMZN	Amazon Com Inc Consumer Cyclical	Held	6,303	0	$1,502,257	+14.4%	26+	before history	0.03%
VO	VANGUARD MID-CAP INDEX FUND	Added	15,948	+11,961	$1,284,930	+348.9%	8	unpriced	0.03%
COIN	Coinbase Global, Inc. Financial Services	Held	8,476	0	$1,239,106	−16.3%	3	$297.98	0.03%
OKTA	Okta, Inc. Technology	Held	8,775	0	$1,197,348	+73.4%	23	$237.69	0.03%
MQ	Marqeta, Inc. Technology	Held	264,729	0	$1,074,799	−0.5%	3	$4.80	0.02%
IJR	iShares Core S&P Small-Cap ETF	Reduced	6,801	-167	$1,008,656	—	26+	before history	0.02%
EFA	iShares MSCI EAFE ETF	Reduced	7,132	-335	$740,872	—	26+	before history	0.02%
SCZ	iShares MSCI EAFE Small-Cap ETF	Reduced	8,988	-225	$739,442	—	25	unpriced	0.02%
VB	Vanguard Index Funds	Held	1,571	0	$476,201	+15.7%	26+	before history	0.01%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,250	+598	$462,550	+121.1%	11	unpriced	0.01%
RKT	Rocket Companies, Inc. Financial Services	Held	27,951	0	$440,228	+10.5%	3	$17.88	0.01%
FLOT	iShares Floating Rate Bond ETF	Added	7,686	+80	$392,370	—	11	unpriced	0.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	737	0	$368,787	+4.4%	24	$371.57	0.01%
		Added	3,466	+468	$367,742	+15.0%	7	$105.76	0.01%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	6,738	+1,030	$325,108	—	7	unpriced	0.01%
QUAL	iShares MSCI USA Quality Factor ETF	Added	1,461	+2	$320,587	—	8	unpriced	0.01%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	3,947	+194	$300,406	—	7	unpriced	0.01%
DBX	Dropbox, Inc. Technology	Held	10,047	0	$275,991	+20.9%	3	$29.13	0.01%
RSP	Victory Portfolios II	Added	1,146	+5	$243,834	+11.3%	3	$189.93	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.