Filed: 7/22/2025ACC: 0001085146-25-004020
📋 What this filing means
DONOR ADVISED CHARITABLE GIVING, INC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $4.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$4.88B
Total AUM (reported)
31.04M
Total Shares
Allocation by class
COM$4.83B98.9%
CL A$16.38M0.3%
CORE S&P TTL STK$8.00M0.2%
TT WRLD ST ETF$5.58M0.1%
CORE S&P500 ETF$4.15M0.1%
1000 INDEX ETF$3.59M0.1%
CORE MSCI TOTAL$1.89M0.0%
Portfolio Concentration
Top 3$4.82B98.8%
4–10$27.38M0.6%
11–25$21.99M0.5%
Rest$6.79M0.1%
Top 3 weight
98.8%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 31.04M
Sole
Full voting authority
31.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
NVIDIA CORPORATION
SOLEShares30.43M
TypeSH
Market value$4.81B
98.50%
Sole
30.43M
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares27.86K
TypeSH
Market value$8.92M
0.18%
Sole
27.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.26K
TypeSH
Market value$8.00M
0.16%
Sole
59.26K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares43.40K
TypeSH
Market value$5.58M
0.11%
Sole
43.40K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares40.30K
TypeSH
Market value$4.24M
0.09%
Sole
40.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.69K
TypeSH
Market value$4.15M
0.09%
Sole
6.69K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.98K
TypeSH
Market value$3.68M
0.08%
Sole
4.98K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares120.29K
TypeSH
Market value$3.59M
0.07%
Sole
120.29K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares15.23K
TypeSH
Market value$3.12M
0.06%
Sole
15.23K
Shared
0.00
None
0.00
WALMART INC
SOLEShares31K
TypeSH
Market value$3.03M
0.06%
Sole
31K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares12.32K
TypeSH
Market value$2.96M
0.06%
Sole
12.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$2.92M
0.06%
Sole
4.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.50K
TypeSH
Market value$1.89M
0.04%
Sole
24.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares29.76K
TypeSH
Market value$1.85M
0.04%
Sole
29.76K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.67K
TypeSH
Market value$1.57M
0.03%
Sole
7.67K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares8.50K
TypeSH
Market value$1.55M
0.03%
Sole
8.50K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares21.24K
TypeSH
Market value$1.43M
0.03%
Sole
21.24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.96K
TypeSH
Market value$1.31M
0.03%
Sole
5.96K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.99K
TypeSH
Market value$1.12M
0.02%
Sole
3.99K
Shared
0.00
None
0.00
SOUTHERN COPPER CORP
SOLEShares10.40K
TypeSH
Market value$1.05M
0.02%
Sole
10.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.37K
TypeSH
Market value$1.02M
0.02%
Sole
9.37K
Shared
0.00
None
0.00
OKTA INC
SOLEShares8.78K
TypeSH
Market value$877.2K
0.02%
Sole
8.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.01K
TypeSH
Market value$853.5K
0.02%
Sole
14.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.70K
TypeSH
Market value$821.6K
0.02%
Sole
2.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.67K
TypeSH
Market value$774.6K
0.02%
Sole
8.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 30.43M | SH | $4.81B 98.50% | 30.43M | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 27.86K | SH | $8.92M 0.18% | 27.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 59.26K | SH | $8.00M 0.16% | 59.26K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 43.40K | SH | $5.58M 0.11% | 43.40K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 40.30K | SH | $4.24M 0.09% | 40.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 6.69K | SH | $4.15M 0.09% | 6.69K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.98K | SH | $3.68M 0.08% | 4.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 120.29K | SH | $3.59M 0.07% | 120.29K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.23K | SH | $3.12M 0.06% | 15.23K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 31K | SH | $3.03M 0.06% | 31K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 12.32K | SH | $2.96M 0.06% | 12.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.92M 0.06% | 4.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 24.50K | SH | $1.89M 0.04% | 24.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 29.76K | SH | $1.85M 0.04% | 29.76K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.67K | SH | $1.57M 0.03% | 7.67K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 8.50K | SH | $1.55M 0.03% | 8.50K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 21.24K | SH | $1.43M 0.03% | 21.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.96K | SH | $1.31M 0.03% | 5.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.99K | SH | $1.12M 0.02% | 3.99K | 0.00 | 0.00 |
SOUTHERN COPPER CORPSOLE | COM | 10.40K | SH | $1.05M 0.02% | 10.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 9.37K | SH | $1.02M 0.02% | 9.37K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 8.78K | SH | $877.2K 0.02% | 8.78K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 14.01K | SH | $853.5K 0.02% | 14.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.70K | SH | $821.6K 0.02% | 2.70K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 8.67K | SH | $774.6K 0.02% | 8.67K | 0.00 | 0.00 |
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