DOSSIER · 13F-HR · Q2 2026

Donor Advised Charitable Giving, Inc.

$4.5B in tracked AUM across 32 positions as of Q2 2026.

DA
CIK 0001535839 · last filed Jun 30, 2026
Total AUM
$4.5B
as of Q2 2026
Holdings
32
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Donor Advised Charitable Giving's $3.92B Q1 2026 13F is one of the most concentrated filings in the dataset: 98.7% of the book sits in Nvidia, a $3.87B position built from appreciated stock contributions accumulated over multiple tax years. The manager trimmed the Nvidia stake by 5.8% in shares during the quarter, reducing the position by $523M as the stock declined. The remaining 1.3% is scattered across small ETF residual positions and a handful of single stocks — the portfolio is not diversified in any traditional sense; it is a tax-advantaged vehicle holding a single high-conviction winner. The whaleScore of 74.75 reflects the absolute scale of the Nvidia position, not portfolio breadth.

This filing is Nvidia and almost nothing else. At $3.87B and 22.2M shares, NVDA accounts for 98.7% of the $3.92B book. The prior quarter held 23.6M shares worth $4.39B, so the manager reduced exposure by 1.4M shares during the quarter — a 5.8% trim that coincided with a price decline and removed $523M from the top line. That is a partial de-risking of the single largest position in the portfolio, executed in a quarter when the stock was volatile.

The Donor-Advised Fund Context
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$4.4B22.2M98.7%
02
ITOT
ISHARES TR
$9M56K0.2%
03
VT
VANGUARD INTL EQUITY INDEX F
$7M43K0.2%
04
AJG
GALLAGHER ARTHUR J & CO
$5M23K0.1%
05
PANW
PALO ALTO NETWORKS INC
$5M15K0.1%
06
SCHK
SCHWAB STRATEGIC TR
$4M116K0.1%
07
IVV
ISHARES TR
$4M5K0.1%
08
META
META PLATFORMS INC
$3M5K0.1%
09
IXUS
ISHARES TR
$2M25K0.1%
10
RBLX
ROBLOX CORP
$2M40K0.0%

Filing history

2026Q2Jun 30
$4.5B 14.6%
32 positionsView →
2026Q1Mar 31
$3.9B 12.0%
32 positionsView →
2025Q4Dec 31
$4.5B 10.1%
43 positionsView →
2025Q3Sep 30
$5.0B 1.6%
41 positionsView →
2025Q2Jun 30
$4.9B 41.0%
38 positionsLocked
2025Q1Mar 31
$3.5B 21.3%
40 positionsLocked
2024Q4Dec 31
$4.4B 7.8%
40 positionsLocked
2024Q3Sep 30
$4.1B 4.3%
35 positionsLocked
2024Q2Jun 30
$4.3B 34.4%
36 positionsLocked
2024Q1Mar 31
$3.2B 69.1%
1 positionsLocked
2023Q4Dec 31
$1.9B 14.8%
33 positionsLocked
2023Q3Sep 30
$1.6B 5.6%
26 positionsLocked
Showing 12 of 33