Donor Advised Charitable Giving portfolio
Foundation or endowmentPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 28, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Donor Advised Charitable Giving reported a $5.2 bn portfolio of 36 positions to the SEC as of the end of Q3 2026. Its largest positions are NVDA, ITOT, VT.
Sections with a free account
What changed this quarter
13 positions with a change (4 new, 6 added to, 3 trimmed).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA98.8%
- iShares Core S&P Total U.s ETFITOT0.2%
- Vanguard International Equity Index FVT0.1%
- Arthur J. GallagherAJG0.1%
- Palo Alto NetworksPANW0.1%
- Schwab 1000 Index ETFSCHK0.1%
- iShares Core S&P 500 ETFIVV0.1%
- Meta PlatformsMETA0.1%
- iShares Core International Stock ETFIXUSunder 0.1%
- WorkdayWDAYunder 0.1%
- OktaOKTAunder 0.1%
- RobloxRBLXunder 0.1%
- DoorDashDASHunder 0.1%
- Coinbase GlobalCOINunder 0.1%
- Amazon.comAMZNunder 0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 99%
- ● No sector 1%
How its portfolio changed (8 quarters)
Q3 2026: 36
Q3 2026: 100%
Q3 2026: 0.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: a single position is more than 70% of the portfolio; it is a foundation or endowment; what it reports is usually donated stock or the direct slice of a portfolio run by others. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Skye Global ManagementInvestment firm · $5.1 bn
- Akre Capital ManagementInvestment firm · $5.1 bn
- Maple Rock Capital PartnersInvestment firm · $5.1 bn
- Kayne Anderson Capital Advisors$5.1 bn
- Glenview Capital ManagementInvestment firm · $5.0 bn
- Cincinnati FinancialInsurance holding · $5.3 bn