Donor Advised Charitable Giving, Inc.

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Donor Advised Charitable Giving, Inc. maintained a portfolio of 43 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 4.9%. Conversely, Donor Advised Charitable Giving, Inc. completely exited their position in BLACKSTONE INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
43
Quarter
2026 Q1
Top Holding
NVDA (98.7%)
Top 10 Concentration
99.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-43 of 43
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
 Technology 98.69% 98.57% #1
Prev: #1
6.5 -1,362,017 -5.8%
P
S
22,193,626 $3,870,568,374 2018 Q2 13F Filing 2026-03-31 2026-04-21
ITOT
ISHARES TR
 ETF 0.20% 0.20% #2
Prev: #2
2.1 -3,286 -5.5%
P
S
56,012 $7,977,827 2023 Q4 13F Filing 2026-03-31 2026-04-21
VT
VANGUARD INTL E...
 ETF 0.15% 0.14% #3 1
Prev: #4
2.1 no change no change
P
S
43,400 $6,003,088 2020 Q1 13F Filing 2026-03-31 2026-04-21
AJG
GALLAGHER ARTHU...
 Financial Services 0.13% 0.14% #4 1
Prev: #3
1.6 no change no change
P
S
24,290 $5,260,728 2022 Q4 13F Filing 2026-03-31 2026-04-21
SCHK
SCHWAB STRATEGI...
 ETF 0.09% 0.09% #5
Prev: #5
1.5 no change no change
P
S
117,247 $3,673,349 2021 Q1 13F Filing 2026-03-31 2026-04-21
IVV
ISHARES TR
 ETF 0.08% 0.07% #6
Prev: #6
0.5 -19 -0.4%
P
S
4,794 $3,131,281 2018 Q2 13F Filing 2026-03-31 2026-04-21
META
META PLATFORMS ...
 Communication Services 0.07% 0.07% #7
Prev: #7
1.0 no change no change
P
S
4,984 $2,851,496 2018 Q2 13F Filing 2026-03-31 2026-04-21
PANW
PALO ALTO NETWO...
 Technology 0.06% 0.06% #8 1
Prev: #9
1.0 no change no change
P
S
15,232 $2,441,994 2018 Q2 13F Filing 2026-03-31 2026-04-21
RBLX
ROBLOX CORP
 Communication Services 0.06% 0.07% #9 1
Prev: #8
1.0 no change no change
P
S
40,303 $2,279,538 2022 Q1 13F Filing 2026-03-31 2026-04-21
IXUS
ISHARES TR
 ETF 0.06% 0.05% #10 1
Prev: #11
1.0 no change no change
P
S
24,957 $2,162,312 2023 Q4 13F Filing 2026-03-31 2026-04-21
WDAY
WORKDAY INC
 Technology 0.04% 0.06% #11 1
Prev: #10
1.0 no change no change
P
S
12,319 $1,600,484 2018 Q2 13F Filing 2026-03-31 2026-04-21
COIN
COINBASE GLOBAL...
 Financial Services 0.04% 0.04% #12 1
Prev: #13
1.0 no change no change
P
S
8,476 $1,479,994 2025 Q4 13F Filing 2026-03-31 2026-04-21
IJH
ISHARES TR
 ETF 0.04% 0.03% #13 3
Prev: #16
0.5 1,007 4.9%
P
S
21,407 $1,445,646 2018 Q2 13F Filing 2026-03-31 2026-04-21
DASH
DOORDASH INC
 Consumer Cyclical 0.03% 0.04% #14 2
Prev: #12
1.0 no change no change
P
S
8,760 $1,315,314 2025 Q4 13F Filing 2026-03-31 2026-04-21
AMZN
AMAZON COM INC
 Consumer Cyclical 0.03% 0.03% #15 1
Prev: #14
1.0 no change no change
P
S
6,303 $1,312,726 2019 Q2 13F Filing 2026-03-31 2026-04-21
VO
VANGUARD INDEX ...
 ETF 0.03% 0.03% #16 2
Prev: #18
1.0 no change no change
P
S
3,987 $1,144,987 2019 Q1 13F Filing 2026-03-31 2026-04-21
MQ
MARQETA INC
 Technology 0.03% 0.03% #17
Prev: #17
1.0 no change no change
P
S
264,729 $1,080,094 2025 Q4 13F Filing 2026-03-31 2026-04-21
IJR
ISHARES TR
 ETF 0.02% 0.02% #18 3
Prev: #21
0.5 227 3.4%
P
S
6,968 $866,141 2018 Q2 13F Filing 2026-03-31 2026-04-21
EFA
ISHARES TR
 ETF 0.02% 0.02% #19
Prev: #19
0.5 -1,177 -13.6%
P
S
7,467 $725,280 2018 Q3 13F Filing 2026-03-31 2026-04-21
SCZ
ISHARES TR
 ETF 0.02% 0.02% #20 3
Prev: #23
0.5 -552 -5.7%
P
S
9,213 $722,391 2018 Q3 13F Filing 2026-03-31 2026-04-21
OKTA
OKTA INC
 Technology 0.02% 0.02% #21 1
Prev: #22
1.0 no change no change
P
S
8,775 $690,680 2020 Q4 13F Filing 2026-03-31 2026-04-21
VB
VANGUARD INDEX ...
 ETF 0.01% 0.01% #22 6
Prev: #28
1.0 no change no change
P
S
1,571 $411,476 2019 Q1 13F Filing 2026-03-31 2026-04-21
RKT
ROCKET COS INC
 Financial Services 0.01% 0.01% #23 3
Prev: #26
1.0 no change no change
P
S
27,951 $398,302 2025 Q4 13F Filing 2026-03-31 2026-04-21
FLOT
ISHARES TR
 Bond/Debt 0.01% 0.02% #24
Prev: #24
0.0 -6,782 -47.1%
P
S
7,606 $387,519 2023 Q4 13F Filing 2026-03-31 2026-04-21
BRK/B
BERKSHIRE HATHA...
 Financial Services 0.01% 0.01% #25 4
Prev: #29
1.0 no change no change
P
S
737 $353,170 2018 Q3 13F Filing 2026-03-31 2026-04-21
GVI
ISHARES TR
 Bond/Debt 0.01% 0.00% #26 14
Prev: #40
2.5 925 44.6%
P
S
2,998 $319,827 2024 Q4 13F Filing 2026-03-31 2026-04-21
QUAL
ISHARES TR
 ETF 0.01% 0.01% #27 5
Prev: #32
0.5 4 0.3%
P
S
1,459 $279,773 2021 Q4 13F Filing 2026-03-31 2026-04-21
ISTB
ISHARES TR
 ETF 0.01% 0.01% #28 11
Prev: #39
2.5 1,020 21.8%
P
S
5,708 $276,610 2024 Q4 13F Filing 2026-03-31 2026-04-21
ACWX
ISHARES TR
 ETF 0.01% 0.01% #29 5
Prev: #34
0.5 -279 -6.9%
P
S
3,753 $256,968 2024 Q4 13F Filing 2026-03-31 2026-04-21
DBX
DROPBOX INC
 Technology 0.01% 0.01% #30 3
Prev: #33
1.0 no change no change
P
S
10,047 $228,268 2025 Q4 13F Filing 2026-03-31 2026-04-21
RSP
INVESCO EXCHANG...
 Unknown 0.01% 0.00% #31 10
Prev: #41
0.5 5 0.4%
P
S
1,141 $219,042 2025 Q4 13F Filing 2026-03-31 2026-04-21
VTI
VANGUARD INDEX ...
 ETF 0.01% 0.03% #32 17
Prev: #15
0.0 -3,673 -84.9%
P
S
652 $209,193 2022 Q1 13F Filing 2026-03-31 2026-04-21
BX
BLACKSTONE INC
 Financial Services 0.00% 0.00%
Sold All 😨
(Was: #43)
 0.0 -1,313 -100.0%
CLOSED
 — $— 2023 Q1 13F Filing 2026-03-31 2026-04-21
XSHQ
INVESCO EXCH TR...
 ETF 0.00% 0.00%
Sold All 😨
(Was: #42)
 0.0 -4,994 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-03-31 2026-04-21
IBIT
ISHARES BITCOIN...
 Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #38)
 0.0 -4,940 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-03-31 2026-04-21
AVIV
AMERICAN CENTY ...
 Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #37)
 0.0 -3,507 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-03-31 2026-04-21
AVLV
AMERICAN CENTY ...
 ETF 0.00% 0.01%
Sold All 😨
(Was: #36)
 0.0 -3,350 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-03-31 2026-04-21
AVUV
AMERICAN CENTY ...
 ETF 0.00% 0.01%
Sold All 😨
(Was: #35)
 0.0 -2,614 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-03-31 2026-04-21
IQLT
ISHARES TR
 Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #31)
 0.0 -7,090 -100.0%
CLOSED
 — $— 2021 Q3 13F Filing 2026-03-31 2026-04-21
EWJ
ISHARES INC
 ETF 0.00% 0.01%
Sold All 😨
(Was: #30)
 0.0 -4,196 -100.0%
CLOSED
 — $— 2024 Q3 13F Filing 2026-03-31 2026-04-21
AAPL
APPLE INC
 Technology 0.00% 0.01%
Sold All 😨
(Was: #27)
 0.0 -1,626 -100.0%
CLOSED
 — $— 2019 Q2 13F Filing 2026-03-31 2026-04-21
FNDX
SCHWAB STRATEGI...
 Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #25)
 0.0 -22,370 -100.0%
CLOSED
 — $— 2018 Q3 13F Filing 2026-03-31 2026-04-21
EEM
ISHARES TR
 ETF 0.00% 0.02%
Sold All 😨
(Was: #20)
 0.0 -15,061 -100.0%
CLOSED
 — $— 2021 Q1 13F Filing 2026-03-31 2026-04-21
Showing 1-43 of 43 holdings

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