Donor Advised Charitable Giving, Inc. holds a concentrated book of 32 stocks worth $4.5B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Ishares Msci Emerging Market and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 99% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Donor Advised Charitable Giving, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 43 / 32 | $426.1B |
| Morgan Stanley | 43 / 32 | $258.1B |
| JPMorgan Chase & Co | 43 / 32 | $236.4B |
| Wells Fargo & Company | 43 / 32 | $87.0B |
| Royal Bank Of Canada | 43 / 32 | $75.1B |
| Northwestern Mutual Wealth Management Co | 43 / 32 | $52.5B |
| LPL Financial LLC | 43 / 32 | $44.4B |
| Raymond James Financial Inc | 43 / 32 | $37.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Donor Advised Charitable Giving, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $4.4B | 22.16M | 98.7% | ▼−0.1% Reduced · −29K sh | |
| 2 | Ishares TR CORE S&P TTL STK | $9.2M | 56.2K | 0.2% | ▲+0.3% Added · +144 sh | |
| 3 | Vanguard Intl Equity Index F TT WRLD ST ETF | $6.8M | 43.4K | 0.2% | —Held | |
| 4 | Gallagher Arthur J & Co COM | $5.2M | 22.7K | 0.1% | ▼−6.5% Reduced · −2K sh | |
| 5 | Palo Alto Networks Inc COM | $5.2M | 15.2K | 0.1% | —Held | |
| 6 | Schwab Strategic TR 1000 INDEX ETF | $4.2M | 115.6K | 0.1% | ▼−1.4% Reduced · −2K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $3.6M | 4.8K | 0.1% | ▼−0.8% Reduced · −36 sh | |
| 8 | Meta Platforms Inc CL A | $2.8M | 5.0K | 0.1% | —Held | |
| 9 | Ishares TR CORE MSCI TOTAL | $2.4M | 25.3K | 0.1% | ▲+1.3% Added · +318 sh | |
| 10 | Roblox Corp CL A | $2.2M | 40.3K | 0.0% | —Held | |
| 11 | Ishares TR CORE S&P MCP ETF | $1.6M | 21.1K | 0.0% | ▼−1.4% Reduced · −298 sh | |
| 12 | Doordash Inc CL A | $1.6M | 8.8K | 0.0% | —Held | |
| 13 | Workday Inc CL A | $1.5M | 12.3K | 0.0% | —Held | |
| 14 | Amazon Com Inc COM | $1.5M | 6.3K | 0.0% | —Held | |
| 15 | Vanguard Index FDS MID CAP ETF | $1.3M | 15.9K | 0.0% | ▲+300% Added · +12K sh | |
| 16 | Coinbase Global Inc COM CL A | $1.2M | 8.5K | 0.0% | —Held | |
| 17 | Okta Inc CL A | $1.2M | 8.8K | 0.0% | —Held | |
| 18 | Marqeta Inc CLASS A COM | $1.1M | 264.7K | 0.0% | —Held | |
| 19 | Ishares TR CORE S&P SCP ETF | $1.0M | 6.8K | 0.0% | ▼−2.4% Reduced · −167 sh | |
| 20 | Ishares TR MSCI EAFE ETF | $741K | 7.1K | 0.0% | ▼−4.5% Reduced · −335 sh | |
| 21 | Ishares TR EAFE SML CP ETF | $739K | 9.0K | 0.0% | ▼−2.4% Reduced · −225 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $476K | 1.6K | 0.0% | —Held | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $463K | 1.3K | 0.0% | ▲+92% Added · +598 sh | |
| 24 | Rocket Cos Inc COM CL A | $440K | 28.0K | 0.0% | —Held | |
| 25 | Ishares TR FLTG RATE NT ETF | $392K | 7.7K | 0.0% | ▲+1.1% Added · +80 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $369K | 737 | 0.0% | —Held | |
| 27 | Ishares TR INTRM GOV CR ETF | $368K | 3.5K | 0.0% | ▲+16% Added · +468 sh | |
| 28 | Ishares TR CORE 1 5 YR USD | $325K | 6.7K | 0.0% | ▲+18% Added · +1K sh | |
| 29 | Ishares TR MSCI USA QLT FCT | $321K | 1.5K | 0.0% | ▲+0.1% Added · +2 sh | |
| 30 | Ishares TR MSCI ACWI EX US | $300K | 3.9K | 0.0% | ▲+5.2% Added · +194 sh | |
| 31 | Dropbox Inc CL A | $276K | 10.0K | 0.0% | —Held | |
| 32 | Invesco Exchange Traded FD T S&P500 EQL WGT | $244K | 1.1K | 0.0% | ▲+0.4% Added · +5 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1535839/holdings"
Use Arkolith to show Donor Advised Charitable Giving, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 32 | $4.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 32 | $3.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 43 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 41 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 38 | $4.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 40 | $3.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 40 | $4.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 35 | $4.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 36 | $4.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 10, 2024 | 34 | $3.2B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Jan 24, 2024 | 33 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 26 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 27 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 48 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 13, 2023 | 44 | $599.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 40 | $472.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 29, 2022 | 39 | $577.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 53 | $973.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 19, 2022 | 49 | $1.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 14, 2021 | 52 | $559.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 16, 2021 | 112 | $889.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 20, 2021 | 115 | $972.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 2, 2021 | 111 | $733.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.