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Donor Advised Charitable Giving, Inc.

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13F filer, CIK 1535839, LONE TREE, CO

Donor Advised Charitable Giving, Inc. reported $4,880,235,781 across 38 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 99.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004020

Period
2025-06-30
Reported value
$4.88B
Holdings
38
Top 10 weight
99.41%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AJGadded+11,825$3.79M
PMnew+8,500$1.55M
CRWDnew+546$278K
ZSnew+740$232K
IVVadded+275$171K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-875,805-$138M
RBLXreduced-66,158-$6.96M
WMTreduced-9,000-$880K
BILSreduced-8,017-$797K
DEexited-1,029-$483K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004020, largest first. % of portfolio is the value over $4,880,235,781, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,051,520 shares; 2024Q4: 32,231,590 shares; 2025Q1: 31,302,725 shares; 2025Q2: 30,426,920 shares 30,426,920$4.81B98.5%-875,805Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 16,030 shares; 2025Q1: 16,030 shares; 2025Q2: 27,855 shares 27,855$8.92M0.18%+11,825Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 58,924 shares; 2025Q1: 59,097 shares; 2025Q2: 59,260 shares 59,260$8M0.16%+163Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,400 shares; 2024Q4: 43,400 shares; 2025Q1: 43,400 shares; 2025Q2: 43,400 shares 43,400$5.58M0.11%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,476 shares; 2024Q4: 65,703 shares; 2025Q1: 106,461 shares; 2025Q2: 40,303 shares 40,303$4.24M0.09%-66,158Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 5,355 shares; 2025Q1: 6,411 shares; 2025Q2: 6,686 shares 6,686$4.15M0.09%+275Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 5,309 shares; 2025Q2: 4,984 shares 4,984$3.68M0.08%-325Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 120,288 shares; 2025Q1: 120,288 shares; 2025Q2: 120,288 shares 120,288$3.59M0.07%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 15,232 shares; 2025Q1: 15,232 shares; 2025Q2: 15,232 shares 15,232$3.12M0.06%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 31,000 shares 31,000$3.03M0.06%-9,000Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 12,988 shares; 2025Q1: 12,319 shares; 2025Q2: 12,319 shares 12,319$2.96M0.06%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares 4$2.92M0.06%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,697 shares; 2024Q4: 24,122 shares; 2025Q1: 24,122 shares; 2025Q2: 24,500 shares 24,500$1.89M0.04%+378Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 23,793 shares; 2025Q1: 27,839 shares; 2025Q2: 29,759 shares 29,759$1.85M0.04%+1,920Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,173 shares; 2025Q1: 7,671 shares; 2025Q2: 7,671 shares 7,671$1.57M0.03%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares 8,500$1.55M0.03%newTimeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,237 shares; 2024Q4: 21,237 shares; 2025Q1: 21,237 shares; 2025Q2: 21,237 shares 21,237$1.43M0.03%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares 5,960$1.31M0.03%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares 3,987$1.12M0.02%0Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,222 shares; 2025Q1: 10,296 shares; 2025Q2: 10,397 shares 10,397$1.05M0.02%+101Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 6,919 shares; 2025Q1: 8,413 shares; 2025Q2: 9,369 shares 9,369$1.02M0.02%+956Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares 8,775$877K0.02%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,144 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares 14,005$853K0.02%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares 2,703$822K0.02%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 9,028 shares; 2025Q1: 9,140 shares; 2025Q2: 8,666 shares 8,666$775K0.02%-474Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 24,239 shares; 2025Q1: 15,683 shares; 2025Q2: 7,666 shares 7,666$762K0.02%-8,017Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,578 shares; 2025Q1: 6,893 shares; 2025Q2: 6,893 shares 6,893$736K0.02%0Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 15,083 shares; 2025Q2: 15,083 shares 15,083$734K0.02%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,215 shares; 2025Q1: 10,195 shares; 2025Q2: 10,005 shares 10,005$727K0.01%-190Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 28,444 shares; 2025Q1: 13,815 shares; 2025Q2: 13,988 shares 13,988$714K0.01%+173Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,034 shares; 2024Q4: 11,887 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares 12,434$600K0.01%0Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 24,514 shares; 2025Q1: 22,082 shares; 2025Q2: 22,179 shares 22,179$544K0.01%+97Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 1,222 shares; 2025Q1: 1,316 shares; 2025Q2: 898 shares 898$436K0.01%-418Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares 1,571$372K0.01%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,586 shares; 2025Q1: 1,871 shares; 2025Q2: 1,873 shares 1,873$342K0.01%+2Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,926 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares 4,196$315K0.01%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: 546 shares 546$278K0.01%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares 740$232K<0.01%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DEDEERE & CO1,029$483Kshares
BXBLACKSTONE INC1,659$232Kshares
VVISA INC625$219Kshares
ALLALLSTATE CORP1,002$207Kshares
SBUXSTARBUCKS CORP2,075$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004020 base2025-07-22acceptance time not in the bulk data set