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DONOR ADVISED CHARITABLE GIVING, INC.

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SAN FRANCISCO CA
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Donor Advised Charitable Giving is based out of San Francisco. Their last reported 13F filing for Q1 2025 included $3,460,743,814 in managed 13F securities and a top 10 holdings concentration of 99.2%. Donor Advised Charitable Giving's largest holding is NVIDIA Corp with shares held of 31,302,725. Whalewisdom has at least 31 13F filings, 1 13G filings, and 1 Form 4 filings

2025-03-31

Top Buys (13F)

Name % Change
RBLX Roblox Corporation 0.09%
BRK.A Berkshire Hathaway I 0.09%
ITOT iShares Core S&P Tot 0.04%
IVV iShares Core S&P 500 0.03%
DE Deere & Co 0.01%

2025-03-31

Top Sells (13F)

Name % Change
NVDA NVIDIA Corp 0.44%
TSLA Tesla Inc 0.07%
MCD McDonalds Corp 0.03%
FLOT iShares Floating Rat 0.01%
BILS SPDR Bloomberg 3-12 0.01%

2025-03-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp 98.03%
ITOT iShares Core S&P Tot 0.21%
RBLX Roblox Corporation 0.18%
AJG Arthur J. Gallagher 0.16%
VT Vanguard Total World 0.15%

2025-03-31

13F Activity

Market Value $3.46b, Prior: $4.40b
Inflows (Outflows) as % of Total MV (-2.8371)%
New Purchases 5 stocks
Added To 15 stocks
Sold out of 5 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 99.2%
Turnover %[1] 22.22%
Turnover Alt %[2] 0.26%
Time Held Top 20 8.2 quarters
Time Held Top 10 6.6 quarters
Time Held All 10.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance