Equal-WT
WhaleScore 2.0
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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
limited to past 4 quarters. Subscribe to see all available data

2025-03-31
Analysis

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