1y return+26.3%S&P 500 +20.9%
3y return+362.2%S&P 500 +68.5%
5y return+715.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $2,673 against $280 in the S&P 500.2
Donor Advised Charitable Giving, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $4.4B | 98.7% | |
| ITOTIshares Tr | $9.2M | 0.2% | |
| VTVanguard Intl Equity Index F | $6.8M | 0.2% | |
| AJGGallagher Arthur J & Co | $5.2M | 0.1% | −6.5% |
| PANWPalo Alto Networks Inc | $5.2M | 0.1% | |
| SCHKSchwab Strategic Tr | $4.2M | 0.1% | −1.4% |
| IVVIshares Tr | $3.6M | 0.1% | |
| METAMeta Platforms Inc | $2.8M | 0.1% | |
| IXUSIshares Tr | $2.4M | 0.1% | +1.3% |
| RBLXRoblox Corp | $2.2M | 0.0% | |
| IJHIshares Tr | $1.6M | 0.0% | −1.4% |
| DASHDoordash Inc | $1.6M | 0.0% | |
| WDAYWorkday Inc | $1.5M | 0.0% | |
| AMZNAmazon Com Inc | $1.5M | 0.0% | |
| VOVanguard Index Fds | $1.3M | 0.0% | |
| COINCoinbase Global Inc | $1.2M | 0.0% | |
| OKTAOkta Inc | $1.2M | 0.0% | |
| Marqeta IncCUSIP 57142B104 | $1.1M | 0.0% | |
| IJRIshares Tr | $1.0M | 0.0% | −2.4% |
| EFAIshares Tr | $741K | 0.0% | −4.5% |
| SCZIshares Tr | $739K | 0.0% | −2.4% |
| VBVanguard Index Fds | $476K | 0.0% | |
| VTIVanguard Index Fds | $463K | 0.0% | +91.7% |
| RKTRocket Cos Inc | $440K | 0.0% | |
| FLOTIshares Tr | $392K | 0.0% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.4B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $5.2M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $2.8M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $3.6M |
| BRK/BBerkshire Hathaway Inc Del | September 30, 2020 | +135.0% | $369K |
| IJRIshares Tr | June 30, 2020 | +117.2% | $1.0M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $1.6M |
| VBVanguard Index Fds | June 30, 2020 | +108.0% | $476K |
| SCHKSchwab Strategic Tr | March 31, 2021 | +82.9% | $4.2M |
| AMZNAmazon Com Inc | June 30, 2020 | +72.8% | $1.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.7% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +17.9% | +7.8% |
| June 30, 2025 | +45.1% | +10.5% |
| March 31, 2025 | −19.0% | −4.6% |
| December 31, 2024 | +10.5% | +2.1% |
| September 30, 2024 | −1.6% | +5.4% |
| June 30, 2024 | +36.2% | +4.0% |
| March 31, 2024 | +79.6% | +10.0% |
| December 31, 2023 | +14.3% | +11.2% |
| September 30, 2023 | +2.4% | −3.6% |
| June 30, 2023 | +47.0% | +8.3% |
| March 31, 2023 | +79.7% | +7.0% |
| December 31, 2022 | +17.3% | +7.1% |
| September 30, 2022 | −18.7% | −5.3% |
| June 30, 2022 | −41.5% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
| December 31, 2021 | +32.0% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Donor Advised Charitable Giving, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535839&type=13F-HR&dateb=&owner=include&count=40CIK 1535839
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1535839/000153583926000006/Filed July 24, 2026 · accession 0001535839-26-000006