Donor Advised Charitable Giving Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$99.2K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$69.9K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$49.7K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$28.8K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$991 |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$250M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.23M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$824K |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$609K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$489K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 98.84% |
| 2 | Miscellaneous | 0.77% |
| 3 | Financials | 0.19% |
| 4 | Communication Services | 0.13% |
| 5 | Consumer Discretionary | 0.07% |
Similar funds
Donor Advised Charitable Giving's Q1 2026 Portfolio in Review
As of Q1 2026, Donor Advised Charitable Giving held 43 positions worth $3.92B, down 12% from $4.46B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Donor Advised Charitable Giving withdrew a net $256M in Q1 2026, closing 11 positions and reducing 8 holdings. Its most notable exit was iShares MSCI Emerging Markets ETF, an estimated $824K position sold in full.
By sector, the portfolio is most concentrated in Technology at 99% of assets, up from 99% a quarter earlier, followed by Miscellaneous and Financials.
Against the trend, Donor Advised Charitable Giving added an estimated $99.2K to iShares Intermediate Government/Credit Bond ETF.
- Donor Advised Charitable Giving added most to iShares Intermediate Government/Credit Bond ETF in Q1 2026, an estimated $99.2K increase.
- Donor Advised Charitable Giving's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $250M.
- Donor Advised Charitable Giving fully exited iShares MSCI Emerging Markets ETF in Q1 2026, selling an estimated $824K.
- Donor Advised Charitable Giving's ten largest holdings make up 100% of its $3.92B portfolio in Q1 2026.
- Donor Advised Charitable Giving opened 0 new positions and closed 11 in Q1 2026.
- Donor Advised Charitable Giving's portfolio value fell 12% quarter-over-quarter to $3.92B.
Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.