Donor Advised Charitable Giving, Inc.
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,456,857
- Description
- San Francisco California based purpose led endowment allocator with a corporate governance structure and a mandate specific and implementation minded investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for spending sensitive endowment mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through hold period discipline and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 43 | 4,456,857 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q3 2025 | 10/27/2025 | 41 | 4,959,334 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q2 2025 | 7/22/2025 | 38 | 4,880,236 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q1 2025 | 4/9/2025 | 40 | 3,460,744 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q4 2024 | 1/16/2025 | 40 | 4,395,555 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q3 2024 | 10/15/2024 | 35 | 4,076,038 | 13F-HR | Donor Advised Charitable Giving, Inc. |
| Q2 2024 | 7/12/2024 | 36 | 4,258,212 | 13F-HR | Schwab Charitable Fund |
| Q1 2024 | 6/10/2024 | 1 | 3,167,971 | 13F-HR/A - NEW HOLDINGS | Schwab Charitable Fund |
| Q1 2024 | 5/9/2024 | 33 | 54,442 | 13F-HR | Schwab Charitable Fund |
| Q4 2023 | 1/24/2024 | 33 | 1,873,015 | 13F-HR | Schwab Charitable Fund |
| Q3 2023 | 10/11/2023 | 26 | 1,631,353 | 13F-HR | Schwab Charitable Fund |
| Q2 2023 | 7/14/2023 | 27 | 1,545,048 | 13F-HR | Schwab Charitable Fund |
| Q1 2023 | 4/21/2023 | 48 | 1,089,605 | 13F-HR | Schwab Charitable Fund |
| Q4 2022 | 1/13/2023 | 44 | 599,377 | 13F-HR | Schwab Charitable Fund |
| Q3 2022 | 10/14/2022 | 40 | 472,875 | 13F-HR | Schwab Charitable Fund |
| Q2 2022 | 7/29/2022 | 39 | 577,492 | 13F-HR | Schwab Charitable Fund |
| Q1 2022 | 4/14/2022 | 53 | 973,784 | 13F-HR | Schwab Charitable Fund |
| Q4 2021 | 1/19/2022 | 49 | 1,037,814 | 13F-HR | Schwab Charitable Fund |
| Q3 2021 | 10/14/2021 | 52 | 559,255 | 13F-HR | Schwab Charitable Fund |
| Q2 2021 | 7/16/2021 | 112 | 889,438 | 13F-HR | Schwab Charitable Fund |
| Q1 2021 | 4/20/2021 | 115 | 972,865 | 13F-HR | Schwab Charitable Fund |
| Q4 2020 | 2/2/2021 | 111 | 733,795 | 13F-HR | Schwab Charitable Fund |
| Q3 2020 | 10/23/2020 | 71 | 343,886 | 13F-HR | Schwab Charitable Fund |
| Q2 2020 | 10/20/2020 | 53 | 260,139 | 13F-HR | Schwab Charitable Fund |
| Q1 2020 | 4/14/2020 | 52 | 197,274 | 13F-HR | Schwab Charitable Fund |
| Q4 2019 | 1/15/2020 | 55 | 185,568 | 13F-HR | Schwab Charitable Fund |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.436 M | 99.5% | 0 | 502.8 K | -502.8 K |
| ETFs | 19.96 K | 0.4% | 281 | 0 | 281 |
| Debt | 732 | 0.0% | 9 | 0 | 9 |
| Other | 229 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
4,456,857
Holdings
43
QoQ value change ($000)
-502,477
(-10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.