Donor Advised Charitable Giving, Inc. has disclosed its latest investment holdings, reporting a total value of approximately $5.16 billion as of September 30, 2026. This filing is significant as it underscores the company's ongoing commitment to charitable giving and investment management.

The company, formerly known as Schwab Charitable Fund, operates in the charitable giving sector, focusing on donor-advised funds that allow individuals to manage their charitable contributions. The recent filing, submitted on October 28, 2026, reveals a diverse portfolio with substantial investments in major corporations.

Background

Donor Advised Charitable Giving, Inc. is a California-based organization that facilitates charitable giving through donor-advised funds. The company is identified under the Central Index Key (CIK) 0001535839 and has a fiscal year ending on June 30. Recent filings include the 13F-HR forms, which detail the company's investment holdings.

What the Filing Says

The filing indicates that Donor Advised Charitable Giving holds a total of 36 positions with a combined value of $5,158,086,659. Notable investments include:

  • NVIDIA Corporation: $5,095,175,842
  • Amazon.com Inc: $1,570,392
  • Coinbase Global Inc: $1,580,011
  • DoorDash Inc: $1,607,898
  • Meta Platforms Inc: $3,614,297

Michael Maestas, the Investment Oversight Executive, signed the filing, confirming the accuracy of the reported holdings.

Impact

This update may influence various stakeholders, including donors, charities, and investment firms. By showcasing its substantial holdings, Donor Advised Charitable Giving reinforces its position as a significant player in the charitable investment sector. The report may also prompt similar organizations to reevaluate their investment strategies in light of the current market landscape.

What's Next

The filing does not specify what happens next for the company. However, given the nature of the report, it is likely that the organization will continue to monitor its investments closely and make adjustments as needed to align with its charitable goals.