DDD Partners, LLC
DDD Partners, LLC is an investment advisory firm based in Bellevue, WA, operating under the Tschetter Group brand name. Founded in 2017 as a limited liability company in Washington, it is wholly owned by Richard Tschetter, David Tschetter, and Dustin Brumbaugh. The firm offers asset management and investment consulting services, serving a diverse clientele including individuals (with a focus on high net worth individuals), pooled investment vehicles, and select institutions. As of March 2025, DDD Partners manages $2.1 billion in assets and employs 21 staff members, 71% of whom are investors. The firm's mission centers on customized investment solutions with a fiduciary duty to act in clients' best interests.
Investment Strategy
DDD Partners, LLC provides comprehensive portfolio management, tailored to the unique goals, risk tolerance, and time horizon of each client. Their strategy involves ongoing assessment of client circumstances and objectives, followed by the construction and continuous monitoring of diversified portfolios composed of individual stocks, bonds, ETFs, and mutual funds. The firm's philosophy emphasizes active communication, individually crafted investment plans, and responsible rebalancing to adapt to changing markets or client needs, all within a fiduciary framework focused on the client's best interest.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.70% | $90.5M | 181,925 | $317.74 | $497.41 | +$39.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.24% | $67.5M | 138,935 | $236.54 | $485.77 | -$2.2M |
A AMZN | AMAZON COM INC | 4.09% | $38.2M | 174,061 | $112.66 | $219.39 | +$5.5M |
A AAPL | APPLE INC | 3.46% | $32.3M | 157,356 | $52.31 | $205.17 | -$2.3M |
S SCHD | SCHWAB STRATEGIC TR | 3.40% | $31.7M | 1,196,005 | $26.51 | $26.50 | +$30.8M |