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DT Investment Partners, LLC
DT Investment Partners, LLC is an SEC-registered investment advisory firm headquartered in Chadds Ford, Pennsylvania. Founded in 2011, the firm manages discretionary and non-discretionary portfolios for a range of clients including individuals (both high net worth and others), charitable organizations, pension/profit-sharing plans, and corporate entities. As of April 2025, it manages approximately $1.9 billion in assets and employs about 8 professionals.
Investment Strategy
DT Investment Partners, LLC provides fully customized asset management solutions with a focus on portfolio construction tailored to client-specific objectives and risk tolerances. The firm invests broadly across equities, fixed income, ETFs, and mutual funds, seeking long-term capital appreciation and stability. DT Investment Partners typically emphasizes diversification, active management, and a disciplined investment process leveraging fundamental research and market analysis. Their clientele mainly includes individual investors (including high net worth), nonprofit organizations, pension/profit-sharing plans, and businesses.
Latest 13F Filing Activity
DT Investment Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 531 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Vanguard World FD, Ishares TR among other positions. DT Investment Partners, LLC reduced exposure to SPDR S&P 500 Etf TR, Vanguard Intl Equity Index F, Ishares U S Etf TR among others.
Top Holdings
Equity Positions (531)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.09% | $166.6M | 248,897 | $598.87 | $669.30 | +$62.1M |
S SPY | SPDR S&P 500 ETF TR | 10.52% | $124.3M | 186,654 | $260.73 | $666.18 | -$42.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.25% | $97.6M | 1,628,273 | $45.50 | $59.92 | +$69.8K |
I IWB | ISHARES TR | 3.75% | $44.3M | 121,144 | $191.87 | $365.48 | +$876.0K |
V VO | VANGUARD INDEX FDS | 3.32% | $39.2M | 133,408 | $234.75 | $293.74 | +$1.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Chadds Ford, PA , United States |
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