Dt Investment Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 582 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $167M, Spdr S&P 500 ETF Trust with a value of $124M, Vanguard Ftse Developed Market with a value of $97.6M, Ishares Tr Russell 1000 ETF with a value of $44.3M, and Vanguard Mid Cap ETF with a value of $39.2M.

Examining the 13F form we can see an increase of $64.7M in the current position value, from $1.11B to 1.17B.

Below you can find more details about Dt Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.17 Billion
ETFs: $992 Million
Technology: $56 Million
Healthcare: $29.2 Million
Industrials: $25.5 Million
Financial Services: $22.5 Million
Consumer Defensive: $13.1 Million
Consumer Cyclical: $12.2 Million
Communication Services: $9.62 Million
Other: $12.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 582
  • Current Value $1.17 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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