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Filers›Family Office›DT Investment Partners, LLC
DOSSIER · 13F-HR · Q1 2026

DT Investment Partners, LLC

DT Investment's family office based in London, UK — $1.2B in tracked AUM across 555 positions as of Q1 2026.

DI
DT Investment·London, UK·Family Office
CIK 0001537621 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 2.6%
vs prior
Holdings
555
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DT Investment Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$175M267K14.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$118M181K9.8%
03
VEA
VANGUARD TAX-MANAGED FDS
$109M1.7M9.1%
04
IWB
ISHARES TR
$44M124K3.7%
05
GVI
ISHARES TR
$42M392K3.5%
06
VO
VANGUARD INDEX FDS
$40M138K3.3%
07
IJH
ISHARES TR
$40M586K3.3%
08
EFA
ISHARES TR
$37M385K3.1%
09
MGK
VANGUARD WORLD FD
$34M91K2.8%
10
IEFA
ISHARES TR
$26M291K2.2%

Filing history

Filing history loading…
AI Agent · grounded in DT
haiku-4-5 · 555 positions indexed
Sector mix
  • Tech9%
  • Financials8%
  • Health Care14%
  • Communications43%
  • Energy4%
  • Other22%
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