3Chopt Investment Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 22, 2024), 3Chopt Investment Partners, LLC reported 183 stock positions worth $327.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.6% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 6.4%) and Nvidia (NVDA, 5.7%). Compared with Q1 2024, it opened 115 new positions, added to 47 and reduced 18. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale Apple (AAPL, shares −8%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001978521
Portfolio Value
$327.6M (Q2 2024)
SEC Filing
0001213900-24-071586 ↗ filed Aug 22, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $243.5M Q1 2024 Q2 2024: $327.6M $327.6M Q2 2024 Q3 2024: $279.7M Q3 2024 Q4 2024: $291.2M Q4 2024 Q1 2025: $381.7M Q1 2025 Q2 2025: $415.9M Q2 2025 Q3 2025: $439.5M Q3 2025 Q4 2025: $446.3M Q4 2025 Q1 2026: $437.1M Q1 2026 Q2 2026: $532.1M Q2 2026

Holdings 183 stocks · $327.6M
VOO Vanguard S&P 500 ETF 13.60% 88,782 $44.6M Add +0.6%
VB Vanguard Most SM-Cap ETF-Usd 6.43% 96,171 $21.1M Add +1.4%
NVDA Nvidia Corp. 5.68% 150,505 $18.6M Add +1.9%
AAPL Apple Inc. 3.91% 60,745 $12.8M Reduce -8.3%
GOOG Alphabet Inc. Class C 2.75% 49,158 $9.0M Add +5.0%
MSFT Microsoft Corp. 2.20% 16,114 $7.2M Add +10.7%
BRK.B Berkshire Hathaway Inc. Class B 2.06% 16,582 $6.7M Add +0.8%
META Meta Platforms Inc. Class A 1.91% 12,378 $6.2M Add +35.4%
MCK McKesson Corp. 1.49% 8,364 $4.9M Add +0.3%
AVGO Broadcom Inc. 1.40% 2,848 $4.6M Reduce -14.7%
VST Vistra Corp. 1.36% 51,659 $4.4M Reduce -9.4%
NVR NVR Inc. 1.35% 581 $4.4M No change
MRK Merck & Co. Inc. 1.31% 34,521 $4.3M Add +0.2%
VRTX Vertex Pharmaceuticals Inc. 1.14% 7,942 $3.7M Add +1.6%
PM Philip Morris International 1.11% 35,588 $3.7M Add +1.4%
ACGL Arch Capital Group Ltd. 1.09% 35,288 $3.6M Reduce -6.7%
JPM JPMorgan Chase & Co. 1.07% 17,366 $3.5M Add +0.4%
VEU Vanguard Ftse All-World Ex-U 1.05% 58,749 $3.4M Add +24.5%
LLY Eli Lilly & Co. 1.04% 3,746 $3.4M Add +14.8%
CHKP Check Point Software Tech 0.98% 19,441 $3.2M Add +2.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.96% 17,178 $3.2M Add +0.2%
AMZN Amazon.com Inc. 0.96% 16,273 $3.1M Add +7.4%
MO Altria Group Inc. 0.94% 66,371 $3.1M Add +1.2%
PG The Procter & Gamble Co. 0.92% 18,225 $3.0M Add +1.4%
CI The Cigna Group 0.91% 8,991 $3.0M Reduce -1.6%
PGR Progressive Corp. 0.89% 14,084 $2.9M Add +1.2%
PHM Pultegroup Inc. 0.88% 26,079 $2.9M Add +6.2%
WMB Williams Cos Inc. 0.86% 66,305 $2.8M Add +0.1%
BBUS JPMorgan Betabuilders US Equ 0.86% 28,587 $2.8M Reduce -7.3%
BKNG Booking Holdings Inc. 0.85% 704 $2.8M Add +0.3%
WFC Wells Fargo & Co. 0.83% 45,991 $2.7M Add +2.4%
IWM iShares Russell 2000 ETF 0.79% 12,829 $2.6M Reduce -1.1%
DBX Dropbox Inc. Class A 0.78% 113,771 $2.6M Add +15.9%
IEFA iShares Core MSCI Eafe ETF 0.76% 34,444 $2.5M Reduce -0.1%
CSCO Cisco Systems Inc. 0.74% 51,296 $2.4M Reduce -10.0%
SCHW Schwab (charles) Corp. 0.74% 32,811 $2.4M Reduce -1.3%
JNJ Johnson & Johnson 0.69% 15,553 $2.3M Reduce -0.5%
ABBV Abbvie Inc. 0.68% 13,030 $2.2M Add +20.7%
WMT Walmart Inc. 0.67% 32,509 $2.2M Add +2.6%
QCOM Qualcomm Inc. 0.65% 10,712 $2.1M New
PEP Pepsico Inc. 0.65% 12,881 $2.1M Add +1.7%
BMY Bristol-Myers Squibb Co. 0.57% 45,339 $1.9M Add +19.7%
MPC Marathon Petroleum Corp. 0.54% 10,215 $1.8M Add +0.8%
RTX RTX Corp. 0.52% 16,895 $1.7M Add +20.3%
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 0.51% 28,069 $1.7M Reduce -16.3%
CVX Chevron Corp. 0.50% 10,570 $1.7M Add +2.3%
EOG EOG Resources Inc. 0.49% 12,723 $1.6M Add +2.8%
EXPD Expeditors Intl Wash Inc. 0.48% 12,699 $1.6M Add +0.5%
XOM Exxon Mobil Corp. 0.48% 13,655 $1.6M Add +8.0%
BKR Baker Hughes Co. 0.46% 43,126 $1.5M Reduce -1.5%
TGT Target Corp. 0.46% 10,197 $1.5M Reduce -1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.45% 37,008 $1.5M Add +3.2%
ORCL Oracle Corp. 0.43% 10,057 $1.4M New
JGLO JPMorgan GLBL SLCT Eq ETF 0.43% 23,294 $1.4M New
CMCSA Comcast Corp. Class A 0.43% 35,713 $1.4M Reduce -18.7%
VZ Verizon Communications Inc. 0.42% 33,272 $1.4M Add +2.0%
D Dominion Energy Inc. 0.41% 27,655 $1.4M Add +33.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.41% 6,725 $1.3M New
TSLA Tesla Inc. 0.40% 6,684 $1.3M New
LH Labcorp Holdings Inc. 0.40% 6,478 $1.3M New
MA Mastercard Inc. Class A 0.39% 2,899 $1.3M New
VONG Vanguard Russell 1000 Growth 0.39% 13,460 $1.3M No change
NSC Norfolk Southern Corp. 0.37% 5,715 $1.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 2,203 $1.2M New
VEA Vanguard Ftse Developed ETF 0.35% 23,418 $1.2M Reduce -10.7%
HD Home Depot Inc. 0.35% 3,360 $1.2M New
CRH CRH PLC 0.35% 15,296 $1.1M New
VYM Vanguard High DVD Yield ETF 0.34% 9,445 $1.1M New
JAVA JPMorgan Active Value ETF 0.34% 18,750 $1.1M Add +19.9%
LRCX Lam Research Corp. 0.34% 1,036 $1.1M New
AXP American Express Co. 0.34% 4,753 $1.1M New
LMT Lockheed Martin Corp. 0.33% 2,348 $1.1M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 4,368 $1.1M New
JGRO JPMorgan Active Growth ETF 0.32% 13,962 $1.0M Reduce -1.0%
GOOGL Alphabet Inc. Class A 0.32% 5,725 $1.0M New
ADBE Adobe Inc. 0.31% 1,851 $1.0M New
IJS iShares S&P Small-Cap 600 Va 0.31% 10,376 $1.0M No change
TXN Texas Instruments Inc. 0.29% 4,852 $944K New
ARM Arm Holdings PLC-ADR 0.28% 5,635 $922K New
LEN Lennar Corp. Class A 0.28% 6,029 $904K New
V Visa Inc. Class A 0.27% 3,403 $893K New
POST Post Holdings Inc. filed as POST HLDGS INC 0.27% 8,422 $877K New
DE Deere & Co. 0.27% 2,333 $875K New
ADSK Autodesk Inc. 0.27% 3,532 $874K New
ORLY O'reilly Automotive Inc. 0.26% 806 $851K New
CBRE CBRE Group Inc. Class A 0.26% 9,473 $844K New
MDLZ Mondelez International Inc. Class A 0.26% 12,743 $839K Reduce -3.4%
UNH Unitedhealth Group Inc. 0.25% 1,630 $830K New
JQUA JPMorgan US Quality Factor 0.25% 15,486 $820K Add +2.6%
NOC Northrop Grumman Corp. 0.24% 1,832 $799K New
T AT&T Inc. 0.24% 41,302 $789K Add +63.4%
ABT Abbott Laboratories 0.24% 7,538 $783K New
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.24% 10,410 $772K Add +2.4%
GSLC Goldman Activebeta US LC ETF 0.23% 7,075 $757K New
OC Owens Corning 0.23% 4,336 $753K New
MU Micron Technology Inc. 0.22% 5,468 $719K New
ACN Accenture PLC Class A 0.22% 2,363 $717K New
GE General Electric filed as GE AEROSPACE 0.21% 4,431 $704K New
JEMA JPMorgan Activebuilders Emer 0.21% 18,030 $688K Add +20.6%
PFE Pfizer Inc. 0.19% 22,767 $637K Add +97.9%

Show all 183 holdings

Portfolio Sells Q1 2024 → Q2 2024
AAPL Apple Inc. Reduce -8.3% 3.91% −0.76
CI The Cigna Group Reduce -1.6% 0.91% −0.46
CSCO Cisco Systems Inc. Reduce -10.0% 0.74% −0.42
AVGO Broadcom Inc. Reduce -14.7% 1.40% −0.42
CMCSA Comcast Corp. Class A Reduce -18.7% 0.43% −0.35
ACGL Arch Capital Group Ltd. Reduce -6.7% 1.09% −0.35
BBUS JPMorgan Betabuilders US Equ Reduce -7.3% 0.86% −0.34
IWM iShares Russell 2000 ETF Reduce -1.1% 0.79% −0.33
BBIN JPM Betabuilders Intl Eqty Reduce -16.3% 0.51% −0.32
JNJ Johnson & Johnson Reduce -0.5% 0.69% −0.32
TGT Target Corp. Reduce -1.8% 0.46% −0.29
IEFA iShares Core MSCI Eafe ETF Reduce -0.1% 0.76% −0.29
VST Vistra Corp. Reduce -9.4% 1.36% −0.27
SCHW Schwab (charles) Corp. Reduce -1.3% 0.74% −0.25
VEA Vanguard Ftse Developed ETF Reduce -10.7% 0.35% −0.19
BKR Baker Hughes Co. Reduce -1.5% 0.46% −0.14
MDLZ Mondelez International Inc. Class A Reduce -3.4% 0.26% −0.13
JGRO JPMorgan Active Growth ETF Reduce -1.0% 0.32% −0.09

Portfolio Buys Q1 2024 → Q2 2024
QCOM Qualcomm Inc. New 0.65% +0.65
ORCL Oracle Corp. New 0.43% +0.43
JGLO JPMorgan GLBL SLCT Eq ETF New 0.43% +0.43
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.41% +0.41
TSLA Tesla Inc. New 0.40% +0.40
LH Labcorp Holdings Inc. New 0.40% +0.40
MA Mastercard Inc. Class A New 0.39% +0.39
NSC Norfolk Southern Corp. New 0.37% +0.37
SPY SS SPDR S&P 500 ETF Trust-US New 0.37% +0.37
HD Home Depot Inc. New 0.35% +0.35
CRH CRH PLC New 0.35% +0.35
VYM Vanguard High DVD Yield ETF New 0.34% +0.34
LRCX Lam Research Corp. New 0.34% +0.34
AXP American Express Co. New 0.34% +0.34
LMT Lockheed Martin Corp. New 0.33% +0.33
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.32% +0.32
GOOGL Alphabet Inc. Class A New 0.32% +0.32
ADBE Adobe Inc. New 0.31% +0.31
TXN Texas Instruments Inc. New 0.29% +0.29
ARM Arm Holdings PLC-ADR New 0.28% +0.28
LEN Lennar Corp. Class A New 0.28% +0.28
V Visa Inc. Class A New 0.27% +0.27
POST Post Holdings Inc. New 0.27% +0.27
DE Deere & Co. New 0.27% +0.27
ADSK Autodesk Inc. New 0.27% +0.27
ORLY O'reilly Automotive Inc. New 0.26% +0.26
CBRE CBRE Group Inc. Class A New 0.26% +0.26
UNH Unitedhealth Group Inc. New 0.25% +0.25
NOC Northrop Grumman Corp. New 0.24% +0.24
ABT Abbott Laboratories New 0.24% +0.24
GSLC Goldman Activebeta US LC ETF New 0.23% +0.23
OC Owens Corning New 0.23% +0.23
MU Micron Technology Inc. New 0.22% +0.22
ACN Accenture PLC Class A New 0.22% +0.22
GE General Electric New 0.21% +0.21
NVDA Nvidia Corp. Add +1.9% 5.68% +0.20
HON Honeywell International Inc. New 0.19% +0.19
MCD McDonald's Corp. New 0.19% +0.19
CMG Chipotle Mexican Grill Inc. New 0.19% +0.19
LOW Lowe's Cos Inc. New 0.18% +0.18
EQIX Equinix Inc. New 0.18% +0.18
WTW Willis Towers Watson PLC New 0.18% +0.18
APD Air Products & Chemicals Inc. New 0.18% +0.18
REGN Regeneron Pharmaceuticals New 0.17% +0.17
TJX TJX Companies Inc. New 0.17% +0.17
CTAS Cintas Corp. New 0.17% +0.17
DHR Danaher Corp. New 0.17% +0.17
JMOM JPMorgan US Momentum Factor New 0.17% +0.17
VIG Vanguard Dividend Apprec ETF New 0.16% +0.16
NET Cloudflare Inc. Class A New 0.16% +0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 274$532.1MVOO, VB, NVDA, AAPL, GOOG
Q1 2026 240$437.1MVOO, NVDA, VB, AAPL, GOOG
Q4 2025 231$446.3MVOO, NVDA, VB, AAPL, GOOG
Q3 2025 230$439.5MVOO, NVDA, VB, AAPL, MSFT
Q2 2025 226$415.9MVOO, NVDA, VB, AAPL, MSFT
Q1 2025 228$381.7MVOO, VB, NVDA, AAPL, BRK.B
Q4 2024 75$291.2MVOO, VB, NVDA, AAPL, GOOG
Q3 2024 70$279.7MVOO, VB, NVDA, AAPL, GOOG
Q2 2024 183$327.6MVOO, VB, NVDA, AAPL, GOOG
Q1 2024 68$243.5MVOO, VB, NVDA, AAPL, GOOG