3Chopt Investment Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), 3Chopt Investment Partners, LLC reported 228 stock positions worth $381.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.8% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 5.7%) and Nvidia (NVDA, 4.6%). Compared with Q4 2024, it opened 156 new positions, sold out of 3, added to 44 and reduced 26. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001978521
Portfolio Value
$381.7M (Q1 2025)
SEC Filing
0001398344-25-007619 ↗ filed Apr 24, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $243.5M Q1 2024 Q2 2024: $327.6M Q2 2024 Q3 2024: $279.7M Q3 2024 Q4 2024: $291.2M Q4 2024 Q1 2025: $381.7M $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 228 stocks · $381.7M
VOO Vanguard S&P 500 ETF 11.76% 87,348 $44.9M Reduce -2.0%
VB Vanguard Most SM-Cap ETF-Usd 5.66% 97,487 $21.6M Add +3.3%
NVDA Nvidia Corp. 4.56% 160,540 $17.4M Add +2.8%
AAPL Apple Inc. 4.13% 70,906 $15.8M Add +18.3%
BRK.B Berkshire Hathaway Inc. Class B 2.34% 16,795 $8.9M Add +0.5%
MSFT Microsoft Corp. 2.16% 22,004 $8.3M Add +38.8%
GOOG Alphabet Inc. Class C 1.93% 47,115 $7.4M Add +1.3%
META Meta Platforms Inc. Class A 1.82% 12,083 $7.0M Add +24.3%
PM Philip Morris International 1.62% 38,662 $6.2M Add +13.3%
MCK McKesson Corp. 1.43% 8,087 $5.4M Reduce -0.3%
VST Vistra Corp. 1.40% 45,604 $5.4M Reduce -4.1%
BBUS JPMorgan Betabuilders US Equ 1.29% 48,836 $4.9M Add +23.4%
AVGO Broadcom Inc. 1.22% 27,726 $4.6M Add +0.5%
AMZN Amazon.com Inc. 1.18% 23,624 $4.5M Add +39.2%
CHKP Check Point Software Tech 1.17% 19,571 $4.5M Add +0.3%
JPM JPMorgan Chase & Co. 1.16% 18,068 $4.4M Add +3.7%
MO Altria Group Inc. 1.12% 70,140 $4.3M Add +10.0%
VEU Vanguard Ftse All-World Ex-U 1.05% 65,856 $4.0M Add +5.6%
WMB Williams Cos Inc. 1.04% 66,538 $4.0M Reduce -0.3%
PGR Progressive Corp. 0.98% 13,259 $3.8M Reduce -2.7%
WFC Wells Fargo & Co. 0.96% 51,290 $3.7M Add +7.5%
LLY Eli Lilly & Co. 0.94% 4,367 $3.6M Reduce -11.5%
JNJ Johnson & Johnson 0.94% 21,669 $3.6M Add +25.7%
CSCO Cisco Systems Inc. 0.91% 56,589 $3.5M Add +9.7%
BMY Bristol-Myers Squibb Co. 0.91% 57,026 $3.5M Add +7.6%
DBX Dropbox Inc. Class A 0.89% 127,365 $3.4M Add +5.6%
MRK Merck & Co. Inc. 0.88% 37,000 $3.4M Reduce -0.3%
BKNG Booking Holdings Inc. 0.87% 717 $3.3M Add +2.4%
PG The Procter & Gamble Co. 0.84% 18,877 $3.2M Reduce -2.0%
BRK.A Berkshire Hathaway Inc. Class A 0.84% 4 $3.2M New
NVR NVR Inc. 0.82% 433 $3.1M Add +0.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.81% 16,615 $3.1M Reduce -8.1%
ABBV Abbvie Inc. 0.80% 14,526 $3.0M Add +5.6%
ACGL Arch Capital Group Ltd. 0.79% 31,388 $3.0M Reduce -3.4%
WMT Walmart Inc. 0.78% 33,652 $3.0M Add +2.1%
QCOM Qualcomm Inc. 0.68% 16,986 $2.6M Add +36.0%
GOOGL Alphabet Inc. Class A 0.67% 16,578 $2.6M New
VRTX Vertex Pharmaceuticals Inc. 0.67% 5,279 $2.6M Reduce -7.7%
CI The Cigna Group 0.66% 7,662 $2.5M Reduce -9.1%
PHM Pultegroup Inc. 0.65% 24,213 $2.5M Reduce -8.8%
XOM Exxon Mobil Corp. 0.64% 20,390 $2.4M Reduce -6.1%
IWM iShares Russell 2000 ETF 0.63% 12,045 $2.4M Reduce -5.2%
NSC Norfolk Southern Corp. 0.62% 9,916 $2.3M New
IEFA iShares Core MSCI Eafe ETF 0.60% 30,166 $2.3M Reduce -14.4%
JGLO JPMorgan GLBL SLCT Eq ETF 0.57% 36,682 $2.2M Add +16.6%
MCD McDonald's Corp. 0.56% 6,811 $2.1M New
PEP Pepsico Inc. 0.56% 14,169 $2.1M Add +18.7%
GILD Gilead Sciences Inc. 0.55% 18,844 $2.1M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.55% 50,394 $2.1M Add +11.1%
CVX Chevron Corp. 0.53% 12,016 $2.0M Add +19.0%
JAVA JPMorgan Active Value ETF 0.52% 31,517 $2.0M Add +26.9%
RTX RTX Corp. 0.51% 14,664 $1.9M Add +2.8%
TSLA Tesla Inc. 0.50% 7,419 $1.9M Add +3.6%
SCHW Schwab (charles) Corp. 0.50% 24,152 $1.9M Reduce -10.8%
BKR Baker Hughes Co. 0.49% 42,900 $1.9M Add +0.5%
EOG EOG Resources Inc. 0.47% 13,967 $1.8M Reduce -0.1%
D Dominion Energy Inc. 0.46% 31,598 $1.8M Add +7.8%
AXP American Express Co. 0.46% 6,491 $1.7M New
MA Mastercard Inc. Class A 0.46% 3,180 $1.7M New
MPC Marathon Petroleum Corp. 0.45% 11,744 $1.7M Reduce -1.2%
COF Capital One Financial Corp. 0.42% 9,021 $1.6M New
V Visa Inc. Class A 0.42% 4,596 $1.6M New
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 0.39% 24,281 $1.5M Reduce -15.5%
EXPD Expeditors Intl Wash Inc. 0.39% 12,308 $1.5M Add +2.1%
JMOM JPMorgan US Momentum Factor 0.38% 25,994 $1.5M New
ORCL Oracle Corp. 0.38% 10,353 $1.4M Add +1.5%
DE Deere & Co. 0.37% 3,026 $1.4M New
COST Costco Wholesale Corp. 0.36% 1,449 $1.4M New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.35% 6,725 $1.4M New
CRH CRH PLC 0.35% 15,184 $1.3M Reduce -11.5%
KO The Coca-Cola Co. 0.35% 18,390 $1.3M New
HD Home Depot Inc. 0.34% 3,591 $1.3M New
VYM Vanguard High DVD Yield ETF 0.33% 9,815 $1.3M New
VONG Vanguard Russell 1000 Growth 0.33% 13,460 $1.2M No change
CBRE CBRE Group Inc. Class A 0.33% 9,509 $1.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 2,196 $1.2M New
LH Labcorp Holdings Inc. 0.32% 5,275 $1.2M New
VEA Vanguard Ftse Developed ETF 0.32% 23,918 $1.2M Add +2.0%
AES AES Corp. 0.30% 91,309 $1.1M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.30% 4,368 $1.1M New
ORLY O'reilly Automotive Inc. 0.29% 778 $1.1M New
HON Honeywell International Inc. 0.29% 5,217 $1.1M New
JGRO JPMorgan Active Growth ETF 0.29% 14,865 $1.1M Add +1.4%
UNH Unitedhealth Group Inc. 0.28% 2,044 $1.1M New
TGT Target Corp. 0.27% 9,921 $1.0M Reduce -7.2%
CMCSA Comcast Corp. Class A 0.27% 27,413 $1.0M Reduce -7.9%
IJS iShares S&P Small-Cap 600 Va 0.26% 10,329 $1.0M No change
NEE Nextera Energy Inc. 0.26% 13,954 $989K New
C Citigroup Inc. 0.26% 13,834 $982K Add +15.2%
NOC Northrop Grumman Corp. 0.24% 1,799 $921K New
KMB Kimberly-Clark Corp. 0.24% 6,367 $914K New
POST Post Holdings Inc. filed as POST HLDGS INC 0.22% 7,301 $850K New
TXN Texas Instruments Inc. 0.22% 4,605 $828K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.22% 833 $823K New
AMAT Applied Materials Inc. 0.21% 5,633 $817K New
DUK Duke Energy Corp. 0.21% 6,694 $816K New
MDLZ Mondelez International Inc. Class A 0.21% 11,482 $784K New
GSLC Goldman Activebeta US LC ETF 0.20% 7,075 $779K New
LRCX Lam Research Corp. 0.20% 10,669 $778K Add +3.7%
LMT Lockheed Martin Corp. 0.20% 1,698 $759K New

Show all 228 holdings

Portfolio Sells Q4 2024 → Q1 2025
VOO Vanguard S&P 500 ETF Reduce -2.0% 11.76% −4.73
VST Vistra Corp. Reduce -4.1% 1.40% −0.85
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -8.1% 0.81% −0.42
MRK Merck & Co. Inc. Reduce -0.3% 0.88% −0.40
LLY Eli Lilly & Co. Reduce -11.5% 0.94% −0.36
PHM Pultegroup Inc. Reduce -8.8% 0.65% −0.34
IWM iShares Russell 2000 ETF Reduce -5.2% 0.63% −0.34
JQUA JPMorgan US Quality Factor Sold out 0.00% −0.28
PG The Procter & Gamble Co. Reduce -2.0% 0.84% −0.27
IEFA iShares Core MSCI Eafe ETF Reduce -14.4% 0.60% −0.25
ACGL Arch Capital Group Ltd. Reduce -3.4% 0.79% −0.24
TGT Target Corp. Reduce -7.2% 0.27% −0.23
WMB Williams Cos Inc. Reduce -0.3% 1.04% −0.20
CRH CRH PLC Reduce -11.5% 0.35% −0.19
SCHW Schwab (charles) Corp. Reduce -10.8% 0.50% −0.19
BBIN JPM Betabuilders Intl Eqty Reduce -15.5% 0.39% −0.17
XOM Exxon Mobil Corp. Reduce -6.1% 0.64% −0.17
NTDOY Nintendo Co. Ltd.-Unspons ADR Sold out 0.00% −0.16
MCK McKesson Corp. Reduce -0.3% 1.43% −0.16
VZ Verizon Communications Inc. Reduce -41.1% 0.15% −0.14
PGR Progressive Corp. Reduce -2.7% 0.98% −0.14
CI The Cigna Group Reduce -9.1% 0.66% −0.14
MPC Marathon Petroleum Corp. Reduce -1.2% 0.45% −0.12
VRTX Vertex Pharmaceuticals Inc. Reduce -7.7% 0.67% −0.12
EOG EOG Resources Inc. Reduce -0.1% 0.47% −0.12
CMCSA Comcast Corp. Class A Reduce -7.9% 0.27% −0.12
SCHG Schwab US Large-Cap Growth Reduce -85.3% 0.01% −0.09
PFE Pfizer Inc. Reduce -22.0% 0.05% −0.04
AERG Applied Energetics Inc. Sold out 0.00% −0.02

Portfolio Buys Q4 2024 → Q1 2025
BRK.A Berkshire Hathaway Inc. Class A New 0.84% +0.84
GOOGL Alphabet Inc. Class A New 0.67% +0.67
NSC Norfolk Southern Corp. New 0.62% +0.62
MCD McDonald's Corp. New 0.56% +0.56
GILD Gilead Sciences Inc. New 0.55% +0.55
AXP American Express Co. New 0.46% +0.46
MA Mastercard Inc. Class A New 0.46% +0.46
COF Capital One Financial Corp. New 0.42% +0.42
V Visa Inc. Class A New 0.42% +0.42
JMOM JPMorgan US Momentum Factor New 0.38% +0.38
DE Deere & Co. New 0.37% +0.37
COST Costco Wholesale Corp. New 0.36% +0.36
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.35% +0.35
KO The Coca-Cola Co. New 0.35% +0.35
HD Home Depot Inc. New 0.34% +0.34
VYM Vanguard High DVD Yield ETF New 0.33% +0.33
CBRE CBRE Group Inc. Class A New 0.33% +0.33
SPY SS SPDR S&P 500 ETF Trust-US New 0.32% +0.32
LH Labcorp Holdings Inc. New 0.32% +0.32
AES AES Corp. New 0.30% +0.30
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.30% +0.30
ORLY O'reilly Automotive Inc. New 0.29% +0.29
HON Honeywell International Inc. New 0.29% +0.29
UNH Unitedhealth Group Inc. New 0.28% +0.28
NEE Nextera Energy Inc. New 0.26% +0.26
NOC Northrop Grumman Corp. New 0.24% +0.24
KMB Kimberly-Clark Corp. New 0.24% +0.24
POST Post Holdings Inc. New 0.22% +0.22
TXN Texas Instruments Inc. New 0.22% +0.22
GWW WW Grainger Inc. New 0.22% +0.22
AMAT Applied Materials Inc. New 0.21% +0.21
DUK Duke Energy Corp. New 0.21% +0.21
MDLZ Mondelez International Inc. Class A New 0.21% +0.21
GSLC Goldman Activebeta US LC ETF New 0.20% +0.20
LMT Lockheed Martin Corp. New 0.20% +0.20
GEV GE Vernova Inc. New 0.19% +0.19
PM Philip Morris International Add +13.3% 1.62% +0.19
ABT Abbott Laboratories New 0.19% +0.19
DIS The Walt Disney Co. New 0.19% +0.19
WTW Willis Towers Watson PLC New 0.19% +0.19
DHR Danaher Corp. New 0.19% +0.19
CAT Caterpillar Inc. New 0.19% +0.19
IBM Intl Business Machines Corp. New 0.19% +0.19
PAYX Paychex Inc. New 0.19% +0.19
VIG Vanguard Dividend Apprec ETF New 0.18% +0.18
RSP Invesco S&P 500 Equal Weight New 0.18% +0.18
LOW Lowe's Cos Inc. New 0.18% +0.18
CWI State Street SPDR MSCI Acwi New 0.18% +0.18
CTAS Cintas Corp. New 0.17% +0.17
FIS Fidelity National Info Serv New 0.17% +0.17

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