3Chopt Investment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), 3Chopt Investment Partners, LLC reported 226 stock positions worth $415.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.4% of the portfolio, followed by Nvidia (NVDA, 5.5%) and Vanguard Most SM-Cap ETF-Usd (VB, 5.5%). Compared with Q1 2025, it opened 23 new positions, sold out of 25, added to 94 and reduced 99. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Pultegroup (PHM, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $415.9M (Q2 2025)
- SEC Filing
- 0001398344-25-013693 ↗ filed Jul 24, 2025
Holdings Value
Holdings 226 stocks · $415.9M
| VOO Vanguard S&P 500 ETF | 12.35% | 90,176 | $51.4M | Add +3.2% |
| NVDA Nvidia Corp. | 5.54% | 145,912 | $23.1M | Reduce -9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.53% | 96,690 | $23.0M | Reduce -0.8% |
| AAPL Apple Inc. | 3.69% | 74,767 | $15.3M | Add +5.5% |
| MSFT Microsoft Corp. | 2.67% | 22,358 | $11.1M | Add +1.6% |
| VST Vistra Corp. | 2.03% | 43,553 | $8.4M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 1.98% | 46,495 | $8.2M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 16,430 | $8.0M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 1.91% | 10,751 | $7.9M | Reduce -11.0% |
| AVGO Broadcom Inc. | 1.82% | 27,436 | $7.6M | Reduce -1.1% |
| PM Philip Morris International | 1.67% | 37,740 | $6.9M | Reduce -2.4% |
| MCK McKesson Corp. | 1.42% | 8,068 | $5.9M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.28% | 24,304 | $5.3M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.25% | 17,993 | $5.2M | Reduce -0.4% |
| BBUS JPMorgan Betabuilders US Equ | 1.14% | 42,242 | $4.7M | Reduce -13.5% |
| BKNG Booking Holdings Inc. | 1.11% | 794 | $4.6M | Add +10.7% |
| VEU Vanguard Ftse All-World Ex-U | 1.08% | 67,109 | $4.5M | Add +1.9% |
| CHKP Check Point Software Tech | 1.04% | 19,579 | $4.3M | Add +0.0% |
| MO Altria Group Inc. | 1.03% | 71,641 | $4.3M | Add +2.1% |
| WFC Wells Fargo & Co. | 1.02% | 53,147 | $4.3M | Add +3.6% |
| WMB Williams Cos Inc. | 1.02% | 67,439 | $4.2M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.92% | 55,076 | $3.8M | Reduce -2.7% |
| DBX Dropbox Inc. Class A | 0.90% | 131,075 | $3.7M | Add +2.9% |
| PGR Progressive Corp. | 0.84% | 13,138 | $3.5M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.81% | 21,999 | $3.4M | Add +1.5% |
| WMT Walmart Inc. | 0.79% | 33,548 | $3.3M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.78% | 16,460 | $3.2M | Reduce -0.9% |
| JMOM JPMorgan US Momentum Factor | 0.74% | 48,059 | $3.1M | Add +84.9% |
| NVR NVR Inc. | 0.72% | 406 | $3.0M | Reduce -6.2% |
| QCOM Qualcomm Inc. | 0.71% | 18,644 | $3.0M | Add +9.8% |
| PG The Procter & Gamble Co. | 0.71% | 18,457 | $2.9M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.70% | 16,613 | $2.9M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.70% | 4 | $2.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.70% | 62,786 | $2.9M | Add +10.1% |
| ABBV Abbvie Inc. | 0.67% | 14,939 | $2.8M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.67% | 3,548 | $2.8M | Reduce -18.8% |
| ACGL Arch Capital Group Ltd. | 0.66% | 30,332 | $2.8M | Reduce -3.4% |
| MRK Merck & Co. Inc. | 0.66% | 34,152 | $2.7M | Reduce -7.7% |
| COF Capital One Financial Corp. | 0.65% | 12,751 | $2.7M | Add +41.4% |
| XOM Exxon Mobil Corp. | 0.64% | 24,763 | $2.7M | Add +21.4% |
| NSC Norfolk Southern Corp. | 0.63% | 10,301 | $2.6M | Add +3.9% |
| CI The Cigna Group | 0.61% | 7,722 | $2.6M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.61% | 11,801 | $2.5M | Reduce -2.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 29,892 | $2.5M | Reduce -0.9% |
| GILD Gilead Sciences Inc. | 0.59% | 22,162 | $2.5M | Add +17.6% |
| TSLA Tesla Inc. | 0.59% | 7,729 | $2.5M | Add +4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 51,069 | $2.4M | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.53% | 4,912 | $2.2M | Reduce -7.0% |
| ORCL Oracle Corp. | 0.52% | 9,881 | $2.2M | Reduce -4.6% |
| RTX RTX Corp. | 0.52% | 14,683 | $2.1M | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.50% | 22,825 | $2.1M | Reduce -5.5% |
| MCD McDonald's Corp. | 0.48% | 6,860 | $2.0M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.48% | 3,554 | $2.0M | Add +11.8% |
| AXP American Express Co. | 0.47% | 6,084 | $1.9M | Reduce -6.3% |
| MPC Marathon Petroleum Corp. | 0.45% | 11,324 | $1.9M | Reduce -3.6% |
| GLOF iShares Global Equity Factor | 0.45% | 38,511 | $1.9M | New |
| EOG EOG Resources Inc. | 0.44% | 15,405 | $1.8M | Add +10.3% |
| PEP Pepsico Inc. | 0.44% | 13,911 | $1.8M | Reduce -1.8% |
| D Dominion Energy Inc. | 0.43% | 31,587 | $1.8M | Reduce -0.0% |
| CVX Chevron Corp. | 0.42% | 12,164 | $1.7M | Add +1.2% |
| V Visa Inc. Class A | 0.41% | 4,790 | $1.7M | Add +4.2% |
| BKR Baker Hughes Co. | 0.39% | 42,588 | $1.6M | Reduce -0.7% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 23,613 | $1.6M | Reduce -2.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.36% | 6,725 | $1.5M | No change |
| VONG Vanguard Russell 1000 Growth | 0.35% | 13,460 | $1.5M | No change |
| COST Costco Wholesale Corp. | 0.35% | 1,465 | $1.5M | Add +1.1% |
| JAVA JPMorgan Active Value ETF | 0.34% | 21,818 | $1.4M | Reduce -30.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.33% | 14,826 | $1.4M | Add +399.5% |
| EXPD Expeditors Intl Wash Inc. | 0.33% | 11,928 | $1.4M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 2,184 | $1.4M | Reduce -0.6% |
| LH Labcorp Holdings Inc. | 0.32% | 5,131 | $1.3M | Reduce -2.7% |
| C Citigroup Inc. | 0.32% | 15,734 | $1.3M | Add +13.7% |
| HD Home Depot Inc. | 0.32% | 3,590 | $1.3M | Reduce -0.0% |
| CBRE CBRE Group Inc. Class A | 0.32% | 9,386 | $1.3M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 23,056 | $1.3M | Reduce -3.6% |
| JGRO JPMorgan Active Growth ETF | 0.31% | 14,969 | $1.3M | Add +0.7% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 9,445 | $1.3M | Reduce -3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 4,368 | $1.2M | No change |
| HON Honeywell International Inc. | 0.29% | 5,175 | $1.2M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.29% | 16,899 | $1.2M | Reduce -8.1% |
| NOC Northrop Grumman Corp. | 0.27% | 2,273 | $1.1M | Add +26.4% |
| DE Deere & Co. | 0.27% | 2,175 | $1.1M | Reduce -28.1% |
| AMAT Applied Materials Inc. | 0.26% | 5,829 | $1.1M | Add +3.5% |
| ORLY O'reilly Automotive Inc. | 0.25% | 11,550 | $1.0M | Reduce -1.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.24% | 10,069 | $1.0M | Reduce -2.5% |
| LMT Lockheed Martin Corp. | 0.24% | 2,159 | $1.0M | Add +27.1% |
| ADBE Adobe Inc. | 0.24% | 2,545 | $985K | Add +96.8% |
| NEE Nextera Energy Inc. | 0.23% | 14,016 | $973K | Add +0.4% |
| LRCX Lam Research Corp. | 0.23% | 9,882 | $964K | Reduce -7.4% |
| TXN Texas Instruments Inc. | 0.22% | 4,498 | $934K | Reduce -2.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.21% | 12,460 | $882K | Add +47.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 7,076 | $881K | Reduce -4.9% |
| CRM Salesforce Inc. | 0.21% | 3,187 | $870K | Add +40.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 2,929 | $863K | Add +2.4% |
| GSLC Goldman Activebeta US LC ETF | 0.21% | 7,075 | $859K | No change |
| RL Ralph Lauren Corp. | 0.20% | 3,049 | $839K | New |
| GE General Electric filed as GE AEROSPACE | 0.20% | 3,238 | $833K | Add +1.5% |
| KMB Kimberly-Clark Corp. | 0.20% | 6,349 | $827K | Reduce -0.3% |
| FOXA Fox Corp. Class A | 0.20% | 14,665 | $822K | Add +25.5% |
| CTAS Cintas Corp. | 0.19% | 3,587 | $799K | Add +10.8% |
Portfolio Sells Q1 2025 → Q2 2025
| PHM Pultegroup Inc. | Reduce -89.9% | 0.06% | −0.59 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -76.0% | 0.14% | −0.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.92% | −0.42 |
| AES AES Corp. | Sold out | 0.00% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -18.8% | 0.67% | −0.28 |
| CRH CRH PLC | Reduce -63.5% | 0.12% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.66% | −0.22 |
| JAVA JPMorgan Active Value ETF | Reduce -30.8% | 0.34% | −0.18 |
| CMCSA Comcast Corp. Class A | Reduce -63.6% | 0.09% | −0.18 |
| CWI State Street SPDR MSCI Acwi | Sold out | 0.00% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -20.6% | 0.12% | −0.16 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -13.5% | 1.14% | −0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.0% | 0.53% | −0.14 |
| PGR Progressive Corp. | Reduce -0.9% | 0.84% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.71% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 5.53% | −0.14 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.13 |
| ACGL Arch Capital Group Ltd. | Reduce -3.4% | 0.66% | −0.13 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.12 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.44% | −0.11 |
| DE Deere & Co. | Reduce -28.1% | 0.27% | −0.11 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.10 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.10 |
| BKR Baker Hughes Co. | Reduce -0.7% | 0.39% | −0.10 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.10 |
| NVR NVR Inc. | Reduce -6.2% | 0.72% | −0.10 |
| GEV GE Vernova Inc. | Reduce -67.8% | 0.10% | −0.09 |
| TGT Target Corp. | Reduce -19.9% | 0.19% | −0.08 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.08 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.08 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.07 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.07 |
| FIS Fidelity National Info Serv | Reduce -36.3% | 0.11% | −0.06 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.1% | 0.33% | −0.06 |
| POST Post Holdings Inc. | Reduce -14.4% | 0.16% | −0.06 |
| KO The Coca-Cola Co. | Reduce -8.1% | 0.29% | −0.06 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -37.8% | 0.10% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.06 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.06 |
| BBMC JPM Betabuilders US Mid Cap | Sold out | 0.00% | −0.05 |
| JEMA JPMorgan Activebuilders Emer | Reduce -30.4% | 0.12% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.9% | 0.06% | −0.05 |
| FISV Fiserv Inc. | Reduce -6.5% | 0.09% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -1.0% | 0.25% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -0.3% | 0.20% | −0.04 |
| WTW Willis Towers Watson PLC | Reduce -2.4% | 0.16% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.78% | −0.04 |
| D Dominion Energy Inc. | Reduce -0.0% | 0.43% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +3.2% | 12.35% | +0.60 |
| MSFT Microsoft Corp. | Add +1.6% | 2.67% | +0.51 |
| GLOF iShares Global Equity Factor | New | 0.45% | +0.45 |
| JMOM JPMorgan US Momentum Factor | Add +84.9% | 0.74% | +0.36 |
| CF CF Industries Holdings Inc. | Add +399.5% | 0.33% | +0.27 |
| BKNG Booking Holdings Inc. | Add +10.7% | 1.11% | +0.24 |
| COF Capital One Financial Corp. | Add +41.4% | 0.65% | +0.23 |
| RL Ralph Lauren Corp. | New | 0.20% | +0.20 |
| EFA iShares MSCI Eafe ETF | Add +1161.8% | 0.17% | +0.16 |
| EXPE Expedia Group Inc. | New | 0.12% | +0.12 |
| ADBE Adobe Inc. | Add +96.8% | 0.24% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.9% | 1.28% | +0.10 |
| TPR Tapestry Inc. | New | 0.09% | +0.09 |
| WSM Williams-Sonoma Inc. | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +4.2% | 0.59% | +0.09 |
| FFIV F5 Inc. | New | 0.08% | +0.08 |
| CEG Constellation Energy | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| SHAK Shake Shack Inc. Class A | New | 0.07% | +0.07 |
| NXPI NXP Semiconductors NV | New | 0.07% | +0.07 |
| JIRE JPMorgan Int Res Enh Eqty | Add +47.0% | 0.21% | +0.07 |
| SYF Synchrony Financial | Add +69.7% | 0.14% | +0.07 |
| MMM 3M Co. | New | 0.07% | +0.07 |
| C Citigroup Inc. | Add +13.7% | 0.32% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +124.4% | 0.11% | +0.06 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +3.6% | 1.02% | +0.06 |
| HII Huntington Ingalls Industrie | New | 0.06% | +0.06 |
| ADSK Autodesk Inc. | New | 0.06% | +0.06 |
| JPEM JPM Diversified Ret Em Equit | Add +4047.0% | 0.06% | +0.05 |
| ZM Zoom Communications Inc. | Add +101.4% | 0.11% | +0.05 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| JVAL JPMorgan US Value Factor ETF | New | 0.05% | +0.05 |
| WAB Wabtec Corp. | New | 0.05% | +0.05 |
| BSX Boston Scientific Corp. | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| CRM Salesforce Inc. | Add +40.4% | 0.21% | +0.05 |
| GD General Dynamics Corp. | Add +77.8% | 0.11% | +0.05 |
| EBAY eBay Inc. | Add +76.5% | 0.11% | +0.05 |
| NFLX Netflix Inc. | Add +8.0% | 0.15% | +0.05 |
| AMAT Applied Materials Inc. | Add +3.5% | 0.26% | +0.04 |
| CB Chubb Ltd. | Add +91.4% | 0.10% | +0.04 |
| LMT Lockheed Martin Corp. | Add +27.1% | 0.24% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.9% | 1.08% | +0.04 |
| GILD Gilead Sciences Inc. | Add +17.6% | 0.59% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +59.1% | 0.10% | +0.04 |
| INTU Intuit Inc. | Add +16.2% | 0.13% | +0.03 |
| GLW Corning Inc. | Add +30.8% | 0.12% | +0.03 |
| GE General Electric | Add +1.5% | 0.20% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.70% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $532.1M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2026 | 240 | $437.1M | VOO, NVDA, VB, AAPL, GOOG |
| Q4 2025 | 231 | $446.3M | VOO, NVDA, VB, AAPL, GOOG |
| Q3 2025 | 230 | $439.5M | VOO, NVDA, VB, AAPL, MSFT |
| Q2 2025 | 226 | $415.9M | VOO, NVDA, VB, AAPL, MSFT |
| Q1 2025 | 228 | $381.7M | VOO, VB, NVDA, AAPL, BRK.B |
| Q4 2024 | 75 | $291.2M | VOO, VB, NVDA, AAPL, GOOG |
| Q3 2024 | 70 | $279.7M | VOO, VB, NVDA, AAPL, GOOG |
| Q2 2024 | 183 | $327.6M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2024 | 68 | $243.5M | VOO, VB, NVDA, AAPL, GOOG |