3Chopt Investment Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), 3Chopt Investment Partners, LLC reported 231 stock positions worth $446.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.9% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Vanguard Most SM-Cap ETF-Usd (VB, 5.6%). Compared with Q3 2025, it opened 13 new positions, sold out of 12, added to 92 and reduced 99. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale Vistra (VST, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $446.3M (Q4 2025)
- SEC Filing
- 0001398344-26-002629 ↗ filed Feb 10, 2026
Holdings Value
Holdings 231 stocks · $446.3M
| VOO Vanguard S&P 500 ETF | 11.95% | 85,011 | $53.3M | Add +3.5% |
| NVDA Nvidia Corp. | 6.03% | 144,207 | $26.9M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.61% | 97,022 | $25.0M | Add +2.1% |
| AAPL Apple Inc. | 4.07% | 66,830 | $18.2M | Reduce -10.5% |
| GOOG Alphabet Inc. Class C | 3.29% | 46,781 | $14.7M | Add +1.4% |
| MSFT Microsoft Corp. | 2.50% | 23,037 | $11.1M | Add +2.0% |
| AVGO Broadcom Inc. | 2.08% | 26,799 | $9.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 16,515 | $8.3M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.83% | 12,348 | $8.2M | Add +10.9% |
| PM Philip Morris International | 1.46% | 40,273 | $6.5M | Add +8.0% |
| MCK McKesson Corp. | 1.45% | 7,879 | $6.5M | Reduce -0.9% |
| VST Vistra Corp. | 1.39% | 38,566 | $6.2M | Reduce -7.6% |
| BBUS JPMorgan Betabuilders US Equ | 1.34% | 48,366 | $6.0M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 17,862 | $5.8M | Reduce -0.4% |
| VEU Vanguard Ftse All-World Ex-U | 1.17% | 70,718 | $5.2M | Add +3.7% |
| BKNG Booking Holdings Inc. | 1.07% | 892 | $4.8M | Add +11.6% |
| WFC Wells Fargo & Co. | 1.05% | 50,523 | $4.7M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 1.05% | 20,244 | $4.7M | Reduce -17.3% |
| JNJ Johnson & Johnson | 1.02% | 22,061 | $4.6M | Reduce -0.1% |
| MO Altria Group Inc. | 0.97% | 73,547 | $4.3M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.94% | 54,748 | $4.2M | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.91% | 67,207 | $4.0M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.87% | 3,598 | $3.9M | Reduce -27.3% |
| WMT Walmart Inc. | 0.84% | 33,616 | $3.8M | Add +0.0% |
| CHKP Check Point Software Tech | 0.83% | 19,942 | $3.7M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.80% | 7,971 | $3.6M | Add +3.8% |
| ABBV Abbvie Inc. | 0.80% | 15,534 | $3.5M | Add +1.0% |
| DBX Dropbox Inc. Class A | 0.79% | 127,448 | $3.5M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 0.77% | 11,014 | $3.4M | Reduce -34.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.76% | 15,961 | $3.4M | No change |
| JMOM JPMorgan US Momentum Factor | 0.73% | 48,059 | $3.3M | No change |
| QCOM Qualcomm Inc. | 0.70% | 18,250 | $3.1M | Reduce -4.3% |
| NSC Norfolk Southern Corp. | 0.67% | 10,365 | $3.0M | Reduce -1.2% |
| PGR Progressive Corp. | 0.66% | 12,868 | $2.9M | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.65% | 23,572 | $2.9M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.64% | 11,569 | $2.8M | No change |
| COF Capital One Financial Corp. | 0.63% | 11,636 | $2.8M | Reduce -0.6% |
| LRCX Lam Research Corp. | 0.63% | 16,399 | $2.8M | Add +24.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 50,594 | $2.8M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.62% | 4,815 | $2.7M | Add +22.4% |
| XOM Exxon Mobil Corp. | 0.61% | 22,799 | $2.7M | Reduce -5.2% |
| ACGL Arch Capital Group Ltd. | 0.61% | 28,176 | $2.7M | Reduce -3.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 29,892 | $2.7M | Reduce -0.7% |
| RTX RTX Corp. | 0.58% | 14,208 | $2.6M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.54% | 16,693 | $2.4M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 0.53% | 23,886 | $2.4M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.51% | 21,518 | $2.3M | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 3 | $2.3M | No change |
| KLAC KLA Corp. | 0.49% | 1,818 | $2.2M | Add +26.1% |
| PEP Pepsico Inc. | 0.48% | 14,861 | $2.2M | Add +6.3% |
| MCD McDonald's Corp. | 0.47% | 6,817 | $2.1M | Add +0.0% |
| AXP American Express Co. | 0.46% | 5,590 | $2.1M | Reduce -1.9% |
| NVR NVR Inc. | 0.46% | 281 | $2.0M | Reduce -5.7% |
| GLOF iShares Global Equity Factor | 0.46% | 38,542 | $2.0M | Add +0.4% |
| CI The Cigna Group | 0.45% | 7,292 | $2.0M | Reduce -3.9% |
| ORCL Oracle Corp. | 0.44% | 10,061 | $2.0M | Add +3.0% |
| BKR Baker Hughes Co. | 0.44% | 42,679 | $1.9M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.43% | 4,186 | $1.9M | Reduce -5.6% |
| MPC Marathon Petroleum Corp. | 0.42% | 11,500 | $1.9M | Add +3.4% |
| CVX Chevron Corp. | 0.42% | 12,183 | $1.9M | Reduce -5.7% |
| V Visa Inc. Class A | 0.40% | 5,085 | $1.8M | Add +6.4% |
| C Citigroup Inc. | 0.39% | 14,763 | $1.7M | Reduce -2.9% |
| EXPD Expeditors Intl Wash Inc. | 0.38% | 11,371 | $1.7M | Reduce -3.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.38% | 6,725 | $1.7M | No change |
| VONG Vanguard Russell 1000 Growth | 0.37% | 13,460 | $1.6M | No change |
| JAVA JPMorgan Active Value ETF | 0.37% | 22,771 | $1.6M | Add +2.0% |
| MU Micron Technology Inc. | 0.35% | 5,537 | $1.6M | Add +4.0% |
| CBRE CBRE Group Inc. Class A | 0.35% | 9,690 | $1.6M | Add +4.8% |
| AMAT Applied Materials Inc. | 0.34% | 5,965 | $1.5M | Reduce -0.5% |
| JGRO JPMorgan Active Growth ETF | 0.34% | 16,141 | $1.5M | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 2,182 | $1.5M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 23,853 | $1.5M | Add +12.6% |
| D Dominion Energy Inc. | 0.33% | 25,152 | $1.5M | Reduce -13.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.31% | 18,573 | $1.4M | Add +9.2% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 9,203 | $1.3M | Add +0.0% |
| NOC Northrop Grumman Corp. | 0.30% | 2,312 | $1.3M | Reduce -0.2% |
| HD Home Depot Inc. | 0.29% | 3,747 | $1.3M | Add +2.9% |
| KO The Coca-Cola Co. | 0.29% | 18,418 | $1.3M | Add +14.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 4,368 | $1.3M | No change |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 17,199 | $1.2M | Reduce -2.1% |
| LH Labcorp Holdings Inc. | 0.27% | 4,834 | $1.2M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 0.27% | 1,405 | $1.2M | Reduce -0.8% |
| FOXA Fox Corp. Class A | 0.26% | 16,091 | $1.2M | Reduce -3.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 10,069 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.25% | 14,105 | $1.1M | Add +0.8% |
| CAT Caterpillar Inc. | 0.25% | 1,955 | $1.1M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.23% | 11,314 | $1.0M | Reduce -0.1% |
| CTAS Cintas Corp. | 0.23% | 5,451 | $1.0M | Add +52.1% |
| HON Honeywell International Inc. | 0.23% | 5,175 | $1.0M | Reduce -0.0% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 3,205 | $988K | Reduce -0.1% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.21% | 12,388 | $958K | Reduce -25.3% |
| GSLC Goldman Activebeta US LC ETF | 0.21% | 7,075 | $937K | No change |
| DHR Danaher Corp. | 0.21% | 4,064 | $932K | Add +10.2% |
| DE Deere & Co. | 0.20% | 1,945 | $909K | Reduce -5.7% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,732 | $902K | Add +16.9% |
| GLW Corning Inc. | 0.20% | 10,248 | $897K | Add +1.0% |
| EXPE Expedia Group Inc. | 0.20% | 3,117 | $883K | Add +8.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 2,925 | $866K | Add +4.1% |
| RL Ralph Lauren Corp. | 0.19% | 2,417 | $857K | Reduce -1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 3,859 | $848K | Add +1.5% |
Portfolio Sells Q3 2025 → Q4 2025
| VST Vistra Corp. | Reduce -7.6% | 1.39% | −0.47 |
| AAPL Apple Inc. | Reduce -10.5% | 4.07% | −0.25 |
| EOG EOG Resources Inc. | Reduce -51.5% | 0.18% | −0.22 |
| ADBE Adobe Inc. | Reduce -51.4% | 0.16% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -17.3% | 1.05% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -34.6% | 0.77% | −0.16 |
| BMY Bristol-Myers Squibb Co. | Reduce -54.1% | 0.15% | −0.12 |
| CF CF Industries Holdings Inc. | Reduce -25.3% | 0.21% | −0.12 |
| CHKP Check Point Software Tech | Reduce -1.3% | 0.83% | −0.12 |
| DBX Dropbox Inc. Class A | Reduce -3.7% | 0.79% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.2% | 6.03% | −0.11 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.11 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.09 |
| NVR NVR Inc. | Reduce -5.7% | 0.46% | −0.09 |
| PGR Progressive Corp. | Reduce -1.6% | 0.66% | −0.08 |
| D Dominion Energy Inc. | Reduce -13.0% | 0.33% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 1.86% | −0.07 |
| WMB Williams Cos Inc. | Reduce -0.0% | 0.91% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.54% | −0.06 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.06 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.06 |
| LH Labcorp Holdings Inc. | Reduce -3.4% | 0.27% | −0.06 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.05 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -37.0% | 0.07% | −0.05 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.05 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.05 |
| CI The Cigna Group | Reduce -3.9% | 0.45% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -0.1% | 0.23% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -1.2% | 0.67% | −0.05 |
| AMX America Movil Sab DE CV | Sold out | 0.00% | −0.05 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -5.7% | 0.42% | −0.04 |
| CRM Salesforce Inc. | Reduce -24.1% | 0.18% | −0.03 |
| PAYX Paychex Inc. | Reduce -14.1% | 0.10% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -20.8% | 0.08% | −0.03 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.10% | −0.03 |
| EBAY eBay Inc. | Reduce -12.2% | 0.13% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.27% | −0.03 |
| SBUX Starbucks Corp. | Reduce -30.2% | 0.06% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -0.2% | 0.30% | −0.03 |
| TGT Target Corp. | Reduce -26.7% | 0.09% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.3% | 0.11% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -6.6% | 0.15% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -4.3% | 0.70% | −0.02 |
| BLK BlackRock Inc. | Reduce -3.4% | 0.15% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.0% | 0.23% | −0.02 |
| LIN Linde PLC | Reduce -21.4% | 0.05% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +1.4% | 3.29% | +0.73 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 11.95% | +0.47 |
| LRCX Lam Research Corp. | Add +24.9% | 0.63% | +0.23 |
| VONV Vanguard Russell 1000 Value | New | 0.16% | +0.16 |
| MU Micron Technology Inc. | Add +4.0% | 0.35% | +0.15 |
| KLAC KLA Corp. | Add +26.1% | 0.49% | +0.14 |
| MA Mastercard Inc. Class A | Add +22.4% | 0.62% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 5.61% | +0.09 |
| SU Suncor Energy Inc. | New | 0.09% | +0.09 |
| BKNG Booking Holdings Inc. | Add +11.6% | 1.07% | +0.09 |
| PM Philip Morris International | Add +8.0% | 1.46% | +0.08 |
| INCY Incyte Corp. | New | 0.07% | +0.07 |
| BBUS JPMorgan Betabuilders US Equ | Add +4.5% | 1.34% | +0.07 |
| CTAS Cintas Corp. | Add +52.1% | 0.23% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.7% | 1.17% | +0.06 |
| EXPE Expedia Group Inc. | Add +8.0% | 0.20% | +0.06 |
| ISRG Intuitive Surgical Inc. | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +0.0% | 0.84% | +0.05 |
| TMUS T-Mobile US Inc. | New | 0.05% | +0.05 |
| VICI Vici Properties Inc. | Add +99.5% | 0.12% | +0.05 |
| ELV Elevance Health Inc. | New | 0.05% | +0.05 |
| IDXX Idexx Laboratories Inc. | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +12.6% | 0.33% | +0.04 |
| KO The Coca-Cola Co. | Add +14.4% | 0.29% | +0.04 |
| DHR Danaher Corp. | Add +10.2% | 0.21% | +0.04 |
| PLUG Plug Power Inc. | New | 0.04% | +0.04 |
| AI C3.AI Inc. Class A | New | 0.04% | +0.04 |
| QUBT Quantum Computing Inc. | New | 0.04% | +0.04 |
| PEP Pepsico Inc. | Add +6.3% | 0.48% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +3.7% | 0.53% | +0.03 |
| CTVA Corteva Inc. | Add +34.7% | 0.12% | +0.03 |
| V Visa Inc. Class A | Add +6.4% | 0.40% | +0.03 |
| SPGI S&P Global Inc. | Add +19.9% | 0.13% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +73.8% | 0.06% | +0.03 |
| CRH CRH PLC | Add +18.5% | 0.16% | +0.03 |
| ADI Analog Devices Inc. | Add +17.4% | 0.13% | +0.03 |
| ZM Zoom Communications Inc. | Add +20.8% | 0.14% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | Add +9.2% | 0.31% | +0.03 |
| TSLA Tesla Inc. | Add +3.8% | 0.80% | +0.03 |
| AMD Advanced Micro Devices | Add +10.9% | 0.08% | +0.03 |
| ROKU Roku Inc. | Add +30.8% | 0.09% | +0.02 |
| JFLI JPMorgan Flexible Income ETF | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | Add +28.6% | 0.08% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +16.9% | 0.20% | +0.02 |
| CBRE CBRE Group Inc. Class A | Add +4.8% | 0.35% | +0.02 |
| CMI Cummins Inc. | Add +1.2% | 0.10% | +0.02 |
| INTU Intuit Inc. | Add +22.0% | 0.12% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +5.4% | 0.13% | +0.02 |
| JAVA JPMorgan Active Value ETF | Add +2.0% | 0.37% | +0.02 |
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 |