3Chopt Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), 3Chopt Investment Partners, LLC reported 240 stock positions worth $437.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.5% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Vanguard Most SM-Cap ETF-Usd (VB, 6.0%). Compared with Q4 2025, it opened 26 new positions, sold out of 17, added to 119 and reduced 68. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +8%) and the biggest sale an exit from Wells Fargo (WFC).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $437.1M (Q1 2026)
- SEC Filing
- 0001398344-26-006912 ↗ filed Apr 23, 2026
Holdings Value
Holdings 240 stocks · $437.1M
| VOO Vanguard S&P 500 ETF | 12.53% | 91,667 | $54.8M | Add +7.8% |
| NVDA Nvidia Corp. | 6.10% | 152,799 | $26.6M | Add +6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.00% | 100,163 | $26.2M | Add +3.2% |
| AAPL Apple Inc. | 4.10% | 70,587 | $17.9M | Add +5.6% |
| GOOG Alphabet Inc. Class C | 3.14% | 47,767 | $13.7M | Add +2.1% |
| MSFT Microsoft Corp. | 2.28% | 26,892 | $10.0M | Add +16.7% |
| AVGO Broadcom Inc. | 1.91% | 26,997 | $8.4M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 16,951 | $8.1M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.62% | 12,408 | $7.1M | Add +0.5% |
| MCK McKesson Corp. | 1.58% | 7,949 | $6.9M | Add +0.9% |
| PM Philip Morris International | 1.51% | 39,663 | $6.6M | Reduce -1.5% |
| BBUS JPMorgan Betabuilders US Equ | 1.32% | 49,292 | $5.8M | Add +1.9% |
| VST Vistra Corp. | 1.28% | 37,306 | $5.6M | Reduce -3.3% |
| VEU Vanguard Ftse All-World Ex-U | 1.23% | 71,784 | $5.4M | Add +1.5% |
| JNJ Johnson & Johnson | 1.20% | 21,506 | $5.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.19% | 17,618 | $5.2M | Reduce -1.4% |
| WMB Williams Cos Inc. | 1.13% | 68,045 | $5.0M | Add +1.3% |
| MO Altria Group Inc. | 1.12% | 73,310 | $4.9M | Reduce -0.3% |
| WMT Walmart Inc. | 1.00% | 34,998 | $4.4M | Add +4.1% |
| CSCO Cisco Systems Inc. | 0.98% | 54,982 | $4.3M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.96% | 20,247 | $4.2M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.91% | 23,466 | $4.0M | Add +2.9% |
| BKNG Booking Holdings Inc. | 0.87% | 898 | $3.8M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.83% | 16,684 | $3.6M | Add +4.5% |
| LRCX Lam Research Corp. | 0.82% | 16,701 | $3.6M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.76% | 3,629 | $3.3M | Add +0.9% |
| ABBV Abbvie Inc. | 0.76% | 15,238 | $3.3M | Reduce -1.9% |
| JMOM JPMorgan US Momentum Factor | 0.75% | 48,059 | $3.3M | No change |
| GILD Gilead Sciences Inc. | 0.74% | 23,155 | $3.2M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.70% | 10,613 | $3.0M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.69% | 10,549 | $3.0M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.69% | 8,113 | $3.0M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 0.66% | 11,560 | $2.9M | Reduce -0.1% |
| CHKP Check Point Software Tech | 0.65% | 19,796 | $2.8M | Reduce -0.7% |
| RTX RTX Corp. | 0.63% | 14,222 | $2.7M | Add +0.1% |
| MPC Marathon Petroleum Corp. | 0.63% | 11,209 | $2.7M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.63% | 5,468 | $2.7M | Add +13.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.62% | 29,742 | $2.7M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.61% | 22,194 | $2.7M | Add +3.1% |
| KLAC KLA Corp. | 0.61% | 1,825 | $2.7M | Add +0.4% |
| DBX Dropbox Inc. Class A | 0.61% | 116,548 | $2.6M | Reduce -8.6% |
| CVX Chevron Corp. | 0.60% | 12,624 | $2.6M | Add +3.6% |
| BKR Baker Hughes Co. | 0.60% | 42,602 | $2.6M | Reduce -0.2% |
| PGR Progressive Corp. | 0.59% | 13,113 | $2.6M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 52,589 | $2.6M | Add +3.9% |
| PEP Pepsico Inc. | 0.55% | 15,435 | $2.4M | Add +3.9% |
| SCHW Schwab (charles) Corp. | 0.54% | 25,233 | $2.4M | Add +5.6% |
| PG The Procter & Gamble Co. | 0.53% | 16,113 | $2.3M | Reduce -3.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 3 | $2.2M | No change |
| MCD McDonald's Corp. | 0.48% | 6,684 | $2.1M | Reduce -1.9% |
| AMAT Applied Materials Inc. | 0.47% | 5,977 | $2.0M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.47% | 15,834 | $2.0M | Reduce -13.2% |
| GLOF iShares Global Equity Factor | 0.46% | 38,542 | $2.0M | No change |
| MU Micron Technology Inc. | 0.44% | 5,646 | $1.9M | Add +2.0% |
| CI The Cigna Group | 0.42% | 6,934 | $1.8M | Reduce -4.9% |
| D Dominion Energy Inc. | 0.41% | 29,261 | $1.8M | Add +16.3% |
| AXP American Express Co. | 0.38% | 5,557 | $1.7M | Reduce -0.6% |
| CTAS Cintas Corp. | 0.38% | 9,887 | $1.7M | Add +81.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 3,695 | $1.6M | Reduce -11.7% |
| JAVA JPMorgan Active Value ETF | 0.37% | 22,704 | $1.6M | Reduce -0.3% |
| EXPD Expeditors Intl Wash Inc. | 0.37% | 11,192 | $1.6M | Reduce -1.6% |
| NVR NVR Inc. | 0.37% | 243 | $1.6M | Reduce -13.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.36% | 6,725 | $1.6M | No change |
| NOC Northrop Grumman Corp. | 0.35% | 2,246 | $1.5M | Reduce -2.9% |
| V Visa Inc. Class A | 0.35% | 5,043 | $1.5M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.35% | 19,792 | $1.5M | Add +7.5% |
| COST Costco Wholesale Corp. | 0.35% | 1,514 | $1.5M | Add +7.8% |
| VONG Vanguard Russell 1000 Growth | 0.34% | 13,460 | $1.5M | No change |
| CAT Caterpillar Inc. | 0.33% | 2,014 | $1.4M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 2,181 | $1.4M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.32% | 15,059 | $1.4M | Add +6.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.32% | 18,355 | $1.4M | Reduce -1.2% |
| CBRE CBRE Group Inc. Class A | 0.32% | 10,253 | $1.4M | Add +5.8% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 9,376 | $1.4M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 20,434 | $1.3M | Reduce -14.3% |
| CF CF Industries Holdings Inc. | 0.30% | 10,053 | $1.3M | Reduce -18.9% |
| JGRO JPMorgan Active Growth ETF | 0.29% | 15,019 | $1.3M | Reduce -7.0% |
| EXPE Expedia Group Inc. | 0.29% | 5,468 | $1.3M | Add +75.4% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 17,191 | $1.3M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 4,368 | $1.3M | No change |
| HD Home Depot Inc. | 0.28% | 3,777 | $1.2M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.27% | 1,978 | $1.2M | Add +15.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 10,069 | $1.2M | No change |
| EOG EOG Resources Inc. | 0.27% | 8,154 | $1.2M | Add +5.4% |
| LH Labcorp Holdings Inc. | 0.27% | 4,350 | $1.2M | Reduce -10.0% |
| HON Honeywell International Inc. | 0.26% | 5,113 | $1.2M | Reduce -1.2% |
| GLW Corning Inc. | 0.25% | 8,010 | $1.1M | Reduce -21.8% |
| FOXA Fox Corp. Class A | 0.23% | 17,479 | $1.0M | Add +8.6% |
| DE Deere & Co. | 0.23% | 1,786 | $1.0M | Reduce -8.2% |
| ORLY O'reilly Automotive Inc. | 0.23% | 10,887 | $1.0M | Reduce -3.8% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 3,362 | $956K | Add +4.9% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,050 | $888K | Add +54.2% |
| GSLC Goldman Activebeta US LC ETF | 0.20% | 7,075 | $885K | No change |
| EQIX Equinix Inc. | 0.19% | 868 | $851K | Add +12.6% |
| TPR Tapestry Inc. | 0.19% | 5,979 | $844K | Add +18.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 5,280 | $843K | Add +2.9% |
| ADI Analog Devices Inc. | 0.19% | 2,648 | $842K | Add +24.7% |
| DUK Duke Energy Corp. | 0.19% | 6,415 | $840K | Add +2.6% |
| RL Ralph Lauren Corp. | 0.19% | 2,417 | $834K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 3,874 | $833K | Add +0.4% |
Portfolio Sells Q4 2025 → Q1 2026
| WFC Wells Fargo & Co. | Sold out | 0.00% | −1.05 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.63 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.61 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.44 |
| C Citigroup Inc. | Sold out | 0.00% | −0.39 |
| QCOM Qualcomm Inc. | Reduce -13.2% | 0.47% | −0.23 |
| DBX Dropbox Inc. Class A | Reduce -8.6% | 0.61% | −0.19 |
| CHKP Check Point Software Tech | Reduce -0.7% | 0.65% | −0.18 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.16 |
| MS Morgan Stanley | Sold out | 0.00% | −0.16 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.15 |
| VST Vistra Corp. | Reduce -3.3% | 1.28% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 1.19% | −0.10 |
| NVR NVR Inc. | Reduce -13.5% | 0.37% | −0.09 |
| AXP American Express Co. | Reduce -0.6% | 0.38% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 0.69% | −0.08 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.07 |
| CRBG Corebridge Financial Inc. | Sold out | 0.00% | −0.06 |
| CRH CRH PLC | Reduce -23.7% | 0.11% | −0.05 |
| CRM Salesforce Inc. | Reduce -3.5% | 0.12% | −0.05 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.05 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Reduce -0.8% | 0.35% | −0.05 |
| INTU Intuit Inc. | Reduce -11.2% | 0.07% | −0.05 |
| SPGI S&P Global Inc. | Reduce -23.4% | 0.09% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -11.7% | 0.38% | −0.05 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| JGRO JPMorgan Active Growth ETF | Reduce -7.0% | 0.29% | −0.05 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -6.0% | 0.15% | −0.04 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.9% | 0.76% | −0.04 |
| DHR Danaher Corp. | Reduce -2.8% | 0.17% | −0.04 |
| QUBT Quantum Computing Inc. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.17% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -14.3% | 0.30% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.14% | −0.03 |
| WTW Willis Towers Watson PLC | Reduce -12.3% | 0.10% | −0.03 |
| CI The Cigna Group | Reduce -4.9% | 0.42% | −0.03 |
| POST Post Holdings Inc. | Reduce -35.2% | 0.05% | −0.03 |
| ACN Accenture PLC Class A | Reduce -7.4% | 0.06% | −0.02 |
| AIG American International Group | Reduce -21.7% | 0.05% | −0.02 |
| GD General Dynamics Corp. | Reduce -14.5% | 0.12% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.6% | 0.37% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -19.0% | 0.05% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.33% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.06% | −0.01 |
| TFC Truist Financial Corp. | Reduce -0.2% | 0.15% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -18.3% | 0.06% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +7.8% | 12.53% | +0.59 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 6.00% | +0.39 |
| XOM Exxon Mobil Corp. | Add +2.9% | 0.91% | +0.30 |
| WMB Williams Cos Inc. | Add +1.3% | 1.13% | +0.23 |
| LRCX Lam Research Corp. | Add +1.8% | 0.82% | +0.19 |
| CVX Chevron Corp. | Add +3.6% | 0.60% | +0.18 |
| WMT Walmart Inc. | Add +4.1% | 1.00% | +0.16 |
| CTAS Cintas Corp. | Add +81.4% | 0.38% | +0.15 |
| MCK McKesson Corp. | Add +0.9% | 1.58% | +0.13 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.47% | +0.12 |
| KLAC KLA Corp. | Add +0.4% | 0.61% | +0.12 |
| MRK Merck & Co. Inc. | Add +3.1% | 0.61% | +0.10 |
| EXPE Expedia Group Inc. | Add +75.4% | 0.29% | +0.09 |
| EOG EOG Resources Inc. | Add +5.4% | 0.27% | +0.09 |
| LMT Lockheed Martin Corp. | Add +15.1% | 0.27% | +0.09 |
| D Dominion Energy Inc. | Add +16.3% | 0.41% | +0.08 |
| MU Micron Technology Inc. | Add +2.0% | 0.44% | +0.08 |
| CAT Caterpillar Inc. | Add +3.0% | 0.33% | +0.08 |
| KMI Kinder Morgan Inc. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +7.8% | 0.35% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.5% | 0.83% | +0.07 |
| NVDA Nvidia Corp. | Add +6.0% | 6.10% | +0.07 |
| MEDP Medpace Holdings Inc. | New | 0.07% | +0.07 |
| APD Air Products & Chemicals Inc. | Add +70.9% | 0.14% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +54.2% | 0.20% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.5% | 1.23% | +0.07 |
| TTE Totalenergies SE | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +3.9% | 0.55% | +0.07 |
| NEE Nextera Energy Inc. | Add +6.8% | 0.32% | +0.07 |
| WDC Western Digital Corp. | New | 0.07% | +0.07 |
| WATT Energous Corp. | New | 0.06% | +0.06 |
| ADI Analog Devices Inc. | Add +24.7% | 0.19% | +0.06 |
| EQIX Equinix Inc. | Add +12.6% | 0.19% | +0.06 |
| EPD Enterprise Products Partners | New | 0.06% | +0.06 |
| MLI Mueller Industries Inc. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +7.5% | 0.35% | +0.06 |
| AMX America Movil Sab DE CV | New | 0.06% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| ECL Ecolab Inc. | New | 0.05% | +0.05 |
| QSR Restaurant Brands Intern | New | 0.05% | +0.05 |
| COHR Coherent Corp. | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +37.1% | 0.16% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| COP Conocophillips | New | 0.05% | +0.05 |
| TPR Tapestry Inc. | Add +18.7% | 0.19% | +0.05 |
| FERG Ferguson Enterprises Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +4.5% | 0.16% | +0.05 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
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 |