3Chopt Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1978521 · latest 13F-HR filed 2026-07-29
3Chopt Investment Partners, LLC manages $532.1M in 13F-reported U.S. long-equity assets across 274 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (12.16%), VB (6.32%), NVDA (6.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 44 new positions, exited 10, added to 144, and trimmed 43.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 106
RICHMOND, VA 23226
$532.1M
Long-equity book
274
Distinct positions
2026-06-30
Filed 2026-07-29
+44 / −10 / ↑144 / ↓43
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$9.9M +18.1%
- VANGUARD INDEX FDS$7.4M +28.1%
- NVIDIA CORPORATION$5.6M +21.0%
- MICRON TECHNOLOGY INC$5.2M +270.5%
- APPLE INC$4.1M +22.9%
Top Trims
- DROPBOX INC-$1.6M -60.0%
- MCKESSON CORP-$1.1M -15.3%
- EXXON MOBIL CORP-$870.0K -21.9%
- CHECK POINT SOFTWARE TECH LT-$745.0K -26.3%
- CHEVRON CORPORATION-$660.2K -25.3%
New Positions
- WELLS FARGO & CO$4.2M
- ARCH CAP GROUP LTD$2.4M
- CITIGROUP INC$2.2M
- CAPITAL ONE FINL CORP$2.1M
- ORACLE CORP$1.4M
Exited Positions
- HONEYWELL INTL INC$1.2M
- INTUIT$315.2K
- CONSTELLATION ENERGY CORP$299.1K
- RPM INTL INC$291.0K
- ENERGOUS CORP$282.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $64.7M | 12.16% | 94,181 | SH |
| 2 | VANGUARD INDEX FDS | VB | 922908751 | $33.6M | 6.32% | 110,885 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $32.2M | 6.06% | 161,098 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $22.0M | 4.14% | 76,117 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $17.5M | 3.28% | 49,464 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $11.9M | 2.23% | 31,783 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $10.5M | 1.97% | 27,738 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.8M | 1.65% | 17,553 | SH |
| 9 | LAM RESEARCH CORP | LRCX | 512807306 | $7.5M | 1.41% | 17,299 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $7.2M | 1.35% | 12,753 | SH |
| 11 | PHILIP MORRIS INTL INC | PM | 718172109 | $7.2M | 1.35% | 39,383 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.1M | 1.33% | 6,125 | SH |
| 13 | CISCO SYS INC | CSCO | 17275R102 | $6.5M | 1.22% | 55,459 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | BBUS | 46641Q399 | $6.3M | 1.19% | 47,005 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $6.1M | 1.15% | 25,740 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $6.1M | 1.15% | 72,912 | SH |
| 17 | MCKESSON CORP | MCK | 58155Q103 | $5.8M | 1.10% | 7,708 | SH |
| 18 | VISTRA CORP | VST | 92840M102 | $5.8M | 1.09% | 36,553 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.5M | 1.04% | 21,776 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.5M | 1.03% | 16,776 | SH |
| 21 | KLA CORP | KLAC | 482480100 | $5.5M | 1.03% | 18,113 | SH |
| 22 | ALTRIA GROUP INC | MO | 02209S103 | $5.2M | 0.98% | 71,650 | SH |
| 23 | WILLIAMS COS INC | WMB | 969457100 | $5.0M | 0.94% | 67,066 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $4.8M | 0.90% | 4,014 | SH |
| 25 | APPLIED MATLS INC | AMAT | 038222105 | $4.6M | 0.86% | 6,308 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $4.5M | 0.85% | 12,697 | SH |
| 27 | WELLS FARGO & CO | WFC | 949746101 | $4.2M | 0.79% | 50,751 | SH |
| 28 | WALMART INC | WMT | 931142103 | $4.1M | 0.77% | 36,283 | SH |
| 29 | J P MORGAN EXCHANGE TRADED F | JMOM | 46641Q779 | $4.1M | 0.77% | 48,059 | SH |
| 30 | TESLA INC | TSLA | 88160R101 | $4.1M | 0.76% | 9,642 | SH |
| 31 | VANGUARD INDEX FDS | VBR | 922908611 | $4.0M | 0.74% | 16,294 | SH |
| 32 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $3.7M | 0.69% | 20,619 | SH |
| 33 | ISHARES TR | IWM | 464287655 | $3.6M | 0.67% | 11,891 | SH |
| 34 | ABBVIE INC | ABBV | 00287Y109 | $3.6M | 0.67% | 14,191 | SH |
| 35 | NORFOLK SOUTHN CORP | NSC | 655844108 | $3.4M | 0.63% | 10,671 | SH |
| 36 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.2M | 0.60% | 6,192 | SH |
| 37 | MERCK & CO INC | MRK | 58933Y105 | $3.1M | 0.59% | 24,198 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $3.1M | 0.58% | 22,756 | SH |
| 39 | PROGRESSIVE CORP | PGR | 743315103 | $2.9M | 0.55% | 13,456 | SH |
| 40 | ISHARES TR | IEFA | 46432F842 | $2.9M | 0.54% | 29,742 | SH |
| 41 | GILEAD SCIENCES INC | GILD | 375558103 | $2.9M | 0.54% | 22,571 | SH |
| 42 | MARATHON PETE CORP | MPC | 56585A102 | $2.8M | 0.54% | 11,147 | SH |
| 43 | RTX CORPORATION | RTX | 75513E101 | $2.8M | 0.52% | 14,530 | SH |
| 44 | BANK OF AMER CORP | BAC | 060505104 | $2.7M | 0.50% | 46,757 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $2.5M | 0.47% | 17,097 | SH |
| 46 | ARCH CAP GROUP LTD | ACGL | G0450A105 | $2.4M | 0.45% | 24,608 | SH |
| 47 | CATERPILLAR INC | CAT | 149123101 | $2.4M | 0.44% | 2,211 | SH |
| 48 | BAKER HUGHES COMPANY | BKR | 05722G100 | $2.3M | 0.43% | 41,657 | SH |
| 49 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.3M | 0.43% | 24,941 | SH |
| 50 | ISHARES TR | GLOF | 46434V316 | $2.3M | 0.42% | 38,369 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $532.1M | 274 | 0001398344-26-012987 |
| 2026-03-31 | 2026-04-23 | $437.1M | 240 | 0001398344-26-006912 |
| 2025-12-31 | 2026-02-10 | $446.3M | 231 | 0001398344-26-002629 |