Q2 2026 13F · SEC CIK 1978521

3Chopt Investment Partners, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $532.1M
Reported positions: 274
Top holdings a year, 3 yrs: +21.5%
Assets under management: $889.4M

3Chopt Investment Partners, LLC is a wealth manager that reported 274 positions worth $532.1M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard S&p 500 ETF (VOO, 12.2%), Vanguard Indx Fd (VB, 6.3%), Nvidia Corporation Com (NVDA, 6.1%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 20.4% for the S&P 500.

3Chopt Investment Partners, LLC holdings largest 50 of 274 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

3Chopt Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	12.2%	12.5%	94,181	+2.7%	$64.7M
VBVanguard Indx Fd	6.3%	6.0%	110,885	+10.7%	$33.6M
NVDANvidia Corporation Com	6.1%	6.1%	161,098	+5.4%	$32.2M
AAPLApple Inc	4.1%	4.1%	76,117	+7.8%	$22.0M
GOOGAlphabet Inc	3.3%	3.1%	49,464	+3.6%	$17.5M
MSFTMicrosoft Corp	2.2%	2.3%	31,783	+18.2%	$11.9M
AVGOBroadcom Inc	2.0%	1.9%	27,738	+2.7%	$10.5M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.9%	17,553	+3.6%	$8.8M
LRCXLam Research Corp	1.4%	0.8%	17,299	+3.6%	$7.5M
METAMeta Platforms Inc Class A	1.4%	1.6%	12,753	+2.8%	$7.2M
PMPhilip Morris Intl Inc Com	1.4%	1.5%	39,383	-0.7%	$7.2M
MUMicron Technology Inc	1.3%	—	6,125	—	$7.1M
CSCOCisco Sys Inc	1.2%	1.0%	55,459	+0.9%	$6.5M
BBUSJ P Morgan Exchange Traded F	1.2%	1.3%	47,005	-4.6%	$6.3M
AMZNAmazon Com Inc Com	1.2%	1.0%	25,740	+27.1%	$6.1M
VEUVanguard FTSE All	1.1%	1.2%	72,912	+1.6%	$6.1M
MCKMckesson Corp Com	1.1%	1.6%	7,708	-3.0%	$5.8M
VSTVistra Corp Com	1.1%	1.3%	36,553	-2.0%	$5.8M
JNJJohnson & Johnson	1.0%	1.2%	21,776	+1.3%	$5.5M
JPMJpmorgan Chase & Co	1.0%	1.2%	16,776	-4.8%	$5.5M
KLACKla Corp	1.0%	0.6%	18,113	+892.5%	$5.5M
MOAltria Group Inc	1.0%	1.1%	71,650	-2.3%	$5.2M
WMBWilliams Companies	0.9%	1.1%	67,066	-1.4%	$5.0M
LLYLilly Eli & Co	0.9%	0.8%	4,014	+10.6%	$4.8M
AMATApplied Matls Inc	0.9%	—	6,308	—	$4.6M
GOOGLAlphabet Inc	0.9%	0.7%	12,697	+20.4%	$4.5M
WFCWells Fargo Co New	0.8%	—	50,751	—	$4.2M
WMTWalmart Inc	0.8%	1.0%	36,283	+3.7%	$4.1M
JMOMJ P Morgan Exchange Traded F	0.8%	0.7%	48,059	+0.0%	$4.1M
TSLATesla Inc Com	0.8%	0.7%	9,642	+18.8%	$4.1M
VBRVanguard Small Cap Value ETF	0.7%	0.8%	16,294	-2.3%	$4.0M
BKNGBooking Holdings Inc Com	0.7%	0.9%	20,619	+2196.1%	$3.7M
IWMIshares	0.7%	0.7%	11,891	+2.9%	$3.6M
ABBVAbbvie Inc	0.7%	0.8%	14,191	-6.9%	$3.6M
NSCNorfolk Southn Corp	0.6%	0.7%	10,671	+0.5%	$3.4M
MAMastercard Inc.	0.6%	0.6%	6,192	+13.2%	$3.2M
MRKMerck & Co. Inc	0.6%	0.6%	24,198	+9.0%	$3.1M
XOMExxon Mobil Corp	0.6%	0.9%	22,756	-3.0%	$3.1M
PGRProgressive Corp.	0.6%	0.6%	13,456	+2.6%	$2.9M
IEFAIshares Core Msci Eafe ETF	0.5%	0.6%	29,742	+0.0%	$2.9M
GILDGilead Sciences	0.5%	0.7%	22,571	-2.5%	$2.9M
MPCMarathon Petroleum Corporation	0.5%	0.6%	11,147	-0.6%	$2.8M
RTXRtx Corporation Com	0.5%	0.6%	14,530	+2.2%	$2.8M
BACBank of Amer Corp	0.5%	0.6%	46,757	-11.1%	$2.7M
PGProcter & Gamble Co Com	0.5%	0.5%	17,097	+6.1%	$2.5M
ACGLArch Capital Group Ltd	0.4%	—	24,608	—	$2.4M
CATCaterpillar Inc Com	0.4%	—	2,211	—	$2.4M
BKRBaker Hughes Company Cl A	0.4%	0.6%	41,657	-2.2%	$2.3M
SCHWSchwab Charles Corp	0.4%	0.5%	24,941	-1.2%	$2.3M
ACWFIshares Tr	0.4%	—	38,369	—	$2.3M

What 3Chopt Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +21.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$532.1M	274
Q1 2026	$437.1M	240
Q4 2025	$446.3M	231
Q3 2025	$439.5M	230
Q2 2025	$415.9M	226
Q1 2025	$381.7M	228
Q4 2024	$291.2M	75
Q3 2024	$279.7M	70
Q2 2024	$327.6M	183
Q1 2024	$243.5M	68
Q4 2023	$271.7M	165
Q3 2023	$169.4M	57

Questions about 3Chopt Investment Partners, LLC's portfolio

What stocks does 3Chopt Investment Partners, LLC own?

3Chopt Investment Partners, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 274 positions worth $532.1M. The largest are Vanguard S&p 500 ETF (VOO) at 12.2%, Vanguard Indx Fd (VB) at 6.3%, Nvidia Corporation Com (NVDA) at 6.1%, Apple Inc (AAPL) at 4.1% and Alphabet Inc (GOOG) at 3.3%.

What did 3Chopt Investment Partners, LLC buy last quarter?

In Q2 2026, 3Chopt Investment Partners, LLC added Booking Holdings Inc Com (BKNG) (+2196.1% shares), Kla Corp (KLAC) (+892.5% shares) and Amazon Com Inc Com (AMZN) (+27.1% shares), compared with its Q1 2026 filing.

What did 3Chopt Investment Partners, LLC sell last quarter?

In Q2 2026, 3Chopt Investment Partners, LLC cut from its top 50 Check Point Software Tech Lt (CHKP), cut from its top 50 Dropbox Inc (DBX), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), Bank of Amer Corp (BAC) (-11.1% shares) and Abbvie Inc (ABBV) (-6.9% shares), compared with its Q1 2026 filing.

How has 3Chopt Investment Partners, LLC's portfolio performed?

A portfolio copying 3Chopt Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%.

When is 3Chopt Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. 3Chopt Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 3Chopt Investment Partners, LLC manage?

3Chopt Investment Partners, LLC reported $889.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $532.1M.