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3Chopt Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 30, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $557,795,951
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $65,574,018
- NVIDIA CORPORATION · COM · 67066G104 · shares: $38,977,995
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $32,564,470
- APPLE INC · COM · 037833100 · shares: $27,855,367
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $17,438,392
- MICROSOFT CORP · COM · 594918104 · shares: $15,889,628
- BROADCOM INC · COM · 11135F101 · shares: $10,156,766
- META PLATFORMS INC · CL A · 30303M102 · shares: $9,392,966
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $8,858,690
- PHILIP MORRIS INTL INC · COM · 718172109 · shares: $7,843,663
Reported holdings
294 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 93,562 shares | $65,574,018 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 170,495 shares | $38,977,995 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 114,466 shares | $32,564,470 |
| APPLE INC | COM | 037833100 | — | 83,645 shares | $27,855,367 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 51,178 shares | $17,438,392 |
| MICROSOFT CORP | COM | 594918104 | — | 30,980 shares | $15,889,628 |
| BROADCOM INC | COM | 11135F101 | — | 28,921 shares | $10,156,766 |
| META PLATFORMS INC | CL A | 30303M102 | — | 12,953 shares | $9,392,966 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 17,790 shares | $8,858,690 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 41,105 shares | $7,843,663 |
| AMAZON COM INC | COM | 023135106 | — | 30,683 shares | $7,644,669 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 6,513 shares | $6,937,061 |
| MCKESSON CORP | COM | 58155Q103 | — | 7,728 shares | $6,605,561 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | — | 47,102 shares | $6,480,293 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 18,192 shares | $6,259,503 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 74,895 shares | $6,214,014 |
| CISCO SYS INC | COM | 17275R102 | — | 57,312 shares | $6,168,483 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 22,718 shares | $6,014,273 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 18,011 shares | $5,922,714 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 17,508 shares | $5,792,172 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 74,486 shares | $5,097,917 |
| ELI LILLY & CO | COM | 532457108 | — | 4,349 shares | $5,032,141 |
| VISTRA CORP | COM | 92840M102 | — | 34,827 shares | $4,818,315 |
| WILLIAMS COS INC | COM | 969457100 | — | 67,123 shares | $4,562,370 |
| MARATHON PETE CORP | COM | 56585A102 | — | 11,095 shares | $4,387,049 |
| WELLS FARGO & CO | COM | 949746101 | — | 51,182 shares | $4,097,106 |
| ABBVIE INC | COM | 00287Y109 | — | 15,374 shares | $4,021,772 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 | — | 48,059 shares | $4,005,718 |
| TESLA INC | COM | 88160R101 | — | 11,281 shares | $4,002,612 |
| WALMART INC | COM | 931142103 | — | 37,193 shares | $3,865,097 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 23,741 shares | $3,863,825 |
| MERCK & CO INC | COM | 58933Y105 | — | 25,969 shares | $3,795,749 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 16,294 shares | $3,764,403 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 6,510 shares | $3,590,100 |
| KLA CORP | COM NEW | 482480100 | — | 17,763 shares | $3,462,609 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 22,751 shares | $3,390,991 |
| APPLIED MATLS INC | COM | 038222105 | — | 6,561 shares | $3,355,213 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 10,722 shares | $3,313,078 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 11,873 shares | $3,299,388 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 18,892 shares | $3,077,631 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 29,742 shares | $2,881,405 |
| PROGRESSIVE CORP | COM | 743315103 | — | 13,605 shares | $2,820,497 |
| RTX CORPORATION | COM | 75513E101 | — | 15,028 shares | $2,789,948 |
| CHEVRON CORPORATION | COM | 166764100 | — | 13,025 shares | $2,659,734 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 17,337 shares | $2,518,707 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 25,590 shares | $2,501,183 |
| BANK OF AMER CORP | COM | 060505104 | — | 45,878 shares | $2,497,119 |
| CITIGROUP INC | COM NEW | 172967424 | — | 18,588 shares | $2,406,769 |
| VISA INC | COM CL A | 92826C839 | — | 6,585 shares | $2,366,188 |
| ISHARES TR | GLOBAL EQUITY | 46434V316 | — | 38,089 shares | $2,310,098 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 24,774 shares | $2,288,127 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 41,040 shares | $2,253,096 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 3 shares | $2,241,015 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 4,074 shares | $2,191,608 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 3,388 shares | $2,072,643 |
| COCA COLA CO | COM | 191216100 | — | 23,368 shares | $2,024,484 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 10,251 shares | $1,979,120 |
| CATERPILLAR INC | COM | 149123101 | — | 2,415 shares | $1,958,058 |
| QUALCOMM INC | COM | 747525103 | — | 10,413 shares | $1,916,409 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 10,362 shares | $1,913,174 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,510 shares | $1,835,063 |
| PEPSICO INC | COM | 713448108 | — | 14,323 shares | $1,815,011 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 5,954 shares | $1,810,611 |
| THE CIGNA GROUP | COM | 125523100 | — | 6,631 shares | $1,802,505 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 13,460 shares | $1,735,398 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,235 shares | $1,708,700 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,827 shares | $1,663,191 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | — | 20,058 shares | $1,599,024 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 12,413 shares | $1,593,151 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 9,226 shares | $1,431,875 |
| CORNING INC | COM | 219350105 | — | 9,144 shares | $1,406,018 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 3,766 shares | $1,382,589 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 17,472 shares | $1,370,154 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 22,611 shares | $1,368,427 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 16,560 shares | $1,360,570 |
| ORACLE CORP | COM | 68389X105 | — | 9,879 shares | $1,356,387 |
| TEXAS INSTRS INC | COM | 882508104 | — | 4,785 shares | $1,340,276 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 18,923 shares | $1,336,153 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | — | 17,073 shares | $1,331,353 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 4,974 shares | $1,309,933 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 10,045 shares | $1,286,765 |
| GE AEROSPACE | COM NEW | 369604301 | — | 4,097 shares | $1,279,452 |
| MCDONALDS CORP | COM | 580135101 | — | 5,493 shares | $1,268,553 |
| AMGEN INC | COM | 031162100 | — | 2,989 shares | $1,259,893 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 2,583 shares | $1,248,851 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 12,869 shares | $1,242,888 |
| ANALOG DEVICES INC | COM | 032654105 | — | 3,112 shares | $1,234,562 |
| INTEL CORP | COM | 458140100 | — | 9,989 shares | $1,200,977 |
| NVR INC | COM | 62944T105 | — | 195 shares | $1,200,106 |
| CBRE GROUP INC | CL A | 12504L109 | — | 9,268 shares | $1,190,660 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 3,807 shares | $1,172,975 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 15,469 shares | $1,171,622 |
| HOME DEPOT INC | COM | 437076102 | — | 4,030 shares | $1,146,495 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,273 shares | $1,145,952 |
| DEERE & CO | COM | 244199105 | — | 1,683 shares | $1,132,945 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,066 shares | $1,052,235 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 5,531 shares | $1,040,270 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 7,075 shares | $1,026,158 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 5,427 shares | $1,015,120 |
| BLACKROCK INC | COM | 09290D101 | — | 950 shares | $1,005,605 |