ETF Holders

3Chopt Investment Partners, LLC ETF holdings

Richmond, VA

Reported $156.8M in 66 ETFs in its Form 13F for June 30, 2026.

ETF value
$156.8M
ETFs held
66
Change from prior quarter
+18.9%
With price moves
ETFs as a share of its 13F
29.5%
of $532.1M

Top 10 of 66 ETF holdings

TickerFundValueSharesChange
VOOVanguard S&P 500 ETF$64.7M94,181+2,514 shares
VBVanguard Morningstar Small-Cap ETF$33.6M110,885+10,722 shares
BBUSJPMorgan BetaBuilders U.S. Equity ETF$6.3M47,005−2,287 shares
VEUVanguard FTSE All-World ex-US ETF$6.1M72,912+1,128 shares
JMOMJPMorgan U.S. Momentum Factor ETF$4.1M48,059No change
VBRVanguard Morningstar Small-Cap Value ETF$4.0M16,294−390 shares
IWMiShares Russell 2000 ETF$3.6M11,891+331 shares
IEFAiShares Core MSCI EAFE ETF$2.9M29,742No change
GLOFiShares Global Equity Factor ETF$2.3M38,369−173 shares
MGCVanguard Morningstar Mega Cap ETF$1.8M6,725No change
56 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001978521. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does 3Chopt Investment Partners, LLC own?

3Chopt Investment Partners, LLC reported 66 ETF positions worth $156.8M in its Form 13F for June 30, 2026. The largest was VOO, at $64.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.