3chopt Investment Partners, LLC
3Chopt Investment Partners LLC is an independently owned investment advisory boutique headquartered in Richmond, Virginia, USA. The firm specializes in providing objective, customized advice and comprehensive wealth management solutions to individuals, families, and select institutions. With a team of 6 professionals, it is dedicated to transparency, trust-building, and delivering personalized client experiences. 3Chopt offers advisory, outsourced CIO, family office, and wealth planning services, focusing on managing and preserving client wealth. The firm primarily serves high net worth individuals and has a SEC registration under CIK 0001978521.
Investment Strategy
3Chopt Investment Partners employs a customized, client-centric investment approach focused on long-term wealth preservation and growth. The firm provides direct access to both institutional-quality public and private investments, building portfolios that include large cap technology, energy, and index holdings such as Nvidia, Apple, Microsoft, Alphabet, and diversified ETFs. Their advisory philosophy emphasizes trust, transparency, and highly individualized service, with a strong commitment to adapting strategies to meet specific client goals across market cycles. The investment process relies on rigorous analysis and a diversified allocation tailored to each client's needs, primarily for high net worth individuals.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.47% | $50.4M | 82,119 | $389.24 | $612.38 | -$949.5K |
N NVDA | NVIDIA CORPORATION | 6.14% | $27.0M | 144,559 | $28.74 | $186.58 | +$3.9M |
V VB | VANGUARD INDEX FDS | 5.52% | $24.2M | 95,047 | $193.29 | $254.28 | +$1.3M |
A AAPL | APPLE INC | 4.32% | $19.0M | 74,650 | $165.40 | $254.63 | +$3.7M |
M MSFT | MICROSOFT CORP | 2.66% | $11.7M | 22,578 | $334.52 | $517.95 | +$573.2K |