Chung Wu Investment Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054278
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13F Reported Value
ⓘ$152.1M
Holdings
283
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Chung Wu Investment Group, LLC disclosed 283 positions worth $152.1M in its Form 13F-HR for Q2 2026, followed by $MU. During the quarter the fund opened 56 new positions and exited 32 — including a new stake in $SPCX and a full exit from $VST. The portfolio is most concentrated in Other (38.2% of disclosed assets). All figures are sourced directly from Chung Wu Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 2054278.
AI Fund Analysis
StableISHARES TR CORE S&P500 ETF
7.8% weight
Held 7 quarters
$MU7.7% weight
Held 5 quarters
NEOS S&P 500 HIGH INCOME E
5.5% weight
Held 5 quarters
NEOS NASDAQ 100 HIGH INCOM
5.5% weight
Held 4 quarters
STATE STREET SPDR DOW JONE
5.3% weight
Held 7 quarters
NEOS S&P 500 HIGH INCOME E
4 quarters accumulating
NEOS NASDAQ 100 HIGH INCOM
3 quarters accumulating
$SEI3 quarters accumulating
$MU2 quarters accumulating
$SNDK2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF
—Quality
$11.9M15,868 sh- 86.2#4
Quality
$11.8M10,180 sh NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI
—Quality
$8.3M157,085 shNEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH
—Quality
$8.3M146,296 shSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1
—Quality
$8.1M15,435 sh- 79.8
Quality
$6.0M16,054 sh - 76.4
Quality
$5.6M19,264 sh - 70.7
Quality
$5.1M15,437 sh - 85.9
Quality
$3.4M17,171 sh - $3.3M147,810 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | — | $11.9M | 15,868 |
| MICRON TECHNOLOGY INC$MU | 86.2#4 | $11.8M | 10,180 |
| NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI | — | $8.3M | 157,085 |
| NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH | — | $8.3M | 146,296 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1 | — | $8.1M | 15,435 |
 MICROSOFT CORP$MSFT | 79.8 | $6.0M | 16,054 |
 Apple Inc.$AAPL | 76.4 | $5.6M | 19,264 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $5.1M | 15,437 |
 NVIDIA CORP$NVDA | 85.9 | $3.4M | 17,171 |
 Eaton Vance Enhanced Equity Income Fund II$EOS | — | $3.3M | 147,810 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Chung Wu Investment Group, LLC's 283 positions.
Showing top 10 of 283 holdings.
Sector Allocation
Other
$58.0M
Technology
$47.1M
Financials
$14.3M
Energy
$12.7M
Healthcare
$7.2M
Industrials
$4.7M
Materials
$2.6M
Consumer Discretionary
$2.2M
Top Holdings — Chung Wu Investment Group, LLC (Q2 2026)
Top 150 of 283 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | $11.9M | 7.8% | -0% | — |
| 2 | $MU | MICRON TECHNOLOGY INC | $11.8M | 7.7% | +1% | 86.2 |
| 3 | — | NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI | $8.3M | 5.5% | +10% | — |
| 4 | — | NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH | $8.3M | 5.5% | +18% | — |
| 5 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1 | $8.1M | 5.3% | +2% | — |
| 6 | $MSFT | MICROSOFT CORP | $6.0M | 3.9% | -1% | 79.8 |
| 7 | $AAPL | Apple Inc. | $5.6M | 3.7% | -5% | 76.4 |
| 8 | $JPM | JPMORGAN CHASE & CO | $5.1M | 3.3% | +0% | 70.7 |
| 9 | $NVDA | NVIDIA CORP | $3.4M | 2.3% | +3% | 85.9 |
| 10 | $EOS | Eaton Vance Enhanced Equity Income Fund II | $3.3M | 2.1% | -6% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $2.9M | 1.9% | +0% | — |
| 12 |  $GEV | GE Vernova Inc. | $2.9M | 1.9% | +3% | 81.1 |
| 13 |  $MTZ | MASTEC INC | $2.8M | 1.9% | +0% | 58.8 |
| 14 |  $AM | Antero Midstream Corp | $2.8M | 1.8% | -2% | 65.4 |
| 15 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $2.6M | 1.7% | NEW | — |
| 16 |  $UNH | UNITEDHEALTH GROUP INC | $2.2M | 1.5% | +52% | 62.7 |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 1.4% | -1% | 57.9 |
| 18 | $SNDK | Sandisk Corp | $1.9M | 1.3% | +262% | 87.7 |
| 19 |  $MS | MORGAN STANLEY | $1.9M | 1.3% | +1% | 75.8 |
| 20 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $1.9M | 1.3% | -31% | 40.1 |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $1.8M | 1.2% | -5% | 73.5 |
| 22 |  $ABBV | AbbVie Inc. | $1.7M | 1.1% | -4% | 72.6 |
| 23 |  $LITE | Lumentum Holdings Inc. | $1.6M | 1.0% | -10% | 44.3 |
| 24 |  $BE | Bloom Energy Corp | $1.5M | 1.0% | +23% | 66.2 |
| 25 | — | PROSHARES ULTRA SEMICONDUCTORS - PSHS ULT SEMICDT | $1.5M | 1.0% | +3% | — |
| 26 |  $V | VISA INC. | $1.5M | 1.0% | +0% | 82.9 |
| 27 |  $GE | GENERAL ELECTRIC CO | $1.5M | 1.0% | +3% | 73.8 |
| 28 |  $SPG | SIMON PROPERTY GROUP INC. | $1.4M | 0.9% | -17% | 76.7 |
| 29 |  $ALLY | Ally Financial Inc. | $1.1M | 0.7% | -4% | 64.5 |
| 30 |  $HD | HOME DEPOT, INC. | $1.1M | 0.7% | -4% | 60.3 |
| 31 |  $MA | Mastercard Inc | $1.1M | 0.7% | -1% | 85.1 |
| 32 | — | ISHARES TR DOW JONES US ETF - DOW JONES US ETF | $951,502 | 0.6% | -28% | — |
| 33 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - NASDAQ EQT PREM | $947,406 | 0.6% | +3% | — |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $883,680 | 0.6% | +50% | — |
| 35 | — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF - YIELDMAX NVDA | $836,466 | 0.6% | +185% | — |
| 36 |  $VIK | Viking Holdings Ltd | $826,893 | 0.5% | +3% | — |
| 37 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $785,302 | 0.5% | -11% | 59.1 |
| 38 |  $SOLS | Solstice Advanced Materials Inc. | $753,632 | 0.5% | +1% | 61.6 |
| 39 |  $STLD | STEEL DYNAMICS INC | $743,450 | 0.5% | +30% | 57.7 |
| 40 | — | DIREXION DAILY S&P 500 BULL 2X SHARES - DAILY 500 2X ETF | $733,077 | 0.5% | -33% | — |
| 41 |  $GOOGL | Alphabet Inc. | $731,393 | 0.5% | -13% | 78.2 |
| 42 | — | ROUNDHILL TSLA WEEKLYPAY ETF - TSLA WEEKL ETF | $660,528 | 0.4% | +21% | — |
| 43 |  $AZN | ASTRAZENECA PLC | $658,930 | 0.4% | NEW | — |
| 44 |  $ET | Energy Transfer LP | $632,509 | 0.4% | -3% | 64.4 |
| 45 | — | VANECK JUNIOR GOLD MINERS ETF - JUNIOR GOLD MINE | $597,360 | 0.4% | NEW | — |
| 46 |  $ASML | ASML HOLDING NV | $596,832 | 0.4% | NEW | — |
| 47 |  $AMAT | APPLIED MATERIALS INC /DE | $578,400 | 0.4% | NEW | 72.3 |
| 48 |  $C | CITIGROUP INC | $559,840 | 0.4% | NEW | 65 |
| 49 |  $DY | DYCOM INDUSTRIES INC | $556,149 | 0.4% | +25% | 56.3 |
| 50 |  $CAT | CATERPILLAR INC | $553,748 | 0.4% | +0% | 66.5 |
| 51 |  $FTAI | FTAI Aviation Ltd. | $546,471 | 0.4% | NEW | — |
| 52 |  $EOG | EOG RESOURCES INC | $544,607 | 0.4% | +0% | 71.9 |
| 53 |  $ETR | ENTERGY CORP /DE/ | $540,187 | 0.4% | +0% | 59.5 |
| 54 |  $SCCO | SOUTHERN COPPER CORP/ | $522,257 | 0.3% | +2% | 83.1 |
| 55 | — | STATE STREET SPDR S&P BIOTECH ETF - ST STR SP BIOT | $522,225 | 0.3% | NEW | — |
| 56 |  $CLS | CELESTICA INC | $503,424 | 0.3% | NEW | 69.8 |
| 57 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $499,960 | 0.3% | +0% | 55.6 |
| 58 | — | TRADR 2X LONG SNDK DAILY ETF - TRAD 2X SNDK ETF | $496,190 | 0.3% | NEW | — |
| 59 | $SEI | Solaris Energy Infrastructure, Inc. | $490,806 | 0.3% | +22% | 56.4 |
| 60 |  $ONTO | ONTO INNOVATION INC. | $484,416 | 0.3% | NEW | 61.9 |
| 61 |  $LLY | ELI LILLY & Co | $479,772 | 0.3% | NEW | 87.5 |
| 62 |  $MPLX | MPLX LP | $478,805 | 0.3% | +0% | 70 |
| 63 |  $OKE | ONEOK INC /NEW/ | $473,823 | 0.3% | -2% | 71.7 |
| 64 |  $HWM | Howmet Aerospace Inc. | $457,062 | 0.3% | +21% | 73.9 |
| 65 |  $BAC | BANK OF AMERICA CORP /DE/ | $452,991 | 0.3% | +0% | 67.6 |
| 66 |  $ASTS | AST SpaceMobile, Inc. | $442,523 | 0.3% | NEW | 30.8 |
| 67 | — | NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF - BOOSTED NASDAQ | $436,213 | 0.3% | NEW | — |
| 68 | — | NEOS BOOSTED S&P 500 HIGH INCOME ETF - BOOSTED S&P 500 | $427,678 | 0.3% | NEW | — |
| 69 | — | GRANITESHARES 2X LONG TSM DAILY ETF - 2X LO TSM DA ETF | $424,155 | 0.3% | NEW | — |
| 70 |  $DELL | Dell Technologies Inc. | $388,314 | 0.3% | NEW | 71.2 |
| 71 | — | ISHARES INCORPORATED MSCI STH KOR ETF - MSCI STH KOR ETF | $383,610 | 0.3% | NEW | — |
| 72 | — | PROSHARES TR ULTRAPRO QQQ - ULTRAPRO QQQ | $368,550 | 0.2% | -46% | — |
| 73 |  $KMI | KINDER MORGAN, INC. | $367,655 | 0.2% | -2% | 71.3 |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $358,178 | 0.2% | +0% | — |
| 75 |  $META | Meta Platforms, Inc. | $354,873 | 0.2% | +19% | 79.6 |
| 76 |  $STM | STMicroelectronics N.V. | $351,983 | 0.2% | +2250% | — |
| 77 |  $BA | BOEING CO | $348,517 | 0.2% | +1510% | 61.6 |
| 78 |  $CVX | CHEVRON CORP | $334,835 | 0.2% | -64% | 62.8 |
| 79 |  $AMD | ADVANCED MICRO DEVICES INC | $334,023 | 0.2% | +53% | 79.8 |
| 80 |  $GLW | CORNING INC /NY | $329,505 | 0.2% | +17% | 73.7 |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $327,415 | 0.2% | +0% | 66.2 |
| 82 |  $HONA | Honeywell Aerospace Inc. | $319,018 | 0.2% | NEW | — |
| 83 |  $RDDT | Reddit, Inc. | $312,444 | 0.2% | -28% | 79.8 |
| 84 |  $WMT | Walmart Inc. | $309,653 | 0.2% | +0% | 60.2 |
| 85 |  $WPM | Wheaton Precious Metals Corp. | $303,264 | 0.2% | NEW | — |
| 86 | — | ISHARES TR MSCI EMG MKT ETF - MSCI EMG MKT ETF | $298,952 | 0.2% | +993% | — |
| 87 |  $RVMD | Revolution Medicines, Inc. | $280,920 | 0.2% | NEW | — |
| 88 | — | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF - VIRTUS INFRCAP | $271,524 | 0.2% | -14% | — |
| 89 |  $AVGO | Broadcom Inc. | $264,425 | 0.2% | NEW | 84.5 |
| 90 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $240,384 | 0.2% | +133% | — |
| 91 | — | ISHARES TR US AER DEF ETF - US AER DEF ETF | $235,147 | 0.1% | -13% | — |
| 92 | — | ROUNDHILL MEMORY ETF - MEMORY ETF | $234,843 | 0.1% | NEW | — |
| 93 |  $HON | HONEYWELL INTERNATIONAL INC | $233,528 | 0.1% | -52% | 65 |
| 94 |  $VIAV | VIAVI SOLUTIONS INC. | $229,200 | 0.1% | NEW | 51.5 |
| 95 |  $DUK | Duke Energy CORP | $226,578 | 0.1% | +0% | 56.4 |
| 96 |  $RACE | Ferrari N.V. | $223,374 | 0.1% | +0% | — |
| 97 |  $ROK | ROCKWELL AUTOMATION, INC | $222,786 | 0.1% | -15% | 63.6 |
| 98 | — | DIREXION DAILY MU BULL 2X SHARES - DLY MU BULL 2X | $220,233 | 0.1% | +17% | — |
| 99 |  $GOOG | Alphabet Inc. | $214,422 | 0.1% | +3% | 78.2 |
| 100 |  $NEE | NEXTERA ENERGY INC | $210,648 | 0.1% | +0% | 64.6 |
| 101 |  $APP | AppLovin Corp | $206,092 | 0.1% | NEW | 84.4 |
| 102 | — | PROSHARES ULTRA S&P500 - PSHS ULT S&P 500 | $204,835 | 0.1% | +0% | — |
| 103 |  $HCXY | Hercules Capital, Inc. | $204,663 | 0.1% | +0% | — |
| 104 |  $RTX | RTX Corp | $201,114 | 0.1% | +0% | 73.2 |
| 105 | — | VANGUARD VALUE ETF - VALUE ETF | $193,958 | 0.1% | NEW | — |
| 106 |  $SRRK | Scholar Rock Holding Corp | $192,500 | 0.1% | -17% | — |
| 107 | — | VANGUARD GROWTH ETF - GROWTH ETF | $187,096 | 0.1% | NEW | — |
| 108 |  $FLR | FLUOR CORP | $175,297 | 0.1% | -47% | 47.6 |
| 109 | — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL - ULSHT BLOOMB OIL | $175,100 | 0.1% | NEW | — |
| 110 | — | ISHARES HIGH YIELD MUNI ACTIVE ETF - ISH HIG MUN ETF | $174,300 | 0.1% | NEW | — |
| 111 | — | GRANITESHARES 2X LONG AMD DAILY ETF - GRANITE 2X LONG | $173,775 | 0.1% | +200% | — |
| 112 |  $HPE | Hewlett Packard Enterprise Co | $171,418 | 0.1% | NEW | 70.5 |
| 113 |  $LOW | LOWES COMPANIES INC | $170,880 | 0.1% | -11% | 60.8 |
| 114 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $168,102 | 0.1% | -52% | — |
| 115 |  $CCJ | CAMECO CORP | $162,976 | 0.1% | -76% | — |
| 116 |  $SEPN | Septerna, Inc. | $160,752 | 0.1% | NEW | 59.2 |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $150,117 | 0.1% | +0% | 73.8 |
| 118 | — | VANECK RARE EARTH AND STRATEGIC METALS - RARE EAR STR ETF | $145,140 | 0.1% | +0% | — |
| 119 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - INT-TERM CORP | $144,059 | 0.1% | +0% | — |
| 120 | — | VANECK URANIUM AND NUCLEAR ETF - URANI NUCLE ETF | $142,655 | 0.1% | +0% | — |
| 121 |  $GLD | SPDR GOLD TRUST | $131,880 | 0.1% | +0% | — |
| 122 |  $IVZ | Invesco Ltd. | $129,084 | 0.1% | +0% | — |
| 123 |  $TSLA | Tesla, Inc. | $126,180 | 0.1% | +0% | 53.9 |
| 124 |  $SLF | SUN LIFE FINANCIAL INC | $121,786 | 0.1% | +0% | — |
| 125 |  $SUN | Sunoco LP | $121,500 | 0.1% | +0% | 63.6 |
| 126 |  $AMZN | AMAZON COM INC | $119,170 | 0.1% | +0% | 68.7 |
| 127 |  $NAD | Nuveen Quality Municipal Income Fund | $113,928 | 0.1% | +57% | — |
| 128 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $111,100 | 0.1% | +0% | — |
| 129 | — | TRADR 2X LONG AAOI DAILY ETF - TRADR 2X LONG | $110,635 | 0.1% | NEW | — |
| 130 |  $CI | Cigna Group | $110,272 | 0.1% | +0% | 66.2 |
| 131 |  $CSCO | CISCO SYSTEMS, INC. | $109,355 | 0.1% | +0% | 70.3 |
| 132 | — | PROSHARES ULTRA DOW30 - PSHS ULTRA DOW30 | $104,848 | 0.1% | +7% | — |
| 133 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM | $104,488 | 0.1% | -45% | — |
| 134 |  $TJX | TJX COMPANIES INC /DE/ | $103,020 | 0.1% | +0% | 68.7 |
| 135 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $91,900 | 0.1% | +0% | 61.4 |
| 136 |  $J | JACOBS SOLUTIONS INC. | $88,452 | 0.1% | +0% | 64.3 |
| 137 |  $MRK | Merck & Co., Inc. | $83,525 | 0.1% | +8% | 59.9 |
| 138 | — | ISHARES RUSSELL 1000 ETF - RUS 1000 ETF | $81,900 | 0.1% | NEW | — |
| 139 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $81,200 | 0.1% | +0% | — |
| 140 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $76,800 | 0.1% | +0% | — |
| 141 |  $KO | COCA COLA CO | $73,143 | 0.1% | +50% | 69.5 |
| 142 | — | NUVEEN AMT FREE QLTY MUN INCME - COM | $70,440 | 0.1% | +0% | — |
| 143 |  $AXP | AMERICAN EXPRESS CO | $67,988 | 0.0% | +0% | 69.4 |
| 144 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | $67,606 | 0.0% | NEW | — |
| 145 |  $TDG | TransDigm Group INC | $66,602 | 0.0% | +0% | 68 |
| 146 |  $TYRA | Tyra Biosciences, Inc. | $63,880 | 0.0% | +0% | — |
| 147 |  $NSC | NORFOLK SOUTHERN CORP | $62,918 | 0.0% | +0% | 63.2 |
| 148 |  $CQP | Cheniere Energy Partners, L.P. | $60,950 | 0.0% | +0% | 74.2 |
| 149 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $60,204 | 0.0% | +0% | — |
| 150 |  $SO | SOUTHERN CO | $57,426 | 0.0% | +0% | 62 |
New Positions (56)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.6M$AZN ASTRAZENECA PLC$658,930$ASML ASML HOLDING NV$596,832$AMAT APPLIED MATERIALS INC /DE$578,400$C CITIGROUP INC$559,840$FTAI FTAI Aviation Ltd.$546,471 STATE STREET SPDR S&P BIOTECH ETF - ST STR SP BIOT$522,225
$CLS CELESTICA INC$503,424 TRADR 2X LONG SNDK DAILY ETF - TRAD 2X SNDK ETF$496,190
$ONTO ONTO INNOVATION INC.$484,416$LLY ELI LILLY & Co$479,772$ASTS AST SpaceMobile, Inc.$442,523 NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF - BOOSTED NASDAQ$436,213
NEOS BOOSTED S&P 500 HIGH INCOME ETF - BOOSTED S&P 500$427,678
GRANITESHARES 2X LONG TSM DAILY ETF - 2X LO TSM DA ETF$424,155
Exited Positions (32)
$VST Vistra Corp.
$KRMN Karman Holdings Inc.
$KGS Kodiak Gas Services, Inc.
$EXPE Expedia Group, Inc.
$CF CF Industries Holdings, Inc.
$SYM Symbotic Inc.
$HUBS HUBSPOT INC
$CRDO Credo Technology Group Holding Ltd
$NFLX NETFLIX INC
$VLO VALERO ENERGY CORP/TX
$LB LandBridge Co LLC
$NTRA Natera, Inc. ISHARES INCORPORATED MSCI GBL GOLD MN
$DNTH Dianthus Therapeutics, Inc. /DE/ AMPLIFY JUNIOR SILVER MINERS ETF
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