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Chung Wu Investment Group, LLC — 13F Holdings & Portfolio

CIK 2054278 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Chung Wu Investment Group, LLC manages $152.1M in 13F-reported U.S. long-equity assets across 283 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (7.81%), MU (7.73%), SPYI (5.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 57 new positions and exited 33; 128 existing positions rose in reported value and 58 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$152.1M

Long-equity book

Holdings
283

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+57 / −33 / ↑128 / ↓58

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV7.8% · -0%MU7.7% · +1%SPYI5.5% · +10%QQQI5.5% · +18%DIA5.3% · +2%MSFT3.9% · -1%AAPL3.7% · -5%JPM3.3% · 0%NVDA2.3% · +2%EOS2.1% · -6%SPY1.9% · 0%GEV1.9% · +3%MTZ1.9% · +0%AM1.8% · -2%SPCX1.7% · newUNH1.5% · +52%XOM1.4% · -1%SNDK1.3% · +262%MS1.3% · +1%AAOI1.3% · -31%GS1.2% · -5%ABBV1.1% · -4%LITE1.0% · -10%BE1.0% · +23%USD1.0% · +3%V1.0% · 0%GE1.0% · +3%SPG0.9% · -17%ALLY0.7% · -4%HD0.7% · -4%MA0.7% · -1%IYY0.6% · -28%JEPQ0.6% · +3%QQQ0.6% · +50%NVDY0.6% · +185%VIK0.5% · +3%PAA0.5% · -11%SOLS0.5% · +1%STLD0.5% · +30%SPUU0.5% · -33%GOOG0.5% · -13%TSLW0.4% · +21%AZN0.4% · newET0.4% · -3%GDXJ0.4% · +12060%ASML0.4% · newAMAT0.4% · newC0.4% · newDY0.4% · +25%CAT0.4% · 0%FTAI0.4% · newEOG0.4% · 0%ETR0.4% · 0%SCCO0.3% · +2%XBI0.3% · newCLS0.3% · newTTWO0.3% · 0%SNXX0.3% · newSEI0.3% · +22%ONTO0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 10, 2026.

Assets Under Management
$147.5M
Discretionary
$147.5M
Employees
2
Accounts
215
Address
1415 LAKE POINTE PARKWAY
SUGAR LAND, TX 77478
Phone
(281) 203-0069
Website
Name Title / Status Ownership Type
WU, CHUNG ControlCHIEF COMPLIANCE OFFICER/MANAGING MEMBER
since Feb 2014
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Feb 7, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 24, 2014 filing
  • ChangedWU, CHUNG · title CHIEF COMPLIANCE OFFICER/PRINCIPAL → CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Feb 7, 2014 filing (earliest on record)
  • ListedWU, CHUNG · CHIEF COMPLIANCE OFFICER/PRINCIPAL · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Chung Wu Investment Group, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR CORE S&P500 ETF IVV 464287200 $11.9M 7.81% 15,868 SH
2 MICRON TECHNOLOGY INCORPORATED MU 595112103 $11.8M 7.73% 10,180 SH
3 NEOS S&P 500 HIGH INCOME ETF SPYI 78433H303 $8.3M 5.48% 157,085 SH
4 NEOS NASDAQ 100 HIGH INCOME ETF QQQI 78433H675 $8.3M 5.46% 146,296 SH
5 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF DIA 78467X109 $8.1M 5.30% 15,435 SH
6 MICROSOFT CORPORATION MSFT 594918104 $6.0M 3.94% 16,054 SH
7 APPLE INCORPORATED AAPL 037833100 $5.6M 3.67% 19,264 SH
8 JPMORGAN CHASE & COMPANY JPM 46625H100 $5.1M 3.32% 15,437 SH
9 NVIDIA CORPORATION NVDA 67066G104 $3.4M 2.26% 17,171 SH
10 EATON VANCE ENHANCED EQUITY IN EOS 278277108 $3.3M 2.14% 147,810 SH
11 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $2.9M 1.91% 3,880 SH
12 GE VERNOVA INCORPORATED GEV 36828A101 $2.9M 1.89% 2,451 SH
13 MASTEC INCORPORATED MTZ 576323109 $2.8M 1.85% 6,765 SH
14 ANTERO MIDSTREAM CORPORATION AM 03676B102 $2.8M 1.84% 122,900 SH
15 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK SPCX 84615Q103 $2.6M 1.74% 15,480 SH
16 UNITEDHEALTH GROUP INCORPORATED UNH 91324P102 $2.2M 1.46% 5,338 SH
17 EXXON MOBIL CORPORATION XOM 30231G102 $2.1M 1.36% 15,177 SH
18 SANDISK CORPORATION SNDK 80004C200 $1.9M 1.27% 851 SH
19 MORGAN STANLEY COM NEW MS 617446448 $1.9M 1.25% 9,105 SH
20 APPLIED OPTOELECTRONICS INCORPORATED AAOI 03823U102 $1.9M 1.25% 12,840 SH
21 GOLDMAN SACHS GROUP INCORPORATED GS 38141G104 $1.8M 1.19% 1,785 SH
22 ABBVIE INCORPORATED ABBV 00287Y109 $1.7M 1.11% 6,695 SH
23 LUMENTUM HLDGS INCORPORATED LITE 55024U109 $1.6M 1.03% 1,820 SH
24 BLOOM ENERGY CORPORATION COM CLASS A BE 093712107 $1.5M 1.02% 5,100 SH
25 PROSHARES ULTRA SEMICONDUCTORS USD 74347R669 $1.5M 0.99% 14,370 SH
26 VISA INCORPORATED COM CLASS A V 92826C839 $1.5M 0.98% 4,330 SH
27 GE AEROSPACE COM NEW GE 369604301 $1.5M 0.97% 3,950 SH
28 SIMON PROPERTY GROUP INCORPORATED NEW REIT SPG 828806109 $1.4M 0.91% 6,200 SH
29 ALLY FINL INCORPORATED ALLY 02005N100 $1.1M 0.74% 24,640 SH
30 HOME DEPOT INCORPORATED HD 437076102 $1.1M 0.72% 3,110 SH
31 MASTERCARD INCORPORATED CLASS A MA 57636Q104 $1.1M 0.70% 2,075 SH
32 ISHARES TR DOW JONES US ETF IYY 464287846 $951.5K 0.63% 5,220 SH
33 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JEPQ 46654Q203 $947.4K 0.62% 15,415 SH
34 INVESCO QQQ TRUST QQQ 46090E103 $883.7K 0.58% 1,200 SH
35 YIELDMAX NVDA OPTION INCOME STRATEGY ETF NVDY 88634T774 $836.5K 0.55% 67,240 SH
36 VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) VIK G93A5A101 $826.9K 0.54% 7,900 SH
37 PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN PAA 726503105 $785.3K 0.52% 35,279 SH
38 SOLSTICE ADVANCED MATLS INCORPORATED COM SHS SOLS 83443Q103 $753.6K 0.50% 8,506 SH
39 STEEL DYNAMICS INCORPORATED STLD 858119100 $743.5K 0.49% 3,240 SH
40 DIREXION DAILY S&P 500 BULL 2X SHARES SPUU 25459Y165 $733.1K 0.48% 3,400 SH
41 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $731.4K 0.48% 2,070 SH
42 ROUNDHILL TSLA WEEKLYPAY ETF TSLW 77926X692 $660.5K 0.43% 27,800 SH
43 ASTRAZENECA PLC ORD (UNITED KINGDOM) AZN G0593M107 $658.9K 0.43% 3,475 SH
44 ENERGY TRANSFER L P COM UT LTD PTN ET 29273V100 $632.5K 0.42% 33,081 SH
45 VANECK JUNIOR GOLD MINERS ETF GDXJ 92189F791 $597.4K 0.39% 6,080 SH
46 ASML HOLDING NV (NETHERLANDS) ASML N07059210 $596.8K 0.39% 300 SH
47 APPLIED MATLS INCORPORATED AMAT 038222105 $578.4K 0.38% 800 SH
48 CITIGROUP INCORPORATED COM NEW C 172967424 $559.8K 0.37% 4,000 SH
49 DYCOM INDUSTRIES INCORPORATED DY 267475101 $556.1K 0.37% 1,100 SH
50 CATERPILLAR INCORPORATED CAT 149123101 $553.7K 0.36% 520 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $152.1M 283 0002054278-26-000003
2026-03-31 2026-05-12 $116.1M 259 0002054278-26-000002
2025-12-31 2026-02-02 $122.3M 263 0002054278-26-000001
2025-09-30 2025-11-04 $120.1M 255 0002054278-25-000005
Filer Information
Address
1415 LAKE POINTE PARKWAY
SUGAR LAND, TX 77478
Phone
(281) 203-0069
Filing Manager
Chung Wu Investment Group, LLC
SUGAR LAND, TX
Signatory
Chung Wu
Principal