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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, exited 33, added to 128, and trimmed 58.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INCORPORATED$8.3M +243.7%
  • NEOS NASDAQ 100 HIGH INCOME ETF$2.2M +35.1%
  • SANDISK CORPORATION$1.8M +1196.0%
  • ISHARES TR CORE S&P500 ETF$1.5M +14.2%
  • NEOS S&P 500 HIGH INCOME ETF$1.3M +18.2%
Show all 128 →

Top Trims

  • CHEVRON CORPORATION-$827.9K -71.2%
  • CAMECO CORPORATION (CANADA)-$568.0K -77.7%
  • EXXON MOBIL CORPORATION-$533.9K -20.5%
  • ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)-$406.3K -91.2%
  • ISHARES TR DOW JONES US ETF-$192.5K -16.8%
Show all 58 →

New Positions

  • SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK$2.6M
  • ASTRAZENECA PLC ORD (UNITED KINGDOM)$658.9K
  • ASML HOLDING NV (NETHERLANDS)$596.8K
  • APPLIED MATLS INCORPORATED$578.4K
  • CITIGROUP INCORPORATED COM NEW$559.8K
Show all 57 →

Exited Positions

  • VISTRA CORPORATION$823.8K
  • HONEYWELL INTERNATIONAL INCORPORATED$494.1K
  • KARMAN HLDGS INCORPORATED COMMON STOCK$466.7K
  • KODIAK GAS SVCS INCORPORATED$379.1K
  • EXPEDIA GROUP INCORPORATED COM NEW$346.3K
Show all 33 →
All Holdings

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