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

CIK 2054278 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Chung Wu Investment Group, LLC manages $116.1M in 13F-reported U.S. long-equity assets across 259 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (8.96%), SPYI (6.08%), DIA (6.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 40 new positions, exited 43, added to 70, and trimmed 100.

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

$116.1M

Long-equity book

Holdings

259

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+40 / −43 / ↑70 / ↓100

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INCORPORATED$811.7K +31.1%
  • EXXON MOBIL CORPORATION$811.3K +45.1%
  • APPLIED OPTOELECTRONICS INCORPORATED$808.2K +104.5%
  • NEOS S&P 500 HIGH INCOME ETF$779.2K +12.4%
  • MASTEC INCORPORATED$648.6K +42.7%
Show all 70 →

Top Trims

  • MICROSOFT CORPORATION-$2.1M -26.1%
  • VANECK JUNIOR GOLD MINERS ETF-$1.0M -99.4%
  • UNITEDHEALTH GROUP INCORPORATED-$726.9K -43.4%
  • JPMORGAN CHASE & COMPANY-$716.7K -13.6%
  • META PLATFORMS INCORPORATED CLASS A-$706.7K -70.0%
Show all 100 →

New Positions

  • BLOOM ENERGY CORPORATION COM CLASS A$562.3K
  • ROUNDHILL TSLA WEEKLYPAY ETF$537.2K
  • KARMAN HLDGS INCORPORATED COMMON STOCK$466.7K
  • STEEL DYNAMICS INCORPORATED$450.0K
  • KODIAK GAS SVCS INCORPORATED$379.1K
Show all 40 →

Exited Positions

  • GLOBAL X SILVER MINERS ETF$868.6K
  • KRATOS DEFENSE & SEC SOLUTIONS COM NEW$740.9K
  • APPLOVIN CORPORATION COM CLASS A$727.7K
  • ASTRAZENECA PLC SPONSORED ADR$638.9K
  • DELTA AIR LINES INCORPORATED DEL COM NEW$626.0K
Show all 43 →
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 $10.4M 8.96% 15,933 SH
2 NEOS S&P 500 HIGH INCOME ETF SPYI 78433H303 $7.1M 6.08% 142,890 SH
3 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF DIA 78467X109 $7.0M 6.03% 15,105 SH
4 NEOS NASDAQ 100 HIGH INCOME ETF QQQI 78433H675 $6.1M 5.30% 123,716 SH
5 MICROSOFT CORPORATION MSFT 594918104 $6.0M 5.16% 16,174 SH
6 APPLE INCORPORATED AAPL 037833100 $5.1M 4.43% 20,264 SH
7 JPMORGAN CHASE & COMPANY JPM 46625H100 $4.5M 3.91% 15,437 SH
8 MICRON TECHNOLOGY INCORPORATED MU 595112103 $3.4M 2.94% 10,120 SH
9 EATON VANCE ENHANCED EQUITY IN EOS 278277108 $3.2M 2.77% 157,310 SH
10 NVIDIA CORPORATION NVDA 67066G104 $2.9M 2.52% 16,746 SH
11 ANTERO MIDSTREAM CORPORATION AM 03676B102 $2.9M 2.45% 125,000 SH
12 EXXON MOBIL CORPORATION XOM 30231G102 $2.6M 2.25% 15,377 SH
13 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $2.5M 2.17% 3,880 SH
14 MASTEC INCORPORATED MTZ 576323109 $2.2M 1.87% 6,735 SH
15 GE VERNOVA INCORPORATED GEV 36828A101 $2.1M 1.78% 2,373 SH
16 GOLDMAN SACHS GROUP INCORPORATED GS 38141G104 $1.6M 1.37% 1,875 SH
17 APPLIED OPTOELECTRONICS INCORPORATED AAOI 03823U102 $1.6M 1.36% 18,700 SH
18 ABBVIE INCORPORATED ABBV 00287Y109 $1.5M 1.30% 6,945 SH
19 MORGAN STANLEY COM NEW MS 617446448 $1.5M 1.27% 8,975 SH
20 LUMENTUM HLDGS INCORPORATED LITE 55024U109 $1.4M 1.22% 2,020 SH
21 SIMON PROPERTY GROUP INCORPORATED NEW REIT SPG 828806109 $1.4M 1.20% 7,450 SH
22 VISA INCORPORATED COM CLASS A V 92826C839 $1.3M 1.13% 4,330 SH
23 CHEVRON CORPORATION CVX 166764100 $1.2M 1.00% 5,620 SH
24 ISHARES TR DOW JONES US ETF IYY 464287846 $1.1M 0.99% 7,220 SH
25 GE AEROSPACE COM NEW GE 369604301 $1.1M 0.93% 3,825 SH
26 HOME DEPOT INCORPORATED HD 437076102 $1.1M 0.92% 3,240 SH
27 MASTERCARD INCORPORATED CLASS A MA 57636Q104 $1.0M 0.90% 2,095 SH
28 ALLY FINL INCORPORATED ALLY 02005N100 $1.0M 0.86% 25,590 SH
29 UNITEDHEALTH GROUP INCORPORATED UNH 91324P102 $948.4K 0.82% 3,505 SH
30 PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN PAA 726503105 $881.6K 0.76% 39,479 SH
31 DIREXION DAILY S&P 500 BULL 2X SHARES SPUU 25459Y165 $836.7K 0.72% 5,060 SH
32 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JEPQ 46654Q203 $828.1K 0.71% 14,915 SH
33 VISTRA CORPORATION VST 92840M102 $823.8K 0.71% 5,480 SH
34 CAMECO CORPORATION (CANADA) CCJ 13321L108 $730.9K 0.63% 6,730 SH
35 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $679.9K 0.59% 2,370 SH
36 PROSHARES ULTRA SEMICONDUCTORS USD 74347R669 $669.4K 0.58% 13,960 SH
37 ENERGY TRANSFER L P COM UT LTD PTN ET 29273V100 $657.8K 0.57% 34,081 SH
38 SOLSTICE ADVANCED MATLS INCORPORATED COM SHS SOLS 83443Q103 $640.2K 0.55% 8,406 SH
39 EOG RES INCORPORATED EOG 26875P101 $606.9K 0.52% 4,198 SH
40 VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) VIK G93A5A101 $565.8K 0.49% 7,700 SH
41 BLOOM ENERGY CORPORATION COM CLASS A BE 093712107 $562.3K 0.48% 4,150 SH
42 ROUNDHILL TSLA WEEKLYPAY ETF TSLW 77926X692 $537.2K 0.46% 22,900 SH
43 ENTERGY CORPORATION NEW ETR 29364G103 $528.4K 0.46% 4,703 SH
44 SOUTHERN COPPER CORPORATION SCCO 84265V105 $503.4K 0.43% 2,926 SH
45 ONEOK INCORPORATED NEW OKE 682680103 $501.7K 0.43% 5,550 SH
46 HONEYWELL INTERNATIONAL INCORPORATED HON 438516106 $494.1K 0.43% 2,186 SH
47 MPLX LP COM UNIT REP LTD MPLX 55336V100 $485.1K 0.42% 8,500 SH
48 KARMAN HLDGS INCORPORATED COMMON STOCK KRMN 485924104 $466.7K 0.40% 5,830 SH
49 INVESCO QQQ TRUST QQQ 46090E103 $461.7K 0.40% 800 SH
50 STEEL DYNAMICS INCORPORATED STLD 858119100 $450.0K 0.39% 2,500 SH
Filing History
Period Filed AUM Holdings Accession
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