Q2 2026 13F · SEC CIK 2054278

Chung Wu Investment Group, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $152.1M
Reported positions: 283
Holdings vs S&P 500, 3 yrs: —
Assets under management: $147.5M

Chung Wu Investment Group, LLC is a wealth manager that reported 283 positions worth $152.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 7.8%), Micron Technology Inc (MU, 7.7%), Neos ETF Trust (SPYI, 5.5%).

Chung Wu Investment Group, LLC holdings largest 50 of 283 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chung Wu Investment Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	7.8%	9.0%	15,868	-0.4%	$11.9M
MUMicron Technology Inc	7.7%	2.9%	10,180	+0.6%	$11.8M
SPYINeos ETF Trust	5.5%	6.1%	157,085	+9.9%	$8.3M
QQQINeos ETF Trust	5.5%	5.3%	146,296	+18.3%	$8.3M
DIAState Street Spdr Dow Jones Industrial A	5.3%	6.0%	15,435	+2.2%	$8.1M
MSFTMicrosoft Corp	3.9%	5.2%	16,054	-0.7%	$6.0M
AAPLApple Inc	3.7%	4.4%	19,264	-4.9%	$5.6M
JPMJpmorgan Chase & Co	3.3%	3.9%	15,437	+0.0%	$5.1M
NVDANvidia Corporation Com	2.3%	2.5%	17,171	+2.5%	$3.4M
EOSEaton Vance Enhanced Equity	2.1%	2.8%	147,810	-6.0%	$3.3M
SPYSpdr S&p 500 ETF Tr	1.9%	2.2%	3,880	+0.0%	$2.9M
GEVGe Vernova Inc	1.9%	1.8%	2,451	+3.3%	$2.9M
MTZMastec Inc	1.9%	1.9%	6,765	+0.4%	$2.8M
AMAntero Midstream Corp	1.8%	2.5%	122,900	-1.7%	$2.8M
SPCXSpace Ex Tech Spacex Class A	1.7%	—	15,480	—	$2.6M
UNHUnitedhealth Group Inc Com	1.5%	0.8%	5,338	+52.3%	$2.2M
XOMExxon Mobil Corp	1.4%	2.2%	15,177	-1.3%	$2.1M
SNDKSandisk Corp	1.3%	—	851	—	$1.9M
MSMorgan Stanley Com New	1.3%	1.3%	9,105	+1.4%	$1.9M
AAOIApplied Optoelectronics Inc	1.3%	1.4%	12,840	-31.3%	$1.9M
GSGoldman Sachs Group Inc	1.2%	1.4%	1,785	-4.8%	$1.8M
ABBVAbbvie Inc	1.1%	1.3%	6,695	-3.6%	$1.7M
LITELumentum Hldgs Inc Com	1.0%	1.2%	1,820	-9.9%	$1.6M
BEBloom Energy Corp	1.0%	0.5%	5,100	+22.9%	$1.5M
USDUltra Semiconductor	1.0%	0.6%	14,370	+2.9%	$1.5M
VVisa Inc Com Cl A	1.0%	1.1%	4,330	+0.0%	$1.5M
GEGe Aerospace	1.0%	0.9%	3,950	+3.3%	$1.5M
SPGSimon Property Group Inc	0.9%	1.2%	6,200	-16.8%	$1.4M
ALLYAlly Financial	0.7%	0.9%	24,640	-3.7%	$1.1M
HDHome Depot Inc Com	0.7%	0.9%	3,110	-4.0%	$1.1M
MAMastercard Inc.	0.7%	0.9%	2,075	-1.0%	$1.1M
IYYIshares Dow Jones US ETF	0.6%	1.0%	5,220	-27.7%	$952K
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.6%	0.7%	15,415	+3.4%	$947K
QQQInvesco Qqq Tr	0.6%	0.4%	1,200	+50.0%	$884K
NVDYTidal Trust II	0.6%	—	67,240	—	$836K
VIKViking Holdings Ltd	0.5%	0.5%	7,900	+2.6%	$827K
PAAPlains All American Pipeline LP	0.5%	0.8%	35,279	-10.6%	$785K
SOLSSolstice Advanced Matls Inc	0.5%	0.6%	8,506	+1.2%	$754K
STLDSteel Dynamics, Inc.	0.5%	0.4%	3,240	+29.6%	$743K
SPUUDirexion Shares ETF Trust	0.5%	0.7%	3,400	-32.8%	$733K
GOOGAlphabet Inc	0.5%	0.6%	2,070	-12.7%	$731K
TSLWRoundhill Tsla Weeklypay ETF	0.4%	0.5%	27,800	+21.4%	$661K
AZNAstrazeneca PLC Ord	0.4%	—	3,475	—	$659K
ETPCEnergy Transfer L P	0.4%	0.6%	33,081	-2.9%	$633K
GDXJVaneck ETF Trust	0.4%	—	6,080	—	$597K
ASMLAsml Hldg NV	0.4%	—	300	—	$597K
AMATApplied Matls Inc	0.4%	—	800	—	$578K
CCitigroup Inc Com New	0.4%	—	4,000	—	$560K
DYDycom Industries Inc	0.4%	—	1,100	—	$556K
CATCaterpillar Inc Com	0.4%	—	520	—	$554K

What Chung Wu Investment Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

UNH Unitedhealth Group Inc Com+52.3% shares
QQQ Invesco Qqq Tr+50.0% shares
STLD Steel Dynamics, Inc.+29.6% shares
BE Bloom Energy Corp+22.9% shares
TSLW Roundhill Tsla Weeklypay ETF+21.4% shares
QQQI Neos ETF Trust+18.3% shares
SPYI Neos ETF Trust+9.9% shares

Reduced

SPUU Direxion Shares ETF Trust-32.8% shares
AAOI Applied Optoelectronics Inc-31.3% shares
IYY Ishares Dow Jones US ETF-27.7% shares
SPG Simon Property Group Inc-16.8% shares
GOOG Alphabet Inc-12.7% shares
PAA Plains All American Pipeline LP-10.6% shares
LITE Lumentum Hldgs Inc Com-9.9% shares
EOS Eaton Vance Enhanced Equity-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$152.1M	283
Q1 2026	$116.1M	259
Q4 2025	$122.3M	262
Q3 2025	$120.1M	255
Q2 2025	$95.9M	248
Q1 2025	$83.7M	68
Q4 2024	$99.3M	77

Questions about Chung Wu Investment Group, LLC's portfolio

What stocks does Chung Wu Investment Group, LLC own?

Chung Wu Investment Group, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 283 positions worth $152.1M. The largest are Ishares Core S&p 500 ETF (IVV) at 7.8%, Micron Technology Inc (MU) at 7.7%, Neos ETF Trust (SPYI) at 5.5%, Neos ETF Trust (QQQI) at 5.5% and State Street Spdr Dow Jones Industrial A (DIA) at 5.3%.

What did Chung Wu Investment Group, LLC buy last quarter?

In Q2 2026, Chung Wu Investment Group, LLC added Unitedhealth Group Inc Com (UNH) (+52.3% shares), Invesco Qqq Tr (QQQ) (+50.0% shares) and Steel Dynamics, Inc. (STLD) (+29.6% shares), compared with its Q1 2026 filing.

What did Chung Wu Investment Group, LLC sell last quarter?

In Q2 2026, Chung Wu Investment Group, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Vistra Corp Com (VST), cut from its top 50 Cameco Corp Com (CCJ), cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Entergy Corp. (ETR), Direxion Shares ETF Trust (SPUU) (-32.8% shares), Applied Optoelectronics Inc (AAOI) (-31.3% shares) and Ishares Dow Jones US ETF (IYY) (-27.7% shares), compared with its Q1 2026 filing.

When is Chung Wu Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chung Wu Investment Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Chung Wu Investment Group, LLC manage?

Chung Wu Investment Group, LLC reported $147.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $152.1M.