Chung Wu Investment Group, LLC 13F Holdings · Q2 2026
Chung Wu Investment Group, LLC reported 283 securities worth $152.09M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (7.81%), MU (7.73%), SPYI (5.48%). Among its top 25 positions this quarter: 1 new, 12 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $11.9M | 7.81% | 15,868 | Trimmed |
| 2 | MU | MICRON TECHNOLOGY INCORPORATED | $11.8M | 7.73% | 10,180 | Added |
| 3 | SPYI | NEOS S&P 500 HIGH INCOME ETF | $8.3M | 5.48% | 157,085 | Added |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $8.3M | 5.46% | 146,296 | Added |
| 5 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $8.1M | 5.30% | 15,435 | Added |
| 6 | MSFT | MICROSOFT CORPORATION | $6.0M | 3.94% | 16,054 | Trimmed |
| 7 | AAPL | APPLE INCORPORATED | $5.6M | 3.67% | 19,264 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & COMPANY | $5.1M | 3.32% | 15,437 | Hold |
| 9 | NVDA | NVIDIA CORPORATION | $3.4M | 2.26% | 17,171 | Added |
| 10 | EOS | EATON VANCE ENHANCED EQUITY IN | $3.3M | 2.14% | 147,810 | Trimmed |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $2.9M | 1.91% | 3,880 | Hold |
| 12 | GEV | GE VERNOVA INCORPORATED | $2.9M | 1.89% | 2,451 | Added |
| 13 | MTZ | MASTEC INCORPORATED | $2.8M | 1.85% | 6,765 | Added |
| 14 | AM | ANTERO MIDSTREAM CORPORATION | $2.8M | 1.84% | 122,900 | Trimmed |
| 15 | SPCX | SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $2.6M | 1.74% | 15,480 | New |
| 16 | UNH | UNITEDHEALTH GROUP INCORPORATED | $2.2M | 1.46% | 5,338 | Added |
| 17 | XOM | EXXON MOBIL CORPORATION | $2.1M | 1.36% | 15,177 | Trimmed |
| 18 | SNDK | SANDISK CORPORATION | $1.9M | 1.27% | 851 | Added |
| 19 | AAOI | APPLIED OPTOELECTRONICS INCORPORATED | $1.9M | 1.25% | 12,840 | Trimmed |
| 20 | MS | MORGAN STANLEY COM NEW | $1.9M | 1.25% | 9,105 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INCORPORATED | $1.8M | 1.19% | 1,785 | Trimmed |
| 22 | ABBV | ABBVIE INCORPORATED | $1.7M | 1.11% | 6,695 | Trimmed |
| 23 | LITE | LUMENTUM HLDGS INCORPORATED | $1.6M | 1.03% | 1,820 | Trimmed |
| 24 | BE | BLOOM ENERGY CORPORATION COM CLASS A | $1.5M | 1.02% | 5,100 | Added |
| 25 | USD | PROSHARES ULTRA SEMICONDUCTORS | $1.5M | 0.99% | 14,370 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR