Chung Wu Investment Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Chung Wu Investment Group, LLC reported 283 stock positions worth $152.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.8% of the portfolio, followed by Micron Technology (MU, 7.7%) and Neos S&P 500 High Income ETF (SPYI, 5.5%). Compared with Q1 2026, it opened 55 new positions, sold out of 32, added to 46 and reduced 43. The biggest buy was Micron Technology (MU, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SUGAR LAND, TX
- CIK
- 0002054278
- Portfolio Value
- $152.1M (Q2 2026)
- SEC Filing
- 0002054278-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 283 stocks · $152.1M
| IVV iShares Core S&P 500 ETF | 7.81% | 15,868 | $11.9M | Reduce -0.4% |
| MU Micron Technology Inc. | 7.73% | 10,180 | $11.8M | Add +0.6% |
| SPYI Neos S&P 500 High Income ETF | 5.48% | 157,085 | $8.3M | Add +9.9% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 5.46% | 146,296 | $8.3M | Add +18.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 5.30% | 15,435 | $8.1M | Add +2.2% |
| MSFT Microsoft Corp. | 3.94% | 16,054 | $6.0M | Reduce -0.7% |
| AAPL Apple Inc. | 3.67% | 19,264 | $5.6M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 3.32% | 15,437 | $5.1M | No change |
| NVDA Nvidia Corp. | 2.26% | 17,171 | $3.4M | Add +2.5% |
| EOS Eaton Vance Enh Eqt Inc. II | 2.14% | 147,810 | $3.3M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.91% | 3,880 | $2.9M | No change |
| GEV GE Vernova Inc. | 1.89% | 2,451 | $2.9M | Add +3.3% |
| MTZ Mastec Inc. | 1.85% | 6,765 | $2.8M | Add +0.5% |
| AM Antero Midstream Corp. | 1.84% | 122,900 | $2.8M | Reduce -1.7% |
| SPCX Space Exploration Techn Class A | 1.74% | 15,480 | $2.6M | New |
| UNH Unitedhealth Group Inc. | 1.46% | 5,338 | $2.2M | Add +52.3% |
| XOM Exxon Mobil Corp. | 1.36% | 15,177 | $2.1M | Reduce -1.3% |
| SNDK Sandisk Corp. | 1.27% | 851 | $1.9M | Add +262.1% |
| MS Morgan Stanley | 1.25% | 9,105 | $1.9M | Add +1.4% |
| AAOI Applied Optoelectronics Inc. | 1.25% | 12,840 | $1.9M | Reduce -31.3% |
| GS Goldman Sachs Group Inc. | 1.19% | 1,785 | $1.8M | Reduce -4.8% |
| ABBV Abbvie Inc. | 1.11% | 6,695 | $1.7M | Reduce -3.6% |
| LITE Lumentum Holdings Inc. | 1.03% | 1,820 | $1.6M | Reduce -9.9% |
| BE Bloom Energy Corp. Class A | 1.01% | 5,100 | $1.5M | Add +22.9% |
| USD Proshares Ultra Semiconduct | 0.99% | 14,370 | $1.5M | Add +2.9% |
| V Visa Inc. Class A | 0.98% | 4,330 | $1.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.97% | 3,950 | $1.5M | Add +3.3% |
| SPG Simon Property Group Inc. | 0.91% | 6,200 | $1.4M | Reduce -16.8% |
| ALLY Ally Financial Inc. | 0.74% | 24,640 | $1.1M | Reduce -3.7% |
| HD Home Depot Inc. | 0.72% | 3,110 | $1.1M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.70% | 2,075 | $1.1M | Reduce -0.9% |
| IYY iShares Dow Jones U.S. ETF | 0.63% | 5,220 | $952K | Reduce -27.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 15,415 | $947K | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 1,200 | $884K | Add +50.0% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.55% | 67,240 | $836K | Add +184.9% |
| VIK Viking Holdings Ltd. | 0.54% | 7,900 | $827K | Add +2.6% |
| PAA Plains All Amer Pipeline LP | 0.52% | 35,279 | $785K | Reduce -10.6% |
| SOLS Solstice Adv Materials Inc. | 0.50% | 8,506 | $754K | Add +1.2% |
| STLD Steel Dynamics Inc. | 0.49% | 3,240 | $743K | Add +29.6% |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | 0.48% | 3,400 | $733K | Reduce -32.8% |
| GOOG Alphabet Inc. Class C | 0.48% | 2,070 | $731K | Reduce -12.7% |
| TSLW Roundhill Tsla Weeklypay ETF | 0.43% | 27,800 | $661K | Add +21.4% |
| AZN Astrazeneca PLC | 0.43% | 3,475 | $659K | New |
| ET Energy Transfer LP | 0.42% | 33,081 | $633K | Reduce -2.9% |
| GDXJ Vaneck Junior Gold Miners | 0.39% | 6,080 | $597K | Add +12060.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.39% | 300 | $597K | New |
| AMAT Applied Materials Inc. | 0.38% | 800 | $578K | New |
| C Citigroup Inc. | 0.37% | 4,000 | $560K | New |
| DY Dycom Industries Inc. | 0.37% | 1,100 | $556K | Add +25.0% |
| CAT Caterpillar Inc. | 0.36% | 520 | $554K | No change |
| FTAI Ftai Aviation Ltd. | 0.36% | 2,020 | $546K | New |
| EOG EOG Resources Inc. | 0.36% | 4,198 | $545K | No change |
| ETR Entergy Corp. | 0.36% | 4,703 | $540K | No change |
| SCCO Southern Copper Corp. | 0.34% | 2,997 | $522K | Add +2.4% |
| XBI SS SPDR S&P Biotech ETF | 0.34% | 3,300 | $522K | New |
| CLS Celestica Inc. | 0.33% | 1,380 | $503K | New |
| TTWO Take-Two Interactive Softwre | 0.33% | 2,000 | $500K | No change |
| SNXX Tradr 2X Long SNDK Daily ETF | 0.33% | 11,800 | $496K | New |
| SEI Solaris Energy Infrastructur | 0.32% | 6,100 | $491K | Add +22.0% |
| ONTO Onto Innovation Inc. | 0.32% | 1,280 | $484K | New |
| LLY Eli Lilly & Co. | 0.32% | 400 | $480K | New |
| MPLX MPLX LP | 0.31% | 8,500 | $479K | No change |
| OKE Oneok Inc. | 0.31% | 5,450 | $474K | Reduce -1.8% |
| HWM Howmet Aerospace Inc. | 0.30% | 1,700 | $457K | Add +21.4% |
| BAC Bank of America Corp. | 0.30% | 7,950 | $453K | No change |
| ASTS Ast Spacemobile Inc. | 0.29% | 4,980 | $443K | New |
| XQQI Neos BSTD NDQ HGH Inc. ETF | 0.29% | 8,200 | $436K | New |
| XSPI Neos Boosted S&P 500 Hi ETF | 0.28% | 8,600 | $428K | New |
| TSMU Graniteshares 2X L TSM ETF | 0.28% | 4,600 | $424K | New |
| DELL Dell Technologies -C | 0.26% | 900 | $388K | New |
| EWY iShares MSCI South Korea ETF | 0.25% | 1,900 | $384K | New |
| TQQQ Proshares Ultrapro QQQ | 0.24% | 4,550 | $369K | Reduce -45.5% |
| KMI Kinder Morgan Inc. | 0.24% | 11,500 | $368K | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 750 | $358K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 630 | $355K | Add +18.9% |
| STM Stmicroelectronics NV-NY SHS | 0.23% | 4,700 | $352K | Add +2250.0% |
| BA The Boeing Co. | 0.23% | 1,610 | $349K | Add +1510.0% |
| CVX Chevron Corp. | 0.22% | 2,020 | $335K | Reduce -64.1% |
| AMD Advanced Micro Devices | 0.22% | 575 | $334K | Add +53.3% |
| GLW Corning Inc. | 0.22% | 1,290 | $330K | Add +17.3% |
| COST Costco Wholesale Corp. | 0.22% | 350 | $327K | No change |
| HONA Honeywell Aerospace Inc. | 0.21% | 1,443 | $319K | Add +32.0% |
| RDDT Reddit Inc. Class A | 0.21% | 1,800 | $312K | Reduce -28.0% |
| WMT Walmart Inc. | 0.20% | 2,734 | $310K | No change |
| WPM Wheaton Precious Metals Corp. | 0.20% | 2,700 | $303K | New |
| EEM iShares MSCI Emerging Market | 0.20% | 4,370 | $299K | Add +992.5% |
| RVMD Revolution Medicines Inc. | 0.18% | 1,500 | $281K | New |
| PFFA Virtus Infracap US Pref STCK | 0.18% | 13,200 | $272K | Reduce -13.7% |
| AVGO Broadcom Inc. | 0.17% | 700 | $264K | New |
| VOO Vanguard S&P 500 ETF | 0.16% | 350 | $240K | Add +133.3% |
| ITA iShares U.S. Aerospace & Def | 0.15% | 970 | $235K | Reduce -13.4% |
| DRAM Roundhill Memory ETF | 0.15% | 3,180 | $235K | New |
| HON Honeywell International Inc. | 0.15% | 1,043 | $234K | Reduce -4.6% |
| VIAV Viavi Solutions Inc. | 0.15% | 4,800 | $229K | New |
| DUK Duke Energy Corp. | 0.15% | 1,790 | $227K | No change |
| RACE Ferrari NV | 0.15% | 600 | $223K | No change |
| ROK Rockwell Automation Inc. | 0.15% | 450 | $223K | Reduce -15.1% |
| MUU Direxion Daily Mu Bull 2X Et | 0.14% | 210 | $220K | Add +16.7% |
| GOOGL Alphabet Inc. Class A | 0.14% | 600 | $214K | Add +3.5% |
| NEE Nextera Energy Inc. | 0.14% | 2,400 | $211K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -0.7% | 3.94% | −1.22 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 7.81% | −1.15 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 1.36% | −0.88 |
| CVX Chevron Corp. | Reduce -64.1% | 0.22% | −0.78 |
| AAPL Apple Inc. | Reduce -4.9% | 3.67% | −0.76 |
| VST Vistra Corp. | Sold out | 0.00% | −0.71 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -6.0% | 2.14% | −0.63 |
| AM Antero Midstream Corp. | Reduce -1.7% | 1.84% | −0.62 |
| CCJ Cameco Corp. | Reduce -76.2% | 0.11% | −0.52 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −0.40 |
| IYY iShares Dow Jones U.S. ETF | Reduce -27.7% | 0.63% | −0.36 |
| ZIM Zim Integrated Shipping Serv | Reduce -91.1% | 0.03% | −0.36 |
| KGS Kodiak Gas Services Inc. | Sold out | 0.00% | −0.33 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.30 |
| SPG Simon Property Group Inc. | Reduce -16.8% | 0.91% | −0.29 |
| HON Honeywell International Inc. | Reduce -4.6% | 0.15% | −0.27 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.27 |
| PAA Plains All Amer Pipeline LP | Reduce -10.6% | 0.52% | −0.24 |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | Reduce -32.8% | 0.48% | −0.24 |
| SYM Symbotic Inc. | Sold out | 0.00% | −0.24 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.21 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.70% | −0.20 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.20 |
| HD Home Depot Inc. | Reduce -4.0% | 0.72% | −0.20 |
| LITE Lumentum Holdings Inc. | Reduce -9.9% | 1.03% | −0.20 |
| ABBV Abbvie Inc. | Reduce -3.6% | 1.11% | −0.19 |
| GS Goldman Sachs Group Inc. | Reduce -4.8% | 1.19% | −0.18 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.18 |
| LB Landbridge Co. LLC-A | Sold out | 0.00% | −0.17 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.17 |
| RING iShares MSCI Global Gold Min | Sold out | 0.00% | −0.17 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| ET Energy Transfer LP | Reduce -2.9% | 0.42% | −0.15 |
| FLR Fluor Corp. | Reduce -47.3% | 0.12% | −0.14 |
| PVLA Palvella Therapeutics Inc. | Reduce -52.2% | 0.11% | −0.14 |
| SILJ Amplify Junior Silver Miners | Sold out | 0.00% | −0.13 |
| OKE Oneok Inc. | Reduce -1.8% | 0.31% | −0.12 |
| ALLY Ally Financial Inc. | Reduce -3.7% | 0.74% | −0.12 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.11 |
| AAOI Applied Optoelectronics Inc. | Reduce -31.3% | 1.25% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -12.7% | 0.48% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -2.1% | 0.24% | −0.10 |
| JEPI JPMorgan Equity Premium Inco | Reduce -44.8% | 0.07% | −0.09 |
| PFFA Virtus Infracap US Pref STCK | Reduce -13.7% | 0.18% | −0.09 |
| RDDT Reddit Inc. Class A | Reduce -28.0% | 0.21% | −0.08 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | Sold out | 0.00% | −0.08 |
| DXYZ Destiny TECH100 Inc. | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -11.4% | 0.11% | −0.07 |
| TQQQ Proshares Ultrapro QQQ | Reduce -45.5% | 0.24% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +0.6% | 7.73% | +4.78 |
| SPCX Space Exploration Techn Class A | New | 1.74% | +1.74 |
| SNDK Sandisk Corp. | Add +262.1% | 1.27% | +1.14 |
| UNH Unitedhealth Group Inc. | Add +52.3% | 1.46% | +0.64 |
| BE Bloom Energy Corp. Class A | Add +22.9% | 1.01% | +0.53 |
| AZN Astrazeneca PLC | New | 0.43% | +0.43 |
| USD Proshares Ultra Semiconduct | Add +2.9% | 0.99% | +0.41 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.39% | +0.39 |
| GDXJ Vaneck Junior Gold Miners | Add +12060.0% | 0.39% | +0.39 |
| AMAT Applied Materials Inc. | New | 0.38% | +0.38 |
| C Citigroup Inc. | New | 0.37% | +0.37 |
| FTAI Ftai Aviation Ltd. | New | 0.36% | +0.36 |
| XBI SS SPDR S&P Biotech ETF | New | 0.34% | +0.34 |
| CLS Celestica Inc. | New | 0.33% | +0.33 |
| SNXX Tradr 2X Long SNDK Daily ETF | New | 0.33% | +0.33 |
| ONTO Onto Innovation Inc. | New | 0.32% | +0.32 |
| LLY Eli Lilly & Co. | New | 0.32% | +0.32 |
| ASTS Ast Spacemobile Inc. | New | 0.29% | +0.29 |
| XQQI Neos BSTD NDQ HGH Inc. ETF | New | 0.29% | +0.29 |
| NVDY Yieldmax Nvda Option Inc. ETF | Add +184.9% | 0.55% | +0.29 |
| XSPI Neos Boosted S&P 500 Hi ETF | New | 0.28% | +0.28 |
| TSMU Graniteshares 2X L TSM ETF | New | 0.28% | +0.28 |
| DELL Dell Technologies -C | New | 0.26% | +0.26 |
| EWY iShares MSCI South Korea ETF | New | 0.25% | +0.25 |
| STM Stmicroelectronics NV-NY SHS | Add +2250.0% | 0.23% | +0.23 |
| BA The Boeing Co. | Add +1510.0% | 0.23% | +0.21 |
| WPM Wheaton Precious Metals Corp. | New | 0.20% | +0.20 |
| RVMD Revolution Medicines Inc. | New | 0.18% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | Add +50.0% | 0.58% | +0.18 |
| EEM iShares MSCI Emerging Market | Add +992.5% | 0.20% | +0.18 |
| AVGO Broadcom Inc. | New | 0.17% | +0.17 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +18.3% | 5.46% | +0.17 |
| DRAM Roundhill Memory ETF | New | 0.15% | +0.15 |
| AMD Advanced Micro Devices | Add +53.3% | 0.22% | +0.15 |
| VIAV Viavi Solutions Inc. | New | 0.15% | +0.15 |
| APP AppLovin Corp. Class A | New | 0.14% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.13% | +0.13 |
| MUU Direxion Daily Mu Bull 2X Et | Add +16.7% | 0.14% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.12% | +0.12 |
| SCO Proshares Ultrashort Bloombe | New | 0.12% | +0.12 |
| HIMU iShares High Yild Muni A ETF | New | 0.11% | +0.11 |
| HPE Hewlett Packard Enterprise | New | 0.11% | +0.11 |
| GEV GE Vernova Inc. | Add +3.3% | 1.89% | +0.11 |
| DY Dycom Industries Inc. | Add +25.0% | 0.37% | +0.11 |
| AMDL Graniteshares 2XLONG AMD ETF | Add +200.0% | 0.11% | +0.11 |
| SEPN Septerna Inc. | New | 0.11% | +0.11 |
| STLD Steel Dynamics Inc. | Add +29.6% | 0.49% | +0.10 |
| GLW Corning Inc. | Add +17.3% | 0.22% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +133.3% | 0.16% | +0.08 |
| SEI Solaris Energy Infrastructur | Add +22.0% | 0.32% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 283 | $152.1M | IVV, MU, SPYI, QQQI, DIA |
| Q1 2026 | 259 | $116.1M | IVV, SPYI, DIA, QQQI, MSFT |
| Q4 2025 | 262 | $122.3M | IVV, MSFT, DIA, SPYI, QQQI |
| Q3 2025 | 255 | $120.1M | IVV, MSFT, DIA, QQQI, AAPL |
| Q2 2025 | 248 | $95.9M | IVV, MSFT, DIA, JPM, EOS |
| Q1 2025 | 68 | $83.7M | IVV, DIA, MSFT, AAPL, JPM |
| Q4 2024 | 77 | $99.3M | IVV, DIA, MSFT, NVDA, AAPL |