Chung Wu Investment Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Chung Wu Investment Group, LLC reported 248 stock positions worth $95.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by Microsoft (MSFT, 8.6%) and SS SPDR Dow Jones Indus Avg (DIA, 6.9%). Compared with Q1 2025, it opened 183 new positions, sold out of 3, added to 14 and reduced 36. The biggest buy was a new position in Vistra (VST) and the biggest sale Unitedhealth (UNH, shares −71%).

Most Recent 13F
Q2 2026
Location
SUGAR LAND, TX
CIK
0002054278
Portfolio Value
$95.9M (Q2 2025)
SEC Filing
0002054278-25-000003 ↗ filed Jul 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $99.3M Q4 2024 Q1 2025: $83.7M Q1 2025 Q2 2025: $95.9M $95.9M Q2 2025 Q3 2025: $120.1M Q3 2025 Q4 2025: $122.3M Q4 2025 Q1 2026: $116.1M Q1 2026 Q2 2026: $152.1M Q2 2026

Holdings 248 stocks · $95.9M
IVV iShares Core S&P 500 ETF 10.32% 15,940 $9.9M Reduce -12.7%
MSFT Microsoft Corp. 8.59% 16,562 $8.2M Reduce -4.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 6.91% 15,048 $6.6M Reduce -16.2%
JPM JPMorgan Chase & Co. 4.63% 15,317 $4.4M No change
EOS Eaton Vance Enh Eqt Inc. II 4.17% 165,230 $4.0M Reduce -1.0%
AAPL Apple Inc. 3.92% 18,318 $3.8M Reduce -22.7%
AM Antero Midstream Corp. 2.88% 145,960 $2.8M Add +13.3%
NVDA Nvidia Corp. 2.45% 14,866 $2.3M Add +4.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.43% 3,780 $2.3M Reduce -4.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.21% 38,986 $2.1M Reduce -5.3%
JEPI JPMorgan Equity Premium Inco 2.13% 35,922 $2.0M Add +66.8%
XOM Exxon Mobil Corp. 1.72% 15,277 $1.6M No change
V Visa Inc. Class A 1.66% 4,480 $1.6M Reduce -0.0%
OKE Oneok Inc. 1.57% 18,430 $1.5M Reduce -1.1%
META Meta Platforms Inc. Class A 1.35% 1,750 $1.3M Reduce -5.9%
ABBV Abbvie Inc. 1.33% 6,865 $1.3M Reduce -25.6%
GPIX GLDM SA S&P 500 PR in ETF-US 1.32% 25,460 $1.3M Reduce -12.4%
MA Mastercard Inc. Class A 1.30% 2,220 $1.2M No change
HD Home Depot Inc. 1.29% 3,363 $1.2M Reduce -2.5%
SPG Simon Property Group Inc. 1.26% 7,550 $1.2M Reduce -2.6%
VST Vistra Corp. 1.10% 5,425 $1.1M New
GEV GE Vernova Inc. 1.05% 1,902 $1.0M Reduce -16.3%
MTZ Mastec Inc. 0.99% 5,555 $947K Add +57.4%
NFLX Netflix Inc. 0.98% 700 $937K Add +8.5%
PFFA Virtus Infracap US Pref STCK 0.96% 44,240 $922K Reduce -34.7%
GE General Electric filed as GE AEROSPACE 0.90% 3,370 $867K Reduce -21.0%
IYY iShares Dow Jones U.S. ETF 0.82% 5,240 $791K Reduce -17.7%
AMZN Amazon.com Inc. 0.80% 3,496 $767K Reduce -18.6%
CRWV Coreweave Inc. Class A 0.79% 4,630 $755K New
PAA Plains All Amer Pipeline LP 0.77% 40,278 $738K Add +2.5%
CVX Chevron Corp. 0.72% 4,820 $690K Add +66.2%
GS Goldman Sachs Group Inc. 0.72% 970 $687K No change
AVAV Aerovironment Inc. 0.71% 2,400 $684K New
ET Energy Transfer LP 0.70% 37,072 $672K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.69% 1,635 $661K Add +6.5%
UNH Unitedhealth Group Inc. 0.60% 1,840 $574K Reduce -71.3%
EOG EOG Resources Inc. 0.60% 4,778 $571K No change
BX Blackstone Inc. 0.59% 3,790 $567K Add +15.2%
FISV Fiserv Inc. 0.59% 3,260 $562K Reduce -8.4%
CI The Cigna Group 0.55% 1,608 $532K Add +6.6%
DDM Proshares Ultra DOW30 0.53% 5,200 $510K New
SIL Global X Silver Miners ETF 0.52% 10,400 $501K New
AZN Astrazeneca PLC-Spons ADR 0.51% 7,050 $493K Reduce -4.1%
GDXJ Vaneck Junior Gold Miners 0.50% 7,150 $483K Reduce -42.8%
ALLY Ally Financial Inc. 0.49% 12,000 $467K New
USD Proshares Ultra Semiconduct 0.47% 6,080 $450K New
TQQQ Proshares Ultrapro QQQ 0.47% 5,400 $448K New
COST Costco Wholesale Corp. 0.46% 450 $445K Add +28.6%
MPLX MPLX LP 0.46% 8,500 $438K Reduce -3.4%
KMI Kinder Morgan Inc. 0.43% 14,050 $413K No change
DASH DoorDash Inc. Class A 0.41% 1,600 $394K No change
VIK Viking Holdings Ltd. 0.39% 7,100 $378K Add +1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.39% 7,950 $376K No change
PLTR Palantir Technologies Inc. Class A 0.38% 2,680 $365K Reduce -23.0%
APP AppLovin Corp. Class A 0.37% 1,020 $357K New
AXON Axon Enterprise Inc. 0.37% 430 $356K New
VRT Vertiv Holdings Co. Class A 0.36% 2,690 $345K New
AAOI Applied Optoelectronics Inc. 0.36% 13,400 $344K New
TTWO Take-Two Interactive Softwre 0.33% 1,300 $316K Reduce -22.6%
EEM iShares MSCI Emerging Market 0.32% 6,400 $309K New
WGS Genedx Holdings Corp. 0.32% 3,300 $305K Add +8.2%
HWM Howmet Aerospace Inc. 0.31% 1,600 $298K No change
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.30% 24,500 $289K New
EXPE Expedia Group Inc. 0.30% 1,700 $287K Add +13.3%
UBER Uber Technologies Inc. 0.29% 3,000 $280K No change
HTGC Hercules Capital Inc. 0.29% 15,178 $277K No change
ISRG Intuitive Surgical Inc. 0.28% 500 $272K New
WMT Walmart Inc. 0.28% 2,734 $267K No change
SSO Proshares Ultra S&P500 0.28% 2,720 $266K New
QQQ Invesco QQQ Trust Series 1 0.26% 460 $254K New
DUK Duke Energy Corp. 0.25% 2,018 $238K No change
QLD Proshares Ultra QQQ 0.25% 2,000 $235K New
SKYY First Trust Cloud Computing 0.24% 1,930 $235K New
AMTM Amentum Holdings Inc. 0.24% 9,744 $230K New
SMR Nuscale Power Corp. 0.23% 5,500 $218K New
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.22% 4,200 $209K Reduce -46.8%
PANW Palo Alto Networks Inc. 0.21% 1,000 $205K New
LOW Lowe's Cos Inc. 0.20% 875 $194K No change
MS Morgan Stanley 0.19% 1,300 $183K New
LTH Life Time Group Holdings Inc. 0.19% 6,000 $182K New
TSM Taiwan Semiconductor-SP ADR 0.19% 800 $181K New
DKS Dick's Sporting Goods Inc. 0.19% 900 $178K New
INSM Insmed Inc. 0.18% 1,720 $173K New
ZIM Zim Integrated Shipping Serv 0.18% 10,700 $172K New
FLR Fluor Corp. 0.18% 3,346 $172K New
NTRA Natera Inc. 0.18% 1,000 $169K New
EWH iShares MSCI Hong Kong ETF 0.18% 8,500 $169K New
NEE Nextera Energy Inc. 0.17% 2,400 $167K New
VZ Verizon Communications Inc. 0.17% 3,680 $159K Reduce -35.2%
EUAD Select Stoxx Eur Aer DE ETF 0.16% 3,600 $155K New
RTX RTX Corp. 0.16% 1,060 $155K New
TSLR Granitesh 2X LNG Tsla ETF 0.16% 8,000 $151K New
ELV Elevance Health Inc. 0.15% 380 $148K New
BRK.B Berkshire Hathaway Inc. Class B 0.15% 300 $146K Reduce -70.0%
VCIT Vanguard Int-Term Corporate 0.15% 1,743 $145K New
MP MP Materials Corp. 0.14% 4,100 $136K New
GLD SPDR Gold Shares 0.11% 358 $109K New
SLF Sun Life Financial Inc. 0.11% 1,553 $103K New
GOOGL Alphabet Inc. Class A 0.11% 580 $102K New
APLD Applied Digital Corp. 0.11% 10,120 $102K New

Show all 248 holdings

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -71.3% 0.60% −3.42
AAPL Apple Inc. Reduce -22.7% 3.92% −2.38
DIA SS SPDR Dow Jones Indus Avg Reduce -16.2% 6.91% −2.10
IVV iShares Core S&P 500 ETF Reduce -12.7% 10.32% −1.94
ABBV Abbvie Inc. Reduce -25.6% 1.33% −0.98
PFFA Virtus Infracap US Pref STCK Reduce -34.7% 0.96% −0.76
OKE Oneok Inc. Reduce -1.1% 1.57% −0.64
BRK.B Berkshire Hathaway Inc. Class B Reduce -70.0% 0.15% −0.48
AJG Arthur J Gallagher & Co. Reduce -94.0% 0.02% −0.41
FISV Fiserv Inc. Reduce -8.4% 0.59% −0.35
GDXJ Vaneck Junior Gold Miners Reduce -42.8% 0.50% −0.35
JEPQ JPM Nasdaq Equity Premium Reduce -5.3% 2.21% −0.34
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.32
PM Philip Morris International Sold out 0.00% −0.30
GPIX GLDM SA S&P 500 PR in ETF-US Reduce -12.4% 1.32% −0.30
TMUS T-Mobile US Inc. Reduce -90.0% 0.02% −0.29
TRGP Targa Resources Corp. Reduce -78.6% 0.05% −0.28
TSLA Tesla Inc. Reduce -75.2% 0.10% −0.28
SPG Simon Property Group Inc. Reduce -2.6% 1.26% −0.27
IHF iShares U.S. Healthcare Prov Reduce -88.9% 0.03% −0.26
ONON On Holding AG Class A Reduce -92.5% 0.02% −0.26
CTAS Cintas Corp. Sold out 0.00% −0.25
HD Home Depot Inc. Reduce -2.5% 1.29% −0.23
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.8% 2.43% −0.22
V Visa Inc. Class A Reduce -0.0% 1.66% −0.22
IYY iShares Dow Jones U.S. ETF Reduce -17.7% 0.82% −0.21
GTLS Chart Industries Inc. Reduce -84.3% 0.04% −0.20
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Reduce -46.8% 0.22% −0.20
AMZN Amazon.com Inc. Reduce -18.6% 0.80% −0.18
VZ Verizon Communications Inc. Reduce -35.2% 0.17% −0.14
AZN Astrazeneca PLC-Spons ADR Reduce -4.1% 0.51% −0.13
GE General Electric Reduce -21.0% 0.90% −0.12
MPLX MPLX LP Reduce -3.4% 0.46% −0.11
TTWO Take-Two Interactive Softwre Reduce -22.6% 0.33% −0.09
EOS Eaton Vance Enh Eqt Inc. II Reduce -1.0% 4.17% −0.04
PLTR Palantir Technologies Inc. Class A Reduce -23.0% 0.38% +0.03
META Meta Platforms Inc. Class A Reduce -5.9% 1.35% +0.06
GEV GE Vernova Inc. Reduce -16.3% 1.05% +0.22
MSFT Microsoft Corp. Reduce -4.3% 8.59% +0.82

Portfolio Buys Q1 2025 → Q2 2025
VST Vistra Corp. New 1.10% +1.10
CRWV Coreweave Inc. Class A New 0.79% +0.79
AVAV Aerovironment Inc. New 0.71% +0.71
JEPI JPMorgan Equity Premium Inco Add +66.8% 2.13% +0.66
NVDA Nvidia Corp. Add +4.1% 2.45% +0.60
DDM Proshares Ultra DOW30 New 0.53% +0.53
SIL Global X Silver Miners ETF New 0.52% +0.52
MTZ Mastec Inc. Add +57.4% 0.99% +0.49
ALLY Ally Financial Inc. New 0.49% +0.49
USD Proshares Ultra Semiconduct New 0.47% +0.47
TQQQ Proshares Ultrapro QQQ New 0.47% +0.47
APP AppLovin Corp. Class A New 0.37% +0.37
AXON Axon Enterprise Inc. New 0.37% +0.37
VRT Vertiv Holdings Co. Class A New 0.36% +0.36
AAOI Applied Optoelectronics Inc. New 0.36% +0.36
EEM iShares MSCI Emerging Market New 0.32% +0.32
TSLL Dirx DLY Tsla Bul 2X ETF-Aui New 0.30% +0.30
ISRG Intuitive Surgical Inc. New 0.28% +0.28
SSO Proshares Ultra S&P500 New 0.28% +0.28
QQQ Invesco QQQ Trust Series 1 New 0.26% +0.26
NFLX Netflix Inc. Add +8.5% 0.98% +0.26
QLD Proshares Ultra QQQ New 0.25% +0.25
SKYY First Trust Cloud Computing New 0.24% +0.24
AMTM Amentum Holdings Inc. New 0.24% +0.24
SMR Nuscale Power Corp. New 0.23% +0.23
PANW Palo Alto Networks Inc. New 0.21% +0.21
MS Morgan Stanley New 0.19% +0.19
LTH Life Time Group Holdings Inc. New 0.19% +0.19
TSM Taiwan Semiconductor-SP ADR New 0.19% +0.19
DKS Dick's Sporting Goods Inc. New 0.19% +0.19
INSM Insmed Inc. New 0.18% +0.18
ZIM Zim Integrated Shipping Serv New 0.18% +0.18
FLR Fluor Corp. New 0.18% +0.18
NTRA Natera Inc. New 0.18% +0.18
EWH iShares MSCI Hong Kong ETF New 0.18% +0.18
NEE Nextera Energy Inc. New 0.17% +0.17
EUAD Select Stoxx Eur Aer DE ETF New 0.16% +0.16
RTX RTX Corp. New 0.16% +0.16
MSTR Strategy Inc. Add +6.5% 0.69% +0.16
TSLR Granitesh 2X LNG Tsla ETF New 0.16% +0.16
ELV Elevance Health Inc. New 0.15% +0.15
VCIT Vanguard Int-Term Corporate New 0.15% +0.15
MP MP Materials Corp. New 0.14% +0.14
CVX Chevron Corp. Add +66.2% 0.72% +0.14
GLD SPDR Gold Shares New 0.11% +0.11
AM Antero Midstream Corp. Add +13.3% 2.88% +0.11
SLF Sun Life Financial Inc. New 0.11% +0.11
GOOGL Alphabet Inc. Class A New 0.11% +0.11
APLD Applied Digital Corp. New 0.11% +0.11
SPUU Dir Dai S&P 500 Bu 2X ETF-US New 0.10% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 283$152.1MIVV, MU, SPYI, QQQI, DIA
Q1 2026 259$116.1MIVV, SPYI, DIA, QQQI, MSFT
Q4 2025 262$122.3MIVV, MSFT, DIA, SPYI, QQQI
Q3 2025 255$120.1MIVV, MSFT, DIA, QQQI, AAPL
Q2 2025 248$95.9MIVV, MSFT, DIA, JPM, EOS
Q1 2025 68$83.7MIVV, DIA, MSFT, AAPL, JPM
Q4 2024 77$99.3MIVV, DIA, MSFT, NVDA, AAPL