Chung Wu Investment Group, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Chung Wu Investment Group, LLC reported 255 stock positions worth $120.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by Microsoft (MSFT, 7.1%) and SS SPDR Dow Jones Indus Avg (DIA, 5.9%). Compared with Q2 2025, it opened 44 new positions, sold out of 37, added to 44 and reduced 45. The biggest buy was a new position in Neos Nasdaq-100 High Inc. ETF (QQQI) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −99%).

Most Recent 13F
Q2 2026
Location
SUGAR LAND, TX
CIK
0002054278
Portfolio Value
$120.1M (Q3 2025)
SEC Filing
0002054278-25-000005 ↗ filed Nov 4, 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 Q2 2025 Q3 2025: $120.1M $120.1M Q3 2025 Q4 2025: $122.3M Q4 2025 Q1 2026: $116.1M Q1 2026 Q2 2026: $152.1M Q2 2026

Holdings 255 stocks · $120.1M
IVV iShares Core S&P 500 ETF 9.05% 16,230 $10.9M Add +1.8%
MSFT Microsoft Corp. 7.14% 16,562 $8.6M No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 5.93% 15,365 $7.1M Add +2.1%
QQQI Neos Nasdaq-100 High Inc. ETF 4.49% 99,516 $5.4M New
AAPL Apple Inc. 4.38% 20,634 $5.3M Add +12.6%
SPYI Neos S&P 500 High Income ETF 4.28% 98,230 $5.1M Add +32643.3%
JPM JPMorgan Chase & Co. 4.02% 15,317 $4.8M No change
EOS Eaton Vance Enh Eqt Inc. II 3.20% 160,690 $3.8M Reduce -2.8%
NVDA Nvidia Corp. 2.48% 15,976 $3.0M Add +7.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.15% 3,880 $2.6M Add +2.6%
AM Antero Midstream Corp. 2.09% 129,400 $2.5M Reduce -11.3%
UNH Unitedhealth Group Inc. 2.01% 6,995 $2.4M Add +280.2%
XOM Exxon Mobil Corp. 1.41% 15,037 $1.7M Reduce -1.6%
GS Goldman Sachs Group Inc. 1.38% 2,080 $1.7M Add +114.4%
MU Micron Technology Inc. 1.34% 9,595 $1.6M Add +9495.0%
ABBV Abbvie Inc. 1.32% 6,845 $1.6M Reduce -0.3%
MS Morgan Stanley 1.28% 9,660 $1.5M Add +643.1%
V Visa Inc. Class A 1.27% 4,480 $1.5M No change
ALLY Ally Financial Inc. 1.27% 38,890 $1.5M Add +224.1%
VST Vistra Corp. 1.23% 7,565 $1.5M Add +39.5%
SPG Simon Property Group Inc. 1.18% 7,550 $1.4M No change
MTZ Mastec Inc. 1.17% 6,615 $1.4M Add +19.1%
GEV GE Vernova Inc. 1.16% 2,263 $1.4M Add +19.0%
HD Home Depot Inc. 1.14% 3,373 $1.4M Add +0.3%
META Meta Platforms Inc. Class A 1.07% 1,750 $1.3M No change
MA Mastercard Inc. Class A 1.05% 2,220 $1.3M No change
GE General Electric filed as GE AEROSPACE 0.93% 3,729 $1.1M Add +10.7%
OKE Oneok Inc. 0.87% 14,360 $1.0M Reduce -22.1%
GDXJ Vaneck Junior Gold Miners 0.85% 10,250 $1.0M Add +43.4%
NFLX Netflix Inc. 0.73% 735 $881K Add +5.0%
IYY iShares Dow Jones U.S. ETF 0.71% 5,220 $848K Reduce -0.4%
PFFA Virtus Infracap US Pref STCK 0.70% 38,740 $841K Reduce -12.4%
USD Proshares Ultra Semiconduct 0.69% 8,400 $832K Add +38.2%
AMZN Amazon.com Inc. 0.69% 3,746 $823K Add +7.2%
APP AppLovin Corp. Class A 0.68% 1,140 $819K Add +11.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.68% 14,215 $818K Reduce -63.5%
KTOS Kratos Defense & Security 0.63% 8,260 $755K New
TQQQ Proshares Ultrapro QQQ 0.61% 7,050 $729K Add +30.6%
SIL Global X Silver Miners ETF 0.60% 10,100 $723K Reduce -2.9%
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.56% 32,000 $676K Add +30.6%
ET Energy Transfer LP 0.52% 36,649 $629K Reduce -1.1%
CVX Chevron Corp. 0.51% 3,970 $617K Reduce -17.6%
PAA Plains All Amer Pipeline LP 0.50% 35,279 $602K Reduce -12.4%
CRDO Credo Technology Group Holdi 0.50% 4,095 $596K New
AAOI Applied Optoelectronics Inc. 0.45% 21,000 $545K Add +56.7%
AZN Astrazeneca PLC-Spons ADR 0.45% 7,050 $541K No change
EOG EOG Resources Inc. 0.43% 4,628 $519K Reduce -3.1%
PLTR Palantir Technologies Inc. Class A 0.40% 2,650 $483K Reduce -1.1%
MSTR Strategy Inc. 0.40% 1,490 $480K Reduce -8.9%
BX Blackstone Inc. 0.40% 2,790 $477K Reduce -26.4%
AVAV Aerovironment Inc. 0.39% 1,500 $472K Reduce -37.5%
TTWO Take-Two Interactive Softwre 0.39% 1,800 $465K Add +38.5%
NSC Norfolk Southern Corp. 0.38% 1,500 $451K Add +650.0%
QQQ Invesco QQQ Trust Series 1 0.38% 750 $450K Add +63.0%
VIK Viking Holdings Ltd. 0.37% 7,200 $448K Add +1.4%
ETR Entergy Corp. 0.36% 4,703 $438K New
AMD Advanced Micro Devices 0.36% 2,655 $430K Add +2555.0%
MPLX MPLX LP 0.35% 8,500 $425K No change
LITE Lumentum Holdings Inc. 0.35% 2,600 $423K New
MP MP Materials Corp. 0.35% 6,250 $419K Add +52.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 7,950 $410K No change
SNOW Snowflake Inc. 0.33% 1,745 $394K Add +3390.0%
KMI Kinder Morgan Inc. 0.33% 13,850 $392K Reduce -1.4%
WGS Genedx Holdings Corp. 0.32% 3,600 $388K Add +9.1%
CRWV Coreweave Inc. Class A 0.31% 2,750 $376K Reduce -40.6%
SSO Proshares Ultra S&P500 0.31% 3,320 $372K Add +22.1%
ORCL Oracle Corp. 0.30% 1,300 $366K New
EXPE Expedia Group Inc. 0.30% 1,700 $363K No change
OKLO Oklo Inc. 0.30% 3,180 $355K New
PANW Palo Alto Networks Inc. 0.28% 1,660 $338K Add +66.0%
COST Costco Wholesale Corp. 0.27% 350 $324K Reduce -22.2%
CCJ Cameco Corp. 0.27% 3,800 $319K Add +280.0%
HWM Howmet Aerospace Inc. 0.26% 1,600 $314K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.26% 1,012 $313K Add +1532.3%
IREN Iren Ltd. filed as IREN LIMITED 0.26% 6,530 $306K New
NBIS Nebius Group NV 0.25% 2,700 $303K New
UBER Uber Technologies Inc. 0.24% 3,000 $294K No change
WMT Walmart Inc. 0.23% 2,734 $282K No change
CVNA Carvana Co. 0.23% 720 $272K New
TLT iShares 20+ Year Treasury BD 0.22% 3,000 $268K New
DUK Duke Energy Corp. 0.21% 2,018 $250K No change
INSM Insmed Inc. 0.21% 1,720 $248K No change
HTGC Hercules Capital Inc. 0.20% 12,978 $245K Reduce -14.5%
PDD PDD Holdings Inc. 0.20% 1,800 $238K New
BA The Boeing Co. 0.20% 1,100 $237K New
CRM Salesforce Inc. 0.20% 1,000 $237K New
EEM iShares MSCI Emerging Market 0.20% 4,400 $235K Reduce -31.3%
INTC Intel Corp. 0.20% 7,000 $235K Add +3400.0%
TSM Taiwan Semiconductor-SP ADR 0.19% 800 $223K No change
LOW Lowe's Cos Inc. 0.18% 875 $220K No change
ELF Elf Beauty Inc. 0.17% 1,500 $199K New
ETHA iShares Ethereum Trust ETF 0.16% 6,000 $189K New
NEE Nextera Energy Inc. 0.15% 2,400 $181K No change
RTX RTX Corp. 0.15% 1,060 $177K No change
SPUU Dir Dai S&P 500 Bu 2X ETF-US 0.14% 920 $165K Add +43.8%
NTRA Natera Inc. 0.13% 1,000 $161K No change
VZ Verizon Communications Inc. 0.13% 3,600 $158K Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 300 $151K No change
VCIT Vanguard Int-Term Corporate 0.12% 1,743 $147K No change
GOOGL Alphabet Inc. Class A 0.12% 580 $141K No change

Show all 255 holdings

Portfolio Sells Q2 2025 → Q3 2025
JEPI JPMorgan Equity Premium Inco Reduce -98.9% 0.02% −2.11
JEPQ JPM Nasdaq Equity Premium Reduce -63.5% 0.68% −1.53
GPIX GLDM SA S&P 500 PR in ETF-US Sold out 0.00% −1.32
EOS Eaton Vance Enh Eqt Inc. II Reduce -2.8% 3.20% −0.97
AM Antero Midstream Corp. Reduce -11.3% 2.09% −0.79
OKE Oneok Inc. Reduce -22.1% 0.87% −0.70
FISV Fiserv Inc. Reduce -78.5% 0.08% −0.51
DDM Proshares Ultra DOW30 Reduce -92.3% 0.04% −0.50
CRWV Coreweave Inc. Class A Reduce -40.6% 0.31% −0.47
CI The Cigna Group Reduce -75.1% 0.10% −0.46
DASH DoorDash Inc. Class A Sold out 0.00% −0.41
AXON Axon Enterprise Inc. Sold out 0.00% −0.37
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.36
AVAV Aerovironment Inc. Reduce -37.5% 0.39% −0.32
XOM Exxon Mobil Corp. Reduce -1.6% 1.41% −0.30
MSTR Strategy Inc. Reduce -8.9% 0.40% −0.29
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.28
PAA Plains All Amer Pipeline LP Reduce -12.4% 0.50% −0.27
PFFA Virtus Infracap US Pref STCK Reduce -12.4% 0.70% −0.26
QLD Proshares Ultra QQQ Sold out 0.00% −0.25
SMR Nuscale Power Corp. Sold out 0.00% −0.23
AMTM Amentum Holdings Inc. Reduce -92.4% 0.01% −0.22
SKYY First Trust Cloud Computing Reduce -82.9% 0.04% −0.21
CVX Chevron Corp. Reduce -17.6% 0.51% −0.21
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Reduce -92.9% 0.01% −0.20
COST Costco Wholesale Corp. Reduce -22.2% 0.27% −0.19
BX Blackstone Inc. Reduce -26.4% 0.40% −0.19
LTH Life Time Group Holdings Inc. Sold out 0.00% −0.19
DKS Dick's Sporting Goods Inc. Sold out 0.00% −0.19
ET Energy Transfer LP Reduce -1.1% 0.52% −0.18
EOG EOG Resources Inc. Reduce -3.1% 0.43% −0.16
ZIM Zim Integrated Shipping Serv Reduce -86.0% 0.02% −0.16
EUAD Select Stoxx Eur Aer DE ETF Sold out 0.00% −0.16
ELV Elevance Health Inc. Sold out 0.00% −0.15
EWH iShares MSCI Hong Kong ETF Reduce -80.0% 0.03% −0.15
TSLR Granitesh 2X LNG Tsla ETF Reduce -91.9% 0.02% −0.14
EEM iShares MSCI Emerging Market Reduce -31.3% 0.20% −0.13
IYY iShares Dow Jones U.S. ETF Reduce -0.4% 0.71% −0.12
KMI Kinder Morgan Inc. Reduce -1.4% 0.33% −0.10
APLD Applied Digital Corp. Reduce -96.0% 0.01% −0.10
HTGC Hercules Capital Inc. Reduce -14.5% 0.20% −0.08
TRGP Targa Resources Corp. Sold out 0.00% −0.05
ETHE Grayscale Ethereum Staking E Reduce -62.5% 0.05% −0.05
HDV iShares Core High Dividend E Sold out 0.00% −0.05
GTLS Chart Industries Inc. Sold out 0.00% −0.04
THC Tenet Healthcare Corp. Sold out 0.00% −0.04
VZ Verizon Communications Inc. Reduce -2.2% 0.13% −0.03
PGR Progressive Corp. Reduce -66.7% 0.01% −0.03
HOLX Hologic Inc. Sold out 0.00% −0.03
LPX Louisiana-Pacific Corp. Sold out 0.00% −0.03

Portfolio Buys Q2 2025 → Q3 2025
QQQI Neos Nasdaq-100 High Inc. ETF New 4.49% +4.49
SPYI Neos S&P 500 High Income ETF Add +32643.3% 4.28% +4.26
UNH Unitedhealth Group Inc. Add +280.2% 2.01% +1.41
MU Micron Technology Inc. Add +9495.0% 1.34% +1.32
MS Morgan Stanley Add +643.1% 1.28% +1.09
ALLY Ally Financial Inc. Add +224.1% 1.27% +0.78
GS Goldman Sachs Group Inc. Add +114.4% 1.38% +0.66
KTOS Kratos Defense & Security New 0.63% +0.63
CRDO Credo Technology Group Holdi New 0.50% +0.50
AAPL Apple Inc. Add +12.6% 4.38% +0.46
ETR Entergy Corp. New 0.36% +0.36
LITE Lumentum Holdings Inc. New 0.35% +0.35
AMD Advanced Micro Devices Add +2555.0% 0.36% +0.34
GDXJ Vaneck Junior Gold Miners Add +43.4% 0.85% +0.34
NSC Norfolk Southern Corp. Add +650.0% 0.38% +0.32
SNOW Snowflake Inc. Add +3390.0% 0.33% +0.32
APP AppLovin Corp. Class A Add +11.8% 0.68% +0.31
ORCL Oracle Corp. New 0.30% +0.30
OKLO Oklo Inc. New 0.30% +0.30
TSLL Dirx DLY Tsla Bul 2X ETF-Aui Add +30.6% 0.56% +0.26
IREN Iren Ltd. New 0.26% +0.26
NBIS Nebius Group NV New 0.25% +0.25
AJG Arthur J Gallagher & Co. Add +1532.3% 0.26% +0.24
CVNA Carvana Co. New 0.23% +0.23
USD Proshares Ultra Semiconduct Add +38.2% 0.69% +0.22
TLT iShares 20+ Year Treasury BD New 0.22% +0.22
MP MP Materials Corp. Add +52.4% 0.35% +0.21
PDD PDD Holdings Inc. New 0.20% +0.20
BA The Boeing Co. New 0.20% +0.20
CRM Salesforce Inc. New 0.20% +0.20
INTC Intel Corp. Add +3400.0% 0.20% +0.19
CCJ Cameco Corp. Add +280.0% 0.27% +0.19
MTZ Mastec Inc. Add +19.1% 1.17% +0.19
ELF Elf Beauty Inc. New 0.17% +0.17
ETHA iShares Ethereum Trust ETF New 0.16% +0.16
TQQQ Proshares Ultrapro QQQ Add +30.6% 0.61% +0.14
VST Vistra Corp. Add +39.5% 1.23% +0.14
GOOG Alphabet Inc. Class C New 0.12% +0.12
QQQ Invesco QQQ Trust Series 1 Add +63.0% 0.38% +0.11
GEV GE Vernova Inc. Add +19.0% 1.16% +0.11
AAOI Applied Optoelectronics Inc. Add +56.7% 0.45% +0.09
JOBY Joby Aviation Inc. Add +1300.0% 0.09% +0.09
WBD Warner Bros Discovery Inc. New 0.08% +0.08
PANW Palo Alto Networks Inc. Add +66.0% 0.28% +0.07
WBTN Webtoon Entertainment Inc. New 0.06% +0.06
USFR Wisdomtree Floating Rate Tre New 0.06% +0.06
TTWO Take-Two Interactive Softwre Add +38.5% 0.39% +0.06
FBND Fidelity Total Bond ETF New 0.06% +0.06
NVDL Granitesh 2X LNG Nvda ETF Add +350.0% 0.07% +0.06
ITB iShares U.S. Home Constructi New 0.04% +0.04

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