Chung Wu Investment Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Chung Wu Investment Group, LLC reported 262 stock positions worth $122.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.1% of the portfolio, followed by Microsoft (MSFT, 6.6%) and SS SPDR Dow Jones Indus Avg (DIA, 6.0%). Compared with Q3 2025, it opened 32 new positions, sold out of 26, added to 42 and reduced 44. The biggest buy was Neos S&P 500 High Income ETF (SPYI, shares +22%) and the biggest sale Unitedhealth (UNH, shares −27%).

Most Recent 13F
Q2 2026
Location
SUGAR LAND, TX
CIK
0002054278
Portfolio Value
$122.3M (Q4 2025)
SEC Filing
0002054278-26-000001 ↗ filed Feb 2, 2026

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 Q3 2025 Q4 2025: $122.3M $122.3M Q4 2025 Q1 2026: $116.1M Q1 2026 Q2 2026: $152.1M Q2 2026

Holdings 262 stocks · $122.3M
IVV iShares Core S&P 500 ETF 9.05% 16,163 $11.1M Reduce -0.4%
MSFT Microsoft Corp. 6.63% 16,752 $8.1M Add +1.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 6.04% 15,365 $7.4M No change
SPYI Neos S&P 500 High Income ETF 5.13% 119,460 $6.3M Add +21.6%
QQQI Neos Nasdaq-100 High Inc. ETF 5.04% 114,456 $6.2M Add +15.0%
AAPL Apple Inc. 4.64% 20,864 $5.7M Add +1.1%
JPM JPMorgan Chase & Co. 4.30% 16,317 $5.3M Add +6.5%
EOS Eaton Vance Enh Eqt Inc. II 3.04% 158,610 $3.7M Reduce -1.3%
NVDA Nvidia Corp. 2.56% 16,796 $3.1M Add +5.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.16% 3,880 $2.6M No change
MU Micron Technology Inc. 2.13% 9,135 $2.6M Reduce -4.8%
AM Antero Midstream Corp. 1.85% 126,900 $2.3M Reduce -1.9%
ABBV Abbvie Inc. 1.56% 8,345 $1.9M Add +21.9%
GS Goldman Sachs Group Inc. 1.53% 2,135 $1.9M Add +2.6%
XOM Exxon Mobil Corp. 1.47% 14,937 $1.8M Reduce -0.7%
MS Morgan Stanley 1.41% 9,705 $1.7M Add +0.5%
UNH Unitedhealth Group Inc. 1.37% 5,075 $1.7M Reduce -27.4%
GEV GE Vernova Inc. 1.35% 2,517 $1.6M Add +11.2%
ALLY Ally Financial Inc. 1.29% 34,840 $1.6M Reduce -10.4%
V Visa Inc. Class A 1.28% 4,480 $1.6M No change
MTZ Mastec Inc. 1.24% 6,985 $1.5M Add +5.6%
SPG Simon Property Group Inc. 1.14% 7,550 $1.4M No change
MA Mastercard Inc. Class A 1.02% 2,190 $1.3M Reduce -1.4%
GE General Electric filed as GE AEROSPACE 0.94% 3,729 $1.1M No change
HD Home Depot Inc. 0.92% 3,283 $1.1M Reduce -2.7%
GDXJ Vaneck Junior Gold Miners 0.85% 9,150 $1.0M Reduce -10.7%
META Meta Platforms Inc. Class A 0.83% 1,530 $1.0M Reduce -12.6%
VST Vistra Corp. 0.81% 6,170 $995K Reduce -18.4%
USD Proshares Ultra Semiconduct 0.78% 18,200 $956K Add +8.3%
TQQQ Proshares Ultrapro QQQ 0.74% 17,240 $909K Add +22.3%
LITE Lumentum Holdings Inc. 0.72% 2,400 $885K Reduce -7.7%
OKE Oneok Inc. 0.72% 12,010 $883K Reduce -16.4%
SIL Global X Silver Miners ETF 0.71% 10,400 $869K Add +3.0%
IYY iShares Dow Jones U.S. ETF 0.71% 5,220 $866K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.67% 14,015 $815K Reduce -1.4%
AMZN Amazon.com Inc. 0.66% 3,480 $803K Reduce -7.1%
AAOI Applied Optoelectronics Inc. 0.63% 21,910 $774K Add +4.3%
KTOS Kratos Defense & Security 0.61% 9,760 $741K Add +18.2%
APP AppLovin Corp. Class A 0.60% 1,080 $728K Reduce -5.3%
PAA Plains All Amer Pipeline LP 0.58% 39,479 $709K Add +11.9%
ROK Rockwell Automation Inc. 0.55% 1,715 $667K New
AZN Astrazeneca PLC-Spons ADR 0.52% 6,950 $639K Reduce -1.4%
DAL Delta Air Lines Inc. 0.51% 9,020 $626K Add +802.0%
CCJ Cameco Corp. 0.49% 6,530 $597K Add +71.8%
VIK Viking Holdings Ltd. 0.48% 8,290 $592K Add +15.1%
ET Energy Transfer LP 0.48% 35,561 $586K Reduce -3.0%
NFLX Netflix Inc. 0.45% 5,900 $553K Reduce -19.7%
CVX Chevron Corp. 0.45% 3,620 $552K Reduce -8.8%
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.41% 26,000 $497K Reduce -18.8%
QQQ Invesco QQQ Trust Series 1 0.40% 800 $491K Add +6.7%
EOG EOG Resources Inc. 0.40% 4,628 $486K No change
HWM Howmet Aerospace Inc. 0.39% 2,300 $472K Add +43.8%
PLTR Palantir Technologies Inc. Class A 0.38% 2,600 $462K Reduce -1.9%
MPLX MPLX LP 0.37% 8,500 $454K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 7,950 $437K No change
ETR Entergy Corp. 0.36% 4,703 $435K No change
NSC Norfolk Southern Corp. 0.35% 1,500 $433K No change
LLY Eli Lilly & Co. 0.35% 400 $430K New
WGS Genedx Holdings Corp. 0.35% 3,300 $429K Reduce -8.3%
EXPE Expedia Group Inc. 0.35% 1,500 $425K Reduce -11.8%
TTWO Take-Two Interactive Softwre 0.34% 1,600 $410K Reduce -11.1%
SOLS Solstice Adv Materials Inc. 0.33% 8,406 $408K Add +44142.1%
DDM Proshares Ultra DOW30 0.31% 6,700 $381K Add +737.5%
PFFA Virtus Infracap US Pref STCK 0.31% 17,500 $377K Reduce -54.8%
AMD Advanced Micro Devices 0.30% 1,695 $363K Reduce -36.2%
AVAV Aerovironment Inc. 0.30% 1,500 $363K No change
KMI Kinder Morgan Inc. 0.27% 12,050 $331K Reduce -13.0%
PANW Palo Alto Networks Inc. 0.25% 1,660 $306K No change
NVO Novo-Nordisk A/S-Spons ADR 0.25% 6,000 $305K New
WMT Walmart Inc. 0.25% 2,734 $305K No change
COST Costco Wholesale Corp. 0.25% 350 $302K No change
GOOG Alphabet Inc. Class C 0.22% 870 $273K Add +52.6%
PVLA Palvella Therapeutics Inc. 0.22% 2,600 $272K Add +1200.0%
SPUU Dir Dai S&P 500 Bu 2X ETF-US 0.22% 1,460 $269K Add +58.7%
WPM Wheaton Precious Metals Corp. 0.20% 2,130 $250K Add +1538.5%
HTGC Hercules Capital Inc. 0.20% 12,978 $244K No change
TSM Taiwan Semiconductor-SP ADR 0.20% 800 $243K No change
SSO Proshares Ultra S&P500 0.20% 4,140 $240K Reduce -37.6%
DUK Duke Energy Corp. 0.19% 2,018 $237K No change
BX Blackstone Inc. 0.19% 1,490 $230K Reduce -46.6%
NTRA Natera Inc. 0.19% 1,000 $229K No change
NVDL Granitesh 2X LNG Nvda ETF 0.18% 2,500 $220K Add +177.8%
HON Honeywell International Inc. 0.18% 1,126 $220K Add +1381.6%
LOW Lowe's Cos Inc. 0.17% 875 $211K No change
PDD PDD Holdings Inc. 0.17% 1,800 $204K No change
RTX RTX Corp. 0.16% 1,060 $194K No change
NEE Nextera Energy Inc. 0.16% 2,400 $193K No change
SEI Solaris Energy Infrastructur 0.15% 4,000 $184K Add +207.7%
GOOGL Alphabet Inc. Class A 0.15% 580 $182K No change
INSM Insmed Inc. 0.15% 1,020 $178K Reduce -40.7%
MDLN Medline Inc. Class A 0.13% 3,700 $155K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.12% 1,230 $153K Add +36.7%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 300 $151K No change
VCIT Vanguard Int-Term Corporate 0.12% 1,743 $146K No change
WBD Warner Bros Discovery Inc. 0.12% 5,000 $144K Add +4.2%
GLD SPDR Gold Shares 0.12% 358 $142K No change
GWRE Guidewire Software Inc. 0.12% 700 $141K New
TSLA Tesla Inc. 0.11% 300 $135K No change
FLR Fluor Corp. 0.11% 3,346 $133K No change
AXGN Axogen Inc. 0.11% 4,000 $131K New

Show all 262 holdings

Portfolio Sells Q3 2025 → Q4 2025
UNH Unitedhealth Group Inc. Reduce -27.4% 1.37% −0.64
CRDO Credo Technology Group Holdi Sold out 0.00% −0.50
VST Vistra Corp. Reduce -18.4% 0.81% −0.42
PFFA Virtus Infracap US Pref STCK Reduce -54.8% 0.31% −0.39
MP MP Materials Corp. Sold out 0.00% −0.35
MSTR Strategy Inc. Reduce -65.4% 0.06% −0.34
SNOW Snowflake Inc. Sold out 0.00% −0.33
CRWV Coreweave Inc. Class A Reduce -96.4% 0.01% −0.31
ORCL Oracle Corp. Sold out 0.00% −0.30
NFLX Netflix Inc. Reduce -19.7% 0.45% −0.28
OKLO Oklo Inc. Reduce -91.8% 0.02% −0.28
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.26
IREN Iren Ltd. Sold out 0.00% −0.26
AM Antero Midstream Corp. Reduce -1.9% 1.85% −0.25
NBIS Nebius Group NV Reduce -96.3% 0.01% −0.25
UBER Uber Technologies Inc. Sold out 0.00% −0.24
META Meta Platforms Inc. Class A Reduce -12.6% 0.83% −0.24
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.22
CVNA Carvana Co. Reduce -95.8% 0.01% −0.22
HD Home Depot Inc. Reduce -2.7% 0.92% −0.21
BX Blackstone Inc. Reduce -46.6% 0.19% −0.21
BA The Boeing Co. Sold out 0.00% −0.20
CRM Salesforce Inc. Sold out 0.00% −0.20
INTC Intel Corp. Reduce -94.3% 0.01% −0.18
EEM iShares MSCI Emerging Market Reduce -90.9% 0.02% −0.18
EOS Eaton Vance Enh Eqt Inc. II Reduce -1.3% 3.04% −0.17
ELF Elf Beauty Inc. Sold out 0.00% −0.17
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.16
TSLL Dirx DLY Tsla Bul 2X ETF-Aui Reduce -18.8% 0.41% −0.16
OKE Oneok Inc. Reduce -16.4% 0.72% −0.15
SSO Proshares Ultra S&P500 Reduce -37.6% 0.20% −0.11
APP AppLovin Corp. Class A Reduce -5.3% 0.60% −0.09
VZ Verizon Communications Inc. Reduce -55.6% 0.05% −0.08
FISV Fiserv Inc. Sold out 0.00% −0.08
WBTN Webtoon Entertainment Inc. Sold out 0.00% −0.06
CVX Chevron Corp. Reduce -8.8% 0.45% −0.06
INSM Insmed Inc. Reduce -40.7% 0.15% −0.06
AMD Advanced Micro Devices Reduce -36.2% 0.30% −0.06
KMI Kinder Morgan Inc. Reduce -13.0% 0.27% −0.06
TTWO Take-Two Interactive Softwre Reduce -11.1% 0.34% −0.05
ETHE Grayscale Ethereum Staking E Sold out 0.00% −0.05
RACE Ferrari NV Sold out 0.00% −0.05
ET Energy Transfer LP Reduce -3.0% 0.48% −0.04
USFR Wisdomtree Floating Rate Tre Reduce -66.7% 0.02% −0.04
MA Mastercard Inc. Class A Reduce -1.4% 1.02% −0.03
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.03
AMZN Amazon.com Inc. Reduce -7.1% 0.66% −0.03
XLI SS Industrial Select Sector Sold out 0.00% −0.03
PLTR Palantir Technologies Inc. Class A Reduce -1.9% 0.38% −0.02
EOSE Eos Energy Enterprises Inc. Reduce -91.3% 0.00% −0.02

Portfolio Buys Q3 2025 → Q4 2025
SPYI Neos S&P 500 High Income ETF Add +21.6% 5.13% +0.85
QQQI Neos Nasdaq-100 High Inc. ETF Add +15.0% 5.04% +0.55
ROK Rockwell Automation Inc. New 0.55% +0.55
DAL Delta Air Lines Inc. Add +802.0% 0.51% +0.46
LLY Eli Lilly & Co. New 0.35% +0.35
SOLS Solstice Adv Materials Inc. Add +44142.1% 0.33% +0.33
JPM JPMorgan Chase & Co. Add +6.5% 4.30% +0.28
DDM Proshares Ultra DOW30 Add +737.5% 0.31% +0.28
AAPL Apple Inc. Add +1.1% 4.64% +0.26
NVO Novo-Nordisk A/S-Spons ADR New 0.25% +0.25
ABBV Abbvie Inc. Add +21.9% 1.56% +0.24
CCJ Cameco Corp. Add +71.8% 0.49% +0.22
PVLA Palvella Therapeutics Inc. Add +1200.0% 0.22% +0.21
WPM Wheaton Precious Metals Corp. Add +1538.5% 0.20% +0.19
GEV GE Vernova Inc. Add +11.2% 1.35% +0.19
AAOI Applied Optoelectronics Inc. Add +4.3% 0.63% +0.18
HON Honeywell International Inc. Add +1381.6% 0.18% +0.17
GS Goldman Sachs Group Inc. Add +2.6% 1.53% +0.16
TQQQ Proshares Ultrapro QQQ Add +22.3% 0.74% +0.14
MS Morgan Stanley Add +0.5% 1.41% +0.13
MDLN Medline Inc. Class A New 0.13% +0.13
HWM Howmet Aerospace Inc. Add +43.8% 0.39% +0.12
GWRE Guidewire Software Inc. New 0.12% +0.12
VIK Viking Holdings Ltd. Add +15.1% 0.48% +0.11
NVDL Granitesh 2X LNG Nvda ETF Add +177.8% 0.18% +0.11
SIL Global X Silver Miners ETF Add +3.0% 0.71% +0.11
GOOG Alphabet Inc. Class C Add +52.6% 0.22% +0.11
AXGN Axogen Inc. New 0.11% +0.11
SEI Solaris Energy Infrastructur Add +207.7% 0.15% +0.11
VLO Valero Energy Corp. New 0.11% +0.11
REVG Rev Group Inc. New 0.10% +0.10
USD Proshares Ultra Semiconduct Add +8.3% 0.78% +0.09
VOR Vor Biopharma Inc. New 0.09% +0.09
REMX Vaneck Rar Earth ND STG-Usdi New 0.08% +0.08
SPUU Dir Dai S&P 500 Bu 2X ETF-US Add +58.7% 0.22% +0.08
MMKT Texas Cap Govt MNY MRKT ETF New 0.08% +0.08
NVDA Nvidia Corp. Add +5.1% 2.56% +0.08
PAA Plains All Amer Pipeline LP Add +11.9% 0.58% +0.08
MTZ Mastec Inc. Add +5.6% 1.24% +0.07
MRVL Marvell Technology Inc. New 0.05% +0.05
TYRA Tyra Biosciences Inc. New 0.04% +0.04
WBD Warner Bros Discovery Inc. Add +4.2% 0.12% +0.04
SCCO Southern Copper Corp. New 0.04% +0.04
INR Infinity Natural Resour Class A New 0.03% +0.03
MRK Merck & Co. Inc. Add +100.0% 0.05% +0.03
QQQ Invesco QQQ Trust Series 1 Add +6.7% 0.40% +0.03
NEM Newmont Corp. Add +89.3% 0.04% +0.02
NLR Vaneck Urani & Nuclr ETF-Usd Add +36.7% 0.12% +0.02
SNDK Sandisk Corp. New 0.02% +0.02
EMC GLB X Emrg MRKT GRT Cnsumr New 0.02% +0.02

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