Chung Wu Investment Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Chung Wu Investment Group, LLC reported 259 stock positions worth $116.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by Neos S&P 500 High Income ETF (SPYI, 6.1%) and SS SPDR Dow Jones Indus Avg (DIA, 6.0%). Compared with Q4 2025, it opened 40 new positions, sold out of 43, added to 29 and reduced 67. The biggest buy was Neos S&P 500 High Income ETF (SPYI, shares +20%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
SUGAR LAND, TX
CIK
0002054278
Portfolio Value
$116.1M (Q1 2026)
SEC Filing
0002054278-26-000002 ↗ filed May 12, 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 Q4 2025 Q1 2026: $116.1M $116.1M Q1 2026 Q2 2026: $152.1M Q2 2026

Holdings 259 stocks · $116.1M
IVV iShares Core S&P 500 ETF 8.96% 15,933 $10.4M Reduce -1.4%
SPYI Neos S&P 500 High Income ETF 6.08% 142,890 $7.1M Add +19.6%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 6.03% 15,105 $7.0M Reduce -1.7%
QQQI Neos Nasdaq-100 High Inc. ETF 5.30% 123,716 $6.1M Add +8.1%
MSFT Microsoft Corp. 5.16% 16,174 $6.0M Reduce -3.5%
AAPL Apple Inc. 4.43% 20,264 $5.1M Reduce -2.9%
JPM JPMorgan Chase & Co. 3.91% 15,437 $4.5M Reduce -5.4%
MU Micron Technology Inc. 2.94% 10,120 $3.4M Add +10.8%
EOS Eaton Vance Enh Eqt Inc. II 2.77% 157,310 $3.2M Reduce -0.8%
NVDA Nvidia Corp. 2.52% 16,746 $2.9M Reduce -0.3%
AM Antero Midstream Corp. 2.45% 125,000 $2.9M Reduce -1.5%
XOM Exxon Mobil Corp. 2.25% 15,377 $2.6M Add +3.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.17% 3,880 $2.5M No change
MTZ Mastec Inc. 1.87% 6,735 $2.2M Reduce -3.6%
GEV GE Vernova Inc. 1.78% 2,373 $2.1M Reduce -5.7%
GS Goldman Sachs Group Inc. 1.37% 1,875 $1.6M Reduce -12.2%
AAOI Applied Optoelectronics Inc. 1.36% 18,700 $1.6M Reduce -14.7%
ABBV Abbvie Inc. 1.30% 6,945 $1.5M Reduce -16.8%
MS Morgan Stanley 1.27% 8,975 $1.5M Reduce -7.5%
LITE Lumentum Holdings Inc. 1.22% 2,020 $1.4M Reduce -15.8%
SPG Simon Property Group Inc. 1.20% 7,450 $1.4M Reduce -1.3%
V Visa Inc. Class A 1.13% 4,330 $1.3M Reduce -3.4%
CVX Chevron Corp. 1.00% 5,620 $1.2M Add +55.3%
IYY iShares Dow Jones U.S. ETF 0.99% 7,220 $1.1M Add +38.3%
GE General Electric filed as GE AEROSPACE 0.93% 3,825 $1.1M Add +2.6%
HD Home Depot Inc. 0.92% 3,240 $1.1M Reduce -1.3%
MA Mastercard Inc. Class A 0.90% 2,095 $1.0M Reduce -4.3%
ALLY Ally Financial Inc. 0.86% 25,590 $1.0M Reduce -26.6%
UNH Unitedhealth Group Inc. 0.82% 3,505 $948K Reduce -30.9%
PAA Plains All Amer Pipeline LP 0.76% 39,479 $882K No change
SPUU Dir Dai S&P 500 Bu 2X ETF-US 0.72% 5,060 $837K Add +246.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.71% 14,915 $828K Add +6.4%
VST Vistra Corp. 0.71% 5,480 $824K Reduce -11.2%
CCJ Cameco Corp. 0.63% 6,730 $731K Add +3.1%
GOOG Alphabet Inc. Class C 0.59% 2,370 $680K Add +172.4%
USD Proshares Ultra Semiconduct 0.58% 13,960 $669K Reduce -23.3%
ET Energy Transfer LP 0.57% 34,081 $658K Reduce -4.2%
SOLS Solstice Adv Materials Inc. 0.55% 8,406 $640K No change
EOG EOG Resources Inc. 0.52% 4,198 $607K Reduce -9.3%
VIK Viking Holdings Ltd. 0.49% 7,700 $566K Reduce -7.1%
BE Bloom Energy Corp. Class A 0.48% 4,150 $562K New
TSLW Roundhill Tsla Weeklypay ETF 0.46% 22,900 $537K New
ETR Entergy Corp. 0.46% 4,703 $528K No change
SCCO Southern Copper Corp. 0.43% 2,926 $503K Add +800.3%
OKE Oneok Inc. 0.43% 5,550 $502K Reduce -53.8%
HON Honeywell International Inc. 0.43% 2,186 $494K Add +94.1%
MPLX MPLX LP 0.42% 8,500 $485K No change
KRMN Karman Holdings Inc. 0.40% 5,830 $467K New
QQQ Invesco QQQ Trust Series 1 0.40% 800 $462K No change
STLD Steel Dynamics Inc. 0.39% 2,500 $450K New
ZIM Zim Integrated Shipping Serv 0.38% 16,900 $445K Add +1026.7%
TTWO Take-Two Interactive Softwre 0.34% 2,000 $395K Add +25.0%
KMI Kinder Morgan Inc. 0.34% 11,750 $394K Reduce -2.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.33% 7,950 $388K No change
KGS Kodiak Gas Services Inc. 0.33% 6,500 $379K New
CAT Caterpillar Inc. 0.32% 520 $368K New
COST Costco Wholesale Corp. 0.30% 350 $349K No change
TQQQ Proshares Ultrapro QQQ 0.30% 8,350 $348K Reduce -51.6%
EXPE Expedia Group Inc. 0.30% 1,500 $346K No change
WMT Walmart Inc. 0.29% 2,734 $340K No change
RDDT Reddit Inc. Class A 0.29% 2,500 $337K New
HWM Howmet Aerospace Inc. 0.28% 1,400 $323K Reduce -39.1%
CF CF Industries Holdings Inc. 0.27% 2,400 $312K New
PFFA Virtus Infracap US Pref STCK 0.27% 15,300 $312K Reduce -12.6%
NVDY Yieldmax Nvda Option Inc. ETF 0.26% 23,600 $306K New
META Meta Platforms Inc. Class A 0.26% 530 $303K Reduce -65.4%
DY Dycom Industries Inc. 0.26% 880 $298K New
FLR Fluor Corp. 0.26% 6,346 $296K Add +89.7%
PVLA Palvella Therapeutics Inc. 0.25% 2,300 $287K Reduce -11.5%
SEI Solaris Energy Infrastructur 0.24% 5,000 $283K Add +25.0%
SYM Symbotic Inc. 0.24% 5,200 $277K New
TSM Taiwan Semiconductor-SP ADR 0.22% 750 $253K Reduce -6.3%
ITA iShares U.S. Aerospace & Def 0.21% 1,120 $245K Add +522.2%
HUBS HubSpot Inc. 0.21% 1,000 $244K New
CRDO Credo Technology Group Holdi 0.20% 2,500 $235K New
DUK Duke Energy Corp. 0.20% 1,790 $234K Reduce -11.3%
NFLX Netflix Inc. 0.20% 2,400 $231K Reduce -59.3%
NEE Nextera Energy Inc. 0.19% 2,400 $223K No change
LOW Lowe's Cos Inc. 0.18% 875 $207K No change
SRRK Scholar Rock Holding Corp. 0.18% 4,200 $206K New
VLO Valero Energy Corp. 0.18% 830 $205K Add +5.1%
RTX RTX Corp. 0.18% 1,060 $204K No change
RACE Ferrari NV 0.17% 600 $203K New
LB Landbridge Co. LLC-A 0.17% 2,900 $200K New
NTRA Natera Inc. 0.17% 1,000 $200K No change
RING iShares MSCI Global Gold Min 0.17% 2,500 $197K New
DNTH Dianthus Therapeutics Inc. 0.17% 2,300 $193K New
HTGC Hercules Capital Inc. 0.17% 12,978 $192K No change
ROK Rockwell Automation Inc. 0.16% 530 $190K Reduce -69.1%
JEPI JPMorgan Equity Premium Inco 0.16% 3,350 $190K Add +737.5%
GOOGL Alphabet Inc. Class A 0.14% 580 $167K No change
NLR Vaneck Urani & Nuclr ETF-Usd 0.14% 1,230 $164K No change
SSO Proshares Ultra S&P500 0.14% 3,040 $158K Reduce -26.6%
GLD SPDR Gold Shares 0.13% 358 $154K No change
GLW Corning Inc. 0.13% 1,100 $150K New
SNDK Sandisk Corp. 0.13% 235 $149K Add +104.3%
SILJ Amplify Junior Silver Miners 0.13% 5,000 $149K New
REMX Vaneck Rar Earth ND STG-Usdi 0.12% 1,640 $144K Add +17.1%
VCIT Vanguard Int-Term Corporate 0.12% 1,743 $144K No change
BRK.B Berkshire Hathaway Inc. Class B 0.12% 300 $144K No change

Show all 259 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -3.5% 5.16% −1.47
GDXJ Vaneck Junior Gold Miners Reduce -99.5% 0.01% −0.85
SIL Global X Silver Miners ETF Sold out 0.00% −0.71
KTOS Kratos Defense & Security Sold out 0.00% −0.61
APP AppLovin Corp. Class A Sold out 0.00% −0.60
AMZN Amazon.com Inc. Reduce -85.6% 0.09% −0.57
META Meta Platforms Inc. Class A Reduce -65.4% 0.26% −0.56
UNH Unitedhealth Group Inc. Reduce -30.9% 0.82% −0.55
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.52
DAL Delta Air Lines Inc. Sold out 0.00% −0.51
TQQQ Proshares Ultrapro QQQ Reduce -51.6% 0.30% −0.44
ALLY Ally Financial Inc. Reduce -26.6% 0.86% −0.43
JPM JPMorgan Chase & Co. Reduce -5.4% 3.91% −0.39
ROK Rockwell Automation Inc. Reduce -69.1% 0.16% −0.38
PLTR Palantir Technologies Inc. Class A Reduce -96.2% 0.01% −0.37
LLY Eli Lilly & Co. Sold out 0.00% −0.35
WGS Genedx Holdings Corp. Sold out 0.00% −0.35
TSLL Dirx DLY Tsla Bul 2X ETF-Aui Reduce -69.2% 0.08% −0.32
NSC Norfolk Southern Corp. Reduce -86.7% 0.05% −0.30
AVAV Aerovironment Inc. Sold out 0.00% −0.30
OKE Oneok Inc. Reduce -53.8% 0.43% −0.29
EOS Eaton Vance Enh Eqt Inc. II Reduce -0.8% 2.77% −0.26
ABBV Abbvie Inc. Reduce -16.8% 1.30% −0.26
NFLX Netflix Inc. Reduce -59.3% 0.20% −0.25
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.25
DDM Proshares Ultra DOW30 Reduce -77.6% 0.07% −0.24
PANW Palo Alto Networks Inc. Reduce -96.4% 0.01% −0.24
AMD Advanced Micro Devices Reduce -77.9% 0.07% −0.23
AAPL Apple Inc. Reduce -2.9% 4.43% −0.21
USD Proshares Ultra Semiconduct Reduce -23.3% 0.58% −0.20
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.20
NVDL Granitesh 2X LNG Nvda ETF Sold out 0.00% −0.18
GS Goldman Sachs Group Inc. Reduce -12.2% 1.37% −0.17
BX Blackstone Inc. Reduce -86.6% 0.02% −0.17
PDD PDD Holdings Inc. Sold out 0.00% −0.17
V Visa Inc. Class A Reduce -3.4% 1.13% −0.16
INSM Insmed Inc. Sold out 0.00% −0.15
MS Morgan Stanley Reduce -7.5% 1.27% −0.14
MDLN Medline Inc. Class A Sold out 0.00% −0.13
MA Mastercard Inc. Class A Reduce -4.3% 0.90% −0.12
WBD Warner Bros Discovery Inc. Sold out 0.00% −0.12
GWRE Guidewire Software Inc. Sold out 0.00% −0.12
HWM Howmet Aerospace Inc. Reduce -39.1% 0.28% −0.11
AXGN Axogen Inc. Sold out 0.00% −0.11
VST Vistra Corp. Reduce -11.2% 0.71% −0.10
REVG Rev Group Inc. Sold out 0.00% −0.10
JOBY Joby Aviation Inc. Reduce -97.8% 0.00% −0.10
IVV iShares Core S&P 500 ETF Reduce -1.4% 8.96% −0.09
VOR Vor Biopharma Inc. Sold out 0.00% −0.09
MSTR Strategy Inc. Reduce -97.1% 0.00% −0.06

Portfolio Buys Q4 2025 → Q1 2026
SPYI Neos S&P 500 High Income ETF Add +19.6% 6.08% +0.94
MU Micron Technology Inc. Add +10.8% 2.94% +0.81
XOM Exxon Mobil Corp. Add +3.0% 2.25% +0.78
CVX Chevron Corp. Add +55.3% 1.00% +0.55
SPUU Dir Dai S&P 500 Bu 2X ETF-US Add +246.6% 0.72% +0.50
BE Bloom Energy Corp. Class A New 0.48% +0.48
TSLW Roundhill Tsla Weeklypay ETF New 0.46% +0.46
KRMN Karman Holdings Inc. New 0.40% +0.40
SCCO Southern Copper Corp. Add +800.3% 0.43% +0.40
STLD Steel Dynamics Inc. New 0.39% +0.39
GOOG Alphabet Inc. Class C Add +172.4% 0.59% +0.36
ZIM Zim Integrated Shipping Serv Add +1026.7% 0.38% +0.36
KGS Kodiak Gas Services Inc. New 0.33% +0.33
CAT Caterpillar Inc. New 0.32% +0.32
RDDT Reddit Inc. Class A New 0.29% +0.29
IYY iShares Dow Jones U.S. ETF Add +38.3% 0.99% +0.28
CF CF Industries Holdings Inc. New 0.27% +0.27
NVDY Yieldmax Nvda Option Inc. ETF New 0.26% +0.26
DY Dycom Industries Inc. New 0.26% +0.26
QQQI Neos Nasdaq-100 High Inc. ETF Add +8.1% 5.30% +0.25
HON Honeywell International Inc. Add +94.1% 0.43% +0.25
SYM Symbotic Inc. New 0.24% +0.24
HUBS HubSpot Inc. New 0.21% +0.21
CRDO Credo Technology Group Holdi New 0.20% +0.20
ITA iShares U.S. Aerospace & Def Add +522.2% 0.21% +0.18
SRRK Scholar Rock Holding Corp. New 0.18% +0.18
RACE Ferrari NV New 0.17% +0.17
LB Landbridge Co. LLC-A New 0.17% +0.17
RING iShares MSCI Global Gold Min New 0.17% +0.17
DNTH Dianthus Therapeutics Inc. New 0.17% +0.17
FLR Fluor Corp. Add +89.7% 0.26% +0.15
JEPI JPMorgan Equity Premium Inco Add +737.5% 0.16% +0.14
CCJ Cameco Corp. Add +3.1% 0.63% +0.14
GLW Corning Inc. New 0.13% +0.13
SILJ Amplify Junior Silver Miners New 0.13% +0.13
EXE Expand Energy Corp. New 0.11% +0.11
SNDK Sandisk Corp. Add +104.3% 0.13% +0.11
SEI Solaris Energy Infrastructur Add +25.0% 0.24% +0.09
VLO Valero Energy Corp. Add +5.1% 0.18% +0.07
DXYZ Destiny TECH100 Inc. New 0.07% +0.07
JEPQ JPM Nasdaq Equity Premium Add +6.4% 0.71% +0.05
UCO Proshares Ultra Bloomberg CR New 0.04% +0.04
LMT Lockheed Martin Corp. New 0.04% +0.04
REMX Vaneck Rar Earth ND STG-Usdi Add +17.1% 0.12% +0.04
NBIS Nebius Group NV Add +350.0% 0.04% +0.03
VIR Vir Biotechnology Inc. New 0.03% +0.03
BHP BHP Group Ltd.-Spon ADR Add +123.9% 0.04% +0.02
EWH iShares MSCI Hong Kong ETF Add +52.9% 0.05% +0.02
KOID Kraneshares Global Humanoid New 0.02% +0.02
BA The Boeing Co. 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