Funds › Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC
13F for Q3 2026, filed Nov 3, 2026. 287 positions worth $136.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$136.6M
−$15.5M (10.2%) vs Q2 2026
Positions
287
283 in Q2 2026
Top 10 share
53.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Neos ETF Trust Neos S&P 500 Hi | 230,255 | $12.2M | 9.0% | +46.6% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 15,653 | $12.0M | 8.8% | -1.4% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 18,331 | $9.4M | 6.9% | +14.2% | 13F ↗ |
| 4 | Neos ETF Trust Nasdaq 100 High | 164,966 | $9.2M | 6.7% | +12.8% | 13F ↗ |
| 5 | DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 15,460 | $7.9M | 5.8% | +0.2% | 13F ↗ |
| 6 | AAPL Apple Inc. | 22,024 | $7.3M | 5.4% | +14.3% | 13F ↗ |
| 7 | JPM JPMorgan Chase & Co. | 15,237 | $5.0M | 3.7% | -1.3% | 13F ↗ |
| 8 | NVDA NVIDIA Corporation | 17,831 | $4.1M | 3.0% | +3.8% | 13F ↗ |
| 9 | EOS Eaton Vance Enhance Equity Income Fund II | 145,210 | $3.1M | 2.3% | -1.8% | 13F ↗ |
| 10 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,900 | $3.0M | 2.2% | +0.5% | 13F ↗ |
| 11 | AM Antero Midstream Corporation | 118,600 | $2.4M | 1.8% | -3.5% | 13F ↗ |
| 12 | GEV GE Vernova Inc. | 2,361 | $2.2M | 1.6% | -3.7% | 13F ↗ |
| 13 | MU Micron Technology, Inc. | 1,965 | $2.1M | 1.5% | -80.7% | 13F ↗ |
| 14 | ABBV AbbVie Inc. | 7,945 | $2.1M | 1.5% | +18.7% | 13F ↗ |
| 15 | UNH UnitedHealth Group Incorporated | 4,938 | $1.8M | 1.3% | -7.5% | 13F ↗ |
| 16 | GS Goldman Sachs Group, Inc. | 1,985 | $1.8M | 1.3% | +11.2% | 13F ↗ |
| 17 | MS Morgan Stanley | 9,425 | $1.8M | 1.3% | +3.5% | 13F ↗ |
| 18 | V Visa Inc. | 4,330 | $1.6M | 1.1% | Unchanged | 13F ↗ |
| 19 | SPCX Space Exploration Technologies Corp. | 8,425 | $1.3M | 0.9% | -45.6% | 13F ↗ |
| 20 | SPG Simon Property Group, Inc. | 6,160 | $1.2M | 0.9% | -0.6% | 13F ↗ |
| 21 | GE GE Aerospace | 3,950 | $1.2M | 0.9% | Unchanged | 13F ↗ |
| 22 | MA Mastercard Incorporated | 2,065 | $1.1M | 0.8% | -0.5% | 13F ↗ |
| 23 | AMD Advanced Micro Devices, Inc. | 1,770 | $1.1M | 0.8% | +208% | 13F ↗ |
| 24 | iShares Tr Dow Jones Us Etf | 5,220 | $967.8K | 0.7% | Unchanged | 13F ↗ |
| 25 | J P Morgan Exchange Traded F Nasdaq Eqt Prem | 15,615 | $956.6K | 0.7% | +1.3% | 13F ↗ |
| 26 | Tidal Trust II Yieldmax Nvda | 72,140 | $919.1K | 0.7% | +7.3% | 13F ↗ |
| 27 | CVX Chevron Corporation | 4,470 | $912.8K | 0.7% | +121% | 13F ↗ |
| 28 | Invesco Qqq Tr | 1,200 | $887.7K | 0.6% | Unchanged | 13F ↗ |
| 29 | PAA Plains All American Pipeline, L.P. · Units | 36,779 | $872.4K | 0.6% | +4.3% | 13F ↗ |
| 30 | Direxion Shares ETF Trust Daily 500 2X Etf | 3,540 | $784.5K | 0.6% | +4.1% | 13F ↗ |
| 31 | Spdr Series Trust St Str Sp Biot | 4,430 | $698.5K | 0.5% | +34.2% | 13F ↗ |
| 32 | Proshares Tr Ultrapro Qqq | 8,920 | $696.0K | 0.5% | +96.0% | 13F ↗ |
| 33 | FLEX Flex Ltd. | 6,310 | $694.0K | 0.5% | New | 13F ↗ |
| 34 | LITE Lumentum Holdings Inc. | 700 | $679.9K | 0.5% | -61.5% | 13F ↗ |
| 35 | ET Energy Transfer LP · Com Ut Ltd Ptn | 33,789 | $668.0K | 0.5% | +2.1% | 13F ↗ |
| 36 | HD Home Depot, Inc. | 2,335 | $664.3K | 0.5% | -24.9% | 13F ↗ |
| 37 | Invesco Actively Managed Exc S&P 500 Equa Etf | 11,900 | $613.4K | 0.4% | New | 13F ↗ |
| 38 | JNJ Johnson & Johnson | 2,230 | $590.4K | 0.4% | New | 13F ↗ |
| 39 | EOG EOG Resources, Inc. | 4,248 | $585.2K | 0.4% | +1.2% | 13F ↗ |
| 40 | AZN AstraZeneca PLC | 3,475 | $561.1K | 0.4% | Unchanged | 13F ↗ |
| 41 | GOOG Alphabet Inc. Class C | 1,605 | $546.9K | 0.4% | -22.5% | 13F ↗ |
| 42 | Proshares Tr Pshs Ultsh 20YRS | 12,600 | $535.4K | 0.4% | New | 13F ↗ |
| 43 | SNDK Sandisk Corporation | 300 | $522.0K | 0.4% | -64.7% | 13F ↗ |
| 44 | Neos ETF Trust Boosted S&P 500 | 10,400 | $515.6K | 0.4% | +20.9% | 13F ↗ |
| 45 | iShares Tr Ishares Semicdtr | 900 | $511.8K | 0.4% | New | 13F ↗ |
| 46 | MTZ MasTec, Inc. | 2,305 | $492.4K | 0.4% | -65.9% | 13F ↗ |
| 47 | STLD Steel Dynamics, Inc. | 2,195 | $486.4K | 0.4% | -32.3% | 13F ↗ |
| 48 | HPE Hewlett Packard Enterprise Company | 7,560 | $483.0K | 0.4% | +98.9% | 13F ↗ |
| 49 | Vaneck ETF Trust Gold Miners Etf | 5,460 | $479.4K | 0.4% | New | 13F ↗ |
| 50 | MPLX Mplx LP · Comm | 8,500 | $478.7K | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 287 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
47 new, 37 added to, 60 trimmed, 43 exited, 143 unchanged. By estimated dollars.
New positions (47)
| FLEX Flex Ltd. | 6,310 | New | $694.0K |
| Invesco Actively Managed Exc S&P 500 Equa Etf | 11,900 | New | $613.4K |
| JNJ Johnson & Johnson | 2,230 | New | $590.4K |
| Proshares Tr Pshs Ultsh 20YRS | 12,600 | New | $535.4K |
| iShares Tr Ishares Semicdtr | 900 | New | $511.8K |
| Vaneck ETF Trust Gold Miners Etf | 5,460 | New | $479.4K |
| CRWD CrowdStrike Holdings, Inc. | 1,800 | New | $476.6K |
| NXT Nextpower Inc. | 5,920 | New | $461.3K |
| HOOD Robinhood Markets, Inc. | 3,800 | New | $427.5K |
| MRNA Moderna, Inc. | 2,200 | New | $423.7K |
Added to (37)
| Neos ETF Trust Neos S&P 500 Hi | 230,255 | +46.6% | $3.9M |
| MSFT Microsoft Corporation | 18,331 | +14.2% | $1.2M |
| Neos ETF Trust Nasdaq 100 High | 164,966 | +12.8% | $1.0M |
| AAPL Apple Inc. | 22,024 | +14.3% | $919.1K |
| AMD Advanced Micro Devices, Inc. | 1,770 | +208% | $731.1K |
| CVX Chevron Corporation | 4,470 | +121% | $500.3K |
| NOW ServiceNow, Inc. | 3,330 | +11000% | $442.2K |
| Proshares Tr Ultrapro Qqq | 8,920 | +96.0% | $341.0K |
| ABBV AbbVie Inc. | 7,945 | +18.7% | $327.0K |
| HPE Hewlett Packard Enterprise Company | 7,560 | +98.9% | $240.2K |
Trimmed (60)
| MU Micron Technology, Inc. | 1,965 | -80.7% | -$8.7M |
| BE Bloom Energy Corporation | 50 | -99.0% | -$1.4M |
| Proshares Tr Pshs Ult Semicdt | 1,900 | -86.8% | -$1.2M |
| LITE Lumentum Holdings Inc. | 700 | -61.5% | -$1.1M |
| AAOI Applied Optoelectronics, Inc. | 1,950 | -84.8% | -$1.1M |
| SPCX Space Exploration Technologies Corp. | 8,425 | -45.6% | -$1.1M |
| SNDK Sandisk Corporation | 300 | -64.7% | -$958.7K |
| MTZ MasTec, Inc. | 2,305 | -65.9% | -$952.7K |
| ALLY Ally Financial Inc. | 4,500 | -81.7% | -$757.7K |
| Vaneck ETF Trust Junior Gold Mine | 1,700 | -72.0% | -$499.1K |
Exited (43)
| Exxon Mobil Corp | 15,177 | Exited | -$2.1M |
| SOLS Solstice Advanced Materials Inc. | 8,506 | Exited | -$753.6K |
| ASML ASML Holding N.V. · Equities | 300 | Exited | -$596.8K |
| AMAT Applied Materials, Inc. | 800 | Exited | -$578.4K |
| DY Dycom Industries, Inc. | 1,100 | Exited | -$556.1K |
| CAT Caterpillar, Inc. | 520 | Exited | -$553.7K |
| FTAI FTAI Aviation Ltd. | 2,020 | Exited | -$546.5K |
| ONTO Onto Innovation Inc. | 1,280 | Exited | -$484.4K |
| Oneok Inc | 5,450 | Exited | -$473.8K |
| ASTS AST SpaceMobile, Inc. | 4,980 | Exited | -$442.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 287 | $136.6M | Current | SEC ↗ |
| Q2 2026 | Jul 31, 2026 | 13F-HR | 283 | $152.1M | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 259 | $116.1M | Current | SEC ↗ |
| Q4 2025 | Feb 2, 2026 | 13F-HR | 262 | $122.3M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 255 | $120.1M | Current | SEC ↗ |
| Q2 2025 | Jul 22, 2025 | 13F-HR | 248 | $95.9M | Current | SEC ↗ |
| Q1 2025 | Apr 23, 2025 | 13F-HR | 68 | $83.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer