Chung Wu Investment Group, LLC Top Holdings and 13F Report (2026)

About Chung Wu Investment Group, LLC

Investment Activity

Chung Wu Investment Group, LLC has $152.09 million in total holdings as of June 30, 2026.
Chung Wu Investment Group, LLC owns shares of 283 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 15.23% of the portfolio was purchased this quarter.
About 7.55% of the portfolio was sold this quarter.
This quarter, Chung Wu Investment Group, LLC has purchased 259 new stocks and bought additional shares in 46 stocks.
Chung Wu Investment Group, LLC sold shares of 42 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $11,883,387
Micron Technology: $11,750,672
NEOS S&P 500 High Income ETF: $8,339,643
NEOS NASDAQ 100 HIGH INCOME ETF: $8,308,150
SPDR Dow Jones Industrial Average ETF Trust: $8,063,090

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK: $2,644,913 Holding
G0593M107 - AstraZeneca: $658,930 Holding
N07059210 - ASML: $596,832 Holding
038222105 - Applied Materials: $578,400 Holding
172967424 - Citigroup: $559,840 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK: 15,480 shares (about $2.64M)
SANDISK CORPORATION: 616 shares (about $1.40M)
NEOS NASDAQ 100 HIGH INCOME ETF: 22,580 shares (about $1.28M)
UnitedHealth Group: 1,833 shares (about $761.85K)
NEOS S&P 500 High Income ETF: 14,195 shares (about $753.61K)

Largest Sales this Quarter

Applied Optoelectronics: 5,860 shares (about $868.22K)
Chevron: 3,600 shares (about $596.74K)
Cameco: 5,130 shares (about $522.54K)
ZIM Integrated Shipping Services: 15,400 shares (about $400.40K)
iShares Dow Jones U.S. ETF: 2,000 shares (about $364.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$11,883,387	$48,678 â–¼	-0.4%	15,868	7.8%	ETF
MU Micron Technology	$11,750,672	$69,257 â–²	0.6%	10,180	7.7%	Technology
SPYI NEOS S&P 500 High Income ETF	$8,339,643	$753,613 â–²	9.9%	157,085	5.5%	ETF
NEOS NASDAQ 100 HIGH INCOME ETF	$8,308,150	$1,282,318 â–²	18.3%	146,296	5.5%	NASDAQ 100 HIGH
DIA SPDR Dow Jones Industrial Average ETF Trust	$8,063,090	$172,389 â–²	2.2%	15,435	5.3%	ETF
MSFT Microsoft	$5,988,463	$44,762 â–¼	-0.7%	16,054	3.9%	Technology
AAPL Apple	$5,574,231	$289,360 â–¼	-4.9%	19,264	3.7%	Technology
JPM JPMorgan Chase & Co.	$5,052,993		0.0%	15,437	3.3%	Finance
NVDA NVIDIA	$3,435,745	$85,038 â–²	2.5%	17,171	2.3%	Technology
EATON VANCE ENHANCED EQUITY IN	$3,257,732	$209,380 â–¼	-6.0%	147,810	2.1%	COM
SPY SPDR S&P 500 ETF Trust	$2,897,468		0.0%	3,880	1.9%	ETF
GE VERNOVA INCORPORATED	$2,879,582	$91,639 â–²	3.3%	2,451	1.9%	COM
MTZ MasTec	$2,814,646	$12,482 â–²	0.4%	6,765	1.9%	Industrials
AM Antero Midstream	$2,795,975	$47,775 â–¼	-1.7%	122,900	1.8%	Energy
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK	$2,644,913	$2,644,913 â–²	New Holding	15,480	1.7%	CLASS A COM STK
UNH UnitedHealth Group	$2,218,633	$761,850 â–²	52.3%	5,338	1.5%	Healthcare
XOM ExxonMobil	$2,074,999	$27,344 â–¼	-1.3%	15,177	1.4%	Energy
SANDISK CORPORATION	$1,934,944	$1,400,618 â–²	262.1%	851	1.3%	COM
MS Morgan Stanley	$1,903,309	$27,175 â–²	1.4%	9,105	1.3%	Finance
AAOI Applied Optoelectronics	$1,902,374	$868,217 â–¼	-31.3%	12,840	1.3%	Technology
GS The Goldman Sachs Group	$1,805,295	$91,023 â–¼	-4.8%	1,785	1.2%	Finance
ABBV AbbVie	$1,684,730	$62,910 â–¼	-3.6%	6,695	1.1%	Healthcare
LITE Lumentum	$1,561,669	$171,612 â–¼	-9.9%	1,820	1.0%	Technology
BE Bloom Energy	$1,543,770	$287,565 â–²	22.9%	5,100	1.0%	Industrials
USD ProShares Ultra Semiconductors	$1,498,216	$42,747 â–²	2.9%	14,370	1.0%	ETF
V Visa	$1,485,580		0.0%	4,330	1.0%	Finance
GE GE Aerospace	$1,476,234	$46,716 â–²	3.3%	3,950	1.0%	Industrials
SPG Simon Property Group	$1,386,630	$279,563 â–¼	-16.8%	6,200	0.9%	Real Estate
ALLY Ally Financial	$1,132,208	$43,653 â–¼	-3.7%	24,640	0.7%	Finance
HD Home Depot	$1,096,835	$45,848 â–¼	-4.0%	3,110	0.7%	Consumer Discretionary
MA Mastercard	$1,065,720	$10,272 â–¼	-1.0%	2,075	0.7%	Finance
IYY iShares Dow Jones U.S. ETF	$951,502	$364,560 â–¼	-27.7%	5,220	0.6%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$947,406	$30,730 â–²	3.4%	15,415	0.6%	ETF
QQQ Invesco QQQ	$883,680	$294,560 â–²	50.0%	1,200	0.6%	ETF
NVDY YieldMax NVDA Option Income Strategy ETF	$836,466	$542,882 â–²	184.9%	67,240	0.5%	ETF
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)	$826,893	$20,934 â–²	2.6%	7,900	0.5%	ORD SHS
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN	$785,302	$93,491 â–¼	-10.6%	35,279	0.5%	UNIT LTD PARTN
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS	$753,632	$8,860 â–²	1.2%	8,506	0.5%	COM SHS
STLD Steel Dynamics	$743,450	$169,800 â–²	29.6%	3,240	0.5%	Materials
SPUU Direxion Daily S&P 500 Bull 2X Shares	$733,077	$357,914 â–¼	-32.8%	3,400	0.5%	ETF
GOOG Alphabet	$731,393	$105,999 â–¼	-12.7%	2,070	0.5%	Communication Services
ROUNDHILL TSLA WEEKLYPAY ETF	$660,528	$116,424 â–²	21.4%	27,800	0.4%	TSLA WEEKL ETF
AZNCF AstraZeneca	$658,930	$658,930 â–²	New Holding	3,475	0.4%	Healthcare
ET Energy Transfer	$632,509	$19,120 â–¼	-2.9%	33,081	0.4%	Energy
GDXJ VanEck Junior Gold Miners ETF	$597,360	$592,448 â–²	12,060.0%	6,080	0.4%	ETF
ASML ASML	$596,832	$596,832 â–²	New Holding	300	0.4%	Technology
AMAT Applied Materials	$578,400	$578,400 â–²	New Holding	800	0.4%	Technology
C Citigroup	$559,840	$559,840 â–²	New Holding	4,000	0.4%	Finance
DY Dycom Industries	$556,149	$111,230 â–²	25.0%	1,100	0.4%	Industrials
CAT Caterpillar	$553,748		0.0%	520	0.4%	Industrials
FTAI AVIATION LIMITED SHS (CAYMAN ISLANDS)	$546,471	$546,471 â–²	New Holding	2,020	0.4%	SHS
EOG EOG Resources	$544,607		0.0%	4,198	0.4%	Energy
ETR Entergy	$540,187		0.0%	4,703	0.4%	Utilities
SCCO Southern Copper	$522,257	$12,372 â–²	2.4%	2,997	0.3%	Materials
XBI SPDR S&P Biotech ETF	$522,225	$522,225 â–²	New Holding	3,300	0.3%	ETF
CELESTICA INCORPORATED (CANADA)	$503,424	$503,424 â–²	New Holding	1,380	0.3%	COM
TTWO Take-Two Interactive Software	$499,960		0.0%	2,000	0.3%	Communication Services
TRADR 2X LONG SNDK DAILY ETF	$496,190	$496,190 â–²	New Holding	11,800	0.3%	TRAD 2X SNDK ETF
SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A	$490,806	$88,506 â–²	22.0%	6,100	0.3%	COM CL A
ONTO Onto Innovation	$484,416	$484,416 â–²	New Holding	1,280	0.3%	Technology
LLY Eli Lilly and Company	$479,772	$479,772 â–²	New Holding	400	0.3%	Healthcare
MPLX Mplx	$478,805		0.0%	8,500	0.3%	Energy
OKE ONEOK	$473,823	$8,694 â–¼	-1.8%	5,450	0.3%	Energy
HWM Howmet Aerospace	$457,062	$80,658 â–²	21.4%	1,700	0.3%	Industrials
BAC Bank of America	$452,991		0.0%	7,950	0.3%	Finance
ASTS AST SpaceMobile	$442,523	$442,523 â–²	New Holding	4,980	0.3%	Communication Services
NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF	$436,213	$436,213 â–²	New Holding	8,200	0.3%	BOOSTED NASDAQ
NEOS BOOSTED S&P 500 HIGH INCOME ETF	$427,678	$427,678 â–²	New Holding	8,600	0.3%	BOOSTED S&P 500
GRANITESHARES 2X LONG TSM DAILY ETF	$424,155	$424,155 â–²	New Holding	4,600	0.3%	2X LO TSM DA ETF
DELL Dell Technologies	$388,314	$388,314 â–²	New Holding	900	0.3%	Technology
EWY iShares MSCI South Korea ETF	$383,610	$383,610 â–²	New Holding	1,900	0.3%	ETF
TQQQ ProShares UltraPro QQQ	$368,550	$307,800 â–¼	-45.5%	4,550	0.2%	ETF
KMI Kinder Morgan	$367,655	$7,993 â–¼	-2.1%	11,500	0.2%	Energy
TSM Taiwan Semiconductor Manufacturing	$358,178		0.0%	750	0.2%	Technology
META Meta Platforms	$354,873	$56,329 â–²	18.9%	630	0.2%	Communication Services
STM STMicroelectronics	$351,983	$337,005 â–²	2,250.0%	4,700	0.2%	Technology
BA Boeing	$348,517	$326,870 â–²	1,510.0%	1,610	0.2%	Industrials
CVX Chevron	$334,835	$596,736 â–¼	-64.1%	2,020	0.2%	Energy
AMD Advanced Micro Devices	$334,023	$116,182 â–²	53.3%	575	0.2%	Technology
GLW Corning	$329,505	$48,532 â–²	17.3%	1,290	0.2%	Technology
COST Costco Wholesale	$327,415		0.0%	350	0.2%	Consumer Staples
HONEYWELL AEROSPACE INC	$319,018	$319,018 â–²	New Holding	1,443	0.2%	COM
REDDIT INCORPORATED CLASS A	$312,444	$121,506 â–¼	-28.0%	1,800	0.2%	CL A
WALMART INC	$309,653		0.0%	2,734	0.2%	COM
WPM Wheaton Precious Metals	$303,264	$303,264 â–²	New Holding	2,700	0.2%	Materials
EEM iShares MSCI Emerging Markets ETF	$298,952	$271,588 â–²	992.5%	4,370	0.2%	ETF
RVMD Revolution Medicines	$280,920	$280,920 â–²	New Holding	1,500	0.2%	Healthcare
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$271,524	$43,197 â–¼	-13.7%	13,200	0.2%	ETF
AVGO Broadcom	$264,425	$264,425 â–²	New Holding	700	0.2%	Technology
VOO Vanguard S&P 500 ETF	$240,384	$137,362 â–²	133.3%	350	0.2%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$235,147	$36,363 â–¼	-13.4%	970	0.2%	ETF
ROUNDHILL MEMORY ETF	$234,843	$234,843 â–²	New Holding	3,180	0.2%	MEMORY ETF
HONEYWELL INTERNATIONAL INC	$233,528	$233,528 â–²	New Holding	1,043	0.2%	COM
VIAV Viavi Solutions	$229,200	$229,200 â–²	New Holding	4,800	0.2%	Technology
DUK Duke Energy	$226,578		0.0%	1,790	0.1%	Utilities
RACE Ferrari	$223,374		0.0%	600	0.1%	Consumer Discretionary
ROK Rockwell Automation	$222,786	$39,606 â–¼	-15.1%	450	0.1%	Industrials
DIREXION DAILY MU BULL 2X SHARES	$220,233	$31,462 â–²	16.7%	210	0.1%	DLY MU BULL 2X
GOOGL Alphabet	$214,422	$7,147 â–²	3.4%	600	0.1%	Communication Services
NEE NextEra Energy	$210,648		0.0%	2,400	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Chung Wu Investment Group, LLC Top Holdings and 13F Report (2026)

About Chung Wu Investment Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Chung Wu Investment Group, LLC Top Holdings and 13F Report (2026)

About Chung Wu Investment Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofChung Wu Investment Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools