Chung Wu Investment Group, LLC Top Holdings and 13F Report (2026) About Chung Wu Investment Group, LLCInvestment ActivityChung Wu Investment Group, LLC has $136.58 million in total holdings as of September 30, 2026.Chung Wu Investment Group, LLC owns shares of 287 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 16.42% of the portfolio was purchased this quarter.About 24.73% of the portfolio was sold this quarter.This quarter, Chung Wu Investment Group, LLC has purchased 283 new stocks and bought additional shares in 37 stocks.Chung Wu Investment Group, LLC sold shares of 60 stocks and completely divested from 43 stocks this quarter.Largest Holdings NEOS S&P 500 High Income ETF $12,242,658iShares Core S&P 500 ETF $11,987,850Microsoft $9,401,970NEOS NASDAQ 100 HIGH INCOME ETF $9,163,861SPDR Dow Jones Industrial Average ETF Trust $7,862,183 Largest New Holdings this Quarter Y2573F102 - Flex $694,037 Holding46090A697 - INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF $613,445 Holding478160104 - Johnson & Johnson $590,370 Holding74347B201 - ProShares UltraShort 20+ Year Treasury $535,374 Holding464287523 - iShares Semiconductor ETF $511,776 Holding Largest Purchases this Quarter NEOS S&P 500 High Income ETF 73,170 shares (about $3.89M)Microsoft 2,277 shares (about $1.17M)NEOS NASDAQ 100 HIGH INCOME ETF 18,670 shares (about $1.04M)Apple 2,760 shares (about $919.14K)Advanced Micro Devices 1,195 shares (about $731.05K) Largest Sales this Quarter Micron Technology 8,215 shares (about $8.75M)Bloom Energy 5,050 shares (about $1.40M)ProShares Ultra Semiconductors 12,470 shares (about $1.20M)Lumentum 1,120 shares (about $1.09M)Applied Optoelectronics 10,890 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChung Wu Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYINEOS S&P 500 High Income ETF$12,242,658$3,890,449 ▲46.6%230,2559.0%ETFIVViShares Core S&P 500 ETF$11,987,850$164,658 ▼-1.4%15,6538.8%ETFMSFTMicrosoft$9,401,970$1,167,873 ▲14.2%18,3316.9%TechnologyNEOS NASDAQ 100 HIGH INCOME ETF$9,163,861$1,037,118 ▲12.8%164,9666.7%NASDAQ 100 HIGHDIASPDR Dow Jones Industrial Average ETF Trust$7,862,183$12,714 ▲0.2%15,4605.8%ETFAAPLApple$7,334,432$919,135 ▲14.3%22,0245.4%TechnologyJPMJPMorgan Chase & Co.$5,040,857$66,166 ▼-1.3%15,2373.7%FinanceNVDANVIDIA$4,072,244$150,731 ▲3.8%17,8313.0%TechnologyEOSEaton Vance Enhanced Equity Income Fund II$3,092,973$55,380 ▼-1.8%145,2102.3%ETFSPYSPDR S&P 500 ETF Trust$2,974,257$15,253 ▲0.5%3,9002.2%ETFAMAntero Midstream$2,390,976$86,688 ▼-3.5%118,6001.8%EnergyGE VERNOVA INCORPORATED$2,244,107$85,544 ▼-3.7%2,3611.6%COMMUMicron Technology$2,092,941$8,749,878 ▼-80.7%1,9651.5%TechnologyABBVAbbVie$2,078,333$326,988 ▲18.7%7,9451.5%HealthcareUNHUnitedHealth Group$1,812,641$146,832 ▼-7.5%4,9381.3%HealthcareGSThe Goldman Sachs Group$1,787,215$180,072 ▲11.2%1,9851.3%FinanceMSMorgan Stanley$1,772,654$60,186 ▲3.5%9,4251.3%FinanceVVisa$1,555,8990.0%4,3301.1%FinanceSPACE EXPLORATION TECHN CORPORATION CLASS A COM STK$1,270,996$1,064,318 ▼-45.6%8,4250.9%CLASS A COM STKSPGSimon Property Group$1,236,682$8,030 ▼-0.6%6,1600.9%Real EstateGEGE Aerospace$1,233,5460.0%3,9500.9%IndustrialsMAMastercard$1,138,786$5,515 ▼-0.5%2,0650.8%FinanceAMDAdvanced Micro Devices$1,082,815$731,053 ▲207.8%1,7700.8%TechnologyIYYiShares Dow Jones U.S. ETF$967,7880.0%5,2200.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$956,575$12,252 ▲1.3%15,6150.7%ETFNVDYYieldMax NVDA Option Income Strategy ETF$919,064$62,426 ▲7.3%72,1400.7%ETFCVXChevron$912,819$500,315 ▲121.3%4,4700.7%EnergyQQQInvesco QQQ$887,7240.0%1,2000.6%ETFPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN$872,389$35,580 ▲4.3%36,7790.6%UNIT LTD PARTNSPUUDirexion Daily S&P 500 Bull 2X ETF$784,499$31,025 ▲4.1%3,5400.6%ETFXBISPDR S&P Biotech ETF$698,522$178,178 ▲34.2%4,4300.5%ETFTQQQProShares UltraPro QQQ$696,028$340,991 ▲96.0%8,9200.5%ETFFLEXFlex$694,037$694,037 ▲New Holding6,3100.5%TechnologyLITELumentum$679,882$1,087,811 ▼-61.5%7000.5%TechnologyENERGY TRANSFER L P COM UT LTD PTN$668,009$13,997 ▲2.1%33,7890.5%COM UT LTD PTNHDHome Depot$664,284$220,480 ▼-24.9%2,3350.5%Consumer DiscretionaryINVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF$613,445$613,445 ▲New Holding11,9000.4%S&P 500 EQUA ETFJNJJohnson & Johnson$590,370$590,370 ▲New Holding2,2300.4%HealthcareEOGEOG Resources$585,204$6,888 ▲1.2%4,2480.4%EnergyAZNCFAstraZeneca$561,1080.0%3,4750.4%HealthcareGOOGAlphabet$546,888$158,444 ▼-22.5%1,6050.4%Communication ServicesTBTProShares UltraShort 20+ Year Treasury$535,374$535,374 ▲New Holding12,6000.4%ETFSANDISK CORPORATION$521,967$958,679 ▼-64.7%3000.4%COMNEOS BOOSTED S&P 500 HIGH INCOME ETF$515,632$89,244 ▲20.9%10,4000.4%BOOSTED S&P 500SOXXiShares Semiconductor ETF$511,776$511,776 ▲New Holding9000.4%ETFMTZMasTec$492,394$952,745 ▼-65.9%2,3050.4%IndustrialsSTLDSteel Dynamics$486,434$231,582 ▼-32.3%2,1950.4%MaterialsHPEHewlett Packard Enterprise$483,008$240,226 ▲98.9%7,5600.4%TechnologyGDXVanEck Gold Miners ETF$479,388$479,388 ▲New Holding5,4600.4%ETFMPLXMplx$478,7200.0%8,5000.4%EnergyCRWDCrowdStrike$476,550$476,550 ▲New Holding1,8000.3%TechnologyETREntergy$466,8200.0%4,7030.3%UtilitiesLLYEli Lilly and Company$462,8320.0%4000.3%HealthcareNXTNextpower$461,346$461,346 ▲New Holding5,9200.3%IndustrialsNOWServiceNow$446,253$442,233 ▲11,000.0%3,3300.3%TechnologyBACBank of America$432,7190.0%7,9500.3%FinanceHOODRobinhood Markets$427,500$427,500 ▲New Holding3,8000.3%FinanceTSMTaiwan Semiconductor Manufacturing$424,257$82,114 ▲24.0%9300.3%TechnologyMRNAModerna$423,654$423,654 ▲New Holding2,2000.3%HealthcareEWSiShares MSCI Singapore ETF$423,400$423,400 ▲New Holding12,7300.3%ETFSOLARIS ENERGY INFRAS INCORPORATED COM CLASS A$419,962$14,236 ▼-3.3%5,9000.3%COM CL ATTWOTake-Two Interactive Software$415,0000.0%2,0000.3%Communication ServicesCCitigroup$414,336$103,584 ▼-20.0%3,2000.3%FinanceSCCOSouthern Copper$385,016$222,296 ▼-36.6%1,9000.3%MaterialsDEFIANCE DAILY TARGET 2X LONG SPACEX ETF$376,470$376,470 ▲New Holding28,2000.3%DEFNE DY TR 2X LRACEFerrari$353,565$117,855 ▲50.0%9000.3%Consumer DiscretionaryHINGE HEALTH INCORPORATED CLASS A$350,064$350,064 ▲New Holding3,6000.3%CL AVLOValero Energy$348,849$348,849 ▲New Holding9000.3%EnergyGRANITESHARES 2X LONG AMD DAILY ETF$347,952$181,884 ▲109.5%4,4000.3%GRANITE 2X LONGDARDarling Ingredients$327,834$327,834 ▲New Holding5,4000.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$325,300$325,300 ▲New Holding10,0000.2%ETFHWMHowmet Aerospace$316,652$67,854 ▼-17.6%1,4000.2%IndustrialsMTDRMatador Resources$300,711$300,711 ▲New Holding5,8300.2%EnergyCOSTCostco Wholesale$300,412$18,207 ▼-5.7%3300.2%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$291,8720.0%4,3700.2%ETFKMIKinder Morgan$286,425$60,300 ▼-17.4%9,5000.2%EnergyREDDIT INCORPORATED CLASS A$283,456$27,064 ▲10.6%1,9900.2%CL AULTAUlta Beauty$273,085$273,085 ▲New Holding5000.2%Consumer DiscretionaryTRGPTarga Resources$270,310$270,310 ▲New Holding1,0000.2%EnergyCBRLCracker Barrel Old Country Store$263,100$263,100 ▲New Holding5,0000.2%Consumer DiscretionaryRLRalph Lauren$248,549$248,549 ▲New Holding7000.2%Consumer DiscretionaryRVMDRevolution Medicines$246,312$61,578 ▼-20.0%1,2000.2%HealthcareVOOVanguard S&P 500 ETF$245,3010.0%3500.2%ETFTSLLDirexion Daily TSLA Bull 2X ETF$240,567$240,567 ▲New Holding26,7000.2%ETFVIKING HOLDINGS LIMITED ORD SHS (BERMUDA)$238,907$379,901 ▼-61.4%3,0500.2%ORD SHSHTGCHercules Capital$213,117$5,043 ▼-2.3%12,6780.2%FinanceSSOProShares Ultra S&P500$210,7630.0%3,0400.2%ETFFBLGraniteShares 2x Long META Daily ETF$210,078$210,078 ▲New Holding6,6000.2%ETFGOOGLAlphabet$206,4480.0%6000.2%Communication ServicesUBERUber Technologies$205,530$205,530 ▲New Holding3,0000.2%IndustrialsWALMART INCORPORATED$200,981$83,136 ▼-29.3%1,9340.1%COMRTXRTX$196,7890.0%1,0600.1%IndustrialsVUGVanguard Growth ETF$195,7190.0%2,1720.1%ETFGDXJVanEck Junior Gold Miners ETF$193,715$499,101 ▼-72.0%1,7000.1%ETFAAOIApplied Optoelectronics$193,557$1,080,941 ▼-84.8%1,9500.1%TechnologyDUKDuke Energy$192,677$11,401 ▼-5.6%1,6900.1%UtilitiesVTVVanguard Value ETF$192,3110.0%8900.1%ETFUSDProShares Ultra Semiconductors$182,932$1,200,612 ▼-86.8%1,9000.1%ETFNEENextEra Energy$181,7760.0%2,4000.1%UtilitiesDIREXION DAILY MU BULL 2X SHARES$176,736$169,004 ▲2,185.7%4,8000.1%DLY MU BULL 2XShowing largest 100 holdings. 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