DOSSIER · 13F-HR · Q1 2026

Chung Wu Investment Group, LLC

$116M in tracked AUM across 259 positions as of Q1 2026.

CW
CIK 0002054278 · last filed Mar 31, 2026
Total AUM
$116M
as of Q1 2026
Holdings
259
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Chung Wu Investment Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR CORE S&P500 ETF
$10M16K9.0%
02
SPYI
NEOS S&P 500 HIGH INCOME ETF
$7M143K6.1%
03
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
$7M15K6.0%
04
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
$6M124K5.3%
05
MSFT
MICROSOFT CORPORATION
$6M16K5.2%
06
AAPL
APPLE INCORPORATED
$5M20K4.4%
07
JPM
JPMORGAN CHASE & COMPANY
$5M15K3.9%
08
MU
MICRON TECHNOLOGY INCORPORATED
$3M10K2.9%
09
EOS
EATON VANCE ENHANCED EQUITY IN
$3M157K2.8%
10
NVDA
NVIDIA CORPORATION
$3M17K2.5%

Filing history

2026Q1Mar 31
$116M 5.1%
259 positionsView →
2025Q4Dec 31
$122M 1.8%
263 positionsView →
2025Q3Sep 30
$120M 25.2%
255 positionsView →
2025Q2Jun 30
$96M 14.7%
248 positionsLocked
2025Q1Mar 31
$84M 15.7%
68 positionsLocked
2024Q4Dec 31
$99M
77 positionsLocked