DOSSIER · 13F-HR · Q2 2026

Chung Wu Investment Group, LLC

$152M in tracked AUM across 283 positions as of Q2 2026.

CW
CIK 0002054278 · last filed Jun 30, 2026
Total AUM
$152M
as of Q2 2026
Holdings
283
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chung Wu Investment Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR CORE S&P500 ETF
$12M16K7.8%
02
MU
MICRON TECHNOLOGY INCORPORATED
$12M10K7.7%
03
SPYI
NEOS S&P 500 HIGH INCOME ETF
$8M157K5.5%
04
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
$8M146K5.5%
05
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
$8M15K5.3%
06
MSFT
MICROSOFT CORPORATION
$6M16K3.9%
07
AAPL
APPLE INCORPORATED
$6M19K3.7%
08
JPM
JPMORGAN CHASE & COMPANY
$5M15K3.3%
09
NVDA
NVIDIA CORPORATION
$3M17K2.3%
10
EOS
EATON VANCE ENHANCED EQUITY IN
$3M148K2.1%

Filing history

2026Q2Jun 30
$152M 31.0%
283 positionsView →
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