Chung Wu Investment Group, LLC holds a focused book of 283 reported positions worth $152.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened AstraZeneca PLC and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Chung Wu Investment Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chung Wu Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Evelyn Partners Group Ltd | 40 / 80 | $43.4B |
| Ramsey Quantitative Systems | 9 / 80 | $95.8M |
| Sassicaia Capital Advisers LLC | 12 / 80 | $187.8M |
| Outlook Capital Management, LLC | 12 / 80 | $241.3M |
| Marest Capital, LLC | 15 / 80 | $156.0M |
| Wallace Hart LLC | 12 / 80 | $120.0M |
| Independent Investors Inc | 23 / 80 | $387.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Chung Wu Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR Core S&P500 ETF CORE S&P500 ETF | $11.9M | 15.9K | 7.8% | ▼−0.4% Reduced · −65 sh | |
| 2 | Micron Technology Incorporated COM | $11.8M | 10.2K | 7.7% | ▲+0.6% Added · +60 sh | |
| 3 | NEOS S&P 500 High Income ETF NEOS S&P 500 HI | $8.3M | 157.1K | 5.5% | ▲+9.9% Added · +14K sh | |
| 4 | NEOS Nasdaq 100 High Income ETF NASDAQ 100 HIGH | $8.3M | 146.3K | 5.5% | ▲+18% Added · +23K sh | |
| 5 | State Street SPDR Dow Jones Industrial Average ETF UT SER 1 | $8.1M | 15.4K | 5.3% | ▲+2.2% Added · +330 sh | |
| 6 | Microsoft Corporation COM | $6.0M | 16.1K | 3.9% | ▼−0.7% Reduced · −120 sh | |
| 7 | Apple Incorporated COM | $5.6M | 19.3K | 3.7% | ▼−4.9% Reduced · −1K sh | |
| 8 | JPMorgan Chase & Company COM | $5.1M | 15.4K | 3.3% | —Held | |
| 9 | Nvidia Corporation COM | $3.4M | 17.2K | 2.3% | ▲+2.5% Added · +425 sh | |
| 10 | Eaton Vance Enhanced Equity In COM | $3.3M | 147.8K | 2.1% | ▼−6.0% Reduced · −10K sh | |
| 11 | State Street SPDR S&P 500 ETF Trust TR UNIT | $2.9M | 3.9K | 1.9% | —Held | |
| 12 | Ge Vernova Incorporated COM | $2.9M | 2.5K | 1.9% | ▲+3.3% Added · +78 sh | |
| 13 | Mastec Incorporated COM | $2.8M | 6.8K | 1.9% | ▲+0.4% Added · +30 sh | |
| 14 | Antero Midstream Corporation COM | $2.8M | 122.9K | 1.8% | ▼−1.7% Reduced · −2K sh | |
| 15 | Space Exploration Techn Corporation Class A Com STK CLASS A COM STK | $2.6M | 15.5K | 1.7% | →Listed Newly reportable | |
| 16 | Unitedhealth Group Incorporated COM | $2.2M | 5.3K | 1.5% | ▲+52% Added · +2K sh | |
| 17 | Exxon Mobil Corporation COM | $2.1M | 15.2K | 1.4% | ▼−1.3% Reduced · −200 sh | |
| 18 | Sandisk Corporation COM | $1.9M | 851 | 1.3% | ▲+262% Added · +616 sh | |
| 19 | Morgan Stanley Com New COM NEW | $1.9M | 9.1K | 1.3% | ▲+1.4% Added · +130 sh | |
| 20 | Applied Optoelectronics Incorporated COM | $1.9M | 12.8K | 1.3% | ▼−31% Reduced · −6K sh | |
| 21 | Goldman Sachs Group Incorporated COM | $1.8M | 1.8K | 1.2% | ▼−4.8% Reduced · −90 sh | |
| 22 | Abbvie Incorporated COM | $1.7M | 6.7K | 1.1% | ▼−3.6% Reduced · −250 sh | |
| 23 | Lumentum Hldgs Incorporated COM | $1.6M | 1.8K | 1.0% | ▼−9.9% Reduced · −200 sh | |
| 24 | Bloom Energy Corporation Com Class A COM CL A | $1.5M | 5.1K | 1.0% | ▲+23% Added · +950 sh | |
| 25 | Proshares Ultra Semiconductors PSHS ULT SEMICDT | $1.5M | 14.4K | 1.0% | ▲+2.9% Added · +410 sh | |
| 26 | Visa Incorporated Com Class A COM CL A | $1.5M | 4.3K | 1.0% | —Held | |
| 27 | Ge Aerospace Com New COM NEW | $1.5M | 4.0K | 1.0% | ▲+3.3% Added · +125 sh | |
| 28 | Simon Property Group Incorporated New REIT COM | $1.4M | 6.2K | 0.9% | ▼−17% Reduced · −1K sh | |
| 29 | Ally Finl Incorporated COM | $1.1M | 24.6K | 0.7% | ▼−3.7% Reduced · −950 sh | |
| 30 | Home Depot Incorporated COM | $1.1M | 3.1K | 0.7% | ▼−4.0% Reduced · −130 sh | |
| 31 | Mastercard Incorporated Class A CL A | $1.1M | 2.1K | 0.7% | ▼−0.9% Reduced · −20 sh | |
| 32 | Ishares TR Dow Jones US ETF DOW JONES US ETF | $952K | 5.2K | 0.6% | ▼−28% Reduced · −2K sh | |
| 33 | JPMorgan Nasdaq Equity Premium Income ETF NASDAQ EQT PREM | $947K | 15.4K | 0.6% | ▲+3.4% Added · +500 sh | |
| 34 | Invesco QQQ Trust UNIT SER 1 | $884K | 1.2K | 0.6% | ▲+50% Added · +400 sh | |
| 35 | Yieldmax Nvda Option Income Strategy ETF YIELDMAX NVDA | $836K | 67.2K | 0.5% | ▲+185% Added · +44K sh | |
| 36 | Viking Holdings Limited Ord SHS (Bermuda) ORD SHS | $827K | 7.9K | 0.5% | ▲+2.6% Added · +200 sh | |
| 37 | Plains All Amern Pipeline L P Unit Ltd Partn UNIT LTD PARTN | $785K | 35.3K | 0.5% | ▼−11% Reduced · −4K sh | |
| 38 | Solstice Advanced Matls Incorporated Com SHS COM SHS | $754K | 8.5K | 0.5% | ▲+1.2% Added · +100 sh | |
| 39 | Steel Dynamics Incorporated COM | $743K | 3.2K | 0.5% | ▲+30% Added · +740 sh | |
| 40 | Direxion Daily S&P 500 Bull 2X Shares DAILY 500 2X ETF | $733K | 3.4K | 0.5% | ▼−33% Reduced · −2K sh | |
| 41 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $731K | 2.1K | 0.5% | ▼−13% Reduced · −300 sh | |
| 42 | Roundhill Tsla Weeklypay ETF TSLA WEEKL ETF | $661K | 27.8K | 0.4% | ▲+21% Added · +5K sh | |
| 43 | AstraZeneca PLC Ord (United Kingdom) ORD | $659K | 3.5K | 0.4% | ▲New New position | |
| 44 | Energy Transfer L P Com Ut Ltd PTN COM UT LTD PTN | $633K | 33.1K | 0.4% | ▼−2.9% Reduced · −1K sh | |
| 45 | Vaneck Junior Gold Miners ETF JUNIOR GOLD MINE | $597K | 6.1K | 0.4% | ▲122× Added · +6K sh | |
| 46 | ASML Holding NV (Netherlands) N Y REGISTRY SHS | $597K | 300 | 0.4% | ▲New New position | |
| 47 | Applied Matls Incorporated COM | $578K | 800 | 0.4% | ▲New New position | |
| 48 | Citigroup Incorporated Com New COM NEW | $560K | 4.0K | 0.4% | ▲New New position | |
| 49 | Dycom Industries Incorporated COM | $556K | 1.1K | 0.4% | ▲+25% Added · +220 sh | |
| 50 | Caterpillar Incorporated COM | $554K | 520 | 0.4% | —Held |
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Use Arkolith to show Chung Wu Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 283 | $152.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 259 | $116.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 263 | $122.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 255 | $120.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 248 | $95.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 68 | $83.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 77 | $99.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.