Chung Wu Investment Group, LLC holds a focused book of 283 stocks worth $152.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Space Exploration Techn Corporation Class A Com STK and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.
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Use Arkolith to show Chung Wu Investment Group, LLC's latest holdings, largest changes, and filing provenance.
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.
60% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Chung Wu Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76 / 80 | $26.7B |
| MORGAN STANLEY | 75 / 80 | $439.9B |
| JPMORGAN CHASE & CO | 74 / 80 | $442.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74 / 80 | $13.5B |
| OSAIC HOLDINGS, INC. | 74 / 80 | $12.5B |
| UBS Group AG | 73 / 80 | $123.8B |
| WELLS FARGO & COMPANY/MN | 73 / 80 | $116.7B |
| US BANCORP \DE\ | 73 / 80 | $22.0B |
Ranked by how many of Chung Wu Investment Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 283 | $152.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 259 | $116.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 263 | $122.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 255 | $120.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 248 | $95.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 68 | $83.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 77 | $99.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.