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Chung Wu Investment Group, LLC
Updated 2 days agoManaged by Chung Wu Investment Group, Llc • Latest filing Q3 2026
Portfolio value
$136.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $120.1M |
| Q4 2025 | $122.3M |
| Q1 2026 | $116.1M |
| Q2 2026 | $152.1M |
| Q3 2026 | $136.6M |
Top holdings
287 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.2M | 230.3K | 8.96% | — | |
| 2 | $12M | 15.7K | 8.78% | — | |
| 3 | $9.4M | 18.3K | 6.88% | — | |
| 4 | ? N/A NEOS NASDAQ 100 HIGH INCOME ETF | $9.2M | 165.0K | 6.71% | — |
| 5 | $7.9M | 15.5K | 5.76% | — | |
| 6 | $7.3M | 22.0K | 5.37% | — | |
| 7 | $5M | 15.2K | 3.69% | — | |
| 8 | $4.1M | 17.8K | 2.98% | — | |
| 9 | $3.1M | 145.2K | 2.26% | — | |
| 10 | $3M | 3.9K | 2.18% | — | |
| 11 | $2.4M | 118.6K | 1.75% | — | |
| 12 | $2.2M | 2.4K | 1.64% | — | |
| 13 | $2.1M | 2.0K | 1.53% | — | |
| 14 | $2.1M | 7.9K | 1.52% | — | |
| 15 | $1.8M | 4.9K | 1.33% | — | |
| 16 | $1.8M | 2.0K | 1.31% | — | |
| 17 | $1.8M | 9.4K | 1.30% | — | |
| 18 | $1.6M | 4.3K | 1.14% | — | |
| 19 | $1.3M | 8.4K | 0.93% | — | |
| 20 | $1.2M | 6.2K | 0.91% | — |