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Chung Wu Investment Group, LLC

Q3 2026 13F filing

Updated 2 days ago

287 disclosed positions worth $136.6M

Portfolio value
$136.6M
Total holdings
287
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

T
1.TMO

NEOS S&P 500 HIGH INCOME ETF

Value
$12.2M
Shares
230.3K
% Port
8.96%
E

ISHARES TR CORE S&P500 ETF

Value
$12M
Shares
15.7K
% Port
8.78%
M

MICROSOFT CORPORATION

Value
$9.4M
Shares
18.3K
% Port
6.88%
?
4.N/A

NEOS NASDAQ 100 HIGH INCOME ETF

Value
$9.2M
Shares
165.0K
% Port
6.71%
D
5.DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF

Value
$7.9M
Shares
15.5K
% Port
5.76%
A

APPLE INCORPORATED

Value
$7.3M
Shares
22.0K
% Port
5.37%
J

JPMORGAN CHASE & COMPANY

Value
$5M
Shares
15.2K
% Port
3.69%
N

NVIDIA CORPORATION

Value
$4.1M
Shares
17.8K
% Port
2.98%
E
9.EOS

EATON VANCE ENHANCED EQUITY IN

Value
$3.1M
Shares
145.2K
% Port
2.26%
S
10.SPY

STATE STREET SPDR S&P 500 ETF TRUST

Value
$3M
Shares
3.9K
% Port
2.18%
A
11.AM

ANTERO MIDSTREAM CORPORATION

Value
$2.4M
Shares
118.6K
% Port
1.75%
G
12.GEV

GE VERNOVA INCORPORATED

Value
$2.2M
Shares
2.4K
% Port
1.64%
M
13.MU

MICRON TECHNOLOGY INCORPORATED

Value
$2.1M
Shares
2.0K
% Port
1.53%
A
14.ABBV

ABBVIE INCORPORATED

Value
$2.1M
Shares
7.9K
% Port
1.52%
U
15.UNH

UNITEDHEALTH GROUP INCORPORATED

Value
$1.8M
Shares
4.9K
% Port
1.33%
G

GOLDMAN SACHS GROUP INCORPORATED

Value
$1.8M
Shares
2.0K
% Port
1.31%
M

MORGAN STANLEY COM NEW

Value
$1.8M
Shares
9.4K
% Port
1.30%
V
18.V

VISA INCORPORATED COM CLASS A

Value
$1.6M
Shares
4.3K
% Port
1.14%
S
19.SPCX

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK

Value
$1.3M
Shares
8.4K
% Port
0.93%
S

SIMON PROPERTY GROUP INCORPORATED NEW REIT

Value
$1.2M
Shares
6.2K
% Port
0.91%
G
21.GE

GE AEROSPACE COM NEW

Value
$1.2M
Shares
4.0K
% Port
0.90%
M
22.MA

MASTERCARD INCORPORATED CLASS A

Value
$1.1M
Shares
2.1K
% Port
0.83%
A
23.AMD

ADVANCED MICRO DEVICES INCORPORATED

Value
$1.1M
Shares
1.8K
% Port
0.79%
E
24.ETHA

ISHARES TR DOW JONES US ETF

Value
$968K
Shares
5.2K
% Port
0.71%
J

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

Value
$957K
Shares
15.6K
% Port
0.70%
?
26.N/A

YIELDMAX NVDA OPTION INCOME STRATEGY ETF

Value
$919K
Shares
72.1K
% Port
0.67%
C
27.CVX

CHEVRON CORPORATION

Value
$913K
Shares
4.5K
% Port
0.67%
Q
28.QQQ

INVESCO QQQ TRUST

Value
$888K
Shares
1.2K
% Port
0.65%
P

PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN

Value
$872K
Shares
36.8K
% Port
0.64%
?
30.N/A

DIREXION DAILY S&P 500 BULL 2X SHARES

Value
$784K
Shares
3.5K
% Port
0.57%
S

STATE STREET SPDR S&P BIOTECH ETF

Value
$699K
Shares
4.4K
% Port
0.51%
K
32.KOLD

PROSHARES TR ULTRAPRO QQQ

Value
$696K
Shares
8.9K
% Port
0.51%
L
33.LPG

FLEX LIMITED ORD (SINGAPORE)

Value
$694K
Shares
6.3K
% Port
0.51%
L
34.LITE

LUMENTUM HLDGS INCORPORATED

Value
$680K
Shares
700
% Port
0.50%
E

ENERGY TRANSFER L P COM UT LTD PTN

Value
$668K
Shares
33.8K
% Port
0.49%
H
36.HD

HOME DEPOT INCORPORATED

Value
$664K
Shares
2.3K
% Port
0.49%
?
37.N/A

INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF

Value
$613K
Shares
11.9K
% Port
0.45%
J
38.JNJ

JOHNSON & JOHNSON

Value
$590K
Shares
2.2K
% Port
0.43%
E
39.EOG

EOG RES INCORPORATED

Value
$585K
Shares
4.2K
% Port
0.43%
A
40.AZN

ASTRAZENECA PLC ORD (UNITED KINGDOM)

Value
$561K
Shares
3.5K
% Port
0.41%
G

ALPHABET INCORPORATED CAP STK CLASS C

Value
$547K
Shares
1.6K
% Port
0.40%
K
42.KOLD

PROSHARES ULTRASHORT 20 YEAR TREASURY

Value
$535K
Shares
12.6K
% Port
0.39%
S
43.SNDK

SANDISK CORPORATION

Value
$522K
Shares
300
% Port
0.38%
?
44.N/A

NEOS BOOSTED S&P 500 HIGH INCOME ETF

Value
$516K
Shares
10.4K
% Port
0.38%
E
45.ETHA

ISHARES TR ISHARES SEMICDTR

Value
$512K
Shares
900
% Port
0.37%
M
46.MTZ

MASTEC INCORPORATED

Value
$492K
Shares
2.3K
% Port
0.36%
S
47.STLD

STEEL DYNAMICS INCORPORATED

Value
$486K
Shares
2.2K
% Port
0.36%
H

HEWLETT PACKARD ENTERPRISE COMPANY

Value
$483K
Shares
7.6K
% Port
0.35%
H
49.HODL

VANECK GOLD MINERS ETF

Value
$479K
Shares
5.5K
% Port
0.35%
M

MPLX LP COM UNIT REP LTD

Value
$479K
Shares
8.5K
% Port
0.35%