Chung Wu Investment Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$116.1M
Q ending 2026-03-31
Prior quarter
$122.3M
Q ending 2025-12-31
Change
-5.1% QoQ · +38.8% YoY
Positions
259
reported holdings
Largest positions
Top 100 of 259 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr Core S&P500 Etf | IVV | Shares | $10.4M | 16K |
| Neos S&P 500 High Income Etf | SPYI | Shares | $7.1M | 143K |
| State Street Spdr Dow Jones Indust | DIA | Shares | $7.0M | 15K |
| Neos Nasdaq 100 High Income Etf | QQQI | Shares | $6.1M | 124K |
| Microsoft Corporation | MSFT | Shares | $6.0M | 16K |
| Apple Incorporated | AAPL | Shares | $5.1M | 20K |
| Jpmorgan Chase & Company | JPM | Shares | $4.5M | 15K |
| Micron Technology Incorporated | MU | Shares | $3.4M | 10K |
| Eaton Vance Enhanced Equity In | EOS | Shares | $3.2M | 157K |
| Nvidia Corporation | NVDA | Shares | $2.9M | 17K |
| Antero Midstream Corporation | AM | Shares | $2.9M | 125K |
| Exxon Mobil Corporation | XOM | Shares | $2.6M | 15K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $2.5M | 4K |
| Mastec Incorporated | MTZ | Shares | $2.2M | 7K |
| Ge Vernova Incorporated | GEV | Shares | $2.1M | 2K |
| Goldman Sachs Group Incorporated | GS | Shares | $1.6M | 2K |
| Applied Optoelectronics Incorporat | AAOI | Shares | $1.6M | 19K |
| Abbvie Incorporated | ABBV | Shares | $1.5M | 7K |
| Morgan Stanley Com New | MS | Shares | $1.5M | 9K |
| Lumentum Hldgs Incorporated | LITE | Shares | $1.4M | 2K |
| Simon Property Group Incorporated | SPG | Shares | $1.4M | 7K |
| Visa Incorporated Com Class A | V | Shares | $1.3M | 4K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Ishares Tr Dow Jones Us Etf | IYY | Shares | $1.1M | 7K |
| Ge Aerospace Com New | GE | Shares | $1.1M | 4K |
| Home Depot Incorporated | HD | Shares | $1.1M | 3K |
| Mastercard Incorporated Class A | MA | Shares | $1.0M | 2K |
| Ally Finl Incorporated | ALLY | Shares | $1.0M | 26K |
| Unitedhealth Group Incorporated | UNH | Shares | $948K | 4K |
| Plains All Amern Pipeline L P Unit | PAA | Shares | $882K | 39K |
| Direxion Daily S&P 500 Bull 2X Sha | SPUU | Shares | $837K | 5K |
| Jpmorgan Nasdaq Equity Premium Inc | JEPQ | Shares | $828K | 15K |
| Vistra Corporation | VST | Shares | $824K | 5K |
| Cameco Corporation (Canada) | CCJ | Shares | $731K | 7K |
| Alphabet Incorporated Cap Stk Clas | GOOG | Shares | $680K | 2K |
| Proshares Ultra Semiconductors | USD | Shares | $669K | 14K |
| Energy Transfer L P Com Ut Ltd Ptn | ET | Shares | $658K | 34K |
| Solstice Advanced Matls Incorporat | SOLS | Shares | $640K | 8K |
| Eog Res Incorporated | EOG | Shares | $607K | 4K |
| Viking Holdings Limited Ord Shs (B | Shares | $566K | 8K | |
| Bloom Energy Corporation Com Class | BE | Shares | $562K | 4K |
| Roundhill Tsla Weeklypay Etf | TSLW | Shares | $537K | 23K |
| Entergy Corporation New | ETR | Shares | $528K | 5K |
| Southern Copper Corporation | SCCO | Shares | $503K | 3K |
| Oneok Incorporated New | OKE | Shares | $502K | 6K |
| Honeywell International Incorporat | HONGBP | Shares | $494K | 2K |
| Mplx Lp Com Unit Rep Ltd | MPLX | Shares | $485K | 9K |
| Karman Hldgs Incorporated Common S | KRMN | Shares | $467K | 6K |
| Invesco Qqq Trust | QQQ | Shares | $462K | 800 |
| Steel Dynamics Incorporated | STLD | Shares | $450K | 3K |
| Zim Integrated Shipping Serv Shs ( | Shares | $445K | 17K | |
| Take-Two Interactive Software | TTWO | Shares | $395K | 2K |
| Kinder Morgan Incorporated Del | KMI | Shares | $394K | 12K |
| Bank America Corporation | BAC | Shares | $388K | 8K |
| Kodiak Gas Svcs Incorporated | KGS | Shares | $379K | 7K |
| Caterpillar Incorporated | CAT | Shares | $368K | 520 |
| Costco Wholesale Corporation | COST | Shares | $349K | 350 |
| Proshares Tr Ultrapro Qqq | TQQQ | Shares | $348K | 8K |
| Expedia Group Incorporated Com New | EXPE | Shares | $346K | 2K |
| Walmart Incorporated | WMT | Shares | $340K | 3K |
| Reddit Incorporated Class A | RDDT | Shares | $337K | 3K |
| Howmet Aerospace Incorporated | HWM | Shares | $323K | 1K |
| Cf Industries Hold | CF | Shares | $312K | 2K |
| Virtus Infracap U.S. Preferred Sto | PFFA | Shares | $312K | 15K |
| Yieldmax Nvda Option Income Strate | NVDY | Shares | $306K | 24K |
| Meta Platforms Incorporated Class | META | Shares | $303K | 530 |
| Dycom Industries Incorporated | DY | Shares | $298K | 880 |
| Fluor Corporation | FLR | Shares | $296K | 6K |
| Palvella Therapeutics Incorporated | PVLA | Shares | $287K | 2K |
| Solaris Energy Infras Incorporated | SEI | Shares | $283K | 5K |
| Symbotic Incorporated Class A Com | SYM | Shares | $277K | 5K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $253K | 750 |
| Ishares Tr Us Aer Def Etf | ITA | Shares | $245K | 1K |
| Hubspot Incorporated | HUBS | Shares | $244K | 1K |
| Credo Technology Group Holding Ord | Shares | $235K | 3K | |
| Duke Energy Corporation New Com Ne | DUK | Shares | $234K | 2K |
| Netflix Incorporated. | NFLX | Shares | $231K | 2K |
| Nextera Energy Incorporated | NEE | Shares | $223K | 2K |
| Lowes Companies Incorporated | LOW | Shares | $207K | 875 |
| Scholar Rock Hldg Corporation | SRRK | Shares | $206K | 4K |
| Valero Energy Corporation | VLO | Shares | $205K | 830 |
| Rtx Corporation | RTX | Shares | $204K | 1K |
| Ferrari N V (Netherlands) | Shares | $203K | 600 | |
| Landbridge Company Llc Class A | LB | Shares | $200K | 3K |
| Natera Incorporated | NTRA | Shares | $200K | 1K |
| Ishares Incorporated Msci Gbl Gold | RING | Shares | $197K | 3K |
| Dianthus Therapeutics Incorporated | DNTH | Shares | $193K | 2K |
| Hercules Capital Incorporated | HTGC | Shares | $192K | 13K |
| Rockwell Automation Incorporated | ROK | Shares | $190K | 530 |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $190K | 3K |
| Alphabet Incorporated Cap Stk Clas | GOOGL | Shares | $167K | 580 |
| Vaneck Uranium And Nuclear Etf | NLR | Shares | $164K | 1K |
| Proshares Ultra S&P500 | SSO | Shares | $158K | 3K |
| Spdr Gold Shares | GLD | Shares | $154K | 358 |
| Corning Incorporated | GLW | Shares | $150K | 1K |
| Sandisk Corporation | SNDK | Shares | $149K | 235 |
| Amplify Junior Silver Miners Etf | SILJ | Shares | $149K | 5K |
| Vaneck Rare Earth And Strategic Me | REMX | Shares | $144K | 2K |
| Vanguard Intermediate-Term Corpora | VCIT | Shares | $144K | 2K |
| Berkshire Hathaway Incorporated De | BRK/B | Shares | $144K | 300 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.