Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TR Core S&P500 ETFCORE S&P500 ETF | CORE S&P500 ETF | $11.9M | 7.8% |
| Micron Technology IncorporatedCOM | COM | $11.8M | 7.7% |
| Neos S&P 500 High Income ETFNEOS S&P 500 HI | NEOS S&P 500 HI | $8.34M | 5.5% |
| Neos Nasdaq 100 High Income ETFNASDAQ 100 HIGH | NASDAQ 100 HIGH | $8.31M | 5.5% |
| State Street SPDR Dow Jones Industrial Average ETFUT SER 1 | UT SER 1 | $8.06M | 5.3% |
| Microsoft CorporationCOM | COM | $5.99M | 3.9% |
| Apple IncorporatedCOM | COM | $5.57M | 3.7% |
| JPMORGAN Chase & CompanyCOM | COM | $5.05M | 3.3% |
| Nvidia CorporationCOM | COM | $3.44M | 2.3% |
| Eaton Vance Enhanced Equity INCOM | COM | $3.26M | 2.1% |
| State Street SPDR S&P 500 ETF TrustTR UNIT | TR UNIT | $2.9M | 1.9% |
| GE Vernova IncorporatedCOM | COM | $2.88M | 1.9% |
| Mastec IncorporatedCOM | COM | $2.81M | 1.9% |
| Antero Midstream CorporationCOM | COM | $2.8M | 1.8% |
| Space Exploration Techn Corporation Class A Com StkCLASS A COM STK | CLASS A COM STK | $2.64M | 1.7% |
| Unitedhealth Group IncorporatedCOM | COM | $2.22M | 1.5% |
| Exxon Mobil CorporationCOM | COM | $2.07M | 1.4% |
| Sandisk CorporationCOM | COM | $1.93M | 1.3% |
| Morgan Stanley Com NewCOM NEW | COM NEW | $1.9M | 1.3% |
| Applied Optoelectronics IncorporatedCOM | COM | $1.9M | 1.3% |
| Goldman Sachs Group IncorporatedCOM | COM | $1.81M | 1.2% |
| Abbvie IncorporatedCOM | COM | $1.68M | 1.1% |
| Lumentum Hldgs IncorporatedCOM | COM | $1.56M | 1.0% |
| Bloom Energy Corporation Com Class ACOM CL A | COM CL A | $1.54M | 1.0% |
| Proshares Ultra SemiconductorsPSHS ULT SEMICDT | PSHS ULT SEMICDT | $1.5M | 1.0% |
| Visa Incorporated Com Class ACOM CL A | COM CL A | $1.49M | 1.0% |
| GE Aerospace Com NewCOM NEW | COM NEW | $1.48M | 1.0% |
| Simon Property Group Incorporated New REITCOM | COM | $1.39M | 0.9% |
| Ally Finl IncorporatedCOM | COM | $1.13M | 0.7% |
| Home Depot IncorporatedCOM | COM | $1.1M | 0.7% |
| Mastercard Incorporated Class ACL A | CL A | $1.07M | 0.7% |
| iShares TR Dow Jones US ETFDOW JONES US ETF | DOW JONES US ETF | $952K | 0.6% |
| JPMORGAN Nasdaq Equity Premium Income ETFNASDAQ EQT PREM | NASDAQ EQT PREM | $947K | 0.6% |
| Invesco Qqq TrustUNIT SER 1 | UNIT SER 1 | $884K | 0.6% |
| Yieldmax Nvda Option Income Strategy ETFYIELDMAX NVDA | YIELDMAX NVDA | $836K | 0.5% |
| Viking Holdings Limited Ord Shs (bermuda)ORD SHS | ORD SHS | $827K | 0.5% |
| Plains All Amern Pipeline L P Unit Ltd PartnUNIT LTD PARTN | UNIT LTD PARTN | $785K | 0.5% |
| Solstice Advanced Matls Incorporated Com ShsCOM SHS | COM SHS | $754K | 0.5% |
| Steel Dynamics IncorporatedCOM | COM | $743K | 0.5% |
| Direxion Daily S&P 500 Bull 2x SharesDAILY 500 2X ETF | DAILY 500 2X ETF | $733K | 0.5% |
| Alphabet Incorporated Cap Stk Class CCAP STK CL C | CAP STK CL C | $731K | 0.5% |
| Roundhill Tsla Weeklypay ETFTSLA WEEKL ETF | TSLA WEEKL ETF | $661K | 0.4% |
| Astrazeneca PLC Ord (united Kingdom)ORD | ORD | $659K | 0.4% |
| Energy Transfer L P Com UT Ltd PtnCOM UT LTD PTN | COM UT LTD PTN | $633K | 0.4% |
| Vaneck Junior Gold Miners ETFJUNIOR GOLD MINE | JUNIOR GOLD MINE | $597K | 0.4% |
| ASML Holding NV (netherlands)N Y REGISTRY SHS | N Y REGISTRY SHS | $597K | 0.4% |
| Applied Matls IncorporatedCOM | COM | $578K | 0.4% |
| Citigroup Incorporated Com NewCOM NEW | COM NEW | $560K | 0.4% |
| Dycom Industries IncorporatedCOM | COM | $556K | 0.4% |
| Caterpillar IncorporatedCOM | COM | $554K | 0.4% |
iShares TR Core S&P500 ETFCORE S&P500 ETF$11.9M
- Class
- CORE S&P500 ETF
- Share
- 7.8%
Micron Technology IncorporatedCOM$11.8M
- Class
- COM
- Share
- 7.7%
Neos S&P 500 High Income ETFNEOS S&P 500 HI$8.34M
- Class
- NEOS S&P 500 HI
- Share
- 5.5%
Neos Nasdaq 100 High Income ETFNASDAQ 100 HIGH$8.31M
- Class
- NASDAQ 100 HIGH
- Share
- 5.5%
State Street SPDR Dow Jones Industrial Average ETFUT SER 1$8.06M
- Class
- UT SER 1
- Share
- 5.3%
Microsoft CorporationCOM$5.99M
- Class
- COM
- Share
- 3.9%
Apple IncorporatedCOM$5.57M
- Class
- COM
- Share
- 3.7%
JPMORGAN Chase & CompanyCOM$5.05M
- Class
- COM
- Share
- 3.3%
Nvidia CorporationCOM$3.44M
- Class
- COM
- Share
- 2.3%
Eaton Vance Enhanced Equity INCOM$3.26M
- Class
- COM
- Share
- 2.1%
State Street SPDR S&P 500 ETF TrustTR UNIT$2.9M
- Class
- TR UNIT
- Share
- 1.9%
GE Vernova IncorporatedCOM$2.88M
- Class
- COM
- Share
- 1.9%
Mastec IncorporatedCOM$2.81M
- Class
- COM
- Share
- 1.9%
Antero Midstream CorporationCOM$2.8M
- Class
- COM
- Share
- 1.8%
Space Exploration Techn Corporation Class A Com StkCLASS A COM STK$2.64M
- Class
- CLASS A COM STK
- Share
- 1.7%
Unitedhealth Group IncorporatedCOM$2.22M
- Class
- COM
- Share
- 1.5%
Exxon Mobil CorporationCOM$2.07M
- Class
- COM
- Share
- 1.4%
Sandisk CorporationCOM$1.93M
- Class
- COM
- Share
- 1.3%
Morgan Stanley Com NewCOM NEW$1.9M
- Class
- COM NEW
- Share
- 1.3%
Applied Optoelectronics IncorporatedCOM$1.9M
- Class
- COM
- Share
- 1.3%
Goldman Sachs Group IncorporatedCOM$1.81M
- Class
- COM
- Share
- 1.2%
Abbvie IncorporatedCOM$1.68M
- Class
- COM
- Share
- 1.1%
Lumentum Hldgs IncorporatedCOM$1.56M
- Class
- COM
- Share
- 1.0%
Bloom Energy Corporation Com Class ACOM CL A$1.54M
- Class
- COM CL A
- Share
- 1.0%
Proshares Ultra SemiconductorsPSHS ULT SEMICDT$1.5M
- Class
- PSHS ULT SEMICDT
- Share
- 1.0%
Visa Incorporated Com Class ACOM CL A$1.49M
- Class
- COM CL A
- Share
- 1.0%
GE Aerospace Com NewCOM NEW$1.48M
- Class
- COM NEW
- Share
- 1.0%
Simon Property Group Incorporated New REITCOM$1.39M
- Class
- COM
- Share
- 0.9%
Ally Finl IncorporatedCOM$1.13M
- Class
- COM
- Share
- 0.7%
Home Depot IncorporatedCOM$1.1M
- Class
- COM
- Share
- 0.7%
Mastercard Incorporated Class ACL A$1.07M
- Class
- CL A
- Share
- 0.7%
iShares TR Dow Jones US ETFDOW JONES US ETF$952K
- Class
- DOW JONES US ETF
- Share
- 0.6%
JPMORGAN Nasdaq Equity Premium Income ETFNASDAQ EQT PREM$947K
- Class
- NASDAQ EQT PREM
- Share
- 0.6%
Invesco Qqq TrustUNIT SER 1$884K
- Class
- UNIT SER 1
- Share
- 0.6%
Yieldmax Nvda Option Income Strategy ETFYIELDMAX NVDA$836K
- Class
- YIELDMAX NVDA
- Share
- 0.5%
Viking Holdings Limited Ord Shs (bermuda)ORD SHS$827K
- Class
- ORD SHS
- Share
- 0.5%
Plains All Amern Pipeline L P Unit Ltd PartnUNIT LTD PARTN$785K
- Class
- UNIT LTD PARTN
- Share
- 0.5%
Solstice Advanced Matls Incorporated Com ShsCOM SHS$754K
- Class
- COM SHS
- Share
- 0.5%
Steel Dynamics IncorporatedCOM$743K
- Class
- COM
- Share
- 0.5%
Direxion Daily S&P 500 Bull 2x SharesDAILY 500 2X ETF$733K
- Class
- DAILY 500 2X ETF
- Share
- 0.5%
Alphabet Incorporated Cap Stk Class CCAP STK CL C$731K
- Class
- CAP STK CL C
- Share
- 0.5%
Roundhill Tsla Weeklypay ETFTSLA WEEKL ETF$661K
- Class
- TSLA WEEKL ETF
- Share
- 0.4%
Astrazeneca PLC Ord (united Kingdom)ORD$659K
- Class
- ORD
- Share
- 0.4%
Energy Transfer L P Com UT Ltd PtnCOM UT LTD PTN$633K
- Class
- COM UT LTD PTN
- Share
- 0.4%
Vaneck Junior Gold Miners ETFJUNIOR GOLD MINE$597K
- Class
- JUNIOR GOLD MINE
- Share
- 0.4%
ASML Holding NV (netherlands)N Y REGISTRY SHS$597K
- Class
- N Y REGISTRY SHS
- Share
- 0.4%
Applied Matls IncorporatedCOM$578K
- Class
- COM
- Share
- 0.4%
Citigroup Incorporated Com NewCOM NEW$560K
- Class
- COM NEW
- Share
- 0.4%
Dycom Industries IncorporatedCOM$556K
- Class
- COM
- Share
- 0.4%
Caterpillar IncorporatedCOM$554K
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 283 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2054278
- File number
- 028-24801
- Options
- 0 call, 0 put
- In the 25 largest
- 68.3%
- Prior quarter
- $116M at 31 March 2026
- Positions opened
- 57
- Positions closed
- 33
Common questions
What are Chung Wu Investment Group’s 13F holdings worth?
$152 million across 283 positions for the quarter ended 30 June 2026.
What is Chung Wu Investment Group’s largest 13F holding?
ISHARES TR CORE S&P500 ETF (CORE S&P500 ETF) was the largest position at $11.9 million, or 7.8% of reported 13F value, as of 30 June 2026.
How concentrated is Chung Wu Investment Group’s 13F portfolio?
The ten largest positions accounted for 47.1% of reported value and the twenty-five largest for 68.3%, across 283 positions as of 30 June 2026.
Does Form 13F show everything Chung Wu Investment Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Chung Wu Investment Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.