Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC reported 283 positions worth $152.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $11.9M | 7.81% | 15,868 | — | — | |
| ▸ 2 | MU | SH | $11.8M | 7.73% | 10,180 | — | — | |
| ▸ 3 | SPYI | SH | $8.3M | 5.48% | 157,085 | — | — | |
| ▸ 4 | QQQI | SH | $8.3M | 5.46% | 146,296 | — | — | |
| ▸ 5 | DIA | SH | $8.1M | 5.30% | 15,435 | — | — | |
| ▸ 6 | MSFT | SH | $6.0M | 3.94% | 16,054 | — | — | |
| ▸ 7 | AAPL | SH | $5.6M | 3.67% | 19,264 | — | — | |
| ▸ 8 | JPM | SH | $5.1M | 3.32% | 15,437 | — | — | |
| ▸ 9 | NVDA | SH | $3.4M | 2.26% | 17,171 | — | — | |
| ▸ 10 | EOS | SH | $3.3M | 2.14% | 147,810 | — | — |
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Frequently Asked Questions
What stocks does Chung Wu Investment Group, LLC hold as of Q2 2026?
Chung Wu Investment Group, LLC reported 283 positions worth $152.1M in its Q2 2026 13F filing. Largest positions: IVV (7.8%), MU (7.7%), SPYI (5.5%), QQQI (5.5%) and DIA (5.3%).
What did Chung Wu Investment Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Chung Wu Investment Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.