Chung Wu Investment Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Chung Wu Investment Group, Llc disclosed 262 stock positions valued at approximately $152.09M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR CORE S&P500 ETF, MICRON TECHNOLOGY INCORPORATED, and NEOS S&P 500 HIGH INCOME ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 262
- Portfolio Value
- $152.09M
Holdings by Sector
Chung Wu Investment Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | IVV | Other | 7.81% | 15,868 | -65 | -0.41% | $11,883,387 |
| MICRON TECHNOLOGY INCORPORATED | MU | Technology | 7.73% | 10,180 | +60 | +0.59% | $11,750,672 |
| NEOS S&P 500 HIGH INCOME ETF | SPYI | Other | 5.48% | 157,085 | +14,195 | +9.93% | $8,339,643 |
| NEOS NASDAQ 100 HIGH INCOME ETF | QQQI | Other | 5.46% | 146,296 | +22,580 | +18.25% | $8,308,150 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | DIA | Other | 5.30% | 15,435 | +330 | +2.18% | $8,063,090 |
| MICROSOFT CORPORATION | MSFT | Technology | 3.94% | 16,054 | -120 | -0.74% | $5,988,463 |
| APPLE INCORPORATED | AAPL | Technology | 3.67% | 19,264 | -1,000 | -4.93% | $5,574,231 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.32% | 15,437 | - | - | $5,052,993 |
| NVIDIA CORPORATION | NVDA | Technology | 2.26% | 17,171 | +425 | +2.54% | $3,435,745 |
| EATON VANCE ENHANCED EQUITY IN | EOS | Financial Services | 2.14% | 147,810 | -9,500 | -6.04% | $3,257,732 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 1.91% | 3,880 | - | - | $2,897,468 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 1.89% | 2,451 | +78 | +3.29% | $2,879,582 |
| MASTEC INCORPORATED | MTZ | Industrials | 1.85% | 6,765 | +30 | +0.45% | $2,814,646 |
| ANTERO MIDSTREAM CORPORATION | AM | Energy | 1.84% | 122,900 | -2,100 | -1.68% | $2,795,975 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 1.46% | 5,338 | +1,833 | +52.30% | $2,218,633 |
| EXXON MOBIL CORPORATION | XOM | Energy | 1.36% | 15,177 | -200 | -1.30% | $2,074,999 |
| SANDISK CORPORATION | SNDK | Other | 1.27% | 851 | +616 | +262.13% | $1,934,944 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.25% | 9,105 | +130 | +1.45% | $1,903,309 |
| APPLIED OPTOELECTRONICS INCORPORATED | AAOI | Technology | 1.25% | 12,840 | -5,860 | -31.34% | $1,902,374 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 1.19% | 1,785 | -90 | -4.80% | $1,805,295 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 1.11% | 6,695 | -250 | -3.60% | $1,684,730 |
| LUMENTUM HLDGS INCORPORATED | LITE | Technology | 1.03% | 1,820 | -200 | -9.90% | $1,561,669 |
| BLOOM ENERGY CORPORATION COM CLASS A | BE | Industrials | 1.02% | 5,100 | +950 | +22.89% | $1,543,770 |
| PROSHARES ULTRA SEMICONDUCTORS | USD | Other | 0.99% | 14,370 | +410 | +2.94% | $1,498,216 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.98% | 4,330 | - | - | $1,485,580 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.97% | 3,950 | +125 | +3.27% | $1,476,234 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | SPG | Real Estate | 0.91% | 6,200 | -1,250 | -16.78% | $1,386,630 |
| ALLY FINL INCORPORATED | ALLY | Financial Services | 0.74% | 24,640 | -950 | -3.71% | $1,132,208 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 0.72% | 3,110 | -130 | -4.01% | $1,096,835 |
| MASTERCARD INCORPORATED CLASS A | MA | Financial Services | 0.70% | 2,075 | -20 | -0.95% | $1,065,720 |
Showing 30 of 262 holdings in the latest reporting period.