Chung Wu Investment Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Chung Wu Investment Group, Llc disclosed 285 stock positions valued at approximately $136.58M as of quarter-end September 30, 2026. The largest holdings include NEOS S&P 500 HIGH INCOME ETF, ISHARES TR CORE S&P500 ETF, and MICROSOFT CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 285
- Portfolio Value
- $136.58M
Holdings by Sector
Chung Wu Investment Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NEOS S&P 500 HIGH INCOME ETF | SPYI | Other | 8.96% | 230,255 | +73,170 | +46.58% | $12,242,658 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 8.78% | 15,653 | -215 | -1.35% | $11,987,850 |
| MICROSOFT CORPORATION | MSFT | Technology | 6.88% | 18,331 | +2,277 | +14.18% | $9,401,970 |
| NEOS NASDAQ 100 HIGH INCOME ETF | QQQI | Other | 6.71% | 164,966 | +18,670 | +12.76% | $9,163,861 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | DIA | Other | 5.76% | 15,460 | +25 | +0.16% | $7,862,183 |
| APPLE INCORPORATED | AAPL | Technology | 5.37% | 22,024 | +2,760 | +14.33% | $7,334,432 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.69% | 15,237 | -200 | -1.30% | $5,040,857 |
| NVIDIA CORPORATION | NVDA | Technology | 2.98% | 17,831 | +660 | +3.84% | $4,072,244 |
| EATON VANCE ENHANCED EQUITY IN | EOS | Financial Services | 2.26% | 145,210 | -2,600 | -1.76% | $3,092,973 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 2.18% | 3,900 | +20 | +0.52% | $2,974,257 |
| ANTERO MIDSTREAM CORPORATION | AM | Energy | 1.75% | 118,600 | -4,300 | -3.50% | $2,390,976 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 1.64% | 2,361 | -90 | -3.67% | $2,244,107 |
| MICRON TECHNOLOGY INCORPORATED | MU | Technology | 1.53% | 1,965 | -8,215 | -80.70% | $2,092,941 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 1.52% | 7,945 | +1,250 | +18.67% | $2,078,333 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 1.33% | 4,938 | -400 | -7.49% | $1,812,641 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 1.31% | 1,985 | +200 | +11.20% | $1,787,215 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.30% | 9,425 | +320 | +3.51% | $1,772,654 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.14% | 4,330 | - | - | $1,555,899 |
| SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | SPCX | Industrials | 0.93% | 8,425 | -7,055 | -45.57% | $1,270,996 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | SPG | Real Estate | 0.91% | 6,160 | -40 | -0.65% | $1,236,682 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.90% | 3,950 | - | - | $1,233,546 |
| MASTERCARD INCORPORATED CLASS A | MA | Financial Services | 0.83% | 2,065 | -10 | -0.48% | $1,138,786 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.79% | 1,770 | +1,195 | +207.83% | $1,082,815 |
| ISHARES TR DOW JONES US ETF | IYY | Other | 0.71% | 5,220 | - | - | $967,788 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | Other | 0.70% | 15,615 | +200 | +1.30% | $956,575 |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | NVDY | Other | 0.67% | 72,140 | +4,900 | +7.29% | $919,064 |
| CHEVRON CORPORATION | CVX | Energy | 0.67% | 4,470 | +2,450 | +121.29% | $912,819 |
| INVESCO QQQ TRUST | QQQ | Other | 0.65% | 1,200 | - | - | $887,724 |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | PAA | Energy | 0.64% | 36,779 | +1,500 | +4.25% | $872,389 |
| DIREXION DAILY S&P 500 BULL 2X SHARES | SPUU | Other | 0.57% | 3,540 | +140 | +4.12% | $784,499 |
Showing 30 of 285 holdings in the latest reporting period.