§ 13F · FUND PROFILE
Chung Wu Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $95.9T (13F)Positions · 248Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 16K | $11.1T | 9.1% | ±0% |
| 2 | MSFT | MICROSOFT CORPORATION | 17K | $8.1T | 6.6% | +1% |
| 3 | DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 15K | $7.4T | 6.0% | ±0% |
| 4 | SPYI | NEOS S&P 500 HIGH INCOME ETF | 119K | $6.3T | 5.1% | +22% |
| 5 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 114K | $6.2T | 5.0% | +15% |
| 6 | AAPL | APPLE INCORPORATED | 21K | $5.7T | 4.6% | +1% |
| 7 | JPM | JPMORGAN CHASE & COMPANY. | 16K | $5.3T | 4.3% | +7% |
| 8 | EOS | EATON VANCE ENHANCED EQUITY IN | 159K | $3.7T | 3.0% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 17K | $3.1T | 2.6% | +5% |
| 10 | SPY | SPDR S&P 500 ETF | 4K | $2.6T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHUNG SIGNAL
AC read
Chung Wu Investment Group, LLC is a Other fund managing $95945.4 trillion in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed