§ 13F · FUND PROFILE
Chung Wu Investment Group, LLC.
AUM · $152M (13F)Positions · 283Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 16K | $12M | 7.8% | ±0% |
| 2 | MU | MICRON TECHNOLOGY INCORPORATED | 10K | $12M | 7.7% | +1% |
| 3 | SPYI | NEOS S&P 500 HIGH INCOME ETF | 157K | $8M | 5.5% | +10% |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 146K | $8M | 5.5% | +18% |
| 5 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 15K | $8M | 5.3% | +2% |
| 6 | MSFT | MICROSOFT CORPORATION | 16K | $6M | 3.9% | −1% |
| 7 | AAPL | APPLE INCORPORATED | 19K | $6M | 3.7% | −5% |
| 8 | JPM | JPMORGAN CHASE & COMPANY | 15K | $5M | 3.3% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 17K | $3M | 2.3% | +3% |
| 10 | EOS | EATON VANCE ENHANCED EQUITY IN | 148K | $3M | 2.1% | −6% |
§ 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 $152 million in assets. The fund runs a broad portfolio of 283 positions.
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