§ 13F · FUND PROFILE
Chung Wu Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $120M (13F)Positions · 255Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 16K | $10M | 9.0% | −1% |
| 2 | SPYI | NEOS S&P 500 HIGH INCOME ETF | 143K | $7M | 6.1% | +20% |
| 3 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 15K | $7M | 6.0% | −2% |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 124K | $6M | 5.3% | +8% |
| 5 | MSFT | MICROSOFT CORPORATION | 16K | $6M | 5.2% | −3% |
| 6 | AAPL | APPLE INCORPORATED | 20K | $5M | 4.4% | −3% |
| 7 | JPM | JPMORGAN CHASE & COMPANY | 15K | $5M | 3.9% | −5% |
| 8 | MU | MICRON TECHNOLOGY INCORPORATED | 10K | $3M | 2.9% | +11% |
| 9 | EOS | EATON VANCE ENHANCED EQUITY IN | 157K | $3M | 2.8% | −1% |
| 10 | NVDA | NVIDIA CORPORATION | 17K | $3M | 2.5% | ±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 $120 million in assets. The fund runs a broad portfolio of 255 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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