Chung Wu Investment Group, LLC

Est. AUM

$116.1M

13F long equity, this entity only

Positions

259

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR CORE S&P500 ETF	CORE S&P500 ETF	$10.4M	15933	8.96%	SOLE
2	NEOS S&P 500 HIGH INCOME ETF	NEOS S&P 500 HI	$7.1M	142890	6.08%	SOLE
3	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF	UT SER 1	$7.0M	15105	6.03%	SOLE
4	NEOS NASDAQ 100 HIGH INCOME ETF	NASDAQ 100 HIGH	$6.1M	123716	5.29%	SOLE
5	MICROSOFT CORPORATION	COM	$6.0M	16174	5.16%	SOLE
6	APPLE INCORPORATED	COM	$5.1M	20264	4.43%	SOLE
7	JPMORGAN CHASE & COMPANY	COM	$4.5M	15437	3.91%	SOLE
8	MICRON TECHNOLOGY INCORPORATED	COM	$3.4M	10120	2.94%	SOLE
9	EATON VANCE ENHANCED EQUITY IN	COM	$3.2M	157310	2.77%	SOLE
10	NVIDIA CORPORATION	COM	$2.9M	16746	2.52%	SOLE
11	ANTERO MIDSTREAM CORPORATION	COM	$2.9M	125000	2.45%	SOLE
12	EXXON MOBIL CORPORATION	COM	$2.6M	15377	2.25%	SOLE
13	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$2.5M	3880	2.17%	SOLE
14	MASTEC INCORPORATED	COM	$2.2M	6735	1.87%	SOLE
15	GE VERNOVA INCORPORATED	COM	$2.1M	2373	1.78%	SOLE
16	GOLDMAN SACHS GROUP INCORPORATED	COM	$1.6M	1875	1.37%	SOLE
17	APPLIED OPTOELECTRONICS INCORPORATED	COM	$1.6M	18700	1.36%	SOLE
18	ABBVIE INCORPORATED	COM	$1.5M	6945	1.30%	SOLE
19	MORGAN STANLEY COM NEW	COM NEW	$1.5M	8975	1.27%	SOLE
20	LUMENTUM HLDGS INCORPORATED	COM	$1.4M	2020	1.22%	SOLE
21	SIMON PROPERTY GROUP INCORPORATED NEW REIT	COM	$1.4M	7450	1.20%	SOLE
22	VISA INCORPORATED COM CLASS A	COM CL A	$1.3M	4330	1.13%	SOLE
23	CHEVRON CORPORATION	COM	$1.2M	5620	1.00%	SOLE
24	ISHARES TR DOW JONES US ETF	DOW JONES US ETF	$1.1M	7220	0.99%	SOLE
25	GE AEROSPACE COM NEW	COM NEW	$1.1M	3825	0.93%	SOLE
26	HOME DEPOT INCORPORATED	COM	$1.1M	3240	0.92%	SOLE
27	MASTERCARD INCORPORATED CLASS A	CL A	$1.0M	2095	0.90%	SOLE
28	ALLY FINL INCORPORATED	COM	$1.0M	25590	0.86%	SOLE
29	UNITEDHEALTH GROUP INCORPORATED	COM	$948K	3505	0.82%	SOLE
30	PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN	UNIT LTD PARTN	$882K	39479	0.76%	SOLE
31	DIREXION DAILY S&P 500 BULL 2X SHARES	DLY S&P500 2XS	$837K	5060	0.72%	SOLE
32	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	NASDAQ EQT PREM	$828K	14915	0.71%	SOLE
33	VISTRA CORPORATION	COM	$824K	5480	0.71%	SOLE
34	CAMECO CORPORATION (CANADA)	COM	$731K	6730	0.63%	SOLE
35	ALPHABET INCORPORATED CAP STK CLASS C	CAP STK CL C	$680K	2370	0.59%	SOLE
36	PROSHARES ULTRA SEMICONDUCTORS	PSHS ULT SEMICDT	$669K	13960	0.58%	SOLE
37	ENERGY TRANSFER L P COM UT LTD PTN	COM UT LTD PTN	$658K	34081	0.57%	SOLE
38	SOLSTICE ADVANCED MATLS INCORPORATED COM SHS	COM SHS	$640K	8406	0.55%	SOLE
39	EOG RES INCORPORATED	COM	$607K	4198	0.52%	SOLE
40	VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)	ORD SHS	$566K	7700	0.49%	SOLE
41	BLOOM ENERGY CORPORATION COM CLASS A	COM CL A	$562K	4150	0.48%	SOLE
42	ROUNDHILL TSLA WEEKLYPAY ETF	TSLA WEEKLYPAY E	$537K	22900	0.46%	SOLE
43	ENTERGY CORPORATION NEW	COM	$528K	4703	0.45%	SOLE
44	SOUTHERN COPPER CORPORATION	COM	$503K	2926	0.43%	SOLE
45	ONEOK INCORPORATED NEW	COM	$502K	5550	0.43%	SOLE
46	HONEYWELL INTERNATIONAL INCORPORATED	COM	$494K	2186	0.43%	SOLE
47	MPLX LP COM UNIT REP LTD	COM UNIT REP LTD	$485K	8500	0.42%	SOLE
48	KARMAN HLDGS INCORPORATED COMMON STOCK	COMMON STOCK	$467K	5830	0.40%	SOLE
49	INVESCO QQQ TRUST	UNIT SER 1	$462K	800	0.40%	SOLE
50	STEEL DYNAMICS INCORPORATED	COM	$450K	2500	0.39%	SOLE

1–50 of 259

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.