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CHUNG WU INVESTMENT GROUP, LLC 13F portfolio summary

CHUNG WU INVESTMENT GROUP, LLC of CHUNG WU INVESTMENT GROUP, LLC has 283 current stock holdings with a reported portfolio value of $152.1M. The portfolio 1 year return is +31.28%. Top holdings include IVV (7.81%), MU (7.73%), SPYI (5.48%), QQQI (5.46%), DIA (5.30%).

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CHUNG WU INVESTMENT GROUP, LLC 13F Portfolio

CHUNG WU INVESTMENT GROUP, LLC
Latest SEC 13F filing: 2026-06-30

CHUNG WU INVESTMENT GROUP, LLC runs CHUNG WU INVESTMENT GROUP, LLC and currently holds 283 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $152.09M. Their top holdings are IVV, MU, SPYI, QQQI, DIA. The top five represent 31.8% of reported portfolio weight. CHUNG WU INVESTMENT GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHUNG WU INVESTMENT GROUP, LLC initiated 19 new positions. They added to 35 existing positions. They trimmed 28 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
IVV7.8%
MU7.7%
SPYI5.5%
QQQI5.5%
DIA5.3%
Top 5: 31.8%
Portfolio Returns
1 Year
+31.28%
#0/1000
3 Year
+35.76%
#0/1000
5 Year
+35.76%
#0/1000

Portfolio Value

$152.09M

Alpha Score

33.4

#0 of 1000

Holdings

283

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CHUNG WU INVESTMENT GROUP, LLC Current 13F Holdings

Reported holdings from CHUNG WU INVESTMENT GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.

283 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVV
ISHARES TR CORE S&P500 ETF
7.81%$590.12$781.99+32.51%
Trimmed
-0.41%
MU
MICRON TECHNOLOGY INCORPORATED
7.73%$189.22$1,029.00+443.81%
Added
+0.59%
SPYI
NEOS S&P 500 HIGH INCOME ETF
5.48%$51.96$54.08+4.08%
Added
+9.93%
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
5.46%$54.28$56.27+3.67%
Added
+18.25%
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
5.30%$428.30$516.07+20.49%
Added
+2.18%
MSFT
MICROSOFT CORPORATION
3.94%$422.20$535.07+26.73%
Trimmed
-0.74%
AAPL
APPLE INCORPORATED
3.67%$251.12$336.68+34.07%
Trimmed
-4.93%
JPM
JPMORGAN CHASE & COMPANY
3.32%$244.77$333.01+36.05%
Held
NVDA
NVIDIA CORPORATION
2.26%$142.58$229.28+60.81%
Added
+2.54%
EO
EOS
EATON VANCE ENHANCED EQUITY IN
2.14%$23.95$21.56-9.98%
Trimmed
-6.04%

Showing 1-10 of 283