Institutional Fund
Chung Wu Investment Group, LLC
Sugar Land, TXCIK 20542785 filings on record
Portfolio Value
$116.09M
Q1 2026
Holdings
259
Reported positions
New Buys
40
Opened this quarter
QoQ Change
-5.1%
from $122.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Neos ETF Trust6.1%
- Spdr Dow Jones Indl Average6.0%
- Neos ETF Trust5.3%
- Microsoft Corp5.2%
- Apple Inc4.4%
- Other64.1%
Portfolio Holdings
259 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 15.9K | $10.41M | 9.0% | −230 | Reduced |
| 2 | Neos ETF Trust | 142.9K | $7.05M | 6.1% | +23.4K | Added |
| 3 | Spdr Dow Jones Indl Average | 15.1K | $7.00M | 6.0% | −260 | Reduced |
| 4 | Neos ETF Trust | 123.7K | $6.15M | 5.3% | +9.3K | Added |
| 5 | Microsoft Corp | 16.2K | $5.99M | 5.2% | −578 | Reduced |
| 6 | Apple Inc | 20.3K | $5.14M | 4.4% | −600 | Reduced |
| 7 | Jpmorgan Chase & Co. | 15.4K | $4.54M | 3.9% | −880 | Reduced |
| 8 | Micron Technology Inc | 10.1K | $3.42M | 2.9% | +985 | Added |
| 9 | Eaton Vance Enhanced Equity | 157.3K | $3.22M | 2.8% | −1.3K | Reduced |
| 10 | Nvidia Corporation | 16.7K | $2.92M | 2.5% | −50 | Reduced |
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