13F filer

Chung Wu Investment Group

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 2054278 SEC filings ↗

13F Value

$152.1M

Positions

283

Top Position

IVV7.8%

Top 5

31.8%

Latest filing changes

vs Mar 31, 2026

1 SNDK Sandisk +262.1%+$1.4M

2 QQQI NEOS Nasdaq-100(R) High Income ETF +18.3%+$1.3M

3 UNH UnitedHealth Group +52.3%+$762K

4 SPYI NEOS S&P 500(R) High Income ETF +9.9%+$754K

5 GDXJ VanEck Junior Gold Miners ETF >999%+$592K

Holdings283

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	7.8%	$11.9M	-0.4%	15.9K	9.0%		ETF
2	MU Micron Technology	7.7%	$11.8M	+0.6%	10.2K	2.9%		Common Stock
3	SPYI NEOS S&P 500(R) High Income ETF	5.5%	$8.3M	+9.9%	157.1K	6.1%		ETF
4	QQQI NEOS Nasdaq-100(R) High Income ETF	5.5%	$8.3M	+18.3%	146.3K	5.3%		ETF
5	DIA State Str SPDR Dow Jones Ind — Ut Ser 1	5.3%	$8.1M	+2.2%	15.4K	6.0%		Equity
6	MSFT Microsoft	3.9%	$6.0M	-0.7%	16.1K	5.2%		Common Stock
7	AAPL Apple	3.7%	$5.6M	-4.9%	19.3K	4.4%		Common Stock
8	JPM JPMorgan Chase	3.3%	$5.1M	—	15.4K	3.9%		Common Stock
9	NVDA NVIDIA	2.3%	$3.4M	+2.5%	17.2K	2.5%		Common Stock
10	EOS Eaton Vance Enhanced Equity	2.1%	$3.3M	-6.0%	147.8K	2.8%		Common Stock
11	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.9%	$2.9M	—	3.9K	2.2%		ETF
12	GEV GE Vernova	1.9%	$2.9M	+3.3%	2.5K	1.8%		Common Stock
13	MTZ Mastec	1.9%	$2.8M	+0.4%	6.8K	1.9%		Common Stock
14	AM Antero Midstream	1.8%	$2.8M	-1.7%	122.9K	2.5%		Common Stock
15	SPCX Space Exploration Techn	1.7%	$2.6M	NEW	15.5K	—		Common Stock
16	UNH UnitedHealth Group	1.5%	$2.2M	+52.3%	5.3K	0.8%		Common Stock
17	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 15,177 reported quantity $2,074,999 reported value	1.4%	$2.1M	-1.3%	15.2K	2.2%		Common Stock
18	SNDK Sandisk	1.3%	$1.9M	+262.1%	851	0.1%	—	Common Stock
19	MS Morgan Stanley	1.3%	$1.9M	+1.4%	9.1K	1.3%		Common Stock
20	AAOI Applied Optoelectronics	1.3%	$1.9M	-31.3%	12.8K	1.4%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing32

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.