Filed: 11/4/2025ACC: 0002054278-25-000005
📋 What this filing means
CHUNG WU INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 255 equity positions with a total reported market value of $120.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
255
Positions
$120.08M
Total AUM (reported)
1.29M
Total Shares
Allocation by class
COM$61.35M51.1%
CORE S&P500 ETF$10.86M9.0%
UT SER 1$7.13M5.9%
NASDAQ 100 HIGH$5.39M4.5%
NEOS S&P 500 HI$5.14M4.3%
COM NEW$4.12M3.4%
COM CL A$4.00M3.3%
Portfolio Concentration
Top 3$26.57M22.1%
4–10$30.03M25.0%
11–25$24.41M20.3%
Rest$39.07M32.5%
Top 3 weight
22.1%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole255
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings255
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares16.23K
TypeSH
Market value$10.86M
9.05%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.56K
TypeSH
Market value$8.58M
7.14%
Sole
0.00
Shared
0.00
None
0.00
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares15.37K
TypeSH
Market value$7.13M
5.93%
Sole
0.00
Shared
0.00
None
0.00
NEOS NASDAQ 100 HIGH INCOME ETF
SOLEShares99.52K
TypeSH
Market value$5.39M
4.49%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares20.63K
TypeSH
Market value$5.25M
4.38%
Sole
0.00
Shared
0.00
None
0.00
NEOS S&P 500 HIGH INCOME ETF
SOLEShares98.23K
TypeSH
Market value$5.14M
4.28%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares15.32K
TypeSH
Market value$4.83M
4.02%
Sole
0.00
Shared
0.00
None
0.00
EATON VANCE ENHANCED EQUITY IN
SOLEShares160.69K
TypeSH
Market value$3.85M
3.20%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares15.98K
TypeSH
Market value$2.98M
2.48%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.88K
TypeSH
Market value$2.58M
2.15%
Sole
0.00
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORPORATION
SOLEShares129.40K
TypeSH
Market value$2.52M
2.09%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INCORPORATED
SOLEShares7K
TypeSH
Market value$2.42M
2.01%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares15.04K
TypeSH
Market value$1.70M
1.41%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INCORPORATED
SOLEShares2.08K
TypeSH
Market value$1.66M
1.38%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INCORPORATED
SOLEShares9.60K
TypeSH
Market value$1.61M
1.34%
Sole
0.00
Shared
0.00
None
0.00
ABBVIE INCORPORATED
SOLEShares6.84K
TypeSH
Market value$1.58M
1.32%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY COM NEW
SOLEShares9.66K
TypeSH
Market value$1.54M
1.28%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares4.48K
TypeSH
Market value$1.53M
1.27%
Sole
0.00
Shared
0.00
None
0.00
ALLY FINL INCORPORATED
SOLEShares38.89K
TypeSH
Market value$1.52M
1.27%
Sole
0.00
Shared
0.00
None
0.00
VISTRA CORPORATION
SOLEShares7.57K
TypeSH
Market value$1.48M
1.23%
Sole
0.00
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INCORPORATED NEW REIT
SOLEShares7.55K
TypeSH
Market value$1.42M
1.18%
Sole
0.00
Shared
0.00
None
0.00
MASTEC INCORPORATED
SOLEShares6.62K
TypeSH
Market value$1.41M
1.17%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INCORPORATED
SOLEShares2.26K
TypeSH
Market value$1.39M
1.16%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares3.37K
TypeSH
Market value$1.37M
1.14%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares1.75K
TypeSH
Market value$1.29M
1.07%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 16.23K | SH | $10.86M 9.05% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.56K | SH | $8.58M 7.14% | 0.00 | 0.00 | 0.00 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | UT SER 1 | 15.37K | SH | $7.13M 5.93% | 0.00 | 0.00 | 0.00 |
NEOS NASDAQ 100 HIGH INCOME ETFSOLE | NASDAQ 100 HIGH | 99.52K | SH | $5.39M 4.49% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 20.63K | SH | $5.25M 4.38% | 0.00 | 0.00 | 0.00 |
NEOS S&P 500 HIGH INCOME ETFSOLE | NEOS S&P 500 HI | 98.23K | SH | $5.14M 4.28% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 15.32K | SH | $4.83M 4.02% | 0.00 | 0.00 | 0.00 |
EATON VANCE ENHANCED EQUITY INSOLE | COM | 160.69K | SH | $3.85M 3.20% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.98K | SH | $2.98M 2.48% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 3.88K | SH | $2.58M 2.15% | 0.00 | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPORATIONSOLE | COM | 129.40K | SH | $2.52M 2.09% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCORPORATEDSOLE | COM | 7K | SH | $2.42M 2.01% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 15.04K | SH | $1.70M 1.41% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCORPORATEDSOLE | COM | 2.08K | SH | $1.66M 1.38% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCORPORATEDSOLE | COM | 9.60K | SH | $1.61M 1.34% | 0.00 | 0.00 | 0.00 |
ABBVIE INCORPORATEDSOLE | COM | 6.84K | SH | $1.58M 1.32% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | COM NEW | 9.66K | SH | $1.54M 1.28% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 4.48K | SH | $1.53M 1.27% | 0.00 | 0.00 | 0.00 |
ALLY FINL INCORPORATEDSOLE | COM | 38.89K | SH | $1.52M 1.27% | 0.00 | 0.00 | 0.00 |
VISTRA CORPORATIONSOLE | COM | 7.57K | SH | $1.48M 1.23% | 0.00 | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCORPORATED NEW REITSOLE | COM | 7.55K | SH | $1.42M 1.18% | 0.00 | 0.00 | 0.00 |
MASTEC INCORPORATEDSOLE | COM | 6.62K | SH | $1.41M 1.17% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCORPORATEDSOLE | COM | 2.26K | SH | $1.39M 1.16% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 3.37K | SH | $1.37M 1.14% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 1.75K | SH | $1.29M 1.07% | 0.00 | 0.00 | 0.00 |
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