Filed: 2/2/2026ACC: 0002054278-26-000001
📋 What this filing means
CHUNG WU INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $122.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$122.28M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$62.57M51.2%
CORE S&P500 ETF$11.07M9.1%
UT SER 1$7.38M6.0%
NEOS S&P 500 HI$6.28M5.1%
NASDAQ 100 HIGH$6.16M5.0%
COM NEW$5.06M4.1%
COM CL A$3.13M2.6%
Portfolio Concentration
Top 3$26.56M21.7%
4–10$32.86M26.9%
11–25$25.08M20.5%
Rest$37.78M30.9%
Top 3 weight
21.7%
Top 10 weight
48.6%
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)
Sole263
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings263
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares16.16K
TypeSH
Market value$11.07M
9.05%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.75K
TypeSH
Market value$8.10M
6.63%
Sole
0.00
Shared
0.00
None
0.00
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares15.37K
TypeSH
Market value$7.38M
6.04%
Sole
0.00
Shared
0.00
None
0.00
NEOS S&P 500 HIGH INCOME ETF
SOLEShares119.46K
TypeSH
Market value$6.28M
5.13%
Sole
0.00
Shared
0.00
None
0.00
NEOS NASDAQ 100 HIGH INCOME ETF
SOLEShares114.46K
TypeSH
Market value$6.16M
5.04%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares20.86K
TypeSH
Market value$5.67M
4.64%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares16.32K
TypeSH
Market value$5.26M
4.30%
Sole
0.00
Shared
0.00
None
0.00
EATON VANCE ENHANCED EQUITY IN
SOLEShares158.61K
TypeSH
Market value$3.71M
3.04%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.80K
TypeSH
Market value$3.13M
2.56%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.88K
TypeSH
Market value$2.65M
2.16%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INCORPORATED
SOLEShares9.13K
TypeSH
Market value$2.61M
2.13%
Sole
0.00
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORPORATION
SOLEShares126.90K
TypeSH
Market value$2.26M
1.85%
Sole
0.00
Shared
0.00
None
0.00
ABBVIE INCORPORATED
SOLEShares8.35K
TypeSH
Market value$1.91M
1.56%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INCORPORATED
SOLEShares2.13K
TypeSH
Market value$1.88M
1.53%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares14.94K
TypeSH
Market value$1.80M
1.47%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY COM NEW
SOLEShares9.71K
TypeSH
Market value$1.72M
1.41%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INCORPORATED
SOLEShares5.08K
TypeSH
Market value$1.68M
1.37%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INCORPORATED
SOLEShares2.52K
TypeSH
Market value$1.65M
1.35%
Sole
0.00
Shared
0.00
None
0.00
ALLY FINL INCORPORATED
SOLEShares34.84K
TypeSH
Market value$1.58M
1.29%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares4.48K
TypeSH
Market value$1.57M
1.28%
Sole
0.00
Shared
0.00
None
0.00
MASTEC INCORPORATED
SOLEShares6.99K
TypeSH
Market value$1.52M
1.24%
Sole
0.00
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INCORPORATED NEW REIT
SOLEShares7.55K
TypeSH
Market value$1.40M
1.14%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CLASS A
SOLEShares2.19K
TypeSH
Market value$1.25M
1.02%
Sole
0.00
Shared
0.00
None
0.00
GE AEROSPACE COM NEW
SOLEShares3.73K
TypeSH
Market value$1.15M
0.94%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares3.28K
TypeSH
Market value$1.13M
0.92%
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 | 16.16K | SH | $11.07M 9.05% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.75K | SH | $8.10M 6.63% | 0.00 | 0.00 | 0.00 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | UT SER 1 | 15.37K | SH | $7.38M 6.04% | 0.00 | 0.00 | 0.00 |
NEOS S&P 500 HIGH INCOME ETFSOLE | NEOS S&P 500 HI | 119.46K | SH | $6.28M 5.13% | 0.00 | 0.00 | 0.00 |
NEOS NASDAQ 100 HIGH INCOME ETFSOLE | NASDAQ 100 HIGH | 114.46K | SH | $6.16M 5.04% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 20.86K | SH | $5.67M 4.64% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 16.32K | SH | $5.26M 4.30% | 0.00 | 0.00 | 0.00 |
EATON VANCE ENHANCED EQUITY INSOLE | COM | 158.61K | SH | $3.71M 3.04% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.80K | SH | $3.13M 2.56% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 3.88K | SH | $2.65M 2.16% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCORPORATEDSOLE | COM | 9.13K | SH | $2.61M 2.13% | 0.00 | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPORATIONSOLE | COM | 126.90K | SH | $2.26M 1.85% | 0.00 | 0.00 | 0.00 |
ABBVIE INCORPORATEDSOLE | COM | 8.35K | SH | $1.91M 1.56% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCORPORATEDSOLE | COM | 2.13K | SH | $1.88M 1.53% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 14.94K | SH | $1.80M 1.47% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | COM NEW | 9.71K | SH | $1.72M 1.41% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCORPORATEDSOLE | COM | 5.08K | SH | $1.68M 1.37% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCORPORATEDSOLE | COM | 2.52K | SH | $1.65M 1.35% | 0.00 | 0.00 | 0.00 |
ALLY FINL INCORPORATEDSOLE | COM | 34.84K | SH | $1.58M 1.29% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 4.48K | SH | $1.57M 1.28% | 0.00 | 0.00 | 0.00 |
MASTEC INCORPORATEDSOLE | COM | 6.99K | SH | $1.52M 1.24% | 0.00 | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCORPORATED NEW REITSOLE | COM | 7.55K | SH | $1.40M 1.14% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATED CLASS ASOLE | CL A | 2.19K | SH | $1.25M 1.02% | 0.00 | 0.00 | 0.00 |
GE AEROSPACE COM NEWSOLE | COM NEW | 3.73K | SH | $1.15M 0.94% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 3.28K | SH | $1.13M 0.92% | 0.00 | 0.00 | 0.00 |
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