Filed: 5/12/2026ACC: 0002054278-26-000002
📋 What this filing means
CHUNG WU INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $116.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$116.09M
Total AUM (reported)
1.31M
Total Shares
Allocation by class
COM$61.18M52.7%
CORE S&P500 ETF$10.41M9.0%
NEOS S&P 500 HI$7.05M6.1%
UT SER 1$7.00M6.0%
NASDAQ 100 HIGH$6.15M5.3%
COM NEW$3.18M2.7%
TR UNIT$2.52M2.2%
Portfolio Concentration
Top 3$24.46M21.1%
4–10$31.38M27.0%
11–25$25.89M22.3%
Rest$34.37M29.6%
Top 3 weight
21.1%
Top 10 weight
48.1%
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)
Sole259
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings259
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares15.93K
TypeSH
Market value$10.41M
8.96%
Sole
0.00
Shared
0.00
None
0.00
NEOS S&P 500 HIGH INCOME ETF
SOLEShares142.89K
TypeSH
Market value$7.05M
6.08%
Sole
0.00
Shared
0.00
None
0.00
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
SOLEShares15.11K
TypeSH
Market value$7.00M
6.03%
Sole
0.00
Shared
0.00
None
0.00
NEOS NASDAQ 100 HIGH INCOME ETF
SOLEShares123.72K
TypeSH
Market value$6.15M
5.30%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.17K
TypeSH
Market value$5.99M
5.16%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares20.26K
TypeSH
Market value$5.14M
4.43%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY
SOLEShares15.44K
TypeSH
Market value$4.54M
3.91%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INCORPORATED
SOLEShares10.12K
TypeSH
Market value$3.42M
2.94%
Sole
0.00
Shared
0.00
None
0.00
EATON VANCE ENHANCED EQUITY IN
SOLEShares157.31K
TypeSH
Market value$3.22M
2.77%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.75K
TypeSH
Market value$2.92M
2.52%
Sole
0.00
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORPORATION
SOLEShares125K
TypeSH
Market value$2.85M
2.45%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares15.38K
TypeSH
Market value$2.61M
2.25%
Sole
0.00
Shared
0.00
None
0.00
STATE STREET SPDR S&P 500 ETF TRUST
SOLEShares3.88K
TypeSH
Market value$2.52M
2.17%
Sole
0.00
Shared
0.00
None
0.00
MASTEC INCORPORATED
SOLEShares6.74K
TypeSH
Market value$2.17M
1.87%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INCORPORATED
SOLEShares2.37K
TypeSH
Market value$2.07M
1.78%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INCORPORATED
SOLEShares1.88K
TypeSH
Market value$1.59M
1.37%
Sole
0.00
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INCORPORATED
SOLEShares18.70K
TypeSH
Market value$1.58M
1.36%
Sole
0.00
Shared
0.00
None
0.00
ABBVIE INCORPORATED
SOLEShares6.95K
TypeSH
Market value$1.51M
1.30%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY COM NEW
SOLEShares8.97K
TypeSH
Market value$1.48M
1.27%
Sole
0.00
Shared
0.00
None
0.00
LUMENTUM HLDGS INCORPORATED
SOLEShares2.02K
TypeSH
Market value$1.42M
1.22%
Sole
0.00
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INCORPORATED NEW REIT
SOLEShares7.45K
TypeSH
Market value$1.39M
1.20%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares4.33K
TypeSH
Market value$1.31M
1.13%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares5.62K
TypeSH
Market value$1.16M
1.00%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR DOW JONES US ETF
SOLEShares7.22K
TypeSH
Market value$1.14M
0.99%
Sole
0.00
Shared
0.00
None
0.00
GE AEROSPACE COM NEW
SOLEShares3.83K
TypeSH
Market value$1.09M
0.93%
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 | 15.93K | SH | $10.41M 8.96% | 0.00 | 0.00 | 0.00 |
NEOS S&P 500 HIGH INCOME ETFSOLE | NEOS S&P 500 HI | 142.89K | SH | $7.05M 6.08% | 0.00 | 0.00 | 0.00 |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETFSOLE | UT SER 1 | 15.11K | SH | $7.00M 6.03% | 0.00 | 0.00 | 0.00 |
NEOS NASDAQ 100 HIGH INCOME ETFSOLE | NASDAQ 100 HIGH | 123.72K | SH | $6.15M 5.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.17K | SH | $5.99M 5.16% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 20.26K | SH | $5.14M 4.43% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 15.44K | SH | $4.54M 3.91% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCORPORATEDSOLE | COM | 10.12K | SH | $3.42M 2.94% | 0.00 | 0.00 | 0.00 |
EATON VANCE ENHANCED EQUITY INSOLE | COM | 157.31K | SH | $3.22M 2.77% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.75K | SH | $2.92M 2.52% | 0.00 | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPORATIONSOLE | COM | 125K | SH | $2.85M 2.45% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 15.38K | SH | $2.61M 2.25% | 0.00 | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 3.88K | SH | $2.52M 2.17% | 0.00 | 0.00 | 0.00 |
MASTEC INCORPORATEDSOLE | COM | 6.74K | SH | $2.17M 1.87% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCORPORATEDSOLE | COM | 2.37K | SH | $2.07M 1.78% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCORPORATEDSOLE | COM | 1.88K | SH | $1.59M 1.37% | 0.00 | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCORPORATEDSOLE | COM | 18.70K | SH | $1.58M 1.36% | 0.00 | 0.00 | 0.00 |
ABBVIE INCORPORATEDSOLE | COM | 6.95K | SH | $1.51M 1.30% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | COM NEW | 8.97K | SH | $1.48M 1.27% | 0.00 | 0.00 | 0.00 |
LUMENTUM HLDGS INCORPORATEDSOLE | COM | 2.02K | SH | $1.42M 1.22% | 0.00 | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCORPORATED NEW REITSOLE | COM | 7.45K | SH | $1.39M 1.20% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 4.33K | SH | $1.31M 1.13% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 5.62K | SH | $1.16M 1.00% | 0.00 | 0.00 | 0.00 |
ISHARES TR DOW JONES US ETFSOLE | DOW JONES US ETF | 7.22K | SH | $1.14M 0.99% | 0.00 | 0.00 | 0.00 |
GE AEROSPACE COM NEWSOLE | COM NEW | 3.83K | SH | $1.09M 0.93% | 0.00 | 0.00 | 0.00 |
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