account_balance

Investment manager · 13F filer · SEC CIK 2054278

Chung Wu Investment Group, LLC

Reported value$137Mas of Sep 30, 2026
Positions287 47 new, 43 sold out
Top 10 weight53.6%SPYI alone is 9%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYI Neos S&P 500 High Income ETF 9.0% Added +47%
IVV iShares Tr Core S&p500 ETF 8.8% Held
MSFT Microsoft Corp 6.9% Added +14%
QQQI Neos Nasdaq 100 High Income ETF 6.7% Added +13%
DIA SPDR Dow Jones Industrial Average ETF Trust 5.8% HeldAAPL Apple Inc. 5.4% Added +14%JPM JPMorgan Chase & Co 3.7% HeldNVDA NVIDIA Corp 3.0% Added +4%EOS Eaton Vance Enhanced Equity Income Fund II 2.3% HeldSPY SPDR S&P 500 ETF Trust 2.2% HeldAM Antero Midstream Corp 1.8% Trimmed −3%GEV GE Vernova Inc. 1.6% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • FLEX $694K
  • RSPA $613K
  • JNJ $590K
  • TBT $535K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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