Chung Wu Investment Group, LLC: 13F holdings
CIK 20542782026Q2
| Positions | 283 |
|---|
| Reported value | $152.1m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 283 (+24 vs prior quarter) |
|---|
| Reported value | $152.1m (+31.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR CORE S&P500 ETF | 15,868 | $11.9m | 7.8% |
| MU MICRON TECHNOLOGY INCORPORATED | 10,180 | $11.8m | 7.7% |
| SPYI NEOS S&P 500 HIGH INCOME ETF | 157,085 | $8.3m | 5.5% |
| QQQI NEOS NASDAQ 100 HIGH INCOME ETF | 146,296 | $8.3m | 5.5% |
| DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 15,435 | $8.1m | 5.3% |
| MSFT MICROSOFT CORPORATION | 16,054 | $6.0m | 3.9% |
| AAPL APPLE INCORPORATED | 19,264 | $5.6m | 3.7% |
| JPM JPMORGAN CHASE & COMPANY | 15,437 | $5.1m | 3.3% |
| NVDA NVIDIA CORPORATION | 17,171 | $3.4m | 2.3% |
| EOS EATON VANCE ENHANCED EQUITY IN | 147,810 | $3.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054278")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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