Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Chung Wu Investment Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Chung Wu Investment Group, LLC

•CIK: 2054278•Filing: Q3 2025

**Chung Wu Investment Group, LLC** manages $120M across a diversified portfolio of 255 positions. The fund exhibits significant concentration in core technology and market indices, with top holdings including IVV at $10.9M and MSFT at $8.6M. Notable allocations also include DON ($7.1M), QQQI ($5.4M), and AAPL ($5.3M). This positioning suggests a tactical, large-cap growth mandate emphasizing established market leaders.

Total AUM
$120.1M
QoQ Performance
+25.1%
Positions
255
Top 10 Concentration
47.3%
Latest Filing
Q3 2025

Top Holdings Allocation

IVV
MSFT
DON
IVV9.0%
MSFT7.1%
DON5.9%
QQQI4.5%
AAPL4.4%
SPYI4.3%
JPM4.0%
EOS3.2%

📈 Biggest Buys

QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
NEW
4.5% of portfolio
SPYI
NEOS S&P 500 HIGH INCOME ETF
+32643.3%
4.3% of portfolio
UNH
UNITEDHEALTH GROUP INCORPORATED
+280.2%
2.0% of portfolio
MU
MICRON TECHNOLOGY INCORPORATED
+9495.0%
1.3% of portfolio
DWD
MORGAN STANLEY COM NEW
+643.1%
1.3% of portfolio

📉 Biggest Sells

JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-98.9%
0.0% of portfolio
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-63.5%
0.7% of portfolio
DDM
PROSHARES ULTRA DOW30
-92.3%
0.0% of portfolio
CI
THE CIGNA GROUP
-75.1%
0.1% of portfolio
FISV
FISERV INCORPORATED
-78.5%
0.1% of portfolio

Sector Breakdown

Other50.6%
Technology16.5%
ETF11.3%
Financial9.7%
Healthcare3.5%
Consumer2.9%
Energy1.9%
Industrial1.3%

🚪 Exited Positionssold since Q2 2025

GPIX
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
SOLD
$1.3M
DASH
DOORDASH INCORPORATED CLASS A
SOLD
$394.4K
AXON
AXON ENTERPRISE INCORPORATED
SOLD
$356.0K
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
SOLD
$345.4K
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
SOLD
$271.7K
+77 more exited positions

Changes from Q2 2025

NEW34 new positions
↑44 increased
↓42 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IVV9.0%
ISHARES TR CORE S&P500 ETF
$10.9M
MSFT7.1%
MICROSOFT CORPORATION
$8.6M
DON5.9%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$7.1M
QQQI4.5%
NEOS NASDAQ 100 HIGH INCOME ETF
$5.4M
AAPL4.4%
APPLE INCORPORATED
$5.3M

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