Chung Wu Investment Group
Chung Wu Investment Group reported 283 stocks worth $152M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (7.8%), MU (7.7%) and SPYI (5.5%). Compared with Q1 2026, the fund opened new positions in SPCX, AZN and ASML, added to MU, SPYI and QQQI, trimmed IVV, MSFT and AAPL and sold out of VST, KRMN and KGS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $11.9M | 7.8% | 16K | −65 (−0%) | 7 of 7 | |
| 2 |  MU Micron Technology Inc | $11.8M | 7.7% | 10K | +60 (+1%) | 5 of 7 | |
| 3 |  SPYI Neos ETF Trust | $8.3M | 5.5% | 157K | +14K (+10%) | 5 of 7 | |
| 4 |  QQQI Neos ETF Trust | $8.3M | 5.5% | 146K | +23K (+18%) | 4 of 7 | |
| 5 |  DIA Spdr Dow Jones Indl Average | $8.1M | 5.3% | 15K | +330 (+2%) | 7 of 7 | |
| 6 |  MSFT Microsoft Corp | $6M | 3.9% | 16K | −120 (−1%) | 7 of 7 | |
| 7 |  AAPL Apple Inc | $5.6M | 3.7% | 19K | −1,000 (−5%) | 7 of 7 | |
| 8 |  JPM Jpmorgan Chase & Co. | $5.1M | 3.3% | 15K | No change | 7 of 7 | |
| 9 |  NVDA Nvidia Corporation | $3.4M | 2.3% | 17K | +425 (+3%) | 7 of 7 | |
| 10 |  EOS Eaton Vance Enhanced Equity in Com | $3.3M | 2.1% | 148K | −9,500 (−6%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VST Vistra Corp | $824K | 5,480 |
HONEYWELL INTL INC | $494K | 2,186 |
 KRMN Karman Hldgs Inc | $467K | 5,830 |
 KGS Kodiak Gas Svcs Inc | $379K | 6,500 |
 EXPE Expedia Group Inc | $346K | 1,500 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chung Wu Investment Group 13F FAQ
What does Chung Wu Investment Group own?
Chung Wu Investment Group reported 283 stocks worth $152M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (7.8%), MU (7.7%) and SPYI (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Chung Wu Investment Group buy and sell in Q2 2026?
Compared with Q1 2026: 57 new positions, 46 added to, 42 trimmed and 33 sold out. New positions include SPCX, AZN and ASML. It sold all of VST, KRMN and KGS.
When will Chung Wu Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Chung Wu Investment Group's portfolio worth?
The Q2 2026 filing reports $152M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.