StockDriftsStockDriftsTop 50 Chung Wu Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 7.81% | 15.9K | $11.9M | -0.41%(-65) | $583.86(+33.14%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INCORPORATED | 7.73% | 10.2K | $11.8M | +0.59%(+60) | $164.50(+424.01%) | 2026-06-30 | |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 5.48% | 157.1K | $8.3M | +9.93%(+14.20K) | $51.33(+5.60%) | 2026-06-30 | |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 5.46% | 146.3K | $8.3M | +18.25%(+22.58K) | $53.01(+3.99%) | 2026-06-30 | |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 5.3% | 15.4K | $8.1M | +2.18%(+330) | $426.21(+26.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 3.94% | 16.1K | $6.0M | -0.74%(-120) | $426.75(+17.81%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 3.67% | 19.3K | $5.6M | -4.93%(-1.00K) | $232.92(+31.66%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.32% | 15.4K | $5.1M | +0.00%(+0) | $231.02(+56.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.26% | 17.2K | $3.4M | +2.54%(+425) | $135.08(+63.21%) | 2026-06-30 | |
| EOS | EATON VANCE ENHANCED EQUITY IN | 2.14% | 147.8K | $3.3M | -6.04%(-9.50K) | $22.83(-2.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.07% |
Chung Wu Investment Group, LLC reports $152.09M in US-listed equity holdings across 283 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.8%), MU (7.7%) and SPYI (5.5%). The top 20 holdings account for 62.38% of reported assets. Its disclosed equity book has returned +29.05% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chung Wu Investment Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054278). View Chung Wu Investment Group, LLC’s 13F filings on SEC