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Chung Wu Investment Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $136,580,033
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NEOS S&P 500 HIGH INCOME ETF · NEOS S&P 500 HI · 78433H303 · shares: $12,242,658
- ISHARES TR CORE S&P500 ETF · CORE S&P500 ETF · 464287200 · shares: $11,987,850
- MICROSOFT CORPORATION · COM · 594918104 · shares: $9,401,970
- NEOS NASDAQ 100 HIGH INCOME ETF · NASDAQ 100 HIGH · 78433H675 · shares: $9,163,861
- STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF · UT SER 1 · 78467X109 · shares: $7,862,183
- APPLE INCORPORATED · COM · 037833100 · shares: $7,334,432
- JPMORGAN CHASE & COMPANY · COM · 46625H100 · shares: $5,040,857
- NVIDIA CORPORATION · COM · 67066G104 · shares: $4,072,244
- EATON VANCE ENHANCED EQUITY IN · COM · 278277108 · shares: $3,092,973
- STATE STREET SPDR S&P 500 ETF TRUST · TR UNIT · 78462F103 · shares: $2,974,257
Reported holdings
287 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NEOS S&P 500 HIGH INCOME ETF | NEOS S&P 500 HI | 78433H303 | — | 230,255 shares | $12,242,658 |
| ISHARES TR CORE S&P500 ETF | CORE S&P500 ETF | 464287200 | — | 15,653 shares | $11,987,850 |
| MICROSOFT CORPORATION | COM | 594918104 | — | 18,331 shares | $9,401,970 |
| NEOS NASDAQ 100 HIGH INCOME ETF | NASDAQ 100 HIGH | 78433H675 | — | 164,966 shares | $9,163,861 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | UT SER 1 | 78467X109 | — | 15,460 shares | $7,862,183 |
| APPLE INCORPORATED | COM | 037833100 | — | 22,024 shares | $7,334,432 |
| JPMORGAN CHASE & COMPANY | COM | 46625H100 | — | 15,237 shares | $5,040,857 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 17,831 shares | $4,072,244 |
| EATON VANCE ENHANCED EQUITY IN | COM | 278277108 | — | 145,210 shares | $3,092,973 |
| STATE STREET SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | — | 3,900 shares | $2,974,257 |
| ANTERO MIDSTREAM CORPORATION | COM | 03676B102 | — | 118,600 shares | $2,390,976 |
| GE VERNOVA INCORPORATED | COM | 36828A101 | — | 2,361 shares | $2,244,107 |
| MICRON TECHNOLOGY INCORPORATED | COM | 595112103 | — | 1,965 shares | $2,092,941 |
| ABBVIE INCORPORATED | COM | 00287Y109 | — | 7,945 shares | $2,078,333 |
| UNITEDHEALTH GROUP INCORPORATED | COM | 91324P102 | — | 4,938 shares | $1,812,641 |
| GOLDMAN SACHS GROUP INCORPORATED | COM | 38141G104 | — | 1,985 shares | $1,787,215 |
| MORGAN STANLEY COM NEW | COM NEW | 617446448 | — | 9,425 shares | $1,772,654 |
| VISA INCORPORATED COM CLASS A | COM CL A | 92826C839 | — | 4,330 shares | $1,555,899 |
| SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | CLASS A COM STK | 84615Q103 | — | 8,425 shares | $1,270,996 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | COM | 828806109 | — | 6,160 shares | $1,236,682 |
| GE AEROSPACE COM NEW | COM NEW | 369604301 | — | 3,950 shares | $1,233,546 |
| MASTERCARD INCORPORATED CLASS A | CL A | 57636Q104 | — | 2,065 shares | $1,138,786 |
| ADVANCED MICRO DEVICES INCORPORATED | COM | 007903107 | — | 1,770 shares | $1,082,815 |
| ISHARES TR DOW JONES US ETF | DOW JONES US ETF | 464287846 | — | 5,220 shares | $967,788 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | NASDAQ EQT PREM | 46654Q203 | — | 15,615 shares | $956,575 |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | YIELDMAX NVDA | 88634T774 | — | 72,140 shares | $919,064 |
| CHEVRON CORPORATION | COM | 166764100 | — | 4,470 shares | $912,819 |
| INVESCO QQQ TRUST | UNIT SER 1 | 46090E103 | — | 1,200 shares | $887,724 |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | UNIT LTD PARTN | 726503105 | — | 36,779 shares | $872,389 |
| DIREXION DAILY S&P 500 BULL 2X SHARES | DAILY 500 2X ETF | 25459Y165 | — | 3,540 shares | $784,499 |
| STATE STREET SPDR S&P BIOTECH ETF | ST STR SP BIOT | 78464A870 | — | 4,430 shares | $698,522 |
| PROSHARES TR ULTRAPRO QQQ | ULTRAPRO QQQ | 74347X831 | — | 8,920 shares | $696,028 |
| FLEX LIMITED ORD (SINGAPORE) | ORD | Y2573F102 | — | 6,310 shares | $694,037 |
| LUMENTUM HLDGS INCORPORATED | COM | 55024U109 | — | 700 shares | $679,882 |
| ENERGY TRANSFER L P COM UT LTD PTN | COM UT LTD PTN | 29273V100 | — | 33,789 shares | $668,009 |
| HOME DEPOT INCORPORATED | COM | 437076102 | — | 2,335 shares | $664,284 |
| INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | S&P 500 EQUA ETF | 46090A697 | — | 11,900 shares | $613,445 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,230 shares | $590,370 |
| EOG RES INCORPORATED | COM | 26875P101 | — | 4,248 shares | $585,204 |
| ASTRAZENECA PLC ORD (UNITED KINGDOM) | ORD | G0593M107 | — | 3,475 shares | $561,108 |
| ALPHABET INCORPORATED CAP STK CLASS C | CAP STK CL C | 02079K107 | — | 1,605 shares | $546,888 |
| PROSHARES ULTRASHORT 20 YEAR TREASURY | PSHS ULTSH 20YRS | 74347B201 | — | 12,600 shares | $535,374 |
| SANDISK CORPORATION | COM | 80004C200 | — | 300 shares | $521,967 |
| NEOS BOOSTED S&P 500 HIGH INCOME ETF | BOOSTED S&P 500 | 78433H493 | — | 10,400 shares | $515,632 |
| ISHARES TR ISHARES SEMICDTR | ISHARES SEMICDTR | 464287523 | — | 900 shares | $511,776 |
| MASTEC INCORPORATED | COM | 576323109 | — | 2,305 shares | $492,394 |
| STEEL DYNAMICS INCORPORATED | COM | 858119100 | — | 2,195 shares | $486,434 |
| HEWLETT PACKARD ENTERPRISE COMPANY | COM | 42824C109 | — | 7,560 shares | $483,008 |
| VANECK GOLD MINERS ETF | GOLD MINERS ETF | 92189F106 | — | 5,460 shares | $479,388 |
| MPLX LP COM UNIT REP LTD | COM UNIT REP LTD | 55336V100 | — | 8,500 shares | $478,720 |
| CROWDSTRIKE HLDGS INCORPORATED CLASS A | CL A | 22788C105 | — | 1,800 shares | $476,550 |
| ENTERGY CORPORATION NEW | COM | 29364G103 | — | 4,703 shares | $466,820 |
| ELI LILLY & COMPANY | COM | 532457108 | — | 400 shares | $462,832 |
| NEXTPOWER INCORPORATED | CLASS A COM | 65290E101 | — | 5,920 shares | $461,346 |
| SERVICENOW INCORPORATED | COM | 81762P102 | — | 3,330 shares | $446,253 |
| BANK OF AMER CORPORATION | COM | 060505104 | — | 7,950 shares | $432,719 |
| ROBINHOOD MKTS INCORPORATED COM CLASS A | COM CL A | 770700102 | — | 3,800 shares | $427,500 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | SPONSORED ADS | 874039100 | — | 930 shares | $424,257 |
| MODERNA INCORPORATED | COM | 60770K107 | — | 2,200 shares | $423,654 |
| ISHARES INCORPORATED MSCI SINGPOR ETF | MSCI SINGPOR ETF | 46434G780 | — | 12,730 shares | $423,400 |
| SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A | COM CL A | 83418M103 | — | 5,900 shares | $419,962 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | — | 2,000 shares | $415,000 |
| CITIGROUP INCORPORATED COM NEW | COM NEW | 172967424 | — | 3,200 shares | $414,336 |
| SOUTHERN COPPER CORPORATION | COM | 84265V105 | — | 1,900 shares | $385,016 |
| DEFIANCE DAILY TARGET 2X LONG SPACEX ETF | DEFNE DY TR 2X L | 88634T337 | — | 28,200 shares | $376,470 |
| FERRARI N V (NETHERLANDS) | COM | N3167Y103 | — | 900 shares | $353,565 |
| HINGE HEALTH INCORPORATED CLASS A | CL A | 433313103 | — | 3,600 shares | $350,064 |
| VALERO ENERGY CORPORATION | COM | 91913Y100 | — | 900 shares | $348,849 |
| GRANITESHARES 2X LONG AMD DAILY ETF | GRANITE 2X LONG | 38747R751 | — | 4,400 shares | $347,952 |
| DARLING INGREDIENTS INCORPORATED | COM | 237266101 | — | 5,400 shares | $327,834 |
| SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 808524797 | — | 10,000 shares | $325,300 |
| HOWMET AEROSPACE INCORPORATED | COM | 443201108 | — | 1,400 shares | $316,652 |
| MATADOR RES COMPANY | COM | 576485205 | — | 5,830 shares | $300,711 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 330 shares | $300,412 |
| ISHARES TR MSCI EMG MKT ETF | MSCI EMG MKT ETF | 464287234 | — | 4,370 shares | $291,872 |
| KINDER MORGAN INCORPORATED DEL | COM | 49456B101 | — | 9,500 shares | $286,425 |
| REDDIT INCORPORATED CLASS A | CL A | 75734B100 | — | 1,990 shares | $283,456 |
| ULTA BEAUTY INCORPORATED | COM | 90384S303 | — | 500 shares | $273,085 |
| TARGA RES CORPORATION | COM | 87612G101 | — | 1,000 shares | $270,310 |
| CRACKER BARREL OLD CTRY STORE | COM | 22410J106 | — | 5,000 shares | $263,100 |
| RALPH LAUREN CORPORATION CLASS A | CL A | 751212101 | — | 700 shares | $248,549 |
| REVOLUTION MEDICINES INCORPORATED | COM | 76155X100 | — | 1,200 shares | $246,312 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | S&P 500 ETF SHS | 922908363 | — | 350 shares | $245,301 |
| DIREXION DAILY TSLA BULL 2X SHARES | DLY TSLA BULL 2X | 25460G286 | — | 26,700 shares | $240,567 |
| VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | ORD SHS | G93A5A101 | — | 3,050 shares | $238,907 |
| HERCULES CAPITAL INCORPORATED | COM | 427096508 | — | 12,678 shares | $213,117 |
| PROSHARES ULTRA S&P500 | PSHS ULT S&P 500 | 74347R107 | — | 3,040 shares | $210,763 |
| GRANITESHARES 2X LONG META DAILY ETF | 2X LONG META ETF | 38747R843 | — | 6,600 shares | $210,078 |
| ALPHABET INCORPORATED CAP STK CLASS A | CAP STK CL A | 02079K305 | — | 600 shares | $206,448 |
| UBER TECHNOLOGIES INCORPORATED | COM | 90353T100 | — | 3,000 shares | $205,530 |
| WALMART INCORPORATED | COM | 931142103 | — | 1,934 shares | $200,981 |
| RTX CORPORATION | COM | 75513E101 | — | 1,060 shares | $196,789 |
| VANGUARD MORNINGSTAR GROWTH ETF | GROWTH ETF | 922908736 | — | 2,172 shares | $195,719 |
| VANECK JUNIOR GOLD MINERS ETF | JUNIOR GOLD MINE | 92189F791 | — | 1,700 shares | $193,715 |
| APPLIED OPTOELECTRONICS INCORPORATED | COM | 03823U102 | — | 1,950 shares | $193,557 |
| DUKE ENERGY CORP | COM NEW | 26441C204 | — | 1,690 shares | $192,677 |
| VANGUARD MORNINGSTAR VALUE ETF | VALUE ETF | 922908744 | — | 890 shares | $192,311 |
| PROSHARES ULTRA SEMICONDUCTORS | PSHS ULT SEMICDT | 74347R669 | — | 1,900 shares | $182,932 |
| NEXTERA ENERGY INCORPORATED | COM | 65339F101 | — | 2,400 shares | $181,776 |
| DIREXION DAILY MU BULL 2X SHARES | DLY MU BULL 2X | 25461A528 | — | 4,800 shares | $176,736 |