Chung Wu Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
255
Total value ($000)
$120,076
Net value change ($000)
+24,131 (25.2%)
New positions
42
Sold out positions
37
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQI 5,394 NEW
SPYI 5,122 34146.7%
UNH 1,841 320.7%
MU 1,593 13275.0%
AAPL 1,496 39.8%
MS 1,353 739.3%
ALLY 1,057 226.3%
GS 969 141.0%
IVV 966 9.8%
KTOS 755 NEW
Top Reduces (Value $000, Stocks/ETFs)
JEPI -2,019 -98.9%
JEPQ -1,303 -61.4%
GPIX -1,268 -100.0%
FISV -472 -84.0%
DDM -467 -91.6%
OKE -456 -30.3%
CI -417 -78.4%
DASH -394 -100.0%
CRWV -379 -50.2%
AXON -356 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type