Chung Wu Investment Group, LLC

Q4 2025 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
263
Total value ($000)
$122,278
Net value change ($000)
+2,202 (1.8%)
New positions
31
Sold out positions
25
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYI 1,138 22.2%
MU 1,002 62.4%
QQQI 771 14.3%
ROK 667 NEW
DAL 569 998.2%
LITE 462 109.2%
LLY 430 NEW
JPM 427 8.8%
AAPL 418 8.0%
SOLS 408 NEW
Top Reduces (Value $000, Stocks/ETFs)
UNH -740 -30.6%
CRDO -596 -100.0%
VST -487 -32.9%
MSFT -476 -5.5%
PFFA -464 -55.2%
MP -419 -100.0%
MSTR -402 -83.8%
SNOW -394 -100.0%
CRWV -369 -98.1%
ORCL -366 -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