Chung Wu Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$116,095
Net value change ($000)
-6,183 (-5.1%)
New positions
40
Sold out positions
41
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AAOI 819 107.3%
MU 812 31.1%
XOM 811 45.1%
SPYI 779 12.4%
MTZ 649 42.8%
CVX 611 110.7%
AM 592 26.2%
SPUU 568 211.2%
BE 562 NEW
TSLW 537 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,115 -26.1%
GDXJ -1,035 -99.4%
SIL -869 -100.0%
KTOS -741 -100.0%
APP -728 -100.0%
UNH -727 -43.4%
JPM -717 -13.6%
META -707 -70.0%
AMZN -699 -87.0%
IVV -663 -6.0%
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