Chung Wu Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
283
Total value ($000)
$152,089
Net value change ($000)
+35,994 (31.0%)
New positions
57
Sold out positions
33
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 8,332 243.7%
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 2,645 NEW
QQQI 2,161 35.2%
SNDK 1,786 1198.7%
IVV 1,475 14.2%
SPYI 1,286 18.2%
UNH 1,271 134.1%
DIA 1,067 15.3%
BE 982 174.7%
USDGBX 829 123.9%
Top Reduces (Value $000, Stocks/ETFs)
CVX -828 -71.2%
VST -824 -100.0%
CCJ -568 -77.7%
XOM -534 -20.5%
HON -494 -100.0%
KRMN -467 -100.0%
ZIM -406 -91.2%
KGS -379 -100.0%
EXPE -346 -100.0%
CF -312 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type