Chung Wu Investment Group, LLC

Q3 2026 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
287
Total value ($000)
$136,580
Net value change ($000)
-15,509 (-10.2%)
New positions
47
Sold out positions
43
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYI 3,903 46.8%
MSFT 3,414 57.0%
AAPL 1,760 31.6%
QQQI 856 10.3%
AMD 749 224.3%
FLEX 694 NEW
NVDA 636 18.5%
RSPA 613 NEW
JNJ 590 NEW
CVX 578 172.5%
Top Reduces (Value $000, Stocks/ETFs)
MU -9,658 -82.2%
MTZ -2,323 -82.5%
XOM -2,075 -100.0%
AAOI -1,708 -89.8%
BE -1,530 -99.1%
SNDK -1,413 -73.0%
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK -1,374 -51.9%
USDGBX -1,315 -87.8%
ALLY -963 -85.1%
LITE -882 -56.5%
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