Chung Wu Investment Group, LLC
All 13F Filings
- Location
- Sugar Land, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 136,580
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 287 | 136,580 | 13F-HR | Chung Wu Investment Group, LLC |
| Q2 2026 | 7/31/2026 | 283 | 152,089 | 13F-HR | Chung Wu Investment Group, LLC |
| Q1 2026 | 5/12/2026 | 259 | 116,095 | 13F-HR | Chung Wu Investment Group, LLC |
| Q4 2025 | 2/2/2026 | 263 | 122,278 | 13F-HR | Chung Wu Investment Group, LLC |
| Q3 2025 | 11/4/2025 | 255 | 120,076 | 13F-HR | Chung Wu Investment Group, LLC |
| Q2 2025 | 7/22/2025 | 248 | 95,945 | 13F-HR | Chung Wu Investment Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77 K | 56.4% | 0 | 20.91 K | -20.91 K |
| ETFs | 59.58 K | 43.6% | 5.39 K | 0 | 5.39 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
136,580
Holdings
287
QoQ value change ($000)
-15,509
(-10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.