Chung Wu Investment Group, LLC Portfolio Holdings

Chung Wu Investment Group, LLC

  • $120 Billion
  • Q3 2025

Chung Wu Investment Group, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $10.9B, Microsoft Corp with a value of $8.58B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.13B, Neos Nasdaq 100 High Income ETF with a value of $5.39B, and Apple Inc. with a value of $5.25B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $95.9B to 120B.

Chung Wu Investment Group, LLC is based out at Sugar Land, TX

Below you can find more details about Chung Wu Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $29.2 Billion
Technology: $24.7 Billion
Financial Services: $19.3 Billion
Energy: $9.15 Billion
Industrials: $5.4 Billion
Healthcare: $5.29 Billion
Consumer Cyclical: $3.6 Billion
Communication Services: $3.2 Billion
Other: $5.46 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Billion 9.05% of portfolio
16,230
Q3 2025 Added 1.82%
$0
$7.13 Billion 5.93% of portfolio
15,365
Q3 2025 Added 2.11%
$0
$2.58 Billion 2.15% of portfolio
3,880
Q3 2025 Added 2.65%
$0
$1.02 Billion 0.85% of portfolio
10,250
Q3 2025 Added 43.36%
$0
$848 Million 0.71% of portfolio
5,220
Q3 2025 Reduced 0.38%
$0
$841 Million 0.7% of portfolio
38,740
Q3 2025 Reduced 12.43%
$0
$832 Million 0.69% of portfolio
8,400
Q3 2025 Added 38.16%
$0
$818 Million 0.68% of portfolio
14,215
Q3 2025 Reduced 63.54%
$0
$729 Million 0.61% of portfolio
7,050
Q3 2025 Added 30.56%
$0
$723 Million 0.6% of portfolio
10,100
Q3 2025 Reduced 2.88%
$0
$450 Million 0.37% of portfolio
750
Q3 2025 Added 63.04%
$0
$372 Million 0.31% of portfolio
3,320
Q3 2025 Added 22.06%
$0
$268 Million 0.22% of portfolio
3,000
Q3 2025 New
$0
$235 Million 0.2% of portfolio
4,400
Q3 2025 Reduced 31.25%
$0
$165 Million 0.14% of portfolio
920
Q3 2025 Added 43.75%
$0
$147 Million 0.12% of portfolio
1,743
Q2 2025 New
$0
$122 Million 0.1% of portfolio
900
Q3 2025 Added 63.64%
$0
$91.9 Million 0.08% of portfolio
150
Q2 2025 New
$0
$69.4 Million 0.06% of portfolio
1,500
Q3 2025 New
$0
$67 Million 0.06% of portfolio
1,240
Q2 2025 New
$0
$75.4 Million 0.06% of portfolio
1,500
Q3 2025 New
$0
$44.5 Million 0.04% of portfolio
158
Q2 2025 New
$0
$44.4 Million 0.04% of portfolio
330
Q3 2025 Reduced 82.9%
$0
$53.6 Million 0.04% of portfolio
500
Q3 2025 New
$0
$42.9 Million 0.04% of portfolio
400
Q3 2025 Reduced 92.31%
$0
$30.8 Million 0.03% of portfolio
200
Q3 2025 New
$0
$39.1 Million 0.03% of portfolio
2,300
Q3 2025 Reduced 32.35%
$0
$37.7 Million 0.03% of portfolio
180
Q3 2025 New
$0
$36.6 Million 0.03% of portfolio
1,700
Q3 2025 Reduced 80.0%
$0
$41.1 Million 0.03% of portfolio
1,000
Q2 2025 New
$0
$20.4 Million 0.02% of portfolio
100
Q2 2025 New
$0
$28.8 Million 0.02% of portfolio
250
Q2 2025 New
$0
$18.6 Million 0.02% of portfolio
300
Q2 2025 New
$0
$28 Million 0.02% of portfolio
100
Q2 2025 New
$0
$24.7 Million 0.02% of portfolio
500
Q2 2025 Reduced 88.89%
$0
$22.8 Million 0.02% of portfolio
400
Q3 2025 Reduced 98.89%
$0
$23.7 Million 0.02% of portfolio
366
Q2 2025 New
$0
$11.3 Million 0.01% of portfolio
130
Q2 2025 New
$0
$11.1 Million 0.01% of portfolio
100
Q3 2025 New
$0
$11.5 Million 0.01% of portfolio
200
Q2 2025 New
$0
$8.77 Million 0.01% of portfolio
62
Q2 2025 New
$0
$9.59 Million 0.01% of portfolio
100
Q2 2025 New
$0
$9.68 Million 0.01% of portfolio
40
Q2 2025 New
$0
$9.35 Million 0.01% of portfolio
39
Q2 2025 New
$0
$4.15 Million 0.0% of portfolio
32
Q2 2025 New
$0
$5.18 Million 0.0% of portfolio
30
Q2 2025 New
$0
$4.75 Million 0.0% of portfolio
300
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $120 Billion
  • Prior Value $95.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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