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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.23B
$2.52 Billion 2.09% of portfolio
129,400
Q3 2025 Reduced 11.35%
$2.31B
$480 Million 0.4% of portfolio
1,490
Q3 2025 Reduced 8.87%
$9.12B
$472 Million 0.39% of portfolio
1,500
Q3 2025 Reduced 37.5%
$9.75B
$419 Million 0.35% of portfolio
6,250
Q3 2025 Added 52.44%
$3.77B
$306 Million 0.26% of portfolio
6,530
Q3 2025 New
$2.29B
$245 Million 0.2% of portfolio
12,978
Q3 2025 Reduced 14.49%
$6.2B
$199 Million 0.17% of portfolio
1,500
Q3 2025 New
$6.57B
$141 Million 0.12% of portfolio
3,346
Q2 2025 New
$8.97B
$113 Million 0.09% of portfolio
7,000
Q3 2025 Added 1,300.0%
$4.39B
$90 Million 0.07% of portfolio
1,800
Q2 2025 New
$2.75B
$26.1 Million 0.02% of portfolio
400
Q2 2025 New
$7.7B
$19.8 Million 0.02% of portfolio
100
Q3 2025 New
$7.05B
$29.8 Million 0.02% of portfolio
700
Q2 2025 New
$5.68B
$13.6 Million 0.01% of portfolio
700
Q2 2025 New
$6.91B
$10.6 Million 0.01% of portfolio
300
Q3 2025 Reduced 62.5%
$3.1B
$9.18 Million 0.01% of portfolio
400
Q3 2025 Reduced 96.05%
$4.12B
$5.96 Million 0.0% of portfolio
80
Q2 2025 New
$2.47B
$1.61 Million 0.0% of portfolio
100
Q2 2025 New
$4.27B
$2.98 Million 0.0% of portfolio
100
Q2 2025 New
$2.49B
$1.16 Million 0.0% of portfolio
2
Q3 2025 New
$8.4B
$4.07 Million 0.0% of portfolio
100
Q2 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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