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Chung Wu Investment Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $136,580,033
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NEOS S&P 500 HIGH INCOME ETF · NEOS S&P 500 HI · 78433H303 · shares: $12,242,658
- ISHARES TR CORE S&P500 ETF · CORE S&P500 ETF · 464287200 · shares: $11,987,850
- MICROSOFT CORPORATION · COM · 594918104 · shares: $9,401,970
- NEOS NASDAQ 100 HIGH INCOME ETF · NASDAQ 100 HIGH · 78433H675 · shares: $9,163,861
- STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF · UT SER 1 · 78467X109 · shares: $7,862,183
- APPLE INCORPORATED · COM · 037833100 · shares: $7,334,432
- JPMORGAN CHASE & COMPANY · COM · 46625H100 · shares: $5,040,857
- NVIDIA CORPORATION · COM · 67066G104 · shares: $4,072,244
- EATON VANCE ENHANCED EQUITY IN · COM · 278277108 · shares: $3,092,973
- STATE STREET SPDR S&P 500 ETF TRUST · TR UNIT · 78462F103 · shares: $2,974,257
Reported holdings
287 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEPTERNA INCORPORATED | COM | 81734D104 | — | 4,500 shares | $176,085 |
| ALLY FINL INCORPORATED | COM | 02005N100 | — | 4,500 shares | $169,290 |
| SCHOLAR ROCK HLDG CORPORATION | COM | 80706P103 | — | 3,500 shares | $169,120 |
| AMAZON COM INCORPORATED | COM | 023135106 | — | 650 shares | $161,948 |
| ROCKWELL AUTOMATION INCORPORATED | COM | 773903109 | — | 370 shares | $161,072 |
| FLUOR CORPORATION | COM | 343412102 | — | 3,346 shares | $160,206 |
| ISHARES HIGH YIELD MUNI ACTIVE ETF | ISH HIG MUN ETF | 092528843 | — | 3,500 shares | $159,880 |
| DIREXION DAILY S&P BIOTECH BULL 3X SHARES | DA BI BU 3X ETF | 25460G120 | — | 600 shares | $159,474 |
| BRISTOL-MYERS SQUIBB COMPANY | COM | 110122108 | — | 2,500 shares | $156,000 |
| DIREXION DAILY META BULL 2X SHARES | DLY META BULL 2X | 25461A809 | — | 5,000 shares | $153,125 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | CL B NEW | 084670702 | — | 300 shares | $149,385 |
| ISHARES TR US AER DEF ETF | US AER DEF ETF | 464288760 | — | 720 shares | $149,170 |
| VISHAY INTERTECHNOLOGY INCORPORATED | COM | 928298108 | — | 4,400 shares | $143,220 |
| MP MATERIALS CORPORATION COM CLASS A | COM CL A | 553368101 | — | 3,000 shares | $141,870 |
| CAMECO CORPORATION (CANADA) | COM | 13321L108 | — | 1,600 shares | $138,672 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | INT-TERM CORP | 92206C870 | — | 1,743 shares | $136,494 |
| SPDR GOLD SHARES | GOLD SHS | 78463V107 | — | 358 shares | $136,341 |
| PROSHARES ULTRA DOW30 | PSHS ULTRA DOW30 | 74347R305 | — | 2,200 shares | $134,640 |
| SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP | COM UT REP LP | 86765K109 | — | 1,800 shares | $131,166 |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | AI AND NEXT GEN | 46137V639 | — | 1,240 shares | $126,096 |
| SUN LIFE FINANCIAL INCORPORATED. (CANADA) | COM | 866796105 | — | 1,553 shares | $121,087 |
| DEFIANCE DAILY TARGET 2X LONG MSTR ETF | DE 2X LO MS ETF | 88636W221 | — | 6,300 shares | $115,164 |
| NOVAGOLD RESOURCES INCORPORATED COM NEW (CANADA) | COM NEW | 66987E206 | — | 16,700 shares | $108,550 |
| ISHARES TR RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | — | 390 shares | $108,377 |
| TESLA INCORPORATED | COM | 88160R101 | — | 300 shares | $106,443 |
| TRADR 2X LONG AAOI DAILY ETF | TRADR 2X LONG | 46152A429 | — | 11,300 shares | $103,621 |
| PROSHARES RUSSELL 2000 HIGH INCOME ETF | RUS 2000 HIG ETF | 74349Y787 | — | 2,400 shares | $103,272 |
| ROUNDHILL MAGNIFICENT SEVEN ETF | ROUN MA SEVE ETF | 53656G498 | — | 1,430 shares | $102,517 |
| TRADR 2X LONG SNDK DAILY ETF | TRAD 2X SNDK ETF | 46152A668 | — | 6,100 shares | $101,748 |
| CISCO SYSTEMS INCORPORATED | COM | 17275R102 | — | 931 shares | $100,204 |
| BOEING COMPANY | COM | 097023105 | — | 520 shares | $96,746 |
| BLACKROCK MUNIYIELD QUALITY FD | COM | 09254E103 | — | 10,000 shares | $96,300 |
| NUVEEN QUALITY MUNCP INCOME FD | COM | 67066V101 | — | 9,400 shares | $95,128 |
| JACOBS SOLUTIONS INCORPORATED | COM | 46982L108 | — | 702 shares | $94,960 |
| MERCK & COMPANY INCORPORATED | COM | 58933Y105 | — | 650 shares | $94,452 |
| LOWES COMPANIES INCORPORATED | COM | 548661107 | — | 505 shares | $93,066 |
| ROUNDHILL TSLA WEEKLYPAY ETF | TSLA WEEKL ETF | 77926X692 | — | 5,400 shares | $91,854 |
| TJX COMPANIES INCORPORATED NEW | COM | 872540109 | — | 680 shares | $89,971 |
| VANECK RARE EARTH AND STRATEGIC METALS | RARE EAR STR ETF | 92189H805 | — | 1,400 shares | $89,964 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | EQUITY PREMIUM | 46641Q332 | — | 1,550 shares | $87,141 |
| NEWMONT CORPORATION | COM | 651639106 | — | 740 shares | $85,352 |
| PROSHARES ULTRA S&P 500 EQUAL WEIGHT | ULTR S& 500 EQUA | 74349Y449 | — | 1,800 shares | $84,978 |
| THE CIGNA GROUP | COM | 125523100 | — | 300 shares | $81,549 |
| COCA COLA COMPANY | COM | 191216100 | — | 900 shares | $77,472 |
| LAM RESEARCH CORPORATION COM NEW | COM NEW | 512807306 | — | 230 shares | $75,557 |
| VANECK URANIUM AND NUCLEAR ETF | URANI NUCLE ETF | 92189F601 | — | 730 shares | $75,526 |
| ENTERPRISE PRODUCTS PARTNERS L P | COM | 293792107 | — | 2,100 shares | $74,781 |
| BLACKROCK MUNIYILD QULT FD INCORPORATED | COM | 09254F100 | — | 7,000 shares | $69,510 |
| VIKING THERAPEUTICS INCORPORATED | COM | 92686J106 | — | 2,100 shares | $68,460 |
| ISHARES TR CORE MSCI EAFE | CORE MSCI EAFE | 46432F842 | — | 700 shares | $67,816 |
| LEIDOS HOLDINGS INCORPORATED | COM | 525327102 | — | 550 shares | $67,007 |
| CHARLES SCHWAB CORPORATION (THE) | COM | 808513105 | — | 660 shares | $64,508 |
| NUVEEN AMT FREE MUN CR INCORPORATED FD | COM | 67071L106 | — | 6,000 shares | $63,660 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ST STR TECHN ETF | 81369Y803 | — | 316 shares | $61,857 |
| NORFOLK SOUTHN CORPORATION | COM | 655844108 | — | 200 shares | $61,800 |
| CHENIERE ENERGY PARTNERS L P COM UNIT | COM UNIT | 16411Q101 | — | 1,000 shares | $60,860 |
| NUVEEN AMT FREE QLTY MUN INCME | COM | 670657105 | — | 6,000 shares | $59,700 |
| DIREXION DAILY MSFT BULL 2X SHARES | DLY MSFT BULL 2X | 25461A866 | — | 1,500 shares | $58,950 |
| ISHARES TR EXPANDED TECH | EXPANDED TECH | 464287515 | — | 550 shares | $58,564 |
| VERIZON COMMUNICATIONS INCORPORATED | COM | 92343V104 | — | 1,200 shares | $55,044 |
| TRANSDIGM GROUP INCORPORATED | COM | 893641100 | — | 50 shares | $54,130 |
| EATON VANCE TX ADV GLBL DIV FD | COM | 27828S101 | — | 2,300 shares | $53,176 |
| KINETIK HOLDINGS INCORPORATED COM NEW CLASS A | COM NEW CL A | 02215L209 | — | 1,040 shares | $52,208 |
| BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | SPONSORED ADS | 088606108 | — | 600 shares | $50,904 |
| META PLATFORMS INCORPORATED CLASS A | CL A | 30303M102 | — | 70 shares | $50,763 |
| NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF | BOOSTED NASDAQ | 78433H519 | — | 1,000 shares | $50,710 |
| SOUTHERN COMPANY | COM | 842587107 | — | 600 shares | $49,734 |
| INTEL CORPORATION | COM | 458140100 | — | 400 shares | $48,092 |
| DIREXION DAILY AVGO BULL 2X SHARES | DLY AVGO BULL 2X | 25461A569 | — | 1,300 shares | $46,475 |
| AMERICAN EXPRESS COMPANY | COM | 025816109 | — | 151 shares | $45,919 |
| FIDELITY TOTAL BOND ETF | TOTAL BD ETF | 316188309 | — | 1,000 shares | $43,300 |
| ISHARES TR RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 | — | 100 shares | $43,166 |
| STATE STR CORPORATION | COM | 857477103 | — | 230 shares | $40,156 |
| FS KKR CAP CORPORATION | COM | 302635206 | — | 3,500 shares | $38,465 |
| EAST WEST BANCORP INCORPORATED | COM | 27579R104 | — | 300 shares | $37,179 |
| ROUNDHILL MEMORY ETF | MEMORY ETF | 77926X320 | — | 600 shares | $36,216 |
| MAZE THERAPEUTICS INCORPORATED | COM | 578784100 | — | 1,300 shares | $35,334 |
| TYRA BIOSCIENCES INCORPORATED | COM | 90240B106 | — | 1,600 shares | $34,992 |
| BLACKROCK ENHANCED EQUITY DIVI | COM | 09251A104 | — | 3,607 shares | $33,906 |
| ISHARES INCORPORATED CORE MSCI EMKT | CORE MSCI EMKT | 46434G103 | — | 400 shares | $32,464 |
| GRAB HOLDINGS LIMITED CLASS A ORD (CAYMAN ISLANDS) | CLASS A ORD | G4124C109 | — | 9,900 shares | $30,789 |
| HCA HEALTHCARE INCORPORATED | COM | 40412C101 | — | 70 shares | $29,872 |
| CENTERPOINT ENERGY INCORPORATED | COM | 15189T107 | — | 800 shares | $29,440 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | DJ INTERNT IDX | 33733E302 | — | 100 shares | $28,845 |
| NNN REIT INCORPORATED REIT | COM | 637417106 | — | 700 shares | $28,763 |
| TREVI THERAPEUTICS INCORPORATED | COM | 89532M101 | — | 2,000 shares | $28,640 |
| KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE | GBL HUMANOID ROB | 500767751 | — | 800 shares | $28,584 |
| ISHARES TR US HLTHCR PR ETF | US HLTHCR PR ETF | 464288828 | — | 500 shares | $27,445 |
| UNITED THERAPEUTICS CORPORATION DEL | COM | 91307C102 | — | 50 shares | $27,095 |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | FOCUSED LAR CAP | 746729300 | — | 510 shares | $26,836 |
| EQUILLIUM INCORPORATED | COM | 29446K106 | — | 16,500 shares | $26,813 |
| EXTRA SPACE STORAGE INCORPORATED REIT | COM | 30225T102 | — | 200 shares | $26,302 |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | MULTIFACTOR MI | 47804J206 | — | 366 shares | $26,169 |
| DEFIANCE QUANTUM ETF | DEFIA QUANT ETF | 26922A420 | — | 170 shares | $25,775 |
| VANGUARD INFORMATION TECHNOLOGY ETF | INF TECH ETF | 92204A702 | — | 200 shares | $25,134 |
| INVESCO MUN OPPORTUNIT TR | COM | 46132C107 | — | 3,000 shares | $25,050 |
| ISHARES TR RUS 1000 VAL ETF | RUS 1000 VAL ETF | 464287598 | — | 100 shares | $24,793 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | COM | N6596X109 | — | 100 shares | $23,753 |
| SYSCO CORPORATION | COM | 871829107 | — | 300 shares | $23,388 |
| BLACKSTONE INCORPORATED | COM | 09260D107 | — | 200 shares | $22,418 |