13F Filings History of Chung Wu Investment Group, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$122,265,489
Signature - Title
Chung Wu - Principal
Location
Sugar Land, TX
Summary
This page shows a list of all the recent 13F filings made by Chung Wu Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Chung Wu Investment Group, LLC reported 263 stock holdings with total value $122,265,489 as of Q4 2025. Top holdings included IVV, MSFT, DIA, SPYI, and QQQI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 263 $122,265,489 +$10,996,716 -$9,334,579 +$1,662,137 IVV, MSFT, DIA, SPYI, QQQI 13F-HR 02 Feb 2026, 12:28
Q3 2025 255 $120,069,875 +$29,619,853 -$12,658,420 +$16,961,433 IVV, MSFT, DIA, QQQI, AAPL 13F-HR 04 Nov 2025, 11:16
Q2 2025 248 $95,945,446 +$17,826,767 -$11,563,943 +$6,262,824 IVV, MSFT, DIA, JPM, EOS 13F-HR 22 Jul 2025, 14:54
Q1 2025 68 $83,661,647 +$8,151,306 -$20,264,407 -$12,113,101 IVV, DIA, MSFT, AAPL, JPM 13F-HR 23 Apr 2025, 17:17
Q4 2024 77 $99,288,141 $0 $0 $0 IVV, DIA, MSFT, NVDA, AAPL 13F-HR 06 Feb 2025, 20:21