Chung Wu Investment Group, LLC - Portfolio Stock Holdings
Chung Wu Investment Group, LLC disclosed 314 stock positions in a recent SEC 13F filing. $150,013,970 of stock holdings were filed, with the largest holdings including IVV, MU, and SPYI. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $147,478,605 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
314Est. Stock Holding Value:
$150,013,970Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Chung Wu Investment Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...