🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 769.60 -1.1% NASDAQ 100: 728.95 -2.0% Dow Jones: 534.08 -0.5%

Chung Wu Investment Group - Q4 2025 13F Filings

CH

Chung Wu Investment Group, LLC

CIK: 0002054278
Address: Texas Sugar Land 1415 Lake Pointe Parkway
$122.28 M
Portfolio Value
262
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SPYI Neos S&P 500 High Income Etf
+$1.12 M
2. QQQI Neos Nasdaq 100 High Income Etf
+$804,668.38
3. ROK Rockwell Automation
+$667,255
4. DAL Delta Air Lines
+$556,588
5. TQQQ Proshares Ultrapro Qqq
+$537,216.92

Top Sells

Q4 2025
1. UNH Unitedhealth Group Incorporated
−$633,811.11
2. CRDO Credo Technology Group Holding
−$596,273
3. PFFA Virtus Infracap Us Preferred Stock Etf
−$457,722
4. MP Mp Materials
−$419,188
5. SNOW Snowflake
−$393,585

Asset Allocation

Stocks/ETFs
+1.85%
$122.28 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Chung Wu Investment Group Q4 2025 Filing Summary

Chung Wu Investment Group, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 122.28 M reflecting a +1.83% change from the prior quarter, spanning 262 assets. The top 10 holdings comprised 48.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 33 new positions and 25 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Chung Wu Investment Group’s Q4 2025 Filing

Chung Wu Investment Group submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Chung Wu Investment Group reported a managed portfolio value of 122.28 M, consisting of 263 individual positions.

This page displays the raw filing documents. To see which stocks Chung Wu Investment Group bought or sold during Q4 2025, please visit Chung Wu Investment Group's Portfolio Analysis page.