Chung Wu Investment Group, LLC ETF holdings
Sugar Land, TX
Reported $54.2M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$54.2M
ETFs held
76
Change from prior quarter
+31.7%
With price moves
ETFs as a share of its 13F
35.6%
of $152.1M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $11.9M | 15,868 | −65 shares |
| SPYI | Neos S&P 500 High Income ETF | $8.3M | 157,085 | +14,195 shares |
| QQQI | NEOS NASDAQ-100 High Income ETF | $8.3M | 146,296 | +22,580 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $8.1M | 15,435 | +330 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.9M | 3,880 | No change |
| USD | ProShares Ultra Semiconductors | $1.5M | 14,370 | +410 shares |
| IYY | iShares Dow Jones U.S. ETF | $952K | 5,220 | −2,000 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $947K | 15,415 | +500 shares |
| QQQ | Invesco QQQ Trust | $884K | 1,200 | +400 shares |
| NVDY | YieldMax NVDA Option Income Strategy ETF | $836K | 67,240 | +43,640 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054278. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Chung Wu Investment Group, LLC own?
Chung Wu Investment Group, LLC reported 76 ETF positions worth $54.2M in its Form 13F for June 30, 2026. The largest was IVV, at $11.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.