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CIK: 0002054278
Total reported value
$152.1M
$152.1M
248 檔
21.8%
During the Q2 2025 filing period, Chung Wu Investment Group, LLC (CIK: 0002054278) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $152.1M across 248 reported positions.
In Q2 2025, Chung Wu Investment Group, LLC displayed an active expansion posture, initiating 135 new positions and adding to 14 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.32% | -1.15% | -12.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.59% | -1.22% | -4.28% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.91% | -0.73% | -16.17% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.63% | -0.59% | — | |
| 5 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 4.17% | -0.63% | -0.96% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.76% | -22.72% | |
| 7 | AM | Antero Midstream CORP | Stock-Energy | 2.88% | -0.61% | +13.27% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | -0.26% | +4.10% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | -0.26% | -4.79% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.21% | -0.09% | -5.25% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.13% | -0.09% | +66.83% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.72% | -0.89% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -0.15% | -0.02% | |
| 14 | OKE | Oneok Inc | Stock-Energy | 1.57% | -0.12% | -1.07% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.03% | -5.91% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.33% | -0.19% | -25.58% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.32% | — | -12.36% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.20% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.20% | -2.47% | |
| 20 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.27% | -0.29% | -2.58% | |
| 21 | VST | Vistra CORP | Stock-Utilities | 1.10% | -0.71% | EXIT | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 1.05% | +0.11% | -16.25% | |
| 23 | MTZ | Mastec Inc | Stock-Industrials | 0.99% | -0.02% | +57.37% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.98% | -0.20% | EXIT | |
| 25 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.96% | -0.09% | -34.69% | |
| 26 | GE | General Electric | Stock-Industrials | 0.90% | +0.04% | -20.98% | |
| 27 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.82% | -0.36% | -17.74% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.01% | -18.62% | |
| 29 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.79% | — | — | |
| 30 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.77% | -0.24% | +2.54% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.78% | +66.21% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | -0.18% | — | |
| 33 | AVAV | Aerovironment Inc | Stock-Industrials | 0.71% | — | — | |
| 34 | ET | Energy Transfer LP | Stock-Energy | 0.70% | -0.15% | — | |
| 35 | MSTR | Strategy Inc | Stock-Tech | 0.69% | — | +6.51% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.64% | -71.35% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.16% | — | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.59% | — | +15.20% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.59% | — | -8.43% | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.55% | -0.02% | +6.63% | |
| 41 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.53% | — | — | |
| 42 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.52% | — | — | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.51% | — | -4.08% | |
| 44 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.50% | +0.38% | -42.80% | |
| 45 | ALLY | Ally Financial Inc | Stock-Financials | 0.49% | -0.12% | — | |
| 46 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.47% | +0.41% | — | |
| 47 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.47% | -0.06% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.08% | +28.57% | |
| 49 | MPLX | Mplx LP | Stock-Energy | 0.46% | -0.11% | -3.41% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.43% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VST | Vistra CORP | +1.1% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +0.8% | -4.28% | Trim |
| 3 | CRWV | Coreweave Inc-cl A | +0.8% | NEW | New buy |
| 4 | AVAV | Aerovironment Inc | +0.7% | NEW | New buy |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +66.83% | Add |
| 6 | NVDA | Nvidia CORP | +0.6% | +4.10% | Add |
| 7 | DDM | Proshares Ultra Dow30 | +0.5% | NEW | New buy |
| 8 | SIL | Global X Silver Miners ETF | +0.5% | NEW | New buy |
| 9 | MTZ | Mastec Inc | +0.5% | +57.37% | Add |
| 10 | ALLY | Ally Financial Inc | +0.5% | NEW | New buy |
| 11 | USD | Proshares Ultra Semiconduct | +0.5% | NEW | New buy |
| 12 | TQQQ | Proshares Ultrapro Qqq | +0.5% | NEW | New buy |
| 13 | APP | Applovin Corp-class A | +0.4% | NEW | New buy |
| 14 | AXON | Axon Enterprise Inc | +0.4% | NEW | New buy |
| 15 | VRT | Vertiv Holdings Co-a | +0.4% | NEW | New buy |
| 16 | AAOI | Applied Optoelectronics Inc | +0.4% | NEW | New buy |
| 17 | EEM | Ishares Msci Emerging Market | +0.3% | NEW | New buy |
| 18 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | +0.3% | NEW | New buy |
| 19 | ISRG | Intuitive Surgical Inc | +0.3% | NEW | New buy |
| 20 | SSO | Proshares Ultra S&p500 | +0.3% | NEW | New buy |
| 21 | NFLX | Netflix Inc | +0.3% | +8.53% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | New buy |
| 23 | QLD | Proshares Ultra Qqq | +0.3% | NEW | New buy |
| 24 | SKYY | First Trust Cloud Computing | +0.2% | NEW | New buy |
| 25 | AMTM | Amentum Holdings Inc | +0.2% | NEW | New buy |
| 26 | SMR | Nuscale Power CORP | +0.2% | NEW | New buy |
| 27 | GEV | GE Vernova Inc | +0.2% | -16.25% | Trim |
| 28 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 29 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 30 | LTH | Life Time Group Holdings Inc | +0.2% | NEW | New buy |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 32 | DKS | Dick's Sporting Goods Inc | +0.2% | NEW | New buy |
| 33 | INSM | Insmed Inc | +0.2% | NEW | New buy |
| 34 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.2% | NEW | New buy |
| 35 | FLR | Fluor CORP | +0.2% | NEW | New buy |
| 36 | NTRA | Natera Inc | +0.2% | NEW | New buy |
| 37 | EWH | Ishares Msci Hong Kong ETF | +0.2% | NEW | New buy |
| 38 | NEE | Nextera Energy Inc | +0.2% | NEW | New buy |
| 39 | MSTR | Strategy Inc | +0.2% | +6.51% | Add |
| 40 | EUAD | Select Stoxx Eur Aer De ETF | +0.2% | NEW | New buy |
| 41 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 42 | TSLR | Granitesh 2x Lng Tsla ETF | +0.2% | NEW | New buy |
| 43 | ELV | Elevance Health Inc | +0.2% | NEW | New buy |
| 44 | VCIT | Vanguard Int-term Corporate | +0.2% | NEW | New buy |
| 45 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 46 | CVX | Chevron CORP | +0.1% | +66.21% | Add |
| 47 | MP | Mp Materials CORP | +0.1% | NEW | New buy |
| 48 | AM | Antero Midstream CORP | +0.1% | +13.27% | Add |
| 49 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 50 | SLF | Sun Life Financial Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Chung Wu Investment Group, LLC reported a total U.S. public equity portfolio value of $152.1M across 248 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, DIA) accounted for 21.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
VST
市值: $1.1M
Top Position Liquidated / Trimmed
BABA
前期市值: $264.5K
During Q2 2025, Chung Wu Investment Group, LLC's top holdings by market value included IVV (10.3%)、MSFT (8.6%)、DIA (6.9%). The largest single position, IVV, represented 10.3% of total portfolio value.
In Q2 2025, Chung Wu Investment Group, LLC made 187 total portfolio adjustments, initiating 135 new buys, adding to 14 positions, trimming 35 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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