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CIK: 0002054278
Total reported value
$152.1M
$152.1M
262 檔
25.6%
In Q4 2025, Chung Wu Investment Group, LLC's U.S. equity holdings reached a combined market value of $152.1M, distributed across 262 disclosed stock positions.
Chung Wu Investment Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 31 new positions while fully exiting 26 holdings and trimming 42 positions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.05% | -1.15% | -0.41% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.63% | -1.22% | +1.15% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.04% | -0.73% | — | |
| 4 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 5.13% | -0.60% | +21.61% | |
| 5 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 5.04% | +0.16% | +15.01% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.64% | -0.76% | +1.11% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.30% | -0.59% | +6.53% | |
| 8 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 3.04% | -0.63% | -1.29% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | -0.26% | +5.13% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | -0.26% | — | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 2.13% | +4.79% | -4.79% | |
| 12 | AM | Antero Midstream CORP | Stock-Energy | 1.85% | -0.61% | -1.93% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | -0.19% | +21.91% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.53% | -0.18% | +2.64% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.89% | -0.67% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.41% | -0.02% | +0.47% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | +0.64% | -27.45% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.35% | +0.11% | +11.22% | |
| 19 | ALLY | Ally Financial Inc | Stock-Financials | 1.29% | -0.12% | -10.41% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | -0.15% | — | |
| 21 | MTZ | Mastec Inc | Stock-Industrials | 1.24% | -0.02% | +5.59% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.14% | -0.29% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.20% | -1.35% | |
| 24 | GE | General Electric | Stock-Industrials | 0.94% | +0.04% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.20% | -2.67% | |
| 26 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.85% | +0.38% | -10.73% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.03% | -12.57% | |
| 28 | VST | Vistra CORP | Stock-Utilities | 0.81% | -0.71% | EXIT | |
| 29 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.78% | +0.41% | +116.67% | |
| 30 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.74% | -0.06% | +144.54% | |
| 31 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.72% | -0.19% | -7.69% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.72% | -0.12% | -16.36% | |
| 33 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.71% | — | +2.97% | |
| 34 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.71% | -0.36% | — | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.67% | -0.09% | -1.41% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.01% | -7.10% | |
| 37 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 0.63% | -0.11% | +4.33% | |
| 38 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.61% | — | +18.16% | |
| 39 | APP | Applovin Corp-class A | Stock-Tech | 0.60% | +0.14% | NEW | |
| 40 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.58% | -0.24% | +11.91% | |
| 41 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.55% | -0.01% | — | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.52% | — | -1.42% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.51% | — | +802.00% | |
| 44 | CCJ | Cameco CORP | Stock-Energy | 0.49% | -0.52% | +71.84% | |
| 45 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 0.48% | +0.05% | +15.14% | |
| 46 | ET | Energy Transfer LP | Stock-Energy | 0.48% | -0.15% | -2.97% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.20% | EXIT | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.78% | -8.82% | |
| 49 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | ETF-Other | 0.41% | -0.08% | EXIT | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.18% | +6.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYI | Neos S&p 500 High Income ETF | +0.9% | +21.61% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | -4.79% | Trim |
| 3 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.6% | +15.01% | Add |
| 4 | DAL | Delta Air Lines Inc | +0.5% | +802.00% | Add |
| 5 | LITE | Lumentum Holdings Inc | +0.4% | -7.69% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +6.53% | Add |
| 7 | DDM | Proshares Ultra Dow30 | +0.3% | +1575.00% | Add |
| 8 | AAPL | Apple Inc | +0.3% | +1.11% | Add |
| 9 | ABBV | Abbvie Inc | +0.2% | +21.91% | Add |
| 10 | CCJ | Cameco CORP | +0.2% | +71.84% | Add |
| 11 | PVLA | Palvella Therapeutics Inc | +0.2% | +1200.00% | Add |
| 12 | GEV | GE Vernova Inc | +0.2% | +11.22% | Add |
| 13 | WPM | Wheaton Precious Metals CORP | +0.2% | +1538.46% | Add |
| 14 | AAOI | Applied Optoelectronics Inc | +0.2% | +4.33% | Add |
| 15 | HON | Honeywell International Inc | +0.2% | +1381.58% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +2.64% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +0.47% | Add |
| 18 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +144.54% | Add |
| 19 | HWM | Howmet Aerospace Inc | +0.1% | +43.75% | Add |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | — | Unchanged |
| 21 | SIL | Global X Silver Miners ETF | +0.1% | +2.97% | Add |
| 22 | VIK | Viking Holdings Ltd | +0.1% | +15.14% | Add |
| 23 | NVDL | Granitesh 2x Lng Nvda ETF | +0.1% | +177.78% | Add |
| 24 | SEI | Solaris Energy Infrastructur | +0.1% | +207.69% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +52.63% | Add |
| 26 | USD | Proshares Ultra Semiconduct | +0.1% | +116.67% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | +5.13% | Add |
| 28 | PAA | Plains All Amer Pipeline LP | +0.1% | +11.91% | Add |
| 29 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | +0.1% | +58.70% | Add |
| 30 | MTZ | Mastec Inc | +0.1% | +5.59% | Add |
| 31 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -1.42% | Trim |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -0.67% | Trim |
| 33 | NTRA | Natera Inc | +0.1% | — | Unchanged |
| 34 | EXPE | Expedia Group Inc | +0.1% | -11.76% | Trim |
| 35 | WBD | Warner Bros Discovery Inc | 0% | +4.17% | Add |
| 36 | WGS | Genedx Holdings CORP | 0% | -8.33% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 38 | MRK | Merck & Co. Inc. | 0% | +100.00% | Add |
| 39 | ALLY | Ally Financial Inc | 0% | -10.41% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.67% | Add |
| 41 | NLR | Vaneck Urani & Nuclr Etf-usd | 0% | +36.67% | Add |
| 42 | NEM | Newmont CORP | 0% | +89.29% | Add |
| 43 | MPLX | Mplx LP | 0% | — | Unchanged |
| 44 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 45 | WMT | Walmart Inc | 0% | — | Unchanged |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 47 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 48 | GE | General Electric | 0% | — | Unchanged |
| 49 | DYN | Dyne Therapeutics Inc | 0% | +16.67% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
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 262 disclosed positions in Q4 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 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
ROK
市值: $667.3K
Top Position Liquidated / Trimmed
CRDO
前期市值: $596.3K
During Q4 2025, Chung Wu Investment Group, LLC's top holdings by market value included IVV (9.1%)、MSFT (6.6%)、DIA (6.0%). The largest single position, IVV, represented 9.1% of total portfolio value.
In Q4 2025, Chung Wu Investment Group, LLC made 142 total portfolio adjustments, initiating 31 new buys, adding to 43 positions, trimming 42 holdings, and fully liquidating 26 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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