Chung Wu Investment Group, LLC - Portfolio overview

Chung Wu Investment Group, LLC has 312 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR CORE S&P500 ETF, 8.36%
2. SPYI - NEOS S&P 500 HIGH INCOME ETF, 5.66%
3. DIA - STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF, 5.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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