Chung Wu Investment Group, LLC Portfolio Holdings

Chung Wu Investment Group, LLC

  • $120 Billion
  • Q3 2025

Chung Wu Investment Group, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $10.9B, Microsoft Corp with a value of $8.58B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.13B, Neos Nasdaq 100 High Income ETF with a value of $5.39B, and Apple Inc. with a value of $5.25B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $95.9B to 120B.

Chung Wu Investment Group, LLC is based out at Sugar Land, TX

Below you can find more details about Chung Wu Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $29.2 Billion
Technology: $24.7 Billion
Financial Services: $19.3 Billion
Energy: $9.15 Billion
Industrials: $5.4 Billion
Healthcare: $5.29 Billion
Consumer Cyclical: $3.6 Billion
Communication Services: $3.2 Billion
Other: $5.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$8.58 Billion 7.14% of portfolio
16,562
Q2 2025 Reduced 4.28%
$4.3T
$5.25 Billion 4.38% of portfolio
20,634
Q3 2025 Added 12.64%
-
$5.14 Billion 4.28% of portfolio
-
Q3 2025 Added 32,643.33%
$881B
$4.83 Billion 4.02% of portfolio
15,317
Q1 2025 Reduced 0.97%
$0
$3.85 Billion 3.2% of portfolio
160,690
Q3 2025 Reduced 2.75%
$465B
$2.98 Billion 2.48% of portfolio
15,976
Q3 2025 Added 7.47%
$8.69B
$2.52 Billion 2.09% of portfolio
129,400
Q3 2025 Reduced 11.35%
$300B
$2.42 Billion 2.01% of portfolio
6,995
Q3 2025 Added 280.16%
$490B
$1.7 Billion 1.41% of portfolio
15,037
Q3 2025 Reduced 1.57%
$265B
$1.66 Billion 1.38% of portfolio
2,080
Q3 2025 Added 114.43%
$268B
$1.61 Billion 1.34% of portfolio
9,595
Q3 2025 Added 9,495.0%
$414B
$1.58 Billion 1.32% of portfolio
6,845
Q3 2025 Reduced 0.29%
$270B
$1.54 Billion 1.28% of portfolio
9,660
Q3 2025 Added 643.08%
$533B
$1.53 Billion 1.27% of portfolio
4,480
Q2 2025 Reduced 0.02%
$11.8B
$1.52 Billion 1.27% of portfolio
38,890
Q3 2025 Added 224.08%
$72.7B
$1.48 Billion 1.23% of portfolio
7,565
Q3 2025 Added 39.45%
$15B
$1.41 Billion 1.17% of portfolio
6,615
Q3 2025 Added 19.08%
$367B
$1.37 Billion 1.14% of portfolio
3,373
Q3 2025 Added 0.3%
$1.37T
$1.29 Billion 1.07% of portfolio
1,750
Q2 2025 Reduced 5.91%
$512B
$1.26 Billion 1.05% of portfolio
2,220
Q4 2024 New
$328B
$1.12 Billion 0.93% of portfolio
3,729
Q3 2025 Added 10.65%
$31.5B
$1.05 Billion 0.87% of portfolio
14,360
Q3 2025 Reduced 22.08%
$49.1B
$881 Million 0.73% of portfolio
735
Q3 2025 Added 5.0%
$163B
$819 Million 0.68% of portfolio
1,140
Q3 2025 Added 11.76%
$2.39T
$823 Million 0.68% of portfolio
3,746
Q3 2025 Added 7.15%
$9.12B
$755 Million 0.63% of portfolio
8,260
Q3 2025 New
-
$676 Million 0.56% of portfolio
-
Q3 2025 Added 30.61%
$52.5B
$629 Million 0.52% of portfolio
36,649
Q3 2025 Reduced 1.14%
$303B
$617 Million 0.51% of portfolio
3,970
Q3 2025 Reduced 17.63%
$21.2B
$596 Million 0.5% of portfolio
4,095
Q3 2025 New
$11.8B
$602 Million 0.5% of portfolio
35,279
Q3 2025 Reduced 12.41%
$277B
$541 Million 0.45% of portfolio
7,050
Q2 2025 Reduced 4.08%
$598M
$545 Million 0.45% of portfolio
21,000
Q3 2025 Added 56.72%
$64.7B
$519 Million 0.43% of portfolio
4,628
Q3 2025 Reduced 3.14%
$1.87B
$480 Million 0.4% of portfolio
1,490
Q3 2025 Reduced 8.87%
$98.1B
$477 Million 0.4% of portfolio
2,790
Q3 2025 Reduced 26.39%
$342B
$483 Million 0.4% of portfolio
2,650
Q3 2025 Reduced 1.12%
$39.1B
$465 Million 0.39% of portfolio
1,800
Q3 2025 Added 38.46%
$7.28B
$472 Million 0.39% of portfolio
1,500
Q3 2025 Reduced 37.5%
$65.7B
$451 Million 0.38% of portfolio
1,500
Q3 2025 Added 650.0%
$388B
$430 Million 0.36% of portfolio
2,655
Q3 2025 Added 2,555.0%
$19.3B
$438 Million 0.36% of portfolio
4,703
Q3 2025 New
$15.8B
$423 Million 0.35% of portfolio
2,600
Q3 2025 New
$53.5B
$425 Million 0.35% of portfolio
8,500
Q2 2025 Reduced 3.41%
$10.4B
$419 Million 0.35% of portfolio
6,250
Q3 2025 Added 52.44%
$413B
$410 Million 0.34% of portfolio
7,950
Q1 2025 Reduced 1.24%
$82.2B
$394 Million 0.33% of portfolio
1,745
Q3 2025 Added 3,390.0%
$61.6B
$392 Million 0.33% of portfolio
13,850
Q3 2025 Reduced 1.42%
$40.2B
$363 Million 0.3% of portfolio
1,700
Q2 2025 Added 13.33%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $120 Billion
  • Prior Value $95.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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