Chung Wu Investment Group, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 287 distinct positions held by the firm, which is managed from its office in Sugar Land, Texas.
The portfolio is diversified across various sectors, including technology, energy, healthcare, and financial services. The firm holds significant positions in major technology companies, with Microsoft Corporation being the largest holding at 9,401,970 shares. Other notable tech positions include NVIDIA Corporation with 4,072,244 shares and Alphabet Inc. Class A and Class C shares totaling 2,613,336 shares.
Energy and industrial companies also feature prominently in the portfolio. The firm holds shares in Chevron Corporation, JPMorgan Chase & Company, and ConocoPhillips. Additionally, Chung Wu Investment Group has exposure to the healthcare sector through holdings in Johnson & Johnson, Eli Lilly & Company, and Merck & Company.
The filing includes a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF positions include the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and various funds focused on specific sectors such as technology, healthcare, and emerging markets.
