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Livermore
Livermore
ZHEN

Chung Wu Investment Group, LLC

SEC CIK
0002054278
Latest filing
Jul 31, 2026

The latest 13F from Chung Wu Investment Group, LLC covers Q2 2026 (filed Jul 31, 2026): 283 long positions worth $152.1M. The top 10 holdings make up 47.1% of the portfolio, and the largest is iShares Core S&P 500 ETF at 7.8%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
57
Est. +$14.4M
Added
45
Est. +$8.71M
Reduced
42
Est. −$5.90M
Sold out
33
Est. −$5.59M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    7.8%$11.9M
  2. MUMicron Technology Inc
    7.7%$11.8MHistory
  3. Neos ETF Trust78433H303
    5.5%$8.34M
  4. Neos ETF Trust78433H675
    5.5%$8.31M
  5. DIASPDR Dow Jones Industrial Average ETF Trust
    5.3%$8.06MHistory

Share of portfolio

Top 5 holdings and the other 278 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF7.8%
  2. MU7.7%
  3. Neos ETF Trust5.5%
  4. Neos ETF Trust5.5%
  5. DIA5.3%
  6. Other 278 positions68.2%

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$2.64MNewHistory
  2. SNDKSandisk Corp
    +$1.40MAddedHistory
  3. Neos ETF Trust78433H675
    +$1.28MAdded
  4. UNHUnitedHealth Group Inc
    +$761.8KAddedHistory
  5. Neos ETF Trust78433H303
    +$753.6KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +4.78 pp2.9% → 7.7%History
  2. SPCXSpace Exploration Technologies Corp
    +1.74 pp0.0% → 1.7%History
  3. SNDKSandisk Corp
    +1.14 pp0.1% → 1.3%History
  4. UNHUnitedHealth Group Inc
    +0.64 pp0.8% → 1.5%History
  5. BEBloom Energy Corp
    +0.53 pp0.5% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAOIApplied Optoelectronics, Inc.
    −$868.2KReducedHistory
  2. VSTVistra Corp.
    −$823.8KSold outHistory
  3. CVXChevron Corp
    −$596.7KReducedHistory
  4. CCJCameco Corp
    −$522.5KReducedHistory
  5. HONHoneywell International Inc
    −$494.1KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −1.22 pp5.2% → 3.9%History
  2. iShares Core S&P 500 ETF464287200
    −1.15 pp9.0% → 7.8%
  3. XOMExxonMobil Holdings Corp
    −0.88 pp2.2% → 1.4%History
  4. CVXChevron Corp
    −0.78 pp1.0% → 0.2%History
  5. AAPLApple Inc.
    −0.76 pp4.4% → 3.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$152.1M
+$36.0M (+31.0%) vs. prior quarter
Positions
283
+24 vs. prior quarter
Top 10 concentration
47.1%
Top 10 as share of value
Turnover
8.6%
Q2 2026, one quarter
Average holding period
5.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $152.1M (Q2 2026)

Q4 2024: $99.3MQ1 2025: $83.7MQ2 2025: $95.9MQ3 2025: $120.1MQ4 2025: $122.3MQ1 2026: $116.1MQ2 2026: $152.1M
Q4 2024Q2 2026
13F filings of Chung Wu Investment Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026283$152.1MiShares Core S&P 500 ETFMUNeos ETF Trustvs. Q1 2026SEC
Q1 2026May 12, 2026259$116.1MiShares Core S&P 500 ETFNeos ETF TrustDIAvs. Q4 2025SEC
Q4 2025Feb 2, 2026262$122.3MiShares Core S&P 500 ETFMSFTDIAvs. Q3 2025SEC
Q3 2025Nov 4, 2025255$120.1MiShares Core S&P 500 ETFMSFTDIAvs. Q2 2025SEC
Q2 2025Jul 22, 2025248$95.9MiShares Core S&P 500 ETFMSFTDIAvs. Q1 2025SEC
Q1 2025Apr 23, 202568$83.7MiShares Core S&P 500 ETFDIAMSFTvs. Q4 2024SEC
Q4 2024Feb 7, 202577$99.3MiShares Core S&P 500 ETFDIAMSFT–SEC