Wallace Hart LLC

CIK: 0002018963SEC EDGAR →

Portfolio Value

$135.7B

Holdings

58

As of

Q4 2025

New Positions

58

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO QQQ TR

78,013$47.9B
35.32%
2

SPDR S&P 500 ETF TR

69,647$47.5B
35.00%
3

TEXAS PACIFIC LAND CORPORATI

12,096$3.5B
2.56%
4

APPLE INC

7,710$2.1B
1.54%
5

MICROSOFT CORP

4,148$2.0B
1.48%
6

BROADCOM INC

5,553$1.9B
1.42%
7

ISHARES TR

14,415$1.9B
1.37%
8

ISHARES TR

6,135$1.8B
1.36%
9

ISHARES TR

9,175$1.8B
1.35%
10

AMAZON COM INC

6,969$1.6B
1.19%

Quarterly Changes

Top Buys

NDQNEW
$47.9B
SPYNEW
$47.5B
TPLNEW
$3.5B
AAPLNEW
$2.1B
MSFTNEW
$2.0B

Top Sells

No sells this quarter

New Positions (58)

$47.9B · 78K shares
$47.5B · 70K shares
$3.5B · 12K shares
$2.1B · 8K shares
$2.0B · 4K shares
$1.9B · 6K shares
$1.9B · 14K shares
$1.8B · 6K shares
$1.8B · 9K shares
$1.6B · 7K shares
$1.6B · 8K shares
$1.3B · 8K shares
$1.2B · 6K shares
$1.2B · 4K shares
$1.2B · 2K shares
$1.1B · 6K shares
$1.1B · 2K shares
$1.0B · 6K shares
$854.0M · 23K shares
$813.0M · 5K shares
$807.0M · 2K shares
$755.0M · 2K shares
$751.0M · 2K shares
$704.0M · 2K shares
$686.0M · 25K shares
$656.0M · 2K shares
$632.0M · 2K shares
$574.0M · 3K shares
$535.0M · 621 shares
$505.0M · 5K shares
$461.0M · 4K shares
$415.0M · 3K shares
$403.0M · 1K shares
$363.0M · 4K shares
$326.0M · 3K shares
$318.0M · 526 shares
$317.0M · 2K shares
$306.0M · 542 shares
$293.0M · 1K shares
$289.0M · 1K shares
$287.0M · 237 shares
$282.0M · 725 shares
$262.0M · 623 shares
$210.0M · 693 shares
$206.0M · 1K shares
$202.0M · 2K shares
$177.0M · 2K shares
$175.0M · 13K shares
$144.0M · 230 shares
$128.0M · 384 shares
$26.0M · 86 shares
$20.0M · 100 shares
$9.0M · 32 shares
$6.0M · 13 shares
$5.0M · 40 shares
$5.0M · 58 shares
$3.0M · 38 shares
$2.0M · 15 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services17$54.6B40.2%
Unknown3$49.6B36.6%
Technology19$18.2B13.4%
Consumer Cyclical6$4.9B3.6%
Energy2$3.9B2.9%
Communication Services5$1.9B1.4%
Industrials3$861.0M0.6%
Utilities1$807.0M0.6%
Consumer Defensive1$535.0M0.4%
Healthcare1$306.0M0.2%