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Wallace Hart LLC

SEC CIK
0002018963
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
45
+11 vs. Q1 2026
Portfolio value
$160.0M
+$87.5M (+120.5%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Wallace Hart LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF75,984$56.0M35.0%+68,902+972.9%Added–
SPYSPDR S&P 500 ETF TrustETF66,258$49.5M30.9%+2,559+4.0%AddedHistory
TPLTexas Pacific Land CorpStock12,010$5.26M3.3%00.0%UnchangedHistory
iShares Tr464287721U.S. TECH ETF16,531$4.17M2.6%+1,071+6.9%Added–
iShares Tr464287549EXPND TEC SC ETF25,447$4.16M2.6%+1,260+5.2%Added–
LRCXLam Research CorpStock7,659$3.32M2.1%+6,048+375.4%AddedHistory
iShares Tr464287531US DIGI REAL ETF27,107$3.25M2.0%+27,107New–
MUMicron Technology IncStock2,811$3.24M2.0%+2,811NewHistory
AMDAdvanced Micro Devices IncStock4,966$2.88M1.8%+4,966NewHistory
INTCIntel CorpStock19,579$2.73M1.7%+19,579NewHistory
AAPLApple Inc.Stock8,670$2.51M1.6%+4,248+96.1%AddedHistory
AMZNAmazon Com IncStock7,777$1.85M1.2%+4,548+140.8%AddedHistory
AMATApplied Materials IncStock2,162$1.56M1.0%+2,162NewHistory
GOOGLAlphabet Inc.Stock3,917$1.40M0.9%+3,917NewHistory
NVDANVIDIA CorpStock6,736$1.35M0.8%+6,736NewHistory
KLACKLA CorpCOM NEW4,390$1.32M0.8%−1,230−21.9%ReducedConverted for a 10-for-1 splitHistory
AVGOBroadcom Inc.Stock3,369$1.27M0.8%+3,369NewHistory
WMTWalmart Inc.Stock10,211$1.16M0.7%+10,211NewHistory
ROKRockwell Automation, IncStock2,047$1.01M0.6%+149+7.9%AddedHistory
PWRQuanta Services, Inc.COM1,386$998.0K0.6%−298−17.7%ReducedHistory
iShares MSCI Eafe ETF464287465ETF9,538$990.8K0.6%+1,474+18.3%Added–
GLDSPDR Gold TrustETF2,525$930.2K0.6%+468+22.8%AddedHistory
MMM3M CoStock5,738$929.0K0.6%+732+14.6%AddedHistory
CATCaterpillar IncStock864$920.1K0.6%+864NewHistory
FIXComfort Systems USA IncCOM462$915.7K0.6%+462NewHistory
GEVGE Vernova Inc.Stock769$903.5K0.6%+769NewHistory
MSTRStrategy IncStock8,400$730.2K0.5%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM2,561$719.7K0.4%+2,561NewHistory
HOMBHome Bancshares IncCOM24,705$705.3K0.4%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock621$580.9K0.4%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM3,837$524.6K0.3%00.0%UnchangedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD26,090$414.3K0.3%+743+2.9%Added–
TXNTexas Instruments IncStock1,190$354.7K0.2%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR693$331.0K0.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock834$311.1K0.2%−38−4.4%ReducedHistory
TMUST-Mobile US, Inc.Stock1,444$242.2K0.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW542$215.5K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF230$158.0K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF384$142.1K0.1%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF365$79.5K<0.1%00.0%Unchanged–
Vanguard Index FDS922908652EXTEND MKT ETF100$24.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF128$10.3K<0.1%00.0%UnchangedConverted for a 4-for-1 split–
Vanguard Morningstar Growth ETF922908736ETF78$6.72K<0.1%00.0%UnchangedConverted for a 6-for-1 split–
iShares Russell Midcap ETF464287499ETF58$6.40K<0.1%00.0%Unchanged–
iShares Russell Mid-Cap Growth ETF464287481ETF40$5.86K<0.1%00.0%Unchanged–

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Wallace Hart LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Tr464287770U.S. FIN SVC ETF38,609$3.20M4.4%–
iShares Tr46428743220 YR TR BD ETF4,479$388.3K0.5%–