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Wallace Hart LLC

All holdings · as of Dec 31, 2025

58 positions

CompanyClassValueShares% of portfolio
INVESCO QQQ TR—$47.92M78,01335.3%
SPDR S&P 500 ETF TR—$47.49M69,64735.0%
Texas Pacific Land Corp—$3.47M12,0962.6%
Apple Inc.—$2.10M7,7101.5%
MICROSOFT CORP—$2.01M4,1481.5%
Broadcom Inc.—$1.92M5,5531.4%
ISHARES TR—$1.86M14,4151.4%
ISHARES TR—$1.85M6,1351.4%
ISHARES TR—$1.83M9,1751.4%
Amazon.com Inc—$1.61M6,9691.2%
NVIDIA Corp—$1.56M8,3461.1%
Strategy Inc—$1.28M8,4400.9%
ADVANCED MICRO DEVICES INC—$1.24M5,7850.9%
MICRON TECHNOLOGY INC—$1.22M4,2890.9%
AppLovin Corp—$1.19M1,7670.9%
LAM RESEARCH CORP—$1.09M6,3580.8%
Tesla Inc—$1.08M2,3980.8%
Palantir Technologies Inc—$1.02M5,7580.8%
INTEL CORP—$854.2K23,1500.6%
ROSS STORES, INC.—$813.2K4,5140.6%
Constellation Energy Corp—$807.6K2,2860.6%
Marriott International Inc/MD—$755.4K2,4350.6%
Alphabet Inc.—$751.9K2,3960.6%
CrowdStrike Holdings, Inc.—$704.1K1,5020.5%
Home BancShares Inc/AR—$686.3K24,7050.5%
CADENCE DESIGN SYSTEMS INC—$656.4K2,1000.5%
Autodesk, Inc.—$632.3K2,1360.5%
Zscaler, Inc.—$574.2K2,5530.4%
COSTCO WHOLESALE CORP /NEW—$535.5K6210.4%
Netflix Inc—$505.6K5,3920.4%
EXXON MOBIL CORP—$461.7K3,8370.3%
SHOPIFY INC—$415.6K2,5820.3%
SPDR GOLD TR—$403.8K1,0190.3%
O REILLY AUTOMOTIVE INC—$363.9K3,9900.3%
Walt Disney Co—$326.3K2,8680.2%
Ulta Beauty, Inc.—$318.2K5260.2%
3M CO—$317.8K1,9850.2%
Intuitive Surgical Inc—$307.0K5420.2%
T-Mobile US, Inc.TMUSCommon Stock$293.2K1,4440.2%
Seagate Technology Holdings PLC—$290.0K1,0530.2%
KLA CORP—$288.0K2370.2%
Rockwell Automation Inc—$282.1K7250.2%
Quanta Services Inc—$262.9K6230.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$210.6K6930.2%
TEXAS INSTRUMENTS INC—$206.5K1,1900.2%
PIMCO ETF TR—$203.0K2,0230.1%
iShares MSCI UAE ETF—$177.7K2,0390.1%
INVESCO ACTVELY MNGD ETC FD—$175.7K13,2630.1%
VANGUARD INDEX FDS—$144.2K2300.1%
VANGUARD INDEX FDS—$128.7K3840.1%
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