Fund HoldingsWallace Hart LLC

Total Portfolio Value
$135.68M
Total Bought
$21.54M
Total Sold
$16.06M
Net Transaction
+$5.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR2786,135+5,857751,8481.36%+1,772
SPDR S&P 500 ETF TR(SPY)68,64669,647+1,00145,73147,49435.00%+1,763
AMAZON COM INC(AMZN)5,6456,969+1,32401,6091.19%+1,609
ISHARES TR3,03314,415+11,3823821,8621.37%+1,480
ISHARES TR1,9729,175+7,2033861,8321.35%+1,446
APPLE INC(AAPL)3,1167,710+4,5947932,0961.54%+1,303
ADVANCED MICRO DEVICES INC(AMD)05,785+5,78501,2390.91%+1,239
MICRON TECHNOLOGY INC(MU)04,289+4,28901,2240.90%+1,224
INVESCO QQQ TR77,88578,013+12846,76047,92435.32%+1,164
INTEL CORP(INTC)023,150+23,15008540.63%+854
ALPHABET INC(GOOG)02,396+2,39607520.55%+752
SHOPIFY INC(SHOP)02,582+2,58204160.31%+416
SPDR GOLD TR(GLD)01,019+1,01904040.30%+404
DISNEY WALT CO(DIS)02,868+2,86803260.24%+326
ULTA BEAUTY INC(ULTA)0526+52603180.23%+318
3M CO(MMM)01,985+1,98503180.23%+318
TESLA INC(TSLA)1,7252,398+6737671,0780.79%+311
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,053+1,05302900.21%+290
KLA CORP(KLAC)0237+23702880.21%+288
ROCKWELL AUTOMATION INC(ROK)0725+72502820.21%+282
QUANTA SVCS INC0623+62302630.19%+263
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0693+69302110.16%+211
TEXAS INSTRS INC(TXN)01,190+1,19002060.15%+206
ISHARES TR02,039+2,03901780.13%+178
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
013,263+13,26301760.13%+176
INTUITIVE SURGICAL INC560542-182503070.23%+57
ALPHABET INC(GOOG)086+860270.02%+27
EXXON MOBIL CORP3,8593,837-224354620.34%+27
ISHARES TR058+58060.00%+6
ISHARES TR040+40050.00%+5
VANGUARD INDEX FDS23023001411440.11%+3
VANGUARD INDEX FDS38438401261290.09%+3
VANGUARD INDEX FDS13130660.00%0
ISHARES TR38380440.00%0
VANGUARD INDEX FDS15150330.00%0
VANGUARD INDEX FDS100100021210.02%-0
VANGUARD INDEX FDS32320990.01%-0
HOME BANCSHARES INC(HOMB)24,70524,70506996860.51%-13
PIMCO ETF TR
ENHAN SHRT MA AC
2,3002,023-2772322030.15%-29
COSTCO WHSL CORP NEW(COST)62162105755360.39%-39
T-MOBILE US INC(TMUS)1,4441,44403462930.22%-52
LAM RESEARCH CORP(LRCX)8,6716,358-2,3131,1611,0880.80%-73
NVIDIA CORPORATION(NVDA)9,7428,346-1,3961,8181,5571.15%-261
TEXAS PACIFIC LAND CORPORATI(TPL)4,03212,096+8,0643,7643,4742.56%-290
MICROSOFT CORP(MSFT)4,4404,148-2922,3002,0061.48%-294
ISHARES TR3,4340-3,4343080-308
MARRIOTT INTL INC NEW(MAR)4,7352,435-2,3001,2337550.56%-478
OREILLY AUTOMOTIVE INC(ORLY)7,8893,990-3,8998513640.27%-487
ROSS STORES INC(ROST)8,7254,514-4,2111,3308130.60%-516
BROADCOM INC(AVGO)7,6705,553-2,1172,5301,9221.42%-609
META PLATFORMS INC(META)8460-8466210-621
CONSTELLATION ENERGY CORP(CEG)4,4342,286-2,1481,4598080.60%-652
CROWDSTRIKE HLDGS INC(CRWD)2,9191,502-1,4171,4317040.52%-727
AUTODESK INC4,3152,136-2,1791,3716320.47%-738
CADENCE DESIGN SYSTEM INC(CDNS)4,0562,100-1,9561,4256560.48%-768
APPLOVIN CORP(APP)3,0251,767-1,2582,1741,1910.88%-983
ZSCALER INC(ZS)5,2622,553-2,7091,5775740.42%-1,003
FASTENAL CO(FAST)20,8330-20,8331,0220-1,022
CDW CORP(CDW)6,7640-6,7641,0770-1,077
DOORDASH INC(DASH)4,2310-4,2311,1510-1,151
STRATEGY INC(MSTR)7,9408,440+5002,5581,2820.95%-1,276
INTUIT(INTU)1,9400-1,9401,3250-1,325
NETFLIX INC(NFLX)1,5395,392+3,8531,8455060.37%-1,340
MICROCHIP TECHNOLOGY INC.(MCHP)20,9630-20,9631,3460-1,346
PALANTIR TECHNOLOGIES INC(PLTR)13,9045,758-8,1462,5361,0230.75%-1,513
Page 1 of 1