Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wallace Hart LLC (CIK 2018963) reported $72.6M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($41.4M, 57.08%), TPL ($5.7M, 7.85%), QQQ ($4.1M, 5.63%), IYG ($3.2M, 4.41%), IGM ($2.9M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $41.4M | 57.08% | 63,699 | Trimmed |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | $5.7M | 7.85% | 12,010 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $4.1M | 5.63% | 7,082 | Trimmed |
| 4 | IYG | ISHARES TR | $3.2M | 4.41% | 38,609 | New |
| 5 | IGM | ISHARES TR | $2.9M | 3.95% | 24,187 | Added |
| 6 | IYW | ISHARES TR | $2.8M | 3.86% | 15,460 | Added |
| 7 | AAPL | APPLE INC | $1.1M | 1.55% | 4,422 | Trimmed |
| 8 | MSTR | STRATEGY INC | $1.0M | 1.44% | 8,400 | Trimmed |
| 9 | PWR | QUANTA SVCS INC | $924,550 | 1.27% | 1,684 | Added |
| 10 | GLD | SPDR GOLD TR | $885,107 | 1.22% | 2,057 | Added |
| 11 | KLAC | KLA CORP | $827,494 | 1.14% | 562 | Added |
| 12 | EFA | ISHARES TR | $783,256 | 1.08% | 8,064 | Added |
| 13 | MMM | 3M CO | $727,021 | 1.00% | 5,006 | Added |
| 14 | ROK | ROCKWELL AUTOMATION INC | $681,154 | 0.94% | 1,898 | Added |
| 15 | AMZN | AMAZON COM INC | $672,504 | 0.93% | 3,229 | Trimmed |
| 16 | HOMB | HOME BANCSHARES INC | $665,306 | 0.92% | 24,705 | Hold |
| 17 | XOM | EXXON MOBIL CORP | $650,985 | 0.90% | 3,837 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $618,783 | 0.85% | 621 | Hold |
| 19 | PDBC | INVESCO ACTVELY MNGD ETC FD | $439,010 | 0.60% | 25,347 | Added |
| 20 | TLT | ISHARES TR | $388,285 | 0.53% | 4,479 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $344,206 | 0.47% | 1,611 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $322,788 | 0.44% | 872 | Trimmed |
| 23 | TMUS | T-MOBILE US INC | $303,283 | 0.42% | 1,444 | Hold |
| 24 | ISRG | INTUITIVE SURGICAL INC | $249,857 | 0.34% | 542 | Hold |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $234,199 | 0.32% | 693 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31