Wallace Hart LLC

Q4 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    58

  • Value ($000)

    $135,684

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002018963
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$47.92M
35 %

78,013

SPY

SPDR S&P 500 ETF TR

TR UNIT
$47.49M
35 %

69,647

---

TEXAS PACIFIC LAND CORPORATI

COM
$3.47M
3 %

12,096

AAPL

APPLE INC

COM
$2.1M
2 %

7,710

MSFT

MICROSOFT CORP

COM
$2.01M
2 %

4,148

AVGO

BROADCOM INC

COM
$1.92M
1 %

5,553

IGM

ISHARES TR

EXPND TEC SC ETF
$1.86M
1 %

14,415

SOXX

ISHARES TR

ISHARES SEMICDTR
$1.85M
1 %

6,135

IYW

ISHARES TR

U.S. TECH ETF
$1.83M
1 %

9,175

AMZN

AMAZON COM INC

COM
$1.61M
1 %

6,969

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