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Portfolio (Quarterly) Guide ↗

Wallace Hart LLC

· CIK 0002018963
13F Portfolio $73M AUM 34 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 11 Added 7 Reduced 25 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IYG ISHARES TR 38,609.0 $3.2M 4.41% NEW $82.84 +10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 76.3%
Energy 10.3%
Technology 6.7%
Industrials 3.8%
Consumer Cyclical 1.1%
Consumer Defensive 1.0%
Communication Services 0.5%
Healthcare 0.4%