Jeremy Wallace Portfolio
Invests via Wallace Hart LLC | Managed by Jeremy Wallace
Invests via Wallace Hart LLC
Managed by Jeremy Wallace
Automatically Tracked
Jeremy Wallace Profile
Senior technology investor and operator focused on growth-stage software and fintech. Jeremy Wallace brings experience running product and GTM teams at venture-backed startups and leading investments across SaaS, payments and crypto infrastructure. He is known for sourcing early enterprise deals, advising CEOs on scaling and unit-economics, and shaping portfolio strategy. Active on board seats and follow-on capital allocation.
Senior technology investor and operator focused on growth-stage software and fintech. Jeremy Wallace brings experience running product and GTM teams at venture-backed startups and leading investments across SaaS, payments and crypto infrastructure. He is known for sourcing early enterprise deals, advising CEOs on scaling and unit-economics, and shaping portfolio strategy. Active on board seats and follow-on capital allocation.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech, prioritizing durable unit economics, repeatable GTM, and founder-market fit. Emphasizes hands-on partnership: board engagement, product and GTM operational support, and disciplined follow-on reserve allocation to protect winners. Underwrites investments with a lens on SaaS metrics (ARR growth, churn, LTV/CAC) and payments/crypto infrastructure TAMs, preferring capital-efficient scaling and defensible enterprise distribution channels. Time horizon is multi-year growth to exit or IPO, balancing conviction-sized initial checks with staged capital on milestone delivery and downside mitigation via rigorous metrics and market-led differentiation.
Focuses on growth-stage software and fintech, prioritizing durable unit economics, repeatable GTM, and founder-market fit. Emphasizes hands-on partnership: board engagement, product and GTM operational support, and disciplined follow-on reserve allocation to protect winners. Underwrites investments with a lens on SaaS metrics (ARR growth, churn, LTV/CAC) and payments/crypto infrastructure TAMs, preferring capital-efficient scaling and defensible enterprise distribution channels. Time horizon is multi-year growth to exit or IPO, balancing conviction-sized initial checks with staged capital on milestone delivery and downside mitigation via rigorous metrics and market-led differentiation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
10.94%
Gain
Monthly
0.38%
Yearly
4.63%
Drawdown
16.87%
$82.48M
Equity
Holdings
$82.48M
Investment
$69.11M
$25.93M
Profit -$598,433.52
Realized
$12.56M
Unrealized
$13.37M
Dividends
$2.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$598,433.52
Win %
74%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$419,530.54
Win %
74%
This Month
Compared to last month
Gain
-1.18%
Profit
-$983,965.31
Win %
74%
This Year
Compared to last year
Gain
13.99%
Profit
$10.12M
Win %
71%
HOMB Home BancShares Inc.
+4.83%
+$34,957.57 
TMUS T-Mobile US, Inc.
+3.22%
+$8,721.76 
ISRG Intuitive Surgical, Inc.
+2.8%
+$5,907.8 
COST Costco Wholesale Corporation
+2.69%
+$15,332.49 
MSFT Microsoft Corp.
+2.09%
+$7,220.17 
XOM Exxon Mobil Corporation
+1.14%
+$6,331.05 
AAPL Apple Inc.
+0.7%
+$10,126.38 
VTV Vanguard Value ETF
+0.35%
+$275.57 
TPL Texas Pacific Land Corporation
+0.34%
+$16,693.9 
ROK Rockwell Automation, Inc.
+0.32%
+$2,828.02 
IWR iShares Russell Mid-Cap ETF
+0.25%
+$15.95 
MMM 3M Company
+0.21%
+$1,651.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-5.41%
-$29,223.54 
TXN Texas Instruments Inc
-3.52%
-$12,601.86 
PWR Quanta Services Inc.
-3.39%
-$37,048 
MSTR Strategy Inc.
-2.83%
-$23,184 
IGM iShares Expanded Tech Sector ETF
-2.37%
-$91,363.97 
KLAC KLA Corporation
-2.37%
-$29,898.46 
IYW iShares U.S. Technology ETF
-2.19%
-$83,947.8 
GLD SPDR Gold Shares
-1.84%
-$14,111.02 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$82,292.84 
IWP iShares Russell Mid-Cap Growth ETF
-1.48%
-$83 
VUG Vanguard Growth ETF
-1.25%
-$85.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.25%
-$5,449.6 
EFA iShares MSCI EAFE ETF
-0.86%
-$7,257.6 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$275,816.67 
VOO Vanguard S&P 500 ETF
-0.57%
-$908.5 
AMZN Amazon.com Inc
-0.55%
-$4,564.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$760.32 
VXF Vanguard Extended Market ETF
-0.45%
-$108.5 
IYG iShares U.S. Financial Services ETF
-0.26%
-$9,459.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.09%
-$322.49 
VO Vanguard Mid-Cap ETF
-0.08%
-$8.32 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 125/252 49% | Profit Factor 6.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,672.88 |
| Average Win $246,673.96 | Best Trade (Jul 13) $8.31M | Sharpe Ratio -8.68 |
| Average Loss -$38,579.44 | Worst Trade (Jul 13) -$1.65M | Z-Score -3.85 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 4d | Expectancy $102,915.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.99% |
| Consecutive Losing Trades | 2,137 | 1,923 | 1,709 | 1,496 | 1,282 | 1,068 | 855 | 641 | 427 | 214 |
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Returns
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