STACKSTONE WEALTH, LLC’s VanEck Semiconductor ETF SMH Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.87M	Buy	+6,362	New	+$3.64M	0.38%	65

Other funds holding SMH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SMH Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 6,362 shares worth $3.87M. The stake represents 0.38% of the portfolio and ranks #65 among its holdings.

322 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

STACKSTONE WEALTH, LLC held 6,362 shares of VanEck Semiconductor ETF worth $3.87M as of Q3 2026.
VanEck Semiconductor ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
VanEck Semiconductor ETF made up 0.38% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #65 holding.
322 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.