AWM
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Accredited Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$6.63K Buy
303
+283
+1,415% +$83.8K ﹤0.01% 297
2025
Q2 		$5.67K Hold
20
– – ﹤0.01% 309
2025
Q1 		$4.3K Hold
20
– – ﹤0.01% 306
2024
Q4 		$4.92K Buy
+20
New +$4.96K ﹤0.01% 293

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Accredited Wealth Management's SMH Position: Q3 2025 in Review

Accredited Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 1,415% in Q3 2025, buying an estimated $83.8K and bringing the position to 303 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Accredited Wealth Management first reported a position in SMH in Q4 2024 and has held it in 4 quarters since. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • Accredited Wealth Management held 303 shares of VanEck Semiconductor ETF worth $6.63K as of Q3 2025.
  • Accredited Wealth Management bought 283 VanEck Semiconductor ETF shares in Q3 2025, an estimated $83.8K.
  • VanEck Semiconductor ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #297 holding.
  • Accredited Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.