Accretive Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Accretive Wealth Partners’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 Q2	$1.37M	Buy	2,096 +589	+39%	+$321K	0.33%	76
2026 Q1	$578K	Hold	1,507	–	–	0.16%	115
2025 Q4	$543K	Hold	1,507	–	–	0.16%	105
2025 Q3	$492K	Hold	1,507	–	–	0.15%	106
2025 Q2	$420K	Hold	1,507	–	–	0.14%	111
2025 Q1	$325K	Buy	+1,507	New	+$361K	0.11%	123

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Accretive Wealth Partners's SMH Position: Q2 2026 in Review

Accretive Wealth Partners increased its VanEck Semiconductor ETF (SMH) stake by 39% in Q2 2026, buying an estimated $321K and bringing the position to 2,096 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #76.

Accretive Wealth Partners first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Accretive Wealth Partners held 2,096 shares of VanEck Semiconductor ETF worth $1.37M as of Q2 2026.
Accretive Wealth Partners bought 589 VanEck Semiconductor ETF shares in Q2 2026, an estimated $321K.
VanEck Semiconductor ETF made up 0.33% of Accretive Wealth Partners's portfolio in Q2 2026, its #76 holding.
Accretive Wealth Partners first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,551 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.