Beacon Financial Planning
SMH icon

Beacon Financial Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Beacon Financial Planning’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 		$1.26M Sell
2,072
-1
-0% -$573 0.43% 36
2026
Q2 		$1.36M Sell
2,073
-113
-5% -$61.7K 0.46% 33
2026
Q1 		$838K Buy
+2,186
New +$868K 0.32% 40

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jasper Ridge Partners
Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Beacon Financial Planning's SMH Position: Q3 2026 in Review

Beacon Financial Planning reduced its VanEck Semiconductor ETF (SMH) stake by 0.05% in Q3 2026, selling an estimated $573 and leaving 2,072 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #36.

Beacon Financial Planning first reported a position in SMH in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.36M in Q2 2026. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Beacon Financial Planning held 2,072 shares of VanEck Semiconductor ETF worth $1.26M as of Q3 2026.
  • Beacon Financial Planning sold 1 VanEck Semiconductor ETF share in Q3 2026, an estimated $573.
  • VanEck Semiconductor ETF made up 0.43% of Beacon Financial Planning's portfolio in Q3 2026, its #36 holding.
  • Beacon Financial Planning first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Planning's VanEck Semiconductor ETF position peaked at $1.36M in Q2 2026.
  • 1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.