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 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

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

Beacon Financial Planning's SMH Position: Q2 2026 in Review

Beacon Financial Planning reduced its VanEck Semiconductor ETF (SMH) stake by 5.2% in Q2 2026, selling an estimated $61.7K and leaving 2,073 shares worth $1.36M. The position accounts for 0.46% of the portfolio, ranked #33.

Beacon Financial Planning first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 1,558 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Beacon Financial Planning held 2,073 shares of VanEck Semiconductor ETF worth $1.36M as of Q2 2026.
Beacon Financial Planning sold 113 VanEck Semiconductor ETF shares in Q2 2026, an estimated $61.7K.
VanEck Semiconductor ETF made up 0.46% of Beacon Financial Planning's portfolio in Q2 2026, its #33 holding.
Beacon Financial Planning first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
1,558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.