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 Q1	$838K	Buy	+2,186	New	+$868K	0.32%	40

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Beacon Financial Planning's SMH Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 2,186 shares worth $838K. The stake represents 0.32% of the portfolio and ranks #40 among its holdings.

1,299 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Beacon Financial Planning held 2,186 shares of VanEck Semiconductor ETF worth $838K as of Q1 2026.
VanEck Semiconductor ETF was a new Beacon Financial Planning position in Q1 2026.
VanEck Semiconductor ETF made up 0.32% of Beacon Financial Planning's portfolio in Q1 2026, its #40 holding.
1,299 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.