Bernard Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bernard 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
2026 Q2	$1.31K	Hold	2	–	–	﹤0.01%	285
2026 Q1	$767	Hold	2	–	–	﹤0.01%	318
2025 Q4	$721	Hold	2	–	–	﹤0.01%	313
2025 Q3	$653	Buy	+2	New	+$592	﹤0.01%	304

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

Bernard Wealth Management's SMH Position: Q2 2026 in Review

Bernard Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 2 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Bernard Wealth Management first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bernard Wealth Management held 2 shares of VanEck Semiconductor ETF worth $1.31K as of Q2 2026.
Bernard Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #285 holding.
Bernard Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.