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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bernard Wealth Management's SMH Position: Q1 2026 in Review

Bernard Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 2 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Bernard Wealth Management first reported a position in SMH in Q3 2025 and has held it in 3 quarters since. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Bernard Wealth Management held 2 shares of VanEck Semiconductor ETF worth $767 as of Q1 2026.
  • Bernard Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
  • VanEck Semiconductor ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Bernard Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.