Biltmore Family Office’s VanEck Semiconductor ETF SMH Stock Holding History

Biltmore Family Office’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	$1.57M	Sell	2,400 -450	-16%	-$246K	0.21%	81
2026 Q1	$1.09M	Hold	2,850	–	–	0.15%	98
2025 Q4	$1.03M	Hold	2,850	–	–	0.14%	100
2025 Q3	$930K	Hold	2,850	–	–	0.13%	101
2025 Q2	$795K	Sell	2,850 -150	-5%	-$34.8K	0.13%	97
2025 Q1	$634K	Sell	3,000 -50	-2%	-$12K	0.11%	115
2024 Q4	$739K	Hold	3,050	–	–	0.12%	98
2024 Q3	$749K	Hold	3,050	–	–	0.13%	96
2024 Q2	$795K	Sell	3,050 -164	-5%	-$38.5K	0.15%	87
2024 Q1	$723K	Buy	3,214 +250	+8%	+$50.3K	0.14%	92
2023 Q4	$518K	Hold	2,964	–	–	0.11%	108
2023 Q3	$430K	Hold	2,964	–	–	0.1%	119
2023 Q2	$451K	Hold	2,964	–	–	0.1%	117
2023 Q1	$390K	Hold	2,964	–	–	0.08%	155
2022 Q4	$301K	Hold	2,964	–	–	0.06%	181
2022 Q3	$274K	Sell	2,964 -200	-6%	-$21.8K	0.06%	148
2022 Q2	$322K	Hold	3,164	–	–	0.08%	136
2022 Q1	$427K	Hold	3,164	–	–	0.09%	128
2021 Q4	$489K	Hold	3,164	–	–	0.09%	126
2021 Q3	$405K	Hold	3,164	–	–	0.1%	122
2021 Q2	$415K	Buy	+3,164	New	+$391K	0.12%	120

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

Biltmore Family Office's SMH Position: Q2 2026 in Review

Biltmore Family Office reduced its VanEck Semiconductor ETF (SMH) stake by 16% in Q2 2026, selling an estimated $246K and leaving 2,400 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #81.

Biltmore Family Office first reported a position in SMH in Q2 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Biltmore Family Office held 2,400 shares of VanEck Semiconductor ETF worth $1.57M as of Q2 2026.
Biltmore Family Office sold 450 VanEck Semiconductor ETF shares in Q2 2026, an estimated $246K.
VanEck Semiconductor ETF made up 0.21% of Biltmore Family Office's portfolio in Q2 2026, its #81 holding.
Biltmore Family Office first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 21 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.