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Blue Zone Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Blue Zone Wealth Advisors’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 		$33.1M Buy
50,513
+10,663
+27% +$5.82M 5.78% 4
2026
Q1 		$15.3M Buy
+39,850
New +$15.8M 3.11% 7

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Blue Zone Wealth Advisors's SMH Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 27% in Q2 2026, buying an estimated $5.82M and bringing the position to 50,513 shares worth $33.1M. The position accounts for 5.78% of the portfolio, ranked #4.

Blue Zone Wealth Advisors first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Blue Zone Wealth Advisors held 50,513 shares of VanEck Semiconductor ETF worth $33.1M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 10,663 VanEck Semiconductor ETF shares in Q2 2026, an estimated $5.82M.
  • VanEck Semiconductor ETF made up 5.78% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Blue Zone Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.