BTWM
SMH icon

Brass Tax Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Brass Tax 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
2025
Q3 		$868K Sell
2,660
-277
-9% -$82K 0.14% 70
2025
Q2 		$819K Buy
2,937
+113
+4% +$26.2K 0.16% 71
2025
Q1 		$597K Buy
2,824
+3
+0.1% +$719 0.13% 87
2024
Q4 		$683K Buy
2,821
+1,589
+129% +$394K 0.14% 79
2024
Q3 		$302K Buy
+1,232
New +$300K 0.06% 143

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Brass Tax Wealth Management's SMH Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 9.4% in Q3 2025, selling an estimated $82K and leaving 2,660 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #70.

Brass Tax Wealth Management first reported a position in SMH in Q3 2024 and has held it in 5 quarters since. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • Brass Tax Wealth Management held 2,660 shares of VanEck Semiconductor ETF worth $868K as of Q3 2025.
  • Brass Tax Wealth Management sold 277 VanEck Semiconductor ETF shares in Q3 2025, an estimated $82K.
  • VanEck Semiconductor ETF made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #70 holding.
  • Brass Tax Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.