Bravias Capital Group’s VanEck Semiconductor ETF SMH Stock Holding History

Bravias Capital Group’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	$706K	Buy	1,077 +30	+3%	+$16.4K	0.42%	41
2026 Q1	$401K	Sell	1,047 -147	-12%	-$58.4K	0.26%	57
2025 Q4	$430K	Buy	1,194 +74	+7%	+$26K	0.26%	66
2025 Q3	$366K	Buy	1,120 +183	+20%	+$54.2K	0.24%	74
2025 Q2	$261K	Sell	937 -23	-2%	-$5.33K	0.19%	82
2025 Q1	$203K	Sell	960 -330	-26%	-$79.1K	0.16%	82
2024 Q4	$314K	Buy	+1,290	New	+$320K	0.26%	67

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Bravias Capital Group's SMH Position: Q2 2026 in Review

Bravias Capital Group increased its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,077 shares worth $706K. The position accounts for 0.42% of the portfolio, ranked #41.

Bravias Capital Group first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bravias Capital Group held 1,077 shares of VanEck Semiconductor ETF worth $706K as of Q2 2026.
Bravias Capital Group bought 30 VanEck Semiconductor ETF shares in Q2 2026, an estimated $16.4K.
VanEck Semiconductor ETF made up 0.42% of Bravias Capital Group's portfolio in Q2 2026, its #41 holding.
Bravias Capital Group first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.