Brighton Jones LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Brighton Jones LLC’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	$2.73M	Sell	4,161 -130	-3%	-$70.9K	0.05%	234
2026 Q1	$1.65M	Buy	+4,291	New	+$1.7M	0.04%	319
2025 Q4	–	Sell	-1,760	Closed	-$575K	–	804
2025 Q3	$575K	Buy	1,760 +277	+19%	+$82K	0.01%	581
2025 Q2	$413K	Buy	+1,483	New	+$344K	0.01%	596
2025 Q1	–	Sell	-971	Closed	-$235K	–	740
2024 Q4	$235K	Sell	971 -56	-5%	-$13.9K	0.01%	603
2024 Q3	$252K	Buy	+1,027	New	+$250K	0.01%	473

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

Brighton Jones LLC's SMH Position: Q2 2026 in Review

Brighton Jones LLC reduced its VanEck Semiconductor ETF (SMH) stake by 3% in Q2 2026, selling an estimated $70.9K and leaving 4,161 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #234.

Brighton Jones LLC first reported a position in SMH in Q3 2024 and has held it in 6 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Brighton Jones LLC held 4,161 shares of VanEck Semiconductor ETF worth $2.73M as of Q2 2026.
Brighton Jones LLC sold 130 VanEck Semiconductor ETF shares in Q2 2026, an estimated $70.9K.
VanEck Semiconductor ETF made up 0.05% of Brighton Jones LLC's portfolio in Q2 2026, its #234 holding.
Brighton Jones LLC first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 6 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.