CWA
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Canvas Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Canvas 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 		$892K Sell
1,361
-380
-22% -$207K 0.12% 92
2026
Q1 		$667K Buy
1,741
+65
+4% +$25.8K 0.11% 102
2025
Q4 		$604K Sell
1,676
-45
-3% -$15.8K 0.1% 101
2025
Q3 		$579K Sell
1,721
-57
-3% -$16.9K 0.11% 100
2025
Q2 		$518K Sell
1,778
-123
-6% -$28.5K 0.1% 109
2025
Q1 		$365K Buy
1,901
+522
+38% +$125K 0.09% 121
2024
Q4 		$334K Buy
1,379
+266
+24% +$66K 0.08% 126
2024
Q3 		$273K Buy
1,113
+225
+25% +$54.7K 0.08% 141
2024
Q2 		$204K Buy
+888
New +$208K 0.06% 144
2023
Q1 		– Sell
-2,228
Closed -$251K – 154
2022
Q4 		$251K Buy
+2,228
New +$227K 0.11% 123
2022
Q2 		– Sell
-3,832
Closed -$457K – 144
2022
Q1 		$457K Buy
+3,832
New +$525K 0.17% 93

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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 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

Canvas Wealth Advisors's SMH Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 22% in Q2 2026, selling an estimated $207K and leaving 1,361 shares worth $892K. The position accounts for 0.12% of the portfolio, ranked #92.

Canvas Wealth Advisors first reported a position in SMH in Q1 2022 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Canvas Wealth Advisors held 1,361 shares of VanEck Semiconductor ETF worth $892K as of Q2 2026.
  • Canvas Wealth Advisors sold 380 VanEck Semiconductor ETF shares in Q2 2026, an estimated $207K.
  • VanEck Semiconductor ETF made up 0.12% of Canvas Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Canvas Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 11 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.