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Cassady Wealth & Retirement Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Cassady Wealth & Retirement Planning’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 		$5.4M Buy
8,229
+469
+6% +$256K 2.51% 10
2026
Q1 		$3.93M Buy
7,760
+1,227
+19% +$487K 2.04% 13
2025
Q4 		$2.35M Buy
+6,533
New +$2.29M 1.53% 26

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Cassady Wealth & Retirement Planning's SMH Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its VanEck Semiconductor ETF (SMH) stake by 6% in Q2 2026, buying an estimated $256K and bringing the position to 8,229 shares worth $5.4M. The position accounts for 2.51% of the portfolio, ranked #10.

Cassady Wealth & Retirement Planning first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 8,229 shares of VanEck Semiconductor ETF worth $5.4M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 469 VanEck Semiconductor ETF shares in Q2 2026, an estimated $256K.
  • VanEck Semiconductor ETF made up 2.51% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #10 holding.
  • Cassady Wealth & Retirement Planning first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.