Cathy Pareto & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Cathy Pareto & Associates’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	$936K	Buy	1,426 +143	+11%	+$78K	0.55%	38
2026 Q1	$492K	Buy	1,283 +66	+5%	+$26.2K	0.33%	52
2025 Q4	$438K	Buy	1,217 +227	+23%	+$79.6K	0.3%	58
2025 Q3	$323K	Buy	+990	New	+$293K	0.24%	70

Other funds holding SMH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

Cathy Pareto & Associates's SMH Position: Q2 2026 in Review

Cathy Pareto & Associates increased its VanEck Semiconductor ETF (SMH) stake by 11% in Q2 2026, buying an estimated $78K and bringing the position to 1,426 shares worth $936K. The position accounts for 0.55% of the portfolio, ranked #38.

Cathy Pareto & Associates first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cathy Pareto & Associates held 1,426 shares of VanEck Semiconductor ETF worth $936K as of Q2 2026.
Cathy Pareto & Associates bought 143 VanEck Semiconductor ETF shares in Q2 2026, an estimated $78K.
VanEck Semiconductor ETF made up 0.55% of Cathy Pareto & Associates's portfolio in Q2 2026, its #38 holding.
Cathy Pareto & Associates first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
353 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.