CWA
SMH icon

Clarus Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Clarus 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
Q3 		$2.25M Buy
3,730
+710
+24% +$407K 0.82% 48
2026
Q2 		$1.79M Sell
3,020
-1,178
-28% -$643K 0.69% 55
2026
Q1 		$1.68M Sell
4,198
-434
-9% -$172K 0.72% 49
2025
Q4 		$1.81M Sell
4,632
-242
-5% -$84.9K 0.75% 44
2025
Q3 		$1.64M Buy
4,874
+56
+1% +$16.6K 0.73% 44
2025
Q2 		$1.37M Buy
4,818
+619
+15% +$144K 0.63% 49
2025
Q1 		$885K Buy
4,199
+763
+22% +$183K 0.47% 52
2024
Q4 		$841K Buy
3,436
+624
+22% +$155K 0.42% 57
2024
Q3 		$698K Buy
2,812
+364
+15% +$88.5K 0.36% 59
2024
Q2 		$689K Sell
2,448
-347
-12% -$81.4K 0.37% 55
2024
Q1 		$621K Sell
2,795
-568
-17% -$114K 0.35% 59
2023
Q4 		$606K Buy
+3,363
New +$526K 0.36% 62
2023
Q2 		$509K Sell
3,415
-233
-6% -$31.5K 0.31% 71
2023
Q1 		$460K Buy
+3,648
New +$437K 0.29% 71
2022
Q2 		– Sell
-3,500
Closed -$422K – 117
2022
Q1 		$422K Buy
3,500
+196
+6% +$26.8K 0.26% 70
2021
Q4 		$505K Sell
3,304
-378
-10% -$54.7K 0.29% 51
2021
Q3 		$466K Buy
3,682
+104
+3% +$13.7K 0.29% 57
2021
Q2 		$466K Buy
3,578
+406
+13% +$50.1K 0.29% 58
2021
Q1 		$406K Sell
3,172
-92
-3% -$10.9K 0.25% 73
2020
Q4 		$382K Sell
3,264
-682
-17% -$67.6K 0.25% 78
2020
Q3 		$350K Buy
3,946
+586
+17% +$49.1K 0.27% 77
2020
Q2 		$261K Buy
+3,360
New +$231K 0.22% 97

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Clarus Wealth Advisors's SMH Position: Q3 2026 in Review

Clarus Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 24% in Q3 2026, buying an estimated $407K and bringing the position to 3,730 shares worth $2.25M. The position accounts for 0.82% of the portfolio, ranked #48.

Clarus Wealth Advisors first reported a position in SMH in Q2 2020 and has held it in 22 quarters since. 162 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Clarus Wealth Advisors held 3,730 shares of VanEck Semiconductor ETF worth $2.25M as of Q3 2026.
  • Clarus Wealth Advisors bought 710 VanEck Semiconductor ETF shares in Q3 2026, an estimated $407K.
  • VanEck Semiconductor ETF made up 0.82% of Clarus Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Clarus Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 22 quarters since.
  • 162 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.