Comprehensive Financial Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Comprehensive Financial 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	$1.46M	Sell	2,221 -1,486	-40%	-$811K	0.78%	36
2026 Q1	$1.42M	Buy	3,707 +598	+19%	+$237K	0.98%	31
2025 Q4	$1.12M	Buy	3,109 +415	+15%	+$146K	0.74%	35
2025 Q3	$879K	Buy	2,694 +13	+0.5%	+$3.85K	0.6%	42
2025 Q2	$748K	Buy	2,681 +2,181	+436%	+$506K	0.59%	45
2025 Q1	$106K	Hold	500	–	–	0.1%	97
2024 Q4	$121K	Buy	+500	New	+$124K	0.1%	116

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

Comprehensive Financial Planning's SMH Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its VanEck Semiconductor ETF (SMH) stake by 40% in Q2 2026, selling an estimated $811K and leaving 2,221 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #36.

Comprehensive Financial Planning first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Comprehensive Financial Planning held 2,221 shares of VanEck Semiconductor ETF worth $1.46M as of Q2 2026.
Comprehensive Financial Planning sold 1,486 VanEck Semiconductor ETF shares in Q2 2026, an estimated $811K.
VanEck Semiconductor ETF made up 0.78% of Comprehensive Financial Planning's portfolio in Q2 2026, its #36 holding.
Comprehensive Financial Planning first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.