Congress Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Congress Wealth Management’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
2025 Q2	$323K	Buy	+1,159	New	+$269K	﹤0.01%	1044

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Congress Wealth Management's SMH Position: Q2 2025 in Review

Congress Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2025: 1,159 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Congress Wealth Management held 1,159 shares of VanEck Semiconductor ETF worth $323K as of Q2 2025.
VanEck Semiconductor ETF was a new Congress Wealth Management position in Q2 2025.
VanEck Semiconductor ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1044 holding.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.