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CV Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

CV 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 		$392K Hold
644
– – 0.07% 87
2026
Q2 		$422K Hold
644
– – 0.08% 90
2026
Q1 		$247K Sell
644
-65
-9% -$25.8K 0.07% 38
2025
Q4 		$255K Buy
709
+25
+4% +$8.77K 0.07% 42
2025
Q3 		$223K Buy
+684
New +$203K 0.06% 45

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CV Advisors's SMH Position: Q3 2026 in Review

CV Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 644 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #87.

CV Advisors first reported a position in SMH in Q3 2025 and has held it in 5 quarters since. The position peaked at $422K in Q2 2026. 238 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • CV Advisors held 644 shares of VanEck Semiconductor ETF worth $392K as of Q3 2026.
  • CV Advisors left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
  • VanEck Semiconductor ETF made up 0.07% of CV Advisors's portfolio in Q3 2026, its #87 holding.
  • CV Advisors first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • CV Advisors's VanEck Semiconductor ETF position peaked at $422K in Q2 2026.
  • 238 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

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