DiNuzzo Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

DiNuzzo Private Wealth’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	$470K	Hold	717	–	–	0.05%	57
2026 Q1	$275K	Hold	717	–	–	0.03%	68
2025 Q4	$258K	Hold	717	–	–	0.03%	71
2025 Q3	$208K	Hold	717	–	–	0.02%	75
2025 Q2	$200K	Hold	717	–	–	0.02%	75
2025 Q1	$152K	Hold	717	–	–	0.02%	84
2024 Q4	$174K	Hold	717	–	–	0.02%	79
2024 Q3	$176K	Hold	717	–	–	0.02%	78
2024 Q2	$187K	Hold	717	–	–	0.03%	52
2024 Q1	$161K	Buy	+717	New	+$144K	0.02%	52

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return