Discipline Wealth Solutions
SMH icon

Discipline Wealth Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Discipline Wealth Solutions’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 		$333K Buy
547
+4
+0.7% +$2.29K 0.03% 155
2026
Q2 		$356K Hold
543
– – 0.03% 151
2026
Q1 		$208K Buy
+543
New +$216K 0.02% 188

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Discipline Wealth Solutions's SMH Position: Q3 2026 in Review

Discipline Wealth Solutions increased its VanEck Semiconductor ETF (SMH) stake by 0.74% in Q3 2026, buying an estimated $2.29K and bringing the position to 547 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #155.

Discipline Wealth Solutions first reported a position in SMH in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 573 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Discipline Wealth Solutions held 547 shares of VanEck Semiconductor ETF worth $333K as of Q3 2026.
  • Discipline Wealth Solutions bought 4 VanEck Semiconductor ETF shares in Q3 2026, an estimated $2.29K.
  • VanEck Semiconductor ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #155 holding.
  • Discipline Wealth Solutions first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's VanEck Semiconductor ETF position peaked at $356K in Q2 2026.
  • 573 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.