GER Loftin Wealth Advisors LLC’s VanEck Semiconductor ETF SMH Stock Holding History

GER Loftin Wealth Advisors LLC’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	$5.79M	Buy	+9,510	New	+$5.45M	1.84%	19

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's SMH Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 9,510 shares worth $5.79M. The stake represents 1.84% of the portfolio and ranks #19 among its holdings.

1,200 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

GER Loftin Wealth Advisors LLC held 9,510 shares of VanEck Semiconductor ETF worth $5.79M as of Q3 2026.
VanEck Semiconductor ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
VanEck Semiconductor ETF made up 1.84% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #19 holding.
1,200 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.