VALEN PRIVATE CAPITAL, LLC’s iShares Semiconductor ETF SOXX Stock Holding History

VALEN PRIVATE CAPITAL, LLC’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$491K	Buy	+864	New	+$463K	0.15%	49

Other funds holding SOXX

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's SOXX Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 864 shares worth $491K. The stake represents 0.15% of the portfolio and ranks #49 among its holdings.

357 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 864 shares of iShares Semiconductor ETF worth $491K as of Q3 2026.
iShares Semiconductor ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares Semiconductor ETF made up 0.15% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #49 holding.
357 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.