Elevation Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Elevation Wealth Partners’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	$325K	Hold	533	–	–	0.09%	110
2026 Q2	$350K	Hold	533	–	–	0.1%	101
2026 Q1	$204K	Hold	533	–	–	0.07%	116
2025 Q4	$192K	Buy	533 +2	+0.4%	+$702	0.07%	118
2025 Q3	$173K	Hold	531	–	–	0.06%	125
2025 Q2	$148K	Hold	531	–	–	0.06%	136
2025 Q1	$112K	Sell	531 -10	-2%	-$2.4K	0.05%	156
2024 Q4	$131K	Sell	541 -98	-15%	-$24.3K	0.06%	140
2024 Q3	$157K	Buy	639 +78	+14%	+$19K	0.07%	131
2024 Q2	$146K	Hold	561	–	–	0.07%	132
2024 Q1	$126K	Buy	561 +15	+3%	+$3.02K	0.06%	137
2023 Q4	$79.2K	Hold	546	–	–	0.05%	174
2023 Q3	$79.2K	Hold	546	–	–	0.07%	116
2023 Q2	$83.1K	Hold	546	–	–	0.07%	117
2023 Q1	$71.9K	Buy	+546	New	+$65.5K	0.07%	129

Other funds holding SMH

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Elevation Wealth Partners's SMH Position: Q3 2026 in Review

Elevation Wealth Partners held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 533 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #110.

Elevation Wealth Partners first reported a position in SMH in Q1 2023 and has held it in 15 quarters since. The position peaked at $350K in Q2 2026. 565 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Elevation Wealth Partners held 533 shares of VanEck Semiconductor ETF worth $325K as of Q3 2026.
Elevation Wealth Partners left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
VanEck Semiconductor ETF made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #110 holding.
Elevation Wealth Partners first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's VanEck Semiconductor ETF position peaked at $350K in Q2 2026.
565 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.