EWM
SMH icon

Elmwood Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Elmwood Wealth Management’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 		$358K Buy
+545
New +$297K 0.09% 153
2019
Q2 		– Sell
-94
Closed -$5K – 300
2019
Q1 		$5K Hold
94
– – ﹤0.01% 226
2018
Q4 		$4K Buy
+94
New +$4.41K ﹤0.01% 249

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Elmwood Wealth Management's SMH Position: Q2 2026 in Review

Elmwood Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 545 shares worth $358K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in SMH as recently as Q1 2019.

Elmwood Wealth Management first reported a position in SMH in Q4 2018 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Elmwood Wealth Management held 545 shares of VanEck Semiconductor ETF worth $358K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Elmwood Wealth Management position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.09% of Elmwood Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Elmwood Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2018 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.