Elwood & Goetz Wealth Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$266K	Buy	+406	New	+$222K	0.04%	128

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SMH Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 406 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings.

1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 406 shares of VanEck Semiconductor ETF worth $266K as of Q2 2026.
VanEck Semiconductor ETF was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #128 holding.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.