Encompass More Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Encompass More Asset 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	$1.81M	Buy	2,766 +988	+56%	+$539K	0.26%	75
2026 Q1	$682K	Buy	1,778 +527	+42%	+$209K	0.11%	116
2025 Q4	$451K	Buy	1,251 +440	+54%	+$154K	0.08%	148
2025 Q3	$265K	Buy	811 +2	+0.2%	+$592	0.05%	197
2025 Q2	$226K	Buy	+809	New	+$188K	0.05%	192

Other funds holding SMH

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Encompass More Asset Management's SMH Position: Q2 2026 in Review

Encompass More Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 56% in Q2 2026, buying an estimated $539K and bringing the position to 2,766 shares worth $1.81M. The position accounts for 0.26% of the portfolio, ranked #75.

Encompass More Asset Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 225 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Encompass More Asset Management held 2,766 shares of VanEck Semiconductor ETF worth $1.81M as of Q2 2026.
Encompass More Asset Management bought 988 VanEck Semiconductor ETF shares in Q2 2026, an estimated $539K.
VanEck Semiconductor ETF made up 0.26% of Encompass More Asset Management's portfolio in Q2 2026, its #75 holding.
Encompass More Asset Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
225 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.