Facet Wealth Inc’s VanEck Semiconductor ETF SMH Stock Holding History

Facet Wealth Inc’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 Q1	$540K	Buy	1,409 +136	+11%	+$54K	0.01%	164
2025 Q4	$531K	Buy	1,273 +139	+12%	+$48.8K	0.01%	146
2025 Q3	$370K	Buy	1,134 +65	+6%	+$19.2K	0.01%	143
2025 Q2	$309K	Buy	+1,069	New	+$248K	0.01%	126

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Facet Wealth Inc's SMH Position: Q1 2026 in Review

Facet Wealth Inc increased its VanEck Semiconductor ETF (SMH) stake by 11% in Q1 2026, buying an estimated $54K and bringing the position to 1,409 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #164.

Facet Wealth Inc first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Facet Wealth Inc held 1,409 shares of VanEck Semiconductor ETF worth $540K as of Q1 2026.
Facet Wealth Inc bought 136 VanEck Semiconductor ETF shares in Q1 2026, an estimated $54K.
VanEck Semiconductor ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #164 holding.
Facet Wealth Inc first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.