Fiduciary Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Fiduciary Planning’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	$27.6M	Sell	42,107 -751	-2%	-$410K	7.22%	3
2026 Q1	$16.4M	Sell	42,858 -581	-1%	-$231K	4.96%	6
2025 Q4	$15.6M	Sell	43,439 -1,321	-3%	-$464K	4.75%	7
2025 Q3	$14.6M	Buy	44,760 +898	+2%	+$266K	4.47%	7
2025 Q2	$12.2M	Sell	43,862 -3,018	-6%	-$700K	4.05%	8
2025 Q1	$9.91M	Buy	46,880 +5,239	+13%	+$1.26M	3.27%	9
2024 Q4	$10.1M	Buy	41,641 +8,134	+24%	+$2.02M	3.27%	8
2024 Q3	$8.22M	Buy	33,507 +2,189	+7%	+$532K	2.79%	10
2024 Q2	$8.16M	Buy	31,318 +4,033	+15%	+$946K	2.92%	9
2024 Q1	$6.14M	Buy	27,285 +7,193	+36%	+$1.45M	2.32%	11
2023 Q4	$3.51M	Buy	20,092 +13,633	+211%	+$2.13M	1.5%	15
2023 Q3	$936K	Buy	+6,459	New	+$978K	0.44%	34

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

Fiduciary Planning's SMH Position: Q2 2026 in Review

Fiduciary Planning reduced its VanEck Semiconductor ETF (SMH) stake by 1.8% in Q2 2026, selling an estimated $410K and leaving 42,107 shares worth $27.6M. The position accounts for 7.22% of the portfolio, ranked #3.

Fiduciary Planning first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Fiduciary Planning held 42,107 shares of VanEck Semiconductor ETF worth $27.6M as of Q2 2026.
Fiduciary Planning sold 751 VanEck Semiconductor ETF shares in Q2 2026, an estimated $410K.
VanEck Semiconductor ETF made up 7.22% of Fiduciary Planning's portfolio in Q2 2026, its #3 holding.
Fiduciary Planning first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.