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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
Q3 		$26.8M Buy
44,022
+1,915
+5% +$1.1M 6.9% 3
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fiduciary Planning's SMH Position: Q3 2026 in Review

Fiduciary Planning increased its VanEck Semiconductor ETF (SMH) stake by 4.5% in Q3 2026, buying an estimated $1.1M and bringing the position to 44,022 shares worth $26.8M. The position accounts for 6.9% of the portfolio, ranked #3.

Fiduciary Planning first reported a position in SMH in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.6M in Q2 2026. 178 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Fiduciary Planning held 44,022 shares of VanEck Semiconductor ETF worth $26.8M as of Q3 2026.
  • Fiduciary Planning bought 1,915 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.1M.
  • VanEck Semiconductor ETF made up 6.9% of Fiduciary Planning's portfolio in Q3 2026, its #3 holding.
  • Fiduciary Planning first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 13 quarters since.
  • Fiduciary Planning's VanEck Semiconductor ETF position peaked at $27.6M in Q2 2026.
  • 178 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.