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Financial Freedom LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Freedom LLC’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 		$12.3M Sell
18,728
-379
-2% -$207K 5.64% 4
2026
Q1 		$7.33M Sell
19,107
-94
-0.5% -$37.3K 3.65% 4
2025
Q4 		$6.91M Sell
19,201
-545
-3% -$191K 3.43% 5
2025
Q3 		$6.44M Buy
19,746
+1,013
+5% +$300K 3.21% 7
2025
Q2 		$5.22M Sell
18,733
-59
-0.3% -$13.7K 2.82% 11
2025
Q1 		$3.97M Sell
18,792
-167
-0.9% -$40K 2.28% 12
2024
Q4 		$4.59M Buy
18,959
+62
+0.3% +$15.4K 2.42% 12
2024
Q3 		$4.64M Buy
18,897
+5,964
+46% +$1.45M 2.46% 11
2024
Q2 		$3.37M Buy
12,933
+5,495
+74% +$1.29M 1.92% 13
2024
Q1 		$1.67M Buy
7,438
+1,843
+33% +$371K 0.99% 26
2023
Q4 		$978K Buy
5,595
+979
+21% +$153K 0.62% 37
2023
Q3 		$669K Buy
4,616
+841
+22% +$127K 0.47% 40
2023
Q2 		$575K Buy
3,775
+371
+11% +$50.1K 0.4% 48
2023
Q1 		$448K Buy
3,404
+2,502
+277% +$300K 0.33% 51
2022
Q4 		$91.6K Buy
+902
New +$91.7K 0.06% 115

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Financial Freedom LLC's SMH Position: Q2 2026 in Review

Financial Freedom LLC reduced its VanEck Semiconductor ETF (SMH) stake by 2% in Q2 2026, selling an estimated $207K and leaving 18,728 shares worth $12.3M. The position accounts for 5.64% of the portfolio, ranked #4.

Financial Freedom LLC first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Financial Freedom LLC held 18,728 shares of VanEck Semiconductor ETF worth $12.3M as of Q2 2026.
  • Financial Freedom LLC sold 379 VanEck Semiconductor ETF shares in Q2 2026, an estimated $207K.
  • VanEck Semiconductor ETF made up 5.64% of Financial Freedom LLC's portfolio in Q2 2026, its #4 holding.
  • Financial Freedom LLC first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.