Foundations Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Foundations Investment Advisors’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	$8.51M	Buy	12,975 +2,795	+27%	+$1.53M	0.09%	184
2026 Q1	$3.9M	Buy	10,180 +1,260	+14%	+$500K	0.05%	261
2025 Q4	$3.21M	Buy	8,920 +1,275	+17%	+$447K	0.04%	271
2025 Q3	$2.49M	Sell	7,645 -203	-3%	-$60.1K	0.04%	294
2025 Q2	$2.19M	Buy	7,848 +2,471	+46%	+$573K	0.03%	301
2025 Q1	$1.14M	Sell	5,377 -185,448	-97%	-$44.5M	0.02%	379
2024 Q4	$46.2M	Buy	190,825 +32,842	+21%	+$8.15M	0.89%	26
2024 Q3	$38.8M	Buy	157,983 +48,932	+45%	+$11.9M	0.81%	27
2024 Q2	$28.4M	Sell	109,051 -23,201	-18%	-$5.44M	0.69%	33
2024 Q1	$29.8M	Buy	132,252 +7,200	+6%	+$1.45M	0.78%	28
2023 Q4	$23.5M	Buy	125,052 +1,340	+1%	+$210K	0.63%	35
2023 Q3	$17.9M	Buy	123,712 +121,691	+6,021%	+$18.4M	0.55%	42
2023 Q2	$308K	Buy	+2,021	New	+$273K	0.01%	468

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

Foundations Investment Advisors's SMH Position: Q2 2026 in Review

Foundations Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 27% in Q2 2026, buying an estimated $1.53M and bringing the position to 12,975 shares worth $8.51M. The position accounts for 0.09% of the portfolio, ranked #184.

Foundations Investment Advisors first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.2M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Foundations Investment Advisors held 12,975 shares of VanEck Semiconductor ETF worth $8.51M as of Q2 2026.
Foundations Investment Advisors bought 2,795 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.53M.
VanEck Semiconductor ETF made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #184 holding.
Foundations Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's VanEck Semiconductor ETF position peaked at $46.2M in Q4 2024.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.