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

Freedom Financial Partners’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	$605K	Hold	922	–	–	0.2%	58
2026 Q1	$354K	Hold	922	–	–	0.13%	68
2025 Q4	$332K	Buy	922 +1	+0.1%	+$351	0.12%	69
2025 Q3	$301K	Sell	921 -50	-5%	-$14.8K	0.11%	72
2025 Q2	$271K	Sell	971 -694	-42%	-$161K	0.11%	68
2025 Q1	$352K	Sell	1,665 -545	-25%	-$131K	0.16%	58
2024 Q4	$535K	Buy	+2,210	New	+$548K	0.26%	50

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

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

Freedom Financial Partners held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 922 shares worth $605K. The position accounts for 0.2% of the portfolio, ranked #58.

Freedom Financial Partners first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Freedom Financial Partners held 922 shares of VanEck Semiconductor ETF worth $605K as of Q2 2026.
Freedom Financial Partners left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.2% of Freedom Financial Partners's portfolio in Q2 2026, its #58 holding.
Freedom Financial Partners first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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