FRG Family Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

FRG Family Wealth 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 Q1	$7.1M	Buy	18,529 +1,333	+8%	+$529K	1.16%	22
2025 Q4	$6.19M	Buy	17,196 +2,296	+15%	+$806K	0.96%	26
2025 Q3	$4.86M	Buy	14,900 +6,697	+82%	+$1.98M	0.78%	31
2025 Q2	$2.29M	Buy	8,203 +3,095	+61%	+$718K	0.4%	47
2025 Q1	$1.08M	Buy	5,108 +1,715	+51%	+$411K	0.21%	78
2024 Q4	$822K	Buy	3,393 +2,225	+190%	+$552K	0.15%	90
2024 Q3	$287K	Buy	+1,168	New	+$284K	0.05%	133
2024 Q2	–	Sell	-45	Closed	-$9.63K	–	319
2024 Q1	$9.63K	Buy	+45	New	+$9.05K	﹤0.01%	269

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

FRG Family Wealth Advisors's SMH Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 7.8% in Q1 2026, buying an estimated $529K and bringing the position to 18,529 shares worth $7.1M. The position accounts for 1.16% of the portfolio, ranked #22.

FRG Family Wealth Advisors first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

FRG Family Wealth Advisors held 18,529 shares of VanEck Semiconductor ETF worth $7.1M as of Q1 2026.
FRG Family Wealth Advisors bought 1,333 VanEck Semiconductor ETF shares in Q1 2026, an estimated $529K.
VanEck Semiconductor ETF made up 1.16% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #22 holding.
FRG Family Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.