BFC Planning, Inc.’s VanEck Semiconductor ETF SMH Stock Holding History

BFC Planning, Inc.’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	$6.41M	Buy	9,772 +138	+1%	+$75.3K	0.26%	79
2026 Q1	$3.69M	Buy	9,634 +1,700	+21%	+$675K	0.16%	125
2025 Q4	$2.86M	Buy	7,934 +2,863	+56%	+$1M	0.13%	162
2025 Q3	$1.66M	Buy	5,071 +47	+0.9%	+$13.9K	0.12%	151
2025 Q2	$1.4M	Buy	5,024 +82	+2%	+$19K	0.11%	171
2025 Q1	$1.05M	Sell	4,942 -425	-8%	-$102K	0.09%	191
2024 Q4	$1.3M	Buy	+5,367	New	+$1.33M	0.11%	174

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

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

BFC Planning, Inc.'s SMH Position: Q2 2026 in Review

BFC Planning, Inc. increased its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q2 2026, buying an estimated $75.3K and bringing the position to 9,772 shares worth $6.41M. The position accounts for 0.26% of the portfolio, ranked #79.

BFC Planning, Inc. first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,563 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

BFC Planning, Inc. held 9,772 shares of VanEck Semiconductor ETF worth $6.41M as of Q2 2026.
BFC Planning, Inc. bought 138 VanEck Semiconductor ETF shares in Q2 2026, an estimated $75.3K.
VanEck Semiconductor ETF made up 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #79 holding.
BFC Planning, Inc. first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,563 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.