GoalVest Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

GoalVest Advisory’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	$39.4K	Hold	60	–	–	0.01%	234
2026 Q1	$23K	Buy	+60	New	+$23.8K	﹤0.01%	314

Other funds holding SMH

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

GoalVest Advisory's SMH Position: Q2 2026 in Review

GoalVest Advisory held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 60 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #234.

GoalVest Advisory first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

GoalVest Advisory held 60 shares of VanEck Semiconductor ETF worth $39.4K as of Q2 2026.
GoalVest Advisory left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #234 holding.
GoalVest Advisory first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.