Heritage Oak Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Heritage Oak 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 Q3	$2.22M	Sell	3,644 -2,806	-44%	-$1.61M	0.68%	22
2026 Q2	$4.23M	Sell	6,450 -193	-3%	-$105K	1.25%	12
2026 Q1	$2.55M	Buy	6,643 +930	+16%	+$369K	0.81%	17
2025 Q4	$2.06M	Buy	5,713 +4	+0.1%	+$1.4K	0.76%	19
2025 Q3	$1.86M	Sell	5,709 -94	-2%	-$27.8K	0.68%	26
2025 Q2	$1.62M	Sell	5,803 -17	-0.3%	-$3.94K	0.63%	28
2025 Q1	$1.23M	Sell	5,820 -1,611	-22%	-$386K	0.54%	32
2024 Q4	$1.8M	Buy	+7,431	New	+$1.84M	0.85%	22
2024 Q3	–	Sell	-5,817	Closed	-$1.52M	–	208
2024 Q2	$1.52M	Buy	+5,817	New	+$1.36M	0.77%	25

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Heritage Oak Wealth Advisors's SMH Position: Q3 2026 in Review

Heritage Oak Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 44% in Q3 2026, selling an estimated $1.61M and leaving 3,644 shares worth $2.22M. The position accounts for 0.68% of the portfolio, ranked #22.

Heritage Oak Wealth Advisors first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.23M in Q2 2026. 187 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Heritage Oak Wealth Advisors held 3,644 shares of VanEck Semiconductor ETF worth $2.22M as of Q3 2026.
Heritage Oak Wealth Advisors sold 2,806 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.61M.
VanEck Semiconductor ETF made up 0.68% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #22 holding.
Heritage Oak Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's VanEck Semiconductor ETF position peaked at $4.23M in Q2 2026.
187 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.